Long-term investor

Robertson Stephens Wealth Management, LLC @robertsonstephenswealthm

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767307).

Record

  • Tracked since 2025-06-30 (431 days), 75 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.7% · 6 months +5.7% · 1 year +12.9% · all +12.9%
  • Max drawdown -5.4% · Sharpe 0.53 · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 11.3% · long · since 2025-06-30
  • 921943858 · 5.1% · long · since 2025-06-30
  • 921908844 · 4.5% · long · since 2025-06-30
  • AAPL · 3.5% · long · since 2025-06-30
  • APP · 3.1% · long · since 2025-06-30
  • 46434G103 · 3.1% · long · since 2025-06-30
  • 464287200 · 3.0% · long · since 2025-06-30
  • 92206C870 · 2.4% · long · since 2025-06-30
  • 46432F842 · 1.9% · long · since 2025-06-30
  • 464287226 · 1.7% · long · since 2025-06-30
  • NVDA · 1.6% · long · since 2025-06-30
  • 464287499 · 1.5% · long · since 2025-06-30

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