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:
104.31%
Gain +1.02%
Monthly
2.35%
Yearly
32.29%
Drawdown
19.39%
$2.99B
Equity
Holdings
$2.99B
Investment
$2.39B
$1.33B
Profit +$22.58M
Realized
$726.47M
Unrealized
$601.73M
Dividends
$27.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.02%
Profit
$22.58M
Win %
76%
This Week
Compared To Last Week
Gain
0.97%
Profit
$28.59M
Win %
76%
This Month
Compared to last month
Gain
-1.83%
Profit
-$55.57M
Win %
76%
This Year
Compared to last year
Gain
13.34%
Profit
$352.55M
Win %
72%
GLW Corning Incorporated
+3.13%
+$4.11M 
CRS Carpenter Technology Corporation
+2.87%
+$19.06M 
ISRG Intuitive Surgical, Inc.
+2.14%
+$2.51M 
NVDA NVIDIA Corporation
+1.11%
+$2.28M 
NU Nu Holdings Ltd.
+0.96%
+$1.33M 
MDLN Medline Inc.
+0.9%
+$2.13M 
LPLA LPL Financial Holdings Inc.
+0.45%
+$1.51M 
NIQ
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 128 | Longs Won 83/128 64% | Profit Factor 6.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $32.74M |
| Average Win $18.72M | Best Trade (Jul 21) $284.87M | Sharpe Ratio -42.75 |
| Average Loss -$5.02M | Worst Trade (Jul 19) -$58.07M | Z-Score -2.7 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $10.38M |
| 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% | <0.01% | 0.23% |
| Consecutive Losing Trades | 595 | 536 | 476 | 417 | 357 | 298 | 238 | 179 | 119 | 60 |
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Returns
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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: NVIDIA Corporation - $126.69M, GE Vernova Inc - $102.95M, McKesson Corporation - $98.7M, Carpenter Technology Corporation - $88.25M, and GUIDEWIRE SOFTWARE INC - $66.44M. 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: GE HealthCare Technologies Inc - $22.54M, Boston Scientific Corporation - $17.15M, Figma Inc. Class A Common Stock - $6.52M, and Synopsys, Inc - $448,130.42. 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 $27.81M earned over time. The largest contributors to dividend income include Blackstone Inc - $12.83M, McKesson Corporation - $3.29M, LPL Financial Holdings Inc - $2.38M, Carpenter Technology Corporation - $1.64M, and Taiwan Semiconductor Manufacturing Company Limited - $823,770.73. 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Angela McCray's strategy?
Angela McCray's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
