Long-term investor

Highland Capital Management, LLC @highlandcapitalmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000860486).

Record

  • Tracked since 2025-06-30 (434 days), 181 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.0% · 6 months +9.1% · 1 year +18.4% · all +18.4%
  • Max drawdown -3.3% · Sharpe 1.02 · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MU · 5.8% · long · since 2025-06-30
  • AAPL · 5.0% · long · since 2025-06-30
  • MSFT · 4.5% · long · since 2025-06-30
  • AVGO · 3.6% · long · since 2025-06-30
  • NVDA · 3.5% · long · since 2025-06-30
  • GOOGL · 3.2% · long · since 2025-06-30
  • GOOG · 2.5% · long · since 2025-06-30
  • JPM · 2.3% · long · since 2025-06-30
  • IVV · 2.3% · long · since 2025-06-30
  • AMZN · 1.7% · long · since 2025-06-30
  • GS · 1.7% · long · since 2025-06-30
  • COST · 1.6% · long · since 2025-06-30

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