Long-term investor

Neuberger Berman Group LLC @neubergerbermangroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001465109).

Record

  • Tracked since 2025-06-30 (434 days), 18 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.1% · 6 months +5.7% · 1 year +11.3% · all +11.3%
  • Max drawdown -3.1% · Sharpe 0.60 · win rate 26% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 4.1% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • AMZN · 3.1% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30
  • GOOGL · 2.4% · long · since 2025-06-30
  • GOOG · 2.1% · long · since 2025-06-30
  • JPM · 1.7% · long · since 2025-06-30
  • LLY · 1.4% · long · since 2025-06-30
  • IVV · 1.3% · long · since 2025-06-30
  • AVGO · 1.0% · long · since 2025-06-30
  • N07059210 · 1.0% · long · since 2025-06-30
  • META · 0.9% · long · since 2025-06-30

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