Long-term investor

Patron Partners, LLC @patronpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841768).

Record

  • Tracked since 2025-06-30 (434 days), 98 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.9% · 6 months +9.1% · 1 year +14.0% · all +14.0%
  • Max drawdown -1.1% · Sharpe 1.06 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • PB · 6.5% · long · since 2025-06-30
  • NVDA · 4.2% · long · since 2025-06-30
  • AAPL · 4.1% · long · since 2025-06-30
  • VV · 3.2% · long · since 2025-06-30
  • LLY · 2.8% · long · since 2025-06-30
  • AMZN · 2.6% · long · since 2025-06-30
  • OALC · 2.3% · long · since 2025-06-30
  • COST · 2.1% · long · since 2025-06-30
  • MSFT · 1.9% · long · since 2025-06-30
  • AVGO · 1.8% · long · since 2025-06-30
  • GLW · 1.8% · long · since 2025-06-30
  • OACP · 1.7% · long · since 2025-06-30

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