Long-term investor
Whalerock Point Partners, LLC @whalerockpointpartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001389709).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months +7.8% · 1 year +17.7% · all +17.7%
- Max drawdown -4.1% · Sharpe 0.93 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 10.7% · long · since 2025-06-30
- GOOGL · 7.3% · long · since 2025-06-30
- AAPL · 6.7% · long · since 2025-06-30
- MSFT · 4.5% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- V · 3.1% · long · since 2025-06-30
- PANW · 2.5% · long · since 2025-06-30
- IVV · 2.1% · long · since 2025-06-30
- META · 2.1% · long · since 2025-06-30
- COST · 2.1% · long · since 2025-06-30
- BRK-B · 1.9% · long · since 2025-06-30