Long-term investor
Lbp Am SA @lbpamsa
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001970075).
Record
- Tracked since 2025-06-30 (449 days), 201 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +24.1% · 1 year n/a · all +29.6%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.2% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- AMZN · 5.1% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- V · 2.6% · long · since 2025-06-30
- AVGO · 2.5% · long · since 2025-06-30
- AMD · 2.4% · long · since 2025-06-30
- TSM · 2.2% · long · since 2025-06-30
- LLY · 2.0% · long · since 2025-06-30
- INTC · 2.0% · long · since 2025-06-30
- MA · 1.8% · long · since 2025-06-30