Long-term investor

Nwk Group, Inc. @nwkgroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803054).

Record

  • Tracked since 2025-06-30 (434 days), 75 trades recorded
  • Returns: week n/a · month n/a · 90 days +18.2% · 6 months +16.6% · 1 year +26.9% · all +26.9%
  • Max drawdown -4.8% · Sharpe 1.06 · win rate 4% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 8.2% · long · since 2025-06-30
  • GOOGL · 7.8% · long · since 2025-06-30
  • LLY · 5.6% · long · since 2025-06-30
  • MRVL · 5.3% · long · since 2026-03-31
  • AAPL · 5.1% · long · since 2025-06-30
  • GEV · 4.9% · long · since 2025-06-30
  • AMZN · 4.8% · long · since 2025-06-30
  • TSLA · 4.6% · long · since 2025-06-30
  • AVGO · 4.5% · long · since 2025-06-30
  • COST · 4.3% · long · since 2025-06-30
  • LRCX · 4.2% · long · since 2025-12-31
  • GE · 3.7% · long · since 2025-06-30

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