Long-term investor

Tb Alternative Assets Ltd. @tbalternativeassetsltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001483503).

Record

  • Tracked since 2025-06-30 (450 days), 177 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.3% · 1 year n/a · all +3.9%
  • Max drawdown n/a · win rate 53% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • INTC · 13.2% · long · since 2025-06-30
  • MRVL · 12.3% · long · since 2026-06-30
  • TSM · 12.1% · long · since 2025-12-31
  • SNDK · 10.4% · long · since 2026-06-30
  • META · 9.2% · long · since 2025-06-30
  • 02079K107 · 9.0% · long · since 2025-06-30
  • WDC · 6.6% · long · since 2026-06-30
  • PDD · 2.8% · long · since 2025-06-30
  • G7997R103 · 2.3% · long · since 2026-06-30
  • LEU · 2.1% · long · since 2025-06-30
  • 74347W601 · 2.0% · long · since 2026-03-31
  • GLW · 1.9% · long · since 2026-06-30

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