Long-term investor
Lazari Capital Management, Inc. @lazaricapitalmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001986389).
Record
- Tracked since 2025-06-30 (434 days), 101 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months +3.8% · 1 year +14.5% · all +14.5%
- Max drawdown -4.3% · Sharpe 0.70 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 13.3% · long · since 2025-06-30
- NVDA · 6.3% · long · since 2025-06-30
- GOOGL · 6.1% · long · since 2025-06-30
- META · 5.7% · long · since 2025-06-30
- AMZN · 5.5% · long · since 2025-06-30
- 90353T100 · 4.3% · long · since 2025-06-30
- AMD · 3.6% · long · since 2025-06-30
- TSLA · 2.9% · long · since 2025-06-30
- 097023105 · 2.4% · long · since 2025-06-30
- BP · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- BAC · 1.5% · long · since 2025-06-30