Ed Perlmutter

Following their disclosures vs. same money in SPY: +156.9 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	CH CHPT	$1K–$15K	2022-11-10	2022-12-19	PDF →
BUY	AA AAPL	$1K–$15K	2022-11-10	2022-12-19	PDF →
BUY	AM AMZN	$1K–$15K	2022-11-10	2022-12-19	PDF →
BUY	CO COST	$1K–$15K	2022-11-10	2022-12-19	PDF →
SELL	CH CHPT	$1K–$15K	2022-11-01	2022-12-19 LATE	PDF →
BUY	CH CHPT	$1K–$15K	2022-09-02	2022-09-26	PDF →
BUY	KR KR	$1K–$15K	2022-07-19	2022-09-26 LATE	PDF →
SELL	F F	$1K–$15K	2022-05-20	2022-06-16	PDF →
SELL	AA AAPL	$1K–$15K	2022-05-20	2022-06-16	PDF →
SELL	VZ VZ	$1K–$15K	2022-05-13	2022-06-16	PDF →
SELL	MS MSFT	$1K–$15K	2022-05-13	2022-06-16	PDF →
SELL	F F	$1K–$15K	2022-05-13	2022-06-16	PDF →
SELL	AA AAPL	$1K–$15K	2022-05-13	2022-06-16	PDF →
SELL	AM AMZN	$1K–$15K	2022-05-13	2022-06-16	PDF →
SELL	CO COST	$1K–$15K	2022-04-22	2022-05-10	PDF →
SELL	BR BRK.B	$1K–$15K	2021-12-21	2022-01-25	PDF →
SELL	CO COIN	$1K–$15K	2021-12-21	2022-01-25	PDF →
SELL	CO COST	$1K–$15K	2021-11-26	2021-12-22	PDF →
BUY	F F	$1K–$15K	2021-11-26	2021-12-22	PDF →
BUY	F F	$1K–$15K	2021-11-02	2021-12-02	PDF →
BUY	CO COIN	$1K–$15K	2021-09-23	2021-10-26	PDF →
SELL	BR BRK.B	$1K–$15K	2021-09-15	2021-10-26	PDF →
SELL	BA BABA	$1K–$15K	2021-07-07	2021-08-24 LATE	PDF →
SELL	GO GOOG	$1K–$15K	2021-07-07	2021-08-24 LATE	PDF →
BUY	UA UAL	$1K–$15K	2021-07-07	2021-08-24 LATE	PDF →
BUY	BR BRK.B	$1K–$15K	2021-06-16	2021-08-24 LATE	PDF →
SELL	BA BABA	$1K–$15K	2021-06-14	2021-08-24 LATE	PDF →
BUY	BA BABA	$1K–$15K	2021-05-11	2021-06-25	PDF →
BUY	GO GOOG	$1K–$15K	2021-05-11	2021-06-25	PDF →
SELL	NE NEM	$1K–$15K	2020-11-18	2020-12-22	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Perlmutter still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
NV NVDA		$62K	33.5%	+1507.4%	Nov 2020	Sep 2020
AA AAPL		$38K	20.5%	+303.8%	Sep 2017	Nov 2022
GO GOOGL		$27K	14.4%	+591.8%	Sep 2017	Nov 2016
KR KR		$18K	9.7%	+132.9%	Dec 2017	Jul 2022
AM AMZN		$12K	6.2%	+198.9%	Dec 2020	Nov 2022
HD HD		$10K	5.2%	+147.8%	Sep 2017	May 2016
CO COST		$9K	4.7%	+124.6%	Dec 2020	Nov 2022
UA UAL		$8K	4.5%	+117.3%	Aug 2021	Jul 2021
BR BRK.B		$3K	1.4%	+88.1%	Nov 2020	Dec 2021

Filings 41 on file · every disclosure Perlmutter has made