Long-term investor

October Effect LTD @octobereffectltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002078353).

Record

  • Tracked since 2025-06-30 (448 days), 133 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year +10.4% · all +10.4%
  • Max drawdown n/a · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • WDC · 7.6% · long · since 2026-03-31
  • NVDA · 6.9% · long · since 2025-06-30
  • INTC · 4.9% · long · since 2025-06-30
  • RDDT · 4.6% · long · since 2025-06-30
  • AMD · 3.9% · long · since 2025-06-30
  • 369604301 · 3.9% · long · since 2025-06-30
  • 78468R663 · 3.7% · long · since 2025-06-30
  • META · 3.7% · long · since 2025-06-30
  • AAOI · 3.5% · long · since 2026-06-30
  • AMAT · 3.2% · long · since 2026-06-30
  • ORCL · 3.0% · long · since 2026-06-30
  • 25459W458 · 2.9% · long · since 2025-06-30

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