Long-term investor
Nicholas Company, Inc. @nicholascompanyinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000903949).
Record
- Tracked since 2025-06-30 (434 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months -1.4% · 1 year -0.2% · all -0.2%
- Max drawdown -7.9% · Sharpe -0.48 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 4.4% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- AMZN · 3.8% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- AMD · 1.9% · long · since 2025-06-30
- AVGO · 1.8% · long · since 2025-06-30
- PANW · 1.7% · long · since 2025-06-30
- HD · 1.6% · long · since 2025-06-30
- WCN · 1.5% · long · since 2025-06-30
- ORLY · 1.5% · long · since 2025-06-30
- LLY · 1.5% · long · since 2025-06-30