Jenell Wunsch Portfolio
Invests via Sora Investors LLC | Managed by Karl Richter, Larry Ge, CFA, Samir Shah, CFA, Michael Medeiros
Invests via Sora Investors LLC
Managed by Karl Richter, Larry Ge, CFA, Samir Shah, CFA, Michael Medeiros
Automatically Tracked
Jenell Wunsch Profile
Jenell Wunsch is a seasoned corporate leader with extensive experience in the technology sector, known for her role in driving operational efficiency and innovation. With a background in engineering and management, she has played pivotal roles in high-growth environments, enabling companies to scale rapidly through strategic execution. Her leadership is characterized by an emphasis on collaborative team building and cross-functional integration to enhance product delivery and market responsiveness. As a thought leader, Jenell frequently engages with industry stakeholders to address emerging trends and opportunities within the tech landscape.
Jenell Wunsch is a seasoned corporate leader with extensive experience in the technology sector, known for her role in driving operational efficiency and innovation. With a background in engineering and management, she has played pivotal roles in high-growth environments, enabling companies to scale rapidly through strategic execution. Her leadership is characterized by an emphasis on collaborative team building and cross-functional integration to enhance product delivery and market responsiveness. As a thought leader, Jenell frequently engages with industry stakeholders to address emerging trends and opportunities within the tech landscape.
Investment Philosophy & Strategy
Competition in the technology landscape necessitates a bold and adaptive investment approach. Jenell Wunsch prioritizes innovation-driven strategies that harness her extensive operational experience to identify growth avenues within emerging tech sectors. By fostering strategic partnerships, she enhances scalability and market positioning for portfolio companies. Her hands-on management style encourages a results-oriented environment, empowering teams to experiment with disruptive technologies while optimizing resources. This forward-thinking mindset is complemented by her ability to leverage insights from industry trends, ensuring that capital allocation aligns with future demand.
Competition in the technology landscape necessitates a bold and adaptive investment approach. Jenell Wunsch prioritizes innovation-driven strategies that harness her extensive operational experience to identify growth avenues within emerging tech sectors. By fostering strategic partnerships, she enhances scalability and market positioning for portfolio companies. Her hands-on management style encourages a results-oriented environment, empowering teams to experiment with disruptive technologies while optimizing resources. This forward-thinking mindset is complemented by her ability to leverage insights from industry trends, ensuring that capital allocation aligns with future demand.
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:
112.44%
Gain +0.24%
Monthly
1.49%
Yearly
19.41%
Drawdown
31.41%
$1.45B
Equity
Holdings
$1.45B
Investment
$1.06B
$644.27M
Profit +$3.75M
Realized
$251.88M
Unrealized
$392.39M
Dividends
$27.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$3.75M
Win %
59%
This Week
Compared To Last Week
Gain
4.22%
Profit
$58.61M
Win %
59%
This Month
Compared to last month
Gain
-8.52%
Profit
-$134.85M
Win %
59%
This Year
Compared to last year
Gain
33.96%
Profit
$367.07M
Win %
59%
ACHR Archer Aviation Inc.
+19.26%
+$793,121.94 
LITE Lumentum Holdings Inc.
+6.79%
+$1.14M 
GPN Global Payments Inc.
+6.16%
+$1.28M 
SNDK SanDisk Corporation
+5.45%
+$1.77M 
COHR Coherent Corp.
+5.08%
+$1.21M 
MXL MaxLinear Inc.
+4.8%
+$2.92M 
MDB MongoDB Inc.
+4.8%
+$882,651.27 
MU Micron Technology, Inc.
+4.23%
+$825,711.96 
FN Fabrinet
+3.65%
+$26,160 
DDOG Datadog, Inc. Class A Common Stock
+3.3%
+$617,683.15 
DASH DoorDash, Inc.
+3.13%
+$187,115.33 
SE Sea Ltd.
+3.08%
+$385,654.45 
SPOT Spotify Technology S.A.
+3.01%
+$311,918.64 
AMBA Ambarella, Inc.
+2.78%
+$101,638.24 
SANM Sanmina Corporation
+2.75%
+$21,680 
MPWR Monolithic Power Systems, Inc.
+2.66%
+$858,385.28 
SNOW Snowflake Inc.
+2.29%
+$167,925.75 
TOST Toast Inc.
+2.23%
+$95,714.19 
STX Seagate Technology Holdings plc
+2.16%
+$1.03M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.9%
+$783,815.04 
SMTC Semtech Corporation
+1.89%
+$811,950.92 
MSFT Microsoft Corp.
+1.85%
+$834,229.4 
JBL Jabil Inc.
+1.78%
+$84,789.84 
P Everpure Inc.
+1.75%
+$131,913.77 
FFIV F5 Inc.
+1.69%
+$406,310.91 
ARM Arm Holdings plc American Depositary Receipt
+1.61%
+$364,650 
PAYC Paycom Software, Inc.
+1.55%
+$52,239.9 
ESTC Elastic N.V.
+1.41%
+$48,899.22 
TTWO Take-Two Interactive Software, Inc.
+1.35%
+$387,358.51 
OMC Omnicom Group Inc.
+1.28%
+$149,289.74 
AMZN Amazon.com Inc
+1.24%
+$644,338.08 
FLEX Flex Ltd.
+1.17%
+$324,143.83 
OLED Universal Display Corporation
+1.16%
+$60,450 
INTU Intuit Inc.
+1.12%
+$237,172 
TMUS T-Mobile US, Inc.
+1.08%
+$221,794.29 
V Visa Inc. Class A
+1.02%
+$261,605.05 
PLXS Plexus Corp.
+0.95%
+$119,972.92 
LSCC Lattice Semiconductor Corporation
+0.81%
+$50,750 
VSNT Versant Media Group, Inc.
+0.75%
+$23,142.78 
POWI Power Integrations Inc.
+0.74%
+$63,000 
MA Mastercard Incorporated
+0.63%
+$156,788.73 
AUR Aurora Innovation, Inc.
+0.58%
+$49,099.86 
T AT&T Inc.
+0.53%
+$33,678.56 
ZM Zoom Video Communications, Inc.
+0.5%
+$3,640 
UBER Uber Technologies, Inc.
+0.42%
+$34,857.23 
MKSI MKS Instruments Inc.
+0.4%
+$210,776.79 
META Meta Platforms Inc Class A
+0.34%
+$104,952.59 
LYV Live Nation Entertainment, Inc.
+0.19%
+$19,027.75 
PANW Palo Alto Networks, Inc.
+0.15%
+$1,650 
SPGI S&P Global Inc.
+0.13%
+$37,291.68 
INVZ Innoviz Technologies Ltd.
+0.1%
+$23.38 
ADSK Autodesk, Inc.
+0.01%
+$142.59 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHLS Shoals Technologies Group, Inc.
-5.05%
-$87,360 
RUN Sunrun Inc.
-3.5%
-$420,460.16 
FSLR First Solar, Inc.
-2.92%
-$591,678.4 
CPNG Coupang Inc.
-2.38%
-$308,713.43 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.29%
-$351,613.47 
ARRY Array Technologies Inc.
-2.05%
-$122,637.5 
SQ Block, Inc.
-1.94%
-$180,571.88 
CCI Crown Castle Inc.
-1.48%
-$46,345.53 
SBAC SBA Communications Corporation
-1.21%
-$176,789.25 
CHTR Charter Communications Inc
-1.06%
-$39,856.54 
SNPS Synopsys, Inc.
-0.96%
-$337,236.46 
TRU TransUnion
-0.82%
-$168,427.36 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$477,775.76 
GFS GlobalFoundries Inc.
-0.54%
-$46,462.8 
MSI Motorola Solutions, Inc.
-0.51%
-$88,601.16 
ARW Arrow Electronics Inc.
-0.46%
-$85,500 
CSCO Cisco Systems, Inc.
-0.44%
-$153,262.89 
ABNB Airbnb, Inc.
-0.38%
-$112,720.72 
AEIS Advanced Energy Industries Inc.
-0.2%
-$68,552.76 
VRSN Verisign Inc.
-0.18%
-$56,693.49 
EQIX Equinix, Inc.
-0.17%
-$33,745.08 
TDC Teradata Corporation
-0.05%
-$675 
AMAT Applied Materials, Inc.
-0.03%
-$6,964.35 
STM STMicroelectronics N.V.
-0.02%
-$2,500 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 909 | Longs Won 404/909 44% | Profit Factor 3.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.62M |
| Average Win $2.26M | Best Trade (Jul 22) $60.85M | Sharpe Ratio -9.27 |
| Average Loss -$533,967.16 | Worst Trade (Jul 22) -$6.69M | Z-Score -5.27 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w | Expectancy $708,769.48 |
| 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 | 2,710 | 2,439 | 2,168 | 1,897 | 1,626 | 1,355 | 1,084 | 813 | 542 | 271 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jenell Wunsch?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $35.22M, Meta Platforms Inc Class A - $28.2M, Applied Materials, Inc - $21.94M, Coherent Corp - $18.27M, and Lumentum Holdings Inc - $16.55M. 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: Globant S.A - $10.61M, Workday Inc - $9.22M, Lam Research Corporation - $8.02M, Comcast Corp - $7.21M, and Teradyne, Inc - $6.8M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jenell Wunsch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.82M earned over time. The largest contributors to dividend income include Flex Ltd - $7.43M, AT&T Inc - $1.53M, Comcast Corp - $1.23M, Microchip Technology Incorporated - $1.15M, and Equinix, Inc - $904,591.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jenell Wunsch's monthly returns?
Jenell Wunsch'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 Jenell Wunsch's strategy be considered aggressive or moderate?
Jenell Wunsch'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 Jenell Wunsch's strategy?
Jenell Wunsch'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.
