Ownership history in 1623 Capital LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which 1623 Capital LLC reported a position in VEEVA SYS INC (VEEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 1623 Capital LLC outperformed the S&P 500 by +1.0% annually on this VEEV position. Timing score: 88% (7/8 decisions correct). Average cost basis: $159.48. Maximum drawdown during holding period: β48.1%.
β
Outperformed SPY on this position by 1.0% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 8 add/trim decisions correct
Best entry: $156.37 (2020 Q1) Β· Worst: $272.25 (2020 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 2 trims. Bought during 3 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size