Persimmon Long/Short FundLSEIX

MUTUAL FUNDDakota
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$44.9M
Expense ratio
1.99%
1-year return
+17.0%
3 years, a year
+14.8%
5 years, a year
+9.4%
Holdings
370

What it aims to do.

The Persimmon Long/Short Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AAPL Apple Inc.6.51%
NVDA NVIDIA Corp.6.05%
MSFT Microsoft Corp.4.57%
AMZN Amazon.com, Inc.3.85%
GOOGL Alphabet Inc.3.64%
AVGO Broadcom Inc2.83%
GOOG Alphabet Inc.2.53%
N/A2.41%
BRK-B Berkshire Hathaway Inc.1.59%
LLY Eli Lilly & Co.1.56%

More on LSEIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.