Long-term investor

Quilter PLC @quilterplc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001770632).

Record

  • Tracked since 2025-06-30 (446 days), 45 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +7.7% · all +7.7%
  • Max drawdown n/a · win rate 22% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 7.9% · long · since 2025-06-30
  • AMD · 6.5% · long · since 2025-06-30
  • MSFT · 6.4% · long · since 2025-06-30
  • AMZN · 6.3% · long · since 2025-06-30
  • GOOGL · 6.2% · long · since 2025-06-30
  • AAPL · 5.3% · long · since 2025-06-30
  • PANW · 4.9% · long · since 2025-06-30
  • V · 4.3% · long · since 2025-06-30
  • JPM · 3.7% · long · since 2025-06-30
  • ROK · 2.7% · long · since 2025-06-30
  • TMO · 2.3% · long · since 2025-06-30
  • META · 2.3% · long · since 2025-06-30

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