Long-term investor

Shira Ridge Wealth Management @shiraridgewealthmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001961210).

Record

  • Tracked since 2025-06-30 (431 days), 72 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.4% · 6 months +11.5% · 1 year +19.2% · all +19.2%
  • Max drawdown -2.9% · Sharpe 1.01 · win rate 42% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464288802 · 15.5% · long · since 2025-06-30
  • 25434V104 · 10.3% · long · since 2025-06-30
  • 09290C103 · 6.6% · long · since 2025-06-30
  • 464287549 · 6.1% · long · since 2025-06-30
  • 25434V864 · 4.9% · long · since 2025-06-30
  • 46435G516 · 4.8% · long · since 2025-06-30
  • 46429B655 · 3.8% · long · since 2025-06-30
  • 25434V203 · 3.8% · long · since 2025-06-30
  • 81369Y704 · 3.7% · long · since 2025-06-30
  • 524682309 · 3.7% · long · since 2025-06-30
  • 464287457 · 3.6% · long · since 2025-06-30
  • 464287291 · 3.5% · long · since 2025-06-30

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