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:
116.23%
Gain -2.49%
Monthly
1.27%
Yearly
16.39%
Drawdown
32.35%
$1.2B
Equity
Holdings
$1.2B
Investment
$1.09B
$623.57M
Profit -$30.57M
Realized
$516.31M
Unrealized
$107.27M
Dividends
$27.83M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.49%
Profit
-$30.57M
Win %
60%
This Week
Compared To Last Week
Gain
-2.49%
Profit
-$30.57M
Win %
60%
This Month
Compared to last month
Gain
-1.97%
Profit
-$24.12M
Win %
60%
This Year
Compared to last year
Gain
-4.48%
Profit
-$56.18M
Win %
60%
PANW Palo Alto Networks, Inc.
+13.09%
+$104,891.69 
HUBS HubSpot, Inc.
+11.24%
+$131,664 
NOW ServiceNow, Inc.
+7.41%
+$163,542.28 
FDS FactSet Research Systems Inc.
+6.67%
+$155,824.62 
SPOT Spotify Technology S.A.
+5.87%
+$912,823.17 
MDB MongoDB Inc.
+5.54%
+$201,382.32 
INTU Intuit Inc.
+5.47%
+$88,128.54 
TDC Teradata Corporation
+5.46%
+$824,723.12 
WDAY Workday Inc.
+4.58%
+$1.07M 
FOXA Fox Corporation
+3.93%
+$1.87M 
TOST Toast Inc.
+3.64%
+$183,852.63 
TTWO Take-Two Interactive Software, Inc.
+3.45%
+$584,583.12 
RDDT Reddit Inc Class A
+2.93%
+$199,477.74 
AFRM Affirm Holdings, Inc.
+2.72%
+$247,668.16 
META Meta Platforms Inc Class A
+2.71%
+$989,015.3 
ETSY Etsy Inc.
+2.36%
+$307,142.12 
ESTC Elastic N.V.
+2.03%
+$27,668.68 
MSFT Microsoft Corp.
+1.97%
+$1.05M 
SPGI S&P Global Inc.
+1.97%
+$34,708.5 
TWLO Twilio Inc.
+1.95%
+$13,626.36 
TRMB Trimble Inc.
+1.87%
+$37,800 
PAYC Paycom Software, Inc.
+1.82%
+$30,669.88 
MSI Motorola Solutions, Inc.
+1.72%
+$541,347.84 
LUMN Lumen Technologies Inc.
+1.37%
+$31,983.27 
VZ Verizon Communications Inc.
+1.35%
+$325,217.45 
VSNT Versant Media Group, Inc.
+1.01%
+$35,884.87 
MA Mastercard Incorporated
+0.92%
+$300,568.63 
SNOW Snowflake Inc.
+0.89%
+$164,197.2 
DASH DoorDash, Inc.
+0.79%
+$184,085.43 
AUR Aurora Innovation, Inc.
+0.47%
+$81,652.98 
ZBRA Zebra Technologies Corporation
+0.41%
+$7,920 
TMUS T-Mobile US, Inc.
+0.31%
+$20,356.98 
ABNB Airbnb, Inc.
+0.27%
+$49,510.26 
CPNG Coupang Inc.
+0.02%
+$2,485.78 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MXL MaxLinear Inc.
-13.12%
-$3.12M 
COHR Coherent Corp.
-12.73%
-$2.16M 
AEIS Advanced Energy Industries Inc.
-11.45%
-$4.6M 
MKSI MKS Instruments Inc.
-10.49%
-$3.01M 
LITE Lumentum Holdings Inc.
-9.92%
-$657,156 
SANM Sanmina Corporation
-9.24%
-$1.21M 
OLED Universal Display Corporation
-8.3%
-$4.87M 
AVT Avnet Inc.
-7.32%
-$709,980.39 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$3.56M 
KEYS Keysight Technologies, Inc.
-7.06%
-$769,495.53 
DY Dycom Industries Inc.
-6.73%
-$354,537.92 
FLEX Flex Ltd.
-6.44%
-$37,300 
ARW Arrow Electronics Inc.
-6.24%
-$822,280.55 
PLXS Plexus Corp.
-6.15%
-$774,518.71 
JBL Jabil Inc.
-6.05%
-$591,591.52 
ANET Arista Networks, Inc.
-5.89%
-$2.07M 
AMBA Ambarella, Inc.
-5.72%
-$391,627.8 
INTC Intel Corporation
-5.59%
-$1.68M 
MU Micron Technology, Inc.
-5.25%
-$710,816.25 
SNDK SanDisk Corporation
-4.98%
-$569,520.07 
ARRY Array Technologies Inc.
-4.54%
-$142,740.15 
P Everpure Inc.
-4.49%
-$2.17M 
SNPS Synopsys, Inc.
-4.01%
-$1.43M 
EQIX Equinix, Inc.
-3.76%
-$1.24M 
MCHP Microchip Technology Incorporated
-3.67%
-$513,911.36 
SHLS Shoals Technologies Group, Inc.
-3.42%
-$152,301.5 
NVDA NVIDIA Corporation
-3.35%
-$653,749.2 
ENVX Enovix Corporation
-2.58%
-$11,200 
INVZ Innoviz Technologies Ltd.
-2.5%
-$308.5 
BETA BETA Technologies, Inc. - Class A Common Stock
-2.27%
-$41,280 
CCI Crown Castle Inc.
-1.9%
-$379,391.04 
TSLA Tesla, Inc.
-1.77%
-$42,055 
CHTR Charter Communications Inc
-1.66%
-$420,714.58 
SBAC SBA Communications Corporation
-1.29%
-$355,188 
AMZN Amazon.com Inc
-1.26%
-$626,735.88 
QCOM QUALCOMM Incorporated
-1%
-$461,792.24 
ACHR Archer Aviation Inc.
-0.99%
-$48,982.34 
FSLR First Solar, Inc.
-0.95%
-$114,150.38 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.2%
-$24,672.07 
FFIV F5 Inc.
-0.05%
-$1,562.66 Events
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Dividends
Dividend Analysis
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| Trades 985 | Longs Won 522/985 52% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.52M |
| Average Win $2.09M | Best Trade (Jun 30) $47.99M | Sharpe Ratio -19.28 |
| Average Loss -$1.01M | Worst Trade (Sep 02) -$14.78M | Z-Score -2.25 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 5d | Expectancy $633,070.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,190 | 1,071 | 952 | 833 | 714 | 595 | 476 | 357 | 238 | 119 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABNB Airbnb, Inc. | 107,631 | $13.59M | $18.37M | - | $4.78M | 35.14% | +0.27% |
| ACHR Archer Aviation Inc. | 890,588 | $5.82M | $4.92M | - | -$900,210.16 | -15.47% | -0.986% |
| AEIS Advanced Energy Industries Inc. | 139,963 | $32.52M | $35.6M | - | $3.08M | 9.46% | -11.453% |
| AFRM Affirm Holdings, Inc. | 127,664 | $10.41M | $9.37M | - | -$1.04M | -10.02% | +2.716% |
| AMBA Ambarella, Inc. | 100,935 | $7.56M | $6.46M | - | -$1.1M | -14.57% | -5.718% |
| AMZN Amazon.com Inc | 193,437 | $42.94M | $49.04M | - | $6.1M | 14.21% | -1.262% |
| ANET Arista Networks, Inc. | 176,385 | $29.96M | $33.13M | - | $3.17M | 10.57% | -5.892% |
| ARRY Array Technologies Inc. | 679,715 | $4.91M | $3M | - | -$1.92M | -39% | -4.545% |
| ARW Arrow Electronics Inc. | 57,785 | $8.29M | $12.36M | - | $4.08M | 49.2% | -6.236% |
| ASML ASML Holding N.V. New York Registry Shares | 28,904 | $23.8M | $45.53M | - | $21.73M | 91.3% | -7.251% |
| AUR Aurora Innovation, Inc. | 2.72M | $14.77M | $17.58M | - | $2.81M | 19% | +0.467% |
| AVT Avnet Inc. | 97,391 | $8.84M | $8.99M | - | $149,008.23 | 1.68% | -7.317% |
| BETA BETA Technologies, Inc. - Class A Common Stock | 86,000 | $1.41M | $1.78M | - | $371,520 | 26.39% | -2.267% |
| CCI Crown Castle Inc. | 263,466 | $20.87M | $19.54M | - | -$1.32M | -6.34% | -1.904% |
| CHTR Charter Communications Inc | 173,849 | $26.62M | $24.92M | - | -$1.7M | -6.4% | -1.66% |
| COHR Coherent Corp. | 55,534 | $5.39M | $14.8M | - | $9.41M | 174.68% | -12.732% |
| CPNG Coupang Inc. | 828,592 | $15.57M | $12.53M | - | -$3.04M | -19.55% | +0.02% |
| DASH DoorDash, Inc. | 115,777 | $20.98M | $23.57M | - | $2.58M | 12.32% | +0.787% |
| DY Dycom Industries Inc. | 17,144 | $8.67M | $4.92M | - | -$3.75M | -43.28% | -6.726% |
| ENVX Enovix Corporation | 140,000 | $991,200 | $422,800 | - | -$568,400 | -57.34% | -2.581% |
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FAQ
Which stocks have generated the highest profits for Jenell Wunsch?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $57.99M, SanDisk Corporation - $51.03M, MaxLinear Inc - $47.99M, Flex Ltd - $38.47M, and NVIDIA Corporation - $33.99M. 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: Intuit Inc - $13.56M, Workday Inc - $11.2M, Sunrun Inc - $10.81M, Globant S.A - $10.61M, and Block, Inc - $9.24M. 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 $27.83M earned over time. The largest contributors to dividend income include Flex Ltd - $7.43M, AT&T Inc - $1.53M, Microchip Technology Incorporated - $1.26M, Comcast Corp - $1.23M, 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.
