Long-term investor

Xponance LLC @xponancellc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001637541).

Record

  • Tracked since 2025-06-30 (434 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.9% · 6 months +4.4% · 1 year +12.9% · all +12.9%
  • Max drawdown -6.0% · Sharpe 0.54 · win rate 25% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 8.2% · long · since 2025-06-30
  • AAPL · 6.3% · long · since 2025-06-30
  • MSFT · 4.0% · long · since 2025-06-30
  • GOOGL · 3.7% · long · since 2025-06-30
  • AVGO · 3.1% · long · since 2025-06-30
  • GOOG · 2.9% · long · since 2025-06-30
  • AMZN · 2.8% · long · since 2025-06-30
  • MU · 2.2% · long · since 2025-06-30
  • TSLA · 2.1% · long · since 2025-06-30
  • META · 2.0% · long · since 2025-06-30
  • AMD · 1.6% · long · since 2025-06-30
  • LLY · 1.6% · long · since 2025-06-30

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