Long-term investor

Sitrin Capital Management LLC @sitrincapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001664771).

Record

  • Tracked since 2025-06-30 (477 days), 57 trades recorded
  • Returns: week n/a · month n/a · 90 days -3.3% · 6 months +25.6% · 1 year +48.5% · all +48.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 6.8% · long · since 2025-09-30
  • MPC · 4.1% · long · since 2025-09-30
  • NVDA · 4.1% · long · since 2025-09-30
  • 512807306 · 4.0% · long · since 2025-09-30
  • 78462F103 · 3.9% · long · since 2025-09-30
  • JPM · 3.9% · long · since 2025-09-30
  • AMGN · 3.5% · long · since 2025-09-30
  • META · 3.5% · long · since 2025-09-30
  • AMZN · 3.5% · long · since 2025-09-30
  • A · 3.5% · long · since 2025-09-30
  • MSFT · 3.3% · long · since 2025-09-30
  • WMT · 3.3% · long · since 2025-09-30

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