Long-term investor
&partners @partners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000107136).
Record
- Tracked since 2023-06-30 (1207 days), 481 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months +8.0% · 1 year +1.6% · all +42.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.5% · long · since 2025-06-30
- 464287200 · 2.9% · long · since 2025-06-30
- 464287507 · 2.6% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- 464287226 · 1.7% · long · since 2025-06-30
- 25434V203 · 1.7% · long · since 2025-06-30
- AVGO · 1.5% · long · since 2025-06-30
- GOOGL · 1.4% · long · since 2025-06-30
- 46432F842 · 1.4% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30
- JPM · 1.3% · long · since 2025-06-30