Long-term investor
Osborne Partners Capital Management, LLC @osbornepartnerscapitalma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001005607).
Record
- Tracked since 2025-06-30 (434 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months +5.9% · 1 year +12.0% · all +12.0%
- Max drawdown -2.8% · Sharpe 0.72 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEU · 8.5% · long · since 2025-06-30
- VWO · 3.9% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- EWJ · 2.7% · long · since 2025-06-30
- VNQ · 2.5% · long · since 2025-06-30
- VGK · 2.4% · long · since 2025-06-30
- GOOG · 2.3% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- RWX · 1.8% · long · since 2025-06-30
- ATMP · 1.7% · long · since 2025-06-30