Long-term investor
Thompson David Blair @thompsondavidblair
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002150492).
Record
- Tracked since 2024-12-31 (635 days), 586 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +905.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.0% · long · since 2024-12-31
- 084670108 · 3.0% · long · since 2026-03-31
- AMZN · 2.5% · long · since 2024-12-31
- 78462F103 · 2.4% · long · since 2024-12-31
- AVGO · 2.1% · long · since 2024-12-31
- GOOGL · 2.1% · long · since 2024-12-31
- FCX · 1.8% · long · since 2024-12-31
- 37954Y632 · 1.7% · long · since 2026-06-30
- 92189F791 · 1.7% · long · since 2024-12-31
- 464287200 · 1.5% · long · since 2024-12-31
- MU · 1.5% · long · since 2025-12-31
- 92189H607 · 1.5% · long · since 2025-12-31