Long-term investor
Scp Investment, LP @scpinvestmentlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730961).
Record
- Tracked since 2025-06-30 (446 days), 171 trades recorded
- Returns: week n/a · month n/a · 90 days +3.0% · 6 months n/a · 1 year +5.2% · all +5.2%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 14.0% · long · since 2025-06-30
- 90353T100 · 9.8% · long · since 2025-06-30
- BIRK · 8.5% · long · since 2026-06-30
- BX · 6.0% · long · since 2026-06-30
- 81369Y209 · 5.9% · long · since 2025-09-30
- AMZN · 5.5% · long · since 2025-12-31
- ADBE · 4.5% · long · since 2026-06-30
- GLBE · 2.9% · long · since 2026-06-30
- AAPL · 2.7% · long · since 2025-06-30
- 64361Q101 · 2.5% · long · since 2025-09-30
- FANG · 2.2% · long · since 2025-06-30
- EQT · 2.2% · long · since 2025-06-30