Long-term investor
Thayer Partners, LLC / Ma @thayerpartnersllcma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010185).
Record
- Tracked since 2025-12-31 (264 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.8%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 18.0% · long · since 2025-12-31
- 464287226 · 9.2% · long · since 2025-12-31
- 921943858 · 9.0% · long · since 2025-12-31
- 46090E103 · 7.1% · long · since 2025-12-31
- 464287440 · 3.2% · long · since 2025-12-31
- AAPL · 2.9% · long · since 2025-12-31
- 46641Q332 · 2.5% · long · since 2025-12-31
- 464287457 · 2.4% · long · since 2025-12-31
- 922042858 · 2.3% · long · since 2025-12-31
- JNJ · 2.0% · long · since 2025-12-31
- 69344A107 · 1.9% · long · since 2025-12-31
- 381430545 · 1.5% · long · since 2025-12-31