Long-term investor
Sunpointe, LLC @sunpointellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012181).
Record
- Tracked since 2025-06-30 (446 days), 272 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +18.9% · all +18.9%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.0% · long · since 2025-06-30
- 922908769 · 4.1% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 26922A222 · 2.3% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- 025072810 · 1.9% · long · since 2025-06-30
- MU · 1.7% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- 14020Y508 · 1.6% · long · since 2025-06-30
- 025072752 · 1.6% · long · since 2025-06-30
- 921908844 · 1.6% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30