Long-term investor
Vestgen Investment Management @vestgeninvestmentmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001511739).
Record
- Tracked since 2025-06-30 (434 days), 311 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +11.2% · 1 year +17.7% · all +17.7%
- Max drawdown -0.3% · Sharpe 1.30 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 4.3% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- 464288513 · 2.2% · long · since 2025-06-30
- 33939L860 · 2.0% · long · since 2025-06-30
- 33939L837 · 1.9% · long · since 2025-06-30
- 464287200 · 1.7% · long · since 2025-06-30
- 464287440 · 1.5% · long · since 2025-06-30
- CRS · 1.5% · long · since 2025-09-30
- AVGO · 1.4% · long · since 2025-06-30
- APH · 1.4% · long · since 2025-06-30
- 922908751 · 1.3% · long · since 2025-06-30
- 922908736 · 1.3% · long · since 2025-06-30
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