Long-term investor
Longbow Finance SA @longbowfinancesa
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965552).
Record
- Tracked since 2025-06-30 (472 days), 170 trades recorded
- Returns: week n/a · month n/a · 90 days -2.8% · 6 months +3.0% · 1 year -7.0% · all -7.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.1% · long · since 2025-06-30
- AAPL · 6.9% · long · since 2025-06-30
- 02079K107 · 6.8% · long · since 2025-06-30
- AMZN · 4.5% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- AVGO · 3.3% · long · since 2025-06-30
- GS · 2.7% · long · since 2025-06-30
- 30231G102 · 2.3% · long · since 2025-06-30
- 369604301 · 2.1% · long · since 2025-06-30
- 929740108 · 2.1% · long · since 2025-06-30
- TJX · 2.1% · long · since 2025-06-30
- AXP · 2.1% · long · since 2025-06-30