Long-term investor

Sonata Capital Group Inc. @sonatacapitalgroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001172036).

Record

  • Tracked since 2025-06-30 (449 days), 49 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.8% · 1 year n/a · all +9.2%
  • Max drawdown n/a · win rate 56% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287614 · 6.8% · long · since 2025-06-30
  • 464287499 · 5.3% · long · since 2025-06-30
  • 464287598 · 5.3% · long · since 2025-06-30
  • AAPL · 5.0% · long · since 2025-06-30
  • 464287630 · 4.3% · long · since 2025-06-30
  • 922908769 · 4.3% · long · since 2025-06-30
  • 464287309 · 3.8% · long · since 2025-06-30
  • 921946406 · 3.7% · long · since 2025-06-30
  • MSFT · 3.7% · long · since 2025-06-30
  • AMZN · 2.9% · long · since 2025-06-30
  • BRK-B · 2.4% · long · since 2025-06-30
  • 46435U515 · 2.1% · long · since 2025-06-30

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