David Lemanski Portfolio
Invests via Channing Global Advisors LLC | Managed by Joséphine Jiménez, CFA, Ronald Holt, CFA
Invests via Channing Global Advisors LLC
Managed by Joséphine Jiménez, CFA, Ronald Holt, CFA
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David Lemanski Profile
David Lemanski possesses a robust background in corporate leadership and operational execution, primarily within the technology sector. With extensive experience in driving growth strategies, he has successfully spearheaded several initiatives that enhanced efficiency and innovation. His tenure encompasses pivotal roles that focused on scaling operations for high-impact projects, while aligning technical advancements with market demand. Beyond his immediate responsibilities, he actively engages in mentorship opportunities to foster entrepreneurial talent within emerging tech startups. As an influential figure in strategic business development, his contributions continue to shape industry standards and catalyze collaborative partnerships.
David Lemanski possesses a robust background in corporate leadership and operational execution, primarily within the technology sector. With extensive experience in driving growth strategies, he has successfully spearheaded several initiatives that enhanced efficiency and innovation. His tenure encompasses pivotal roles that focused on scaling operations for high-impact projects, while aligning technical advancements with market demand. Beyond his immediate responsibilities, he actively engages in mentorship opportunities to foster entrepreneurial talent within emerging tech startups. As an influential figure in strategic business development, his contributions continue to shape industry standards and catalyze collaborative partnerships.
Investment Philosophy & Strategy
Growth opportunities in the technology landscape often require a nuanced understanding of operational efficiency and market dynamics. David Lemanski leverages his extensive corporate leadership experience to identify and exploit these avenues, focusing on scalable solutions that align with evolving consumer demands. His strategic insights are bolstered by a commitment to fostering innovation while nurturing emerging talent within the startup ecosystem. By engaging directly with disruptive technologies, he positions himself at the forefront of competitive trends, ensuring robust partnerships drive sustained expansion across various tech segments.
Growth opportunities in the technology landscape often require a nuanced understanding of operational efficiency and market dynamics. David Lemanski leverages his extensive corporate leadership experience to identify and exploit these avenues, focusing on scalable solutions that align with evolving consumer demands. His strategic insights are bolstered by a commitment to fostering innovation while nurturing emerging talent within the startup ecosystem. By engaging directly with disruptive technologies, he positions himself at the forefront of competitive trends, ensuring robust partnerships drive sustained expansion across various tech segments.
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:
87.73%
Gain +0.13%
Monthly
1.04%
Yearly
13.25%
Drawdown
22.04%
$166.83M
Equity
Holdings
$166.83M
Investment
$136.06M
$61.89M
Profit +$182,819.98
Realized
$30.83M
Unrealized
$31.06M
Dividends
$6.01M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$182,819.98
Win %
75%
This Week
Compared To Last Week
Gain
0.35%
Profit
$588,832.17
Win %
75%
This Month
Compared to last month
Gain
0.37%
Profit
$608,161.39
Win %
75%
This Year
Compared to last year
Gain
0.37%
Profit
$608,161.38
Win %
77%
TJX The TJX Companies, Inc.
+2.83%
+$25,728.82 
NVO Novo Nordisk A/S Sponsored ADR
+2.6%
+$55,319.07 
MA Mastercard Incorporated
+2%
+$48,321.99 
MSFT Microsoft Corp.
+1.09%
+$41,977.15 
AAPL Apple Inc.
+0.94%
+$29,274.95 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.02 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
0%
$0 
AUGO Aura Minerals Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBAR BBVA Argentina S.A. ADR
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
FSM Fortuna Mining Corp
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPRK GeoPark Ltd.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IFS Intercorp Financial Services Inc.
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SPGI S&P Global Inc.
0%
+$0.02 
STM STMicroelectronics N.V.
0%
$0 
SVM Silvercorp Metals Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBS UBS Group AG
0%
$0 
V Visa Inc. Class A
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 755 | Longs Won 479/755 63% | Profit Factor 3.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $552,313.25 |
| Average Win $190,096.98 | Best Trade (Jun 30) $8.51M | Sharpe Ratio -107.1 |
| Average Loss -$105,686.76 | Worst Trade (Jul 29) -$4.62M | Z-Score 3.32 (99.91%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 6d | Expectancy $81,969.42 |
| 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% | 0.01% |
| Consecutive Losing Trades | 1,577 | 1,420 | 1,262 | 1,104 | 946 | 789 | 631 | 473 | 315 | 158 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for David Lemanski?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $13.32M, Alphabet Inc - $4.33M, UBS Group AG - $3.66M, Meta Platforms Inc Class A - $1.75M, and Vista Energy, S.A.B. de C.V - $1.67M. 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: Adobe Inc - $2.9M, PayPal Holdings Inc - $2.55M, Xp Inc - $1.31M, Axalta Coating Systems Ltd - $903,359.13, and Ternium S.A. Sponsored ADR - $795,655.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Lemanski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.01M earned over time. The largest contributors to dividend income include UBS Group AG - $1.28M, Stellantis N.V - $579,260.59, Canadian Pacific Kansas City Limited - $441,267.64, Taiwan Semiconductor Manufacturing Company Limited - $280,620.44, and Dollar General Corporation - $218,845.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Lemanski's monthly returns?
David Lemanski'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 David Lemanski's strategy be considered aggressive or moderate?
David Lemanski'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 David Lemanski's strategy?
David Lemanski'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.
