Long-term investor
Marietta Investment Partners LLC @mariettainvestmentpartne
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001114702).
Record
- Tracked since 2025-06-30 (441 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +17.8% · all +17.8%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.1% · long · since 2025-06-30
- BE · 5.0% · long · since 2025-09-30
- NVDA · 4.8% · long · since 2025-06-30
- GOOGL · 4.1% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- ANET · 2.7% · long · since 2025-06-30
- HWM · 2.6% · long · since 2025-06-30
- GEV · 2.5% · long · since 2025-06-30
- GWW · 2.1% · long · since 2025-06-30
- BRK-B · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- MA · 1.9% · long · since 2025-06-30