Angela McCray Portfolio
Invests via SurgoCap Partners LP | Managed by Mala Gopal Gaonkar
Invests via SurgoCap Partners LP
Managed by Mala Gopal Gaonkar
Automatically Tracked
Angela McCray Profile
Angela McCray is an accomplished entrepreneur with extensive experience in developing innovative consumer products. As the founder of a successful startup, she has consistently demonstrated her ability to identify market trends and effectively position her brands for growth. With a background in marketing and product development, she plays a crucial role in shaping strategic direction and enhancing customer engagement. Her leadership is marked by an emphasis on sustainability and social impact, setting new standards within the industry. McCray's contributions have not only led to commercial success but also positioned her as a thought leader among emerging entrepreneurs navigating the complexities of today's market.
Angela McCray is an accomplished entrepreneur with extensive experience in developing innovative consumer products. As the founder of a successful startup, she has consistently demonstrated her ability to identify market trends and effectively position her brands for growth. With a background in marketing and product development, she plays a crucial role in shaping strategic direction and enhancing customer engagement. Her leadership is marked by an emphasis on sustainability and social impact, setting new standards within the industry. McCray's contributions have not only led to commercial success but also positioned her as a thought leader among emerging entrepreneurs navigating the complexities of today's market.
Investment Philosophy & Strategy
Opportunity identification remains paramount in Angela McCray's investment approach, honed through her entrepreneurial journey in the consumer goods sector. With a keen sense for emerging trends and market dynamics, she prioritizes sustainable product innovation that resonates with evolving consumer preferences. Leveraging her marketing expertise, strategic brand positioning is pivotal to maximizing growth potential while adhering to ethical practices. Her emphasis on impactful solutions facilitates not just profitability but also fosters community engagement, driving societal progress alongside business objectives. This dual focus enables her ventures to thrive amid competitive landscapes.
Opportunity identification remains paramount in Angela McCray's investment approach, honed through her entrepreneurial journey in the consumer goods sector. With a keen sense for emerging trends and market dynamics, she prioritizes sustainable product innovation that resonates with evolving consumer preferences. Leveraging her marketing expertise, strategic brand positioning is pivotal to maximizing growth potential while adhering to ethical practices. Her emphasis on impactful solutions facilitates not just profitability but also fosters community engagement, driving societal progress alongside business objectives. This dual focus enables her ventures to thrive amid competitive landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
78.82%
Gain -1.44%
Monthly
1.81%
Yearly
23.98%
Drawdown
20.6%
$2.4B
Equity
Holdings
$2.4B
Investment
$2.24B
$976.68M
Profit -$32.45M
Realized
$816.59M
Unrealized
$160.09M
Dividends
$28.92M
Goals
Avg. 25% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.44%
Profit
-$32.45M
Win %
75%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$32.45M
Win %
75%
This Month
Compared to last month
Gain
-2.52%
Profit
-$62M
Win %
75%
This Year
Compared to last year
Gain
-9.91%
Profit
-$261.67M
Win %
67%
Events
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Dividends
Dividend Analysis
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| Trades 141 | Longs Won 92/141 65% | Profit Factor 2.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $30.12M |
| Average Win $17.21M | Best Trade (Jun 30) $228.23M | Sharpe Ratio -44.65 |
| Average Loss -$12.37M | Worst Trade (Sep 01) -$98.07M | Z-Score -0.64 (47.92%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $6.93M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 2.16% |
| Consecutive Losing Trades | 194 | 175 | 155 | 136 | 116 | 97 | 78 | 58 | 39 | 19 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AGX Argan Inc. | 149,983 | $119.77M | $59.26M | - | -$60.51M | -50.52% | -4.505% |
 CRS Carpenter Technology Corporation | 686,473 | $149.09M | $287.71M | - | $138.63M | 92.99% | -5.431% |
| DPC DPC | 638,725 | $31.34M | $31.34M | - | - | - | 0.0 |
 GLW Corning Incorporated | 797,181 | $108.39M | $114M | - | $5.61M | 5.18% | -14.056% |
 GOOG Alphabet Inc | 966,080 | $271.61M | $333.68M | - | $62.07M | 22.85% | +2.966% |
 INTC Intel Corporation | 1.85M | $258.08M | $180.18M | - | -$77.9M | -30.18% | -5.299% |
 ISRG Intuitive Surgical, Inc. | 256,963 | $138.14M | $97.11M | - | -$41.03M | -29.7% | +2.376% |
 LPLA LPL Financial Holdings Inc. | 1.06M | $280.23M | $365.9M | - | $85.67M | 30.57% | -2.724% |
 MCK McKesson Corporation | 376,870 | $246.49M | $342.96M | - | $96.46M | 39.13% | +3.234% |
 MDLN Medline Inc. | 7.49M | $326.05M | $245.85M | - | -$80.2M | -24.6% | +0.938% |
 NU Nu Holdings Ltd. | 8M | $113.87M | $115.73M | - | $1.86M | 1.64% | -1.06% |
 TSMWF Taiwan Semiconductor Manufacturing Company Limited | 908,064 | $15.66M | $15.66M | - | - | - | 0.0 |
 V Visa Inc. Class A | 564,207 | $181.79M | $211.2M | - | $29.41M | 16.18% | +1.047% |
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FAQ
Which stocks have generated the highest profits for Angela McCray?
The largest contributions to the portfolio's profits come from the following stocks: Carpenter Technology Corporation - $316.61M, GE Vernova Inc - $102.95M, McKesson Corporation - $98.48M, NVIDIA Corporation - $92.23M, and Meta Platforms Inc Class A - $73.41M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Figma Inc. Class A Common Stock - $63.91M, UnitedHealth Group Incorporated - $56.95M, Intuit Inc - $27.76M, NIQ - $25.37M, and GE HealthCare Technologies Inc - $22.54M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Angela McCray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.92M earned over time. The largest contributors to dividend income include Blackstone Inc - $12.83M, McKesson Corporation - $3.08M, LPL Financial Holdings Inc - $2.7M, Carpenter Technology Corporation - $1.78M, and Alphabet Inc - $987,564.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Angela McCray's monthly returns?
Angela McCray's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Angela McCray's strategy be considered aggressive or moderate?
Angela McCray's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Angela McCray's strategy?
Angela McCray's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
