Long-term investor
Nicola Wealth Management Ltd. @nicolawealthmanagementlt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001734493).
Record
- Tracked since 2025-06-30 (454 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +971.2% · all +971.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WCN · 4.7% · long · since 2025-06-30
- PBA · 3.5% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- TSM · 2.9% · long · since 2025-06-30
- V · 2.8% · long · since 2025-06-30
- G16252101 · 2.8% · long · since 2026-06-30
- 113004105 · 2.7% · long · since 2025-06-30
- 891160509 · 2.6% · long · since 2025-06-30
- 907818108 · 2.5% · long · since 2025-06-30
- META · 2.4% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30