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
Automatically Tracked
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:
87.93%
Gain -1.96%
Monthly
1.04%
Yearly
13.24%
Drawdown
22.06%
$169.45M
Equity
Holdings
$169.45M
Investment
$135.77M
$63.99M
Profit -$2.61M
Realized
$30.31M
Unrealized
$33.68M
Dividends
$6.33M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.96%
Profit
-$2.61M
Win %
75%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$2.97M
Win %
75%
This Month
Compared to last month
Gain
-1.83%
Profit
-$3.15M
Win %
75%
This Year
Compared to last year
Gain
1.94%
Profit
$3.23M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$1.01M 
GOOG Alphabet Inc
+6.88%
+$428,735.05 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$86,821.13 
META Meta Platforms Inc Class A
+3.28%
+$111,684.5 
MSFT Microsoft Corp.
+3.02%
+$134,524.64 
GPRK GeoPark Ltd.
+1.67%
+$16,691.2 
SAP SAP SE Sponsored ADR
+1.51%
+$22,942.02 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$5,094.45 
CP Canadian Pacific Kansas City Limited
+0.83%
+$146,305.14 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$2,551.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,035.7 
BAC Bank of America Corporation
+0.36%
+$5,742.44 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
+0.26%
+$5,128.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 CAAP
CAAP
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$194,259.9 
AAPL Apple Inc.
-7.35%
-$226,442.2 
MU Micron Technology, Inc.
-5.9%
-$241,886.27 
BBAR BBVA Argentina S.A. ADR
-4.3%
-$16,390.55 
AUGO Aura Minerals Inc.
-4.18%
-$7,963.48 
FSM Fortuna Mining Corp
-3.88%
-$13,712.54 
SVM Silvercorp Metals Inc.
-2.9%
-$22,698.76 
NFLX Netflix, Inc.
-2%
-$100,484.5 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$4,541.19 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$5,833.89 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$36,442.46 
STM STMicroelectronics N.V.
-1.26%
-$12,165.21 
UBS UBS Group AG
-1.22%
-$437,061.3 
TJX The TJX Companies, Inc.
-1.21%
-$11,176.26 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$308,718.3 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$45,236.88 
HDB HDFC Bank Limited ADR
-0.87%
-$37,651.74 
SPGI S&P Global Inc.
-0.74%
-$4,687.91 
MA Mastercard Incorporated
-0.74%
-$18,602.27 
BCS Barclays PLC Sponsored ADR
-0.72%
-$5,111 
DASH DoorDash, Inc.
-0.69%
-$23,039.29 
DG Dollar General Corporation
-0.35%
-$4,621.02 
IFS Intercorp Financial Services Inc.
-0.34%
-$5,481.4 
BKNG Booking Holdings Inc.
-0.18%
-$5,625.29 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$3,557.4 
V Visa Inc. Class A
-0.04%
-$1,860.61 Events
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Dividends
Dividend Analysis
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| Trades 755 | Longs Won 481/755 63% | Profit Factor 3.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $586,675.3 |
| Average Win $197,972.59 | Best Trade (Jun 30) $8.51M | Sharpe Ratio -20.83 |
| Average Loss -$114,002.49 | Worst Trade (Aug 17) -$6.83M | Z-Score 3.5 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 2d | Expectancy $84,752.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1,486 | 1,337 | 1,189 | 1,040 | 892 | 743 | 594 | 446 | 297 | 149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,235 | $2.06M | $2.85M | - | $793,841.96 | 38.56% | -7.354% |
| AMZN Amazon.com Inc | 28,106 | $4.8M | $7.63M | - | $2.84M | 59.1% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 1,624 | $1.64M | $2.65M | - | $1.01M | 61.5% | -1.359% |
| ATAT Atour Lifestyle Holdings Limited American Depositary Receipt | 56,980 | $1.84M | $1.96M | - | $114,529.8 | 6.22% | +0.263% |
| AUGO Aura Minerals Inc. | 3,346 | $168,688.59 | $182,591.22 | - | $13,902.63 | 8.24% | -4.179% |
| AZN AstraZeneca PLC American Depositary Shares | 181,599 | $35.59M | $30.81M | - | -$4.78M | -13.44% | -0.992% |
| BABA Alibaba Group Holding Limited SP ADR | 14,641 | $1.27M | $1.79M | - | $517,864.72 | 40.71% | +5.098% |
| BAC Bank of America Corporation | 26,102 | $1.07M | $1.62M | - | $549,701.3 | 51.5% | +0.356% |
| BBAR BBVA Argentina S.A. ADR | 19,283 | $348,443.81 | $365,027.19 | - | $16,583.38 | 4.76% | -4.297% |
| BCS Barclays PLC Sponsored ADR | 25,555 | $390,804.16 | $702,762.5 | - | $311,958.34 | 79.82% | -0.722% |
| BKNG Booking Holdings Inc. | 16,544 | $2.64M | $3.19M | - | $552,590.78 | 20.94% | -0.176% |
| BRK-B Berkshire Hathaway Inc. | 3,245 | $1.38M | $1.66M | - | $276,389.94 | 19.98% | +0.365% |
| CAAP CAAP | 21,005 | $531.21 | $531.21 | - | - | - | 0.0 |
| CP Canadian Pacific Kansas City Limited | 200,418 | $15.43M | $17.82M | - | $2.39M | 15.48% | +0.828% |
| DASH DoorDash, Inc. | 16,817 | $3.1M | $3.3M | - | $195,581.71 | 6.3% | -0.694% |
| DG Dollar General Corporation | 10,269 | $829,730.1 | $1.3M | - | $474,946.38 | 57.24% | -0.353% |
| FSM Fortuna Mining Corp | 40,331 | $400,486.83 | $339,990.33 | - | -$60,496.5 | -15.11% | -3.877% |
| GOOG Alphabet Inc | 18,665 | $3.51M | $6.66M | - | $3.14M | 89.45% | +6.884% |
| GPRK GeoPark Ltd. | 104,320 | $972,210.5 | $1.02M | - | $44,909.5 | 4.62% | +1.668% |
| HDB HDFC Bank Limited ADR | 179,294 | $5.54M | $4.29M | - | -$1.25M | -22.55% | -0.87% |
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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 $6.33M 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 HDFC Bank Limited ADR - $270,370.8. 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.
