Long-term investor
Zega Investments, LLC @zegainvestmentsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002045703).
Record
- Tracked since 2025-06-30 (434 days), 184 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +4.3% · 1 year +12.9% · all +12.9%
- Max drawdown -4.7% · Sharpe 0.61 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 24.0% · long · since 2025-06-30
- AAPL · 13.2% · long · since 2025-06-30
- NVDA · 5.8% · long · since 2025-06-30
- HYBL · 5.6% · long · since 2025-06-30
- COST · 4.6% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- ZHDG · 2.4% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- TSLA · 1.9% · long · since 2025-06-30
- 46090E103 · 1.8% · long · since 2025-06-30
- AFL · 1.5% · long · since 2025-06-30
- META · 1.3% · long · since 2025-06-30