Long-term investor

Quantum Portfolio Management LLC @quantumportfoliomanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002003672).

Record

  • Tracked since 2025-06-30 (434 days), 381 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months +9.3% · 1 year +18.0% · all +18.0%
  • Max drawdown -1.2% · Sharpe 1.11 · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.2% · long · since 2025-06-30
  • NVDA · 3.5% · long · since 2025-06-30
  • EEM · 2.4% · long · since 2025-12-31
  • FTRB · 1.9% · long · since 2025-06-30
  • GOOG · 1.8% · long · since 2025-06-30
  • MU · 1.8% · long · since 2025-09-30
  • EFV · 1.8% · long · since 2025-06-30
  • AGX · 1.7% · long · since 2025-06-30
  • FNDE · 1.5% · long · since 2025-06-30
  • IWO · 1.5% · long · since 2025-06-30
  • IWF · 1.5% · long · since 2025-06-30
  • IVW · 1.4% · long · since 2025-06-30

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