Long-term investor
Rice Hall James & Associates, LLC @ricehalljamesassociatesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001230765).
Record
- Tracked since 2025-06-30 (434 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +0.3% · 1 year +9.2% · all +9.2%
- Max drawdown -8.5% · Sharpe 0.25 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LGND · 4.2% · long · since 2025-06-30
- ACIW · 2.5% · long · since 2025-06-30
- ARLO · 2.4% · long · since 2025-06-30
- FN · 2.4% · long · since 2025-06-30
- ESTA · 2.3% · long · since 2025-06-30
- XPO · 2.2% · long · since 2025-06-30
- ZD · 2.1% · long · since 2025-06-30
- FOUR · 2.1% · long · since 2025-06-30
- G52694109 · 1.9% · long · since 2025-06-30
- K08588103 · 1.9% · long · since 2026-06-30
- LRN · 1.8% · long · since 2025-06-30
- PBH · 1.6% · long · since 2025-06-30