Pachira Investments Inc.
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$15.3B
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 4.8% (119.5k → 113.8k shares)
9.5%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 3.1% (33.1k → 32.1k shares)
6.9%
03
$AAPL
APPLE INC
Q4 2025: New position (60.8k shares)
5.5%
04
$GOOG
ALPHABET INC
Held since at least Q1 2024
4.7%
05
$BAC
BANK AMERICA CORP
Q1 2026: Increased +45.9% (8.9k → 12.9k shares)
3.9%
06
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
3.7%
07
$AMZN
AMAZON COM INC
Q4 2025: New position (45.9k shares)
3.4%
08
$PLD
PROLOGIS INC.
Held since at least Q1 2024
3.3%
09
$LIN
LINDE PLC
Q1 2026: Increased +64.7% (1.2k → 1.9k shares)
3.0%
10
$LLY
ELI LILLY & CO
Q4 2025: New position (1.8k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:39 UTC.