Long-term investor
National Philanthropic Trust @nationalphilanthropictru
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001785342).
Record
- Tracked since 2025-06-30 (997 days), 206 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +16.1% · 1 year +12.4% · all +48.4%
- Max drawdown -12.6% · Sharpe 0.63 · win rate 60% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 16.5% · long · since 2025-06-30
- APO · 15.6% · long · since 2025-06-30
- 922908363 · 5.6% · long · since 2025-06-30
- GOOGL · 5.4% · long · since 2025-06-30
- 02079K107 · 4.2% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- BX · 3.3% · long · since 2025-06-30
- CVNA · 2.6% · long · since 2025-06-30
- 464287226 · 2.6% · long · since 2025-06-30
- 46432F842 · 2.4% · long · since 2025-06-30
- 78462F103 · 1.9% · long · since 2025-06-30
- TSM · 1.8% · long · since 2025-06-30