Long-term investor
Stoneridge Investment Partners LLC @stoneridgeinvestmentpart
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001108831).
Record
- Tracked since 2025-06-30 (446 days), 362 trades recorded
- Returns: week n/a · month n/a · 90 days +11.5% · 6 months n/a · 1 year +15.0% · all +15.0%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.9% · long · since 2025-06-30
- AAPL · 5.7% · long · since 2025-06-30
- NVDA · 5.4% · long · since 2025-06-30
- AMZN · 4.8% · long · since 2025-06-30
- AVGO · 4.4% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- 02079K107 · 2.8% · long · since 2025-06-30
- META · 2.3% · long · since 2025-06-30
- MU · 1.6% · long · since 2026-06-30
- 512807306 · 1.5% · long · since 2025-09-30
- NKE · 1.5% · long · since 2025-09-30
- AMD · 1.4% · long · since 2025-12-31