Long-term investor

Norris Perne & French LLP @norrispernefrenchllpmi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001092290).

Record

  • Tracked since 2025-06-30 (449 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +10.7% · 1 year n/a · all +38.6%
  • Max drawdown n/a · win rate 58% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 210322590 · 37.3% · long · since 2026-03-31
  • MSFT · 3.9% · long · since 2025-06-30
  • AMAT · 3.5% · long · since 2025-06-30
  • GOOGL · 3.2% · long · since 2025-06-30
  • TSM · 2.5% · long · since 2025-06-30
  • 464287200 · 2.5% · long · since 2025-06-30
  • AMZN · 2.0% · long · since 2025-06-30
  • COHR · 1.9% · long · since 2025-06-30
  • BALL · 1.9% · long · since 2025-06-30
  • DHR · 1.7% · long · since 2025-06-30
  • V · 1.6% · long · since 2025-06-30
  • KLAC · 1.6% · long · since 2025-06-30

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