Jim Gallagher Portfolio
Invests via LTS One Management LP | Managed by Saraza Management LP
Invests via LTS One Management LP
Managed by Saraza Management LP
Automatically Tracked
Jim Gallagher Profile
With a strong background in technology and innovation, Jim Gallagher has emerged as a key player in the startup ecosystem. He co-founded several successful ventures that leverage cutting-edge technologies to address evolving market demands. His extensive experience in launching disruptive products has positioned him as a thought leader within the industry. Gallagher's collaborative approach to entrepreneurship fosters dynamic partnerships that enhance business growth and scalability. His insights into operational efficiency and market trends significantly contribute to enhancing value for investors seeking exposure to high-potential companies.
With a strong background in technology and innovation, Jim Gallagher has emerged as a key player in the startup ecosystem. He co-founded several successful ventures that leverage cutting-edge technologies to address evolving market demands. His extensive experience in launching disruptive products has positioned him as a thought leader within the industry. Gallagher's collaborative approach to entrepreneurship fosters dynamic partnerships that enhance business growth and scalability. His insights into operational efficiency and market trends significantly contribute to enhancing value for investors seeking exposure to high-potential companies.
Investment Philosophy & Strategy
Innovation-driven opportunities often define investment pursuits for this entrepreneur. With a keen sense for disruptive technologies, Jim Gallagher identifies ventures poised to transform industries. His history of co-founding successful startups underscores an ability to harness technological advancements that resonate with consumer demand. Prioritizing strategic collaborations, he emphasizes the importance of building synergistic partnerships to scale operations effectively. These alliances not only drive growth but also optimize resource allocation, increasing potential returns for stakeholders interested in dynamic market entrants.
Innovation-driven opportunities often define investment pursuits for this entrepreneur. With a keen sense for disruptive technologies, Jim Gallagher identifies ventures poised to transform industries. His history of co-founding successful startups underscores an ability to harness technological advancements that resonate with consumer demand. Prioritizing strategic collaborations, he emphasizes the importance of building synergistic partnerships to scale operations effectively. These alliances not only drive growth but also optimize resource allocation, increasing potential returns for stakeholders interested in dynamic market entrants.
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:
105.92%
Gain -1.64%
Monthly
0.29%
Yearly
3.59%
Drawdown
44.67%
$237.19M
Equity
Holdings
$237.19M
Investment
$201.62M
-$14.95M
Profit -$4.47M
Realized
-$50.52M
Unrealized
$35.57M
Dividends
$36.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.64%
Profit
-$4.47M
Win %
78%
This Week
Compared To Last Week
Gain
-1.85%
Profit
-$4.47M
Win %
78%
This Month
Compared to last month
Gain
-2.95%
Profit
-$7.22M
Win %
78%
This Year
Compared to last year
Gain
7.49%
Profit
$16.53M
Win %
62%
MSFT Microsoft Corp.
+2.27%
+$345,349 
AON Aon plc
+2.27%
+$347,205.75 
V Visa Inc. Class A
+1.01%
+$213,777.83 
CPNG Coupang Inc.
+0.45%
+$48,790 
UNP Union Pacific Corporation
+0.1%
+$8,100.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SITM SiTime Corporation
-11.95%
-$733,207 
APH Amphenol Corporation
-5.84%
-$1.76M 
JCI Johnson Controls International plc
-5.77%
-$925,192.5 
ADI Analog Devices, Inc.
-4.45%
-$516,988 
NVDA NVIDIA Corporation
-2.85%
-$351,146.93 
LPLA LPL Financial Holdings Inc.
-2.72%
-$235,445 
STX Seagate Technology Holdings plc
-2.02%
-$174,110.63 
BN Brookfield Corporation
-1.69%
-$254,226.75 
AMZN Amazon.com Inc
-1.21%
-$184,152.5 
NU Nu Holdings Ltd.
-1.09%
-$162,720 
COF Capital One Financial Corporation
-0.58%
-$107,690 
ARES Ares Management Corporation
-0.22%
-$27,782 Events
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Dividends
Dividend Analysis
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| Trades 220 | Longs Won 127/220 57% | Profit Factor 0.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.75M |
| Average Win $1.38M | Best Trade (Sep 11) $23.41M | Sharpe Ratio -9.45 |
| Average Loss -$5.05M | Worst Trade (Sep 29) -$255.64M | Z-Score -2.06 (99.94%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy -$67,975.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 125.49% | 117.2% | 112.61% | 109.46% | 107.07% | 105.17% | 103.58% | 102.22% | 101.04% |
| Consecutive Losing Trades | 47 | 42 | 38 | 33 | 28 | 24 | 19 | 14 | 9 | 5 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 30,700 | $9.86M | $11.11M | - | $1.26M | 12.74% | -4.446% |
| AMZN Amazon.com Inc | 59,500 | $13.05M | $15.09M | - | $2.04M | 15.63% | -1.205% |
| AON Aon plc | 50,650 | $17.9M | $15.68M | - | -$2.22M | -12.39% | +2.265% |
| APH Amphenol Corporation | 359,000 | $6.31M | $28.37M | - | $22.06M | 349.82% | -5.839% |
| ARES Ares Management Corporation | 95,800 | $10.53M | $12.58M | - | $2.05M | 19.49% | -0.22% |
| BN Brookfield Corporation | 394,150 | $13.77M | $14.81M | - | $1.04M | 7.54% | -1.688% |
| COF Capital One Financial Corporation | 89,000 | $16M | $18.43M | - | $2.43M | 15.18% | -0.581% |
| CPNG Coupang Inc. | 717,500 | $13.4M | $10.9M | - | -$2.5M | -18.67% | +0.45% |
| JCI Johnson Controls International plc | 109,750 | $13.38M | $15.1M | - | $1.72M | 12.84% | -5.774% |
| LPLA LPL Financial Holdings Inc. | 24,500 | $8.15M | $8.43M | - | $281,260 | 3.45% | -2.716% |
| MSFT Microsoft Corp. | 30,725 | $13.04M | $15.57M | - | $2.53M | 19.4% | +2.268% |
| NU Nu Holdings Ltd. | 1.02M | $13.97M | $14.71M | - | $732,525 | 5.24% | -1.094% |
| NVDA NVIDIA Corporation | 56,500 | $10.11M | $11.98M | - | $1.87M | 18.53% | -2.847% |
| SITM SiTime Corporation | 9,650 | $3.33M | $5.4M | - | $2.07M | 62.06% | -11.953% |
| STX Seagate Technology Holdings plc | 10,390 | $10.03M | $8.45M | - | -$1.57M | -15.71% | -2.019% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 37,450 | $645,645.86 | $645,645.86 | - | - | - | 0.0 |
| UNP Union Pacific Corporation | 30,000 | $8.16M | $8.54M | - | $380,100 | 4.66% | +0.095% |
| V Visa Inc. Class A | 57,160 | $19.99M | $21.39M | - | $1.4M | 7% | +1.01% |
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FAQ
Which stocks have generated the highest profits for Jim Gallagher?
The largest contributions to the portfolio's profits come from the following stocks: Amazon.com Inc - $11.87M, Amphenol Corporation - $7.46M, Coupang Inc - $7.26M, Booking Holdings Inc - $6.93M, and TransUnion - $6.4M. 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: International Flavors & Fragrances Inc - $290.39M, Bath & Body Works, Inc - $57.75M, Irhythm Technologies Inc - $11.14M, Epam Systems Inc - $4.62M, and Humana Inc - $4.41M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jim Gallagher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.64M earned over time. The largest contributors to dividend income include International Flavors & Fragrances Inc - $27.7M, Bath & Body Works, Inc - $1.24M, Fomento Economico Mexicano S.A.B. de C.V. ADR - $1.21M, Taiwan Semiconductor Manufacturing Company Limited - $633,176.58, and Capital One Financial Corporation - $526,040. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jim Gallagher's monthly returns?
Jim Gallagher's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jim Gallagher's strategy be considered aggressive or moderate?
Jim Gallagher's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jim Gallagher's strategy?
Jim Gallagher's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
