Long-term investor
Intrinsic Value Partners, LLC @intrinsicvaluepartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910364).
Record
- Tracked since 2025-06-30 (471 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days -6.1% · 6 months +10.6% · 1 year +27.1% · all +27.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 10.7% · long · since 2025-06-30
- BRK-B · 10.3% · long · since 2025-06-30
- TSM · 6.5% · long · since 2025-06-30
- GOOGL · 5.7% · long · since 2025-06-30
- 922908744 · 4.3% · long · since 2025-06-30
- 369604301 · 4.1% · long · since 2025-06-30
- JOE · 3.9% · long · since 2025-06-30
- META · 3.4% · long · since 2025-06-30
- SCHW · 3.3% · long · since 2025-06-30
- AMAT · 2.4% · long · since 2025-06-30
- 064058100 · 2.4% · long · since 2025-06-30
- 464287804 · 2.4% · long · since 2025-06-30