Long-term investor

Westpac Banking Corp. @westpacbankingcorp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000719245).

Record

  • Tracked since 2025-06-30 (434 days), 84 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months +5.7% · 1 year +13.5% · all +13.5%
  • Max drawdown -5.9% · Sharpe 0.58 · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 8.4% · long · since 2025-06-30
  • AAPL · 6.4% · long · since 2025-06-30
  • GOOGL · 5.4% · long · since 2025-06-30
  • MSFT · 4.5% · long · since 2025-06-30
  • AMZN · 3.1% · long · since 2025-06-30
  • AVGO · 2.9% · long · since 2025-06-30
  • JPM · 1.8% · long · since 2025-06-30
  • MU · 1.7% · long · since 2025-06-30
  • META · 1.7% · long · since 2025-06-30
  • C · 1.5% · long · since 2025-06-30
  • TSLA · 1.4% · long · since 2025-06-30
  • AMD · 1.2% · long · since 2025-06-30

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