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

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