Long-term investor
Ofi Invest Asset Management @ofiinvestassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001977602).
Record
- Tracked since 2025-06-30 (434 days), 273 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +10.3% · 1 year +19.6% · all +19.6%
- Max drawdown -3.7% · Sharpe 1.06 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.7% · long · since 2025-06-30
- GOOGL · 5.9% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- AAPL · 4.9% · long · since 2025-06-30
- AMD · 3.6% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- TSLA · 2.3% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- MS · 2.0% · long · since 2025-06-30
- PANW · 1.9% · long · since 2025-06-30
- AMAT · 1.9% · long · since 2025-06-30