Long-term investor
Northcrest Asset Manangement, LLC @northcrestassetmanangeme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001893159).
Record
- Tracked since 2025-06-30 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +9.2% · 1 year +16.4% · all +16.4%
- Max drawdown -2.7% · Sharpe 1.05 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.5% · long · since 2025-06-30
- AVGO · 5.1% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- AMAT · 2.8% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- TSM · 2.3% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- AMD · 1.6% · long · since 2025-06-30
- CAT · 1.4% · long · since 2025-06-30
- JPM · 1.3% · long · since 2025-06-30
- GS · 1.2% · long · since 2025-06-30