Long-term investor
Ieq Capital, LLC @ieqcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001779789).
Record
- Tracked since 2025-06-30 (434 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months -14.8% · 1 year -5.8% · all -5.8%
- Max drawdown -21.9% · Sharpe -0.43 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.2% · long · since 2025-06-30
- RBLX · 4.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- SPY · 2.4% · long · since 2025-06-30
- META · 2.2% · long · since 2025-06-30
- CRWD · 2.2% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- BIL · 1.8% · long · since 2025-06-30
- VTI · 1.8% · long · since 2025-06-30
- VOO · 1.7% · long · since 2025-06-30
- GOOG · 1.6% · long · since 2025-06-30