Long-term investor
Pbcay One Rsc LTD @pbcayonerscltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002013737).
Record
- Tracked since 2024-12-31 (627 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year n/a · all +10.1%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 15.8% · long · since 2026-06-30
- 46090E103 · 10.3% · long · since 2025-03-31
- TSM · 8.2% · long · since 2025-03-31
- MSFT · 7.6% · long · since 2025-03-31
- NU · 6.1% · long · since 2025-12-31
- DHR · 5.8% · long · since 2025-03-31
- AMZN · 5.3% · long · since 2025-03-31
- NVDA · 5.3% · long · since 2025-03-31
- META · 4.9% · long · since 2025-03-31
- AVGO · 4.9% · long · since 2025-03-31
- SHW · 4.7% · long · since 2025-03-31
- MELI · 4.5% · long · since 2025-03-31