Kun Gao Portfolio
Invests via Sherbrooke Park Advisers LLC | Managed by Kun Gao
Invests via Sherbrooke Park Advisers LLC
Managed by Kun Gao
Automatically Tracked
Kun Gao Profile
With a dynamic background in technology and business development, Kun Gao has emerged as a significant figure in the fintech sector. His entrepreneurial journey includes founding and leading innovative startups that leverage advanced data analytics to streamline financial services. Known for his strategic vision, he actively engages with investors and partners to promote growth initiatives while enhancing user experience across digital platforms. With expertise that spans product development and market expansion, Gao's contributions have positioned him at the forefront of transforming traditional financial landscapes through technological innovation.
With a dynamic background in technology and business development, Kun Gao has emerged as a significant figure in the fintech sector. His entrepreneurial journey includes founding and leading innovative startups that leverage advanced data analytics to streamline financial services. Known for his strategic vision, he actively engages with investors and partners to promote growth initiatives while enhancing user experience across digital platforms. With expertise that spans product development and market expansion, Gao's contributions have positioned him at the forefront of transforming traditional financial landscapes through technological innovation.
Investment Philosophy & Strategy
Innovation in financial technology defines Kun Gao's investment approach, as he consistently identifies transformative opportunities within the sector. His history of leading startups underscores a commitment to harnessing advanced data analytics, which informs his strategic decision-making and capital allocation practices. By prioritizing high-impact projects that enhance user engagement and operational efficiency, there is a strong emphasis on scalable business models that can adapt to evolving market conditions. Driven by a desire to revolutionize traditional finance, his investments focus on fostering creativity and leveraging disruptive technologies that promise substantial growth.
Innovation in financial technology defines Kun Gao's investment approach, as he consistently identifies transformative opportunities within the sector. His history of leading startups underscores a commitment to harnessing advanced data analytics, which informs his strategic decision-making and capital allocation practices. By prioritizing high-impact projects that enhance user engagement and operational efficiency, there is a strong emphasis on scalable business models that can adapt to evolving market conditions. Driven by a desire to revolutionize traditional finance, his investments focus on fostering creativity and leveraging disruptive technologies that promise substantial growth.
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:
-1.17%
Gain 0%
Monthly
0.13%
Yearly
1.56%
Drawdown
19.92%
$40.34M
Equity
Holdings
$40.34M
Investment
$40.09M
$13.48M
Profit +$50,359.8
Realized
$13.23M
Unrealized
$245,812.86
Dividends
$13.75M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
$50,359.8
Win %
43%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$209,137.26
Win %
43%
This Month
Compared to last month
Gain
-0.44%
Profit
-$176,349.81
Win %
43%
This Year
Compared to last year
Gain
3.38%
Profit
$1.32M
Win %
43%
COIN Coinbase Global, Inc.
+12.38%
+$19,129.99 
AGEN Agenus Inc.
+9.26%
+$7,079.4 
MU Micron Technology, Inc.
+7.09%
+$101,690.12 
FF FutureFuel Corp
+6.51%
+$4,999.06 
APPS Digital Turbine Inc.
+6.36%
+$6,726.76 
GOSS Gossamer Bio Inc.
+6.24%
+$117.45 
RBBN Ribbon Communications Inc.
+5.92%
+$1,957 
IE Ivanhoe Electric Inc.
+5.32%
+$5,688.47 
AISP Airship AI Holdings Inc.
+5.25%
+$1,122.97 
RXRX Recursion Pharmaceuticals, Inc.
+5.19%
+$2,113.74 
KULR KULR Technology Group, Inc.
+4.35%
+$2,633.52 
MARA MARA Holdings Inc
+4.28%
+$8,051.5 
ANET Arista Networks, Inc.
+4.13%
+$11,277 
LRCX Lam Research Corporation
+3.75%
+$15,155.31 
OCUL Ocular Therapeutix Inc.
+3.73%
+$3,337.43 
ORCL Oracle Corporation
+3.45%
+$4,638.33 
CYH Community Health Systems, Inc.
+3.37%
+$2,312.1 
CRGY Crescent Energy Inc.
+3.29%
+$5,750.46 
AUR Aurora Innovation, Inc.
+3.12%
+$7,817.36 
P Everpure Inc.
+2.9%
+$8,467.13 
A Agilent Technologies Inc.
+2.9%
+$7,595.3 
UNIT Uniti Group Inc.
+2.78%
+$3,174.8 
PDYN Palladyne AI Corp
+2.6%
+$1,301.17 
C Citigroup Inc.
+2.59%
+$12,187.8 
NTAP NetApp, Inc.
+2.58%
+$9,394.45 
CATX Perspective Therapeutics Inc.
+2.57%
+$1,217.4 
EHTH eHealth Inc.
+2.46%
+$456.86 
CMC Commercial Metals Company
+2.44%
+$6,547.2 
BDTX Black Diamond Therapeutics, Inc.
+2.21%
+$482.08 
LXU Lsb Industries Inc.
+2.16%
+$2,943.43 
ERAS Erasca, Inc.
+2.15%
+$6,196.5 
GOGO Gogo Inc.
+2.14%
+$1,704.53 
ADI Analog Devices, Inc.
+2.06%
+$6,024.69 
NWL Newell Brands Inc.
+2.05%
+$3,086.47 
VST Vistra Corp
+2.02%
+$6,791.51 
CRMD CorMedix Inc.
+1.93%
+$1,907.55 
IRDM Iridium Communications Inc.
+1.91%
+$8,862.31 
PATH Uipath Inc.
+1.89%
+$2,479.1 
DCTH Delcath Systems Inc.
+1.79%
+$2,448.68 
NAGE Niagen Bioscience Inc.
+1.78%
+$936.18 
HON Honeywell International Inc.
+1.75%
+$2,902.07 
INDI Indie Semiconductor, Inc.
+1.72%
+$886.66 
SNOW Snowflake Inc.
+1.61%
+$5,314.44 
NVAX Novavax Inc.
+1.59%
+$1,538.25 
APP AppLovin Corporation Class A Common Stock
+1.55%
+$2,632 
MVST Microvast Holdings Inc.
+1.54%
+$294.75 
ORC Orchid Island Capital Inc.
+1.49%
+$1,046.6 
BDN Brandywine Realty Trust
+1.46%
+$822.87 
THRY Thryv Holdings Inc.
+1.43%
+$863.94 
AVGO Broadcom Inc.
+1.38%
+$4,779.56 
ACM Aecom
+1.29%
+$2,214.08 
RTX RTX Corporation
+1.26%
+$2,705.41 
ABUS Arbutus Biopharma Corporation
+1.25%
+$1,539.39 
ALT Altimmune, Inc.
+1.25%
+$495.32 
REAX Real Brokerage Inc.
+1.24%
+$260.25 
NRG NRG Energy, Inc.
+1.24%
+$2,044.44 
XPO XPO Inc.
+1.24%
+$3,970.2 
GEV GE Vernova Inc.
+1.23%
+$5,427.41 
JPM JPMorgan Chase & Co.
+1.12%
+$5,760.81 
ETN Eaton Corporation plc
+1.05%
+$3,312.4 
FUBO FuboTV Inc.
+1.01%
+$168.79 
EPSN Epsilon Energy Ltd.
+1%
+$613.09 
NVDA NVIDIA Corporation
+0.97%
+$5,694.45 
CRBP Corbus Pharmaceuticals Holdings, Inc.
+0.9%
+$1,232.8 
BAC Bank of America Corporation
+0.89%
+$7,139.04 
TKNO Alpha Teknova, Inc.
+0.88%
+$603.38 
AZO AutoZone Inc.
+0.87%
+$1,640.2 
EQT EQT Corporation
+0.86%
+$1,577.94 
GE General Electric Company
+0.85%
+$7,357.3 
LBTYK Liberty Global plc
+0.85%
+$886.8 
GAMB Gambling.com Group Ltd.
+0.83%
+$206.93 
BVS Bioventus Inc. Class A
+0.82%
+$1,094.59 
WFC Wells Fargo & Company
+0.8%
+$3,505.2 
GD General Dynamics Corporation
+0.75%
+$2,215.17 
BWXT Bwx Technologies Inc.
+0.64%
+$1,519.67 
LYFT Lyft Inc.
+0.62%
+$1,483.33 
MP MP Materials Corp.
+0.57%
+$1,090.02 
RWT Redwood Trust Inc.
+0.5%
+$454.27 
MPC Marathon Petroleum Corporation
+0.41%
+$1,634.43 
ZS Zscaler Inc.
+0.38%
+$635.95 
CERT Certara, Inc.
+0.36%
+$429 
AHRT AMERICAN HEALTHCARE REIT INC
+0.3%
+$243.24 
META Meta Platforms Inc Class A
+0.22%
+$1,073.8 
AES AES Corporation
+0.03%
+$75.72 
AAPL Apple Inc.
+0.02%
+$97.92 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
BAM
0%
$0 
KALV KalVista Pharmaceuticals Inc.
0%
$0 
MCW Mister Car Wash, Inc.
0%
$0 
STKL SunOpta Inc.
0%
$0 
UDMY Udemy, Inc.
0%
$0 
PD PagerDuty Inc.
-6.33%
-$6,984.27 
QNST QuinStreet Inc.
-5.08%
-$8,808.75 
ALIT Alight Inc.
-5.04%
-$710.17 
ABEO Abeona Therapeutics Inc.
-4.09%
-$4,122.34 
CELH Celsius Holdings Inc.
-3.77%
-$4,871.79 
OKTA Okta Inc.
-3.76%
-$19,659.2 
DT Dynatrace, Inc.
-3.12%
-$6,626.25 
DUOL Duolingo, Inc.
-3%
-$7,159.62 
WEAV Weave Communications Inc.
-2.45%
-$2,040.5 
SPGI S&P Global Inc.
-2.34%
-$7,619.36 
PANW Palo Alto Networks, Inc.
-2.32%
-$8,952.65 
POOL Pool Corporation
-2.3%
-$4,356.75 
STGW Stagwell Inc.
-2.29%
-$2,139.96 
SCVL Shoe Carnival Inc.
-2.29%
-$3,415.64 
TSCO Tractor Supply Company
-2.24%
-$2,954.6 
EVGO EVgo, Inc.
-2.24%
-$1,097.32 
DV DoubleVerify Holdings Inc.
-2.12%
-$2,565.64 
RNG RingCentral Inc.
-2.04%
-$13,095.74 
LZ LegalZoom.com, Inc.
-2.01%
-$1,800.17 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-1.96%
-$10,088.22 
HDSN Hudson Technologies Inc.
-1.88%
-$2,221.62 
GTLB GitLab Inc.
-1.85%
-$4,632.39 
PODD Insulet Corporation
-1.81%
-$3,383.04 
PTON Peloton Interactive, Inc.
-1.76%
-$2,344.16 
COUR Coursera Inc.
-1.74%
-$1,299.03 
ARHS Arhaus, Inc.
-1.74%
-$1,434.68 
MCO Moody's Corporation
-1.72%
-$6,129.69 
CHWY Chewy Inc.
-1.71%
-$2,746.87 
DOCS Doximity Inc.
-1.66%
-$2,813.4 
TMUS T-Mobile US, Inc.
-1.64%
-$3,251.2 
UWMC UWM Holdings Corporation
-1.59%
-$489.78 
DOCU DocuSign Inc.
-1.55%
-$3,255.39 
CLVT Clarivate Plc
-1.5%
-$748.48 
MDXG MiMedx Group, Inc.
-1.5%
-$1,072.5 
TJX The TJX Companies, Inc.
-1.45%
-$3,114.28 
EVH Evolent Health Inc.
-1.43%
-$1,844.16 
LDOS Leidos Holdings Inc.
-1.43%
-$2,648.93 
VTEX VTEX Inc.
-1.31%
-$901.89 
ESTC Elastic N.V.
-1.26%
-$2,359.73 
SPRY Ars Pharmaceuticals Inc
-1.24%
-$1,051.12 
DKNG DraftKings Inc.
-1.23%
-$2,222.1 
CLAR Clarus Corporation
-1.19%
-$654.92 
NTNX Nutanix, Inc.
-1.18%
-$3,160.95 
DLB Dolby Laboratories Inc.
-1.14%
-$3,109.6 
GTM ZoomInfo Technologies Inc.
-1.12%
-$357.11 
BLMN Bloomin' Brands Inc.
-1.08%
-$1,089 
ADT ADT Inc.
-1.07%
-$1,615.28 
CPNG Coupang Inc.
-1.06%
-$1,987.12 
LFMD LifeMD Inc.
-1.04%
-$692.77 
VEEV Veeva Systems Inc.
-1.02%
-$3,544.39 
AMZN Amazon.com Inc
-0.98%
-$8,609.68 
COF Capital One Financial Corporation
-0.94%
-$3,569.6 
WOOF Petco Health and Wellness Company, Inc.
-0.92%
-$1,853.2 
ABNB Airbnb, Inc.
-0.9%
-$2,078.7 
ALL Allstate Corporation
-0.86%
-$2,367.39 
DTE DTE Energy Company
-0.84%
-$2,058.14 
DDOG Datadog, Inc. Class A Common Stock
-0.8%
-$3,187.8 
V Visa Inc. Class A
-0.78%
-$4,552.2 
KLC KinderCare Learning Companies Inc.
-0.77%
-$439.64 
GOOG Alphabet Inc
-0.72%
-$4,521.22 
NOW ServiceNow, Inc.
-0.71%
-$1,713.84 
GOOGL Alphabet Inc
-0.71%
-$4,281.65 
SGMT Sagimet Biosciences Inc.
-0.7%
-$506.75 
BMBL Bumble Inc.
-0.68%
-$605.04 
LNG Cheniere Energy Inc.
-0.64%
-$2,183.48 
INGN Inogen Inc.
-0.62%
-$438.08 
UAA Under Armour Inc.
-0.62%
-$1,643.94 
FIP FTAI Infrastructure Inc.
-0.61%
-$263.85 
UA Under Armour Inc.
-0.56%
-$2,124.24 
AM Antero Midstream Corporation
-0.51%
-$1,763.41 
LCID Lucid Group, Inc.
-0.49%
-$366.27 
TTC The Toro Company
-0.49%
-$1,359.54 
CARR Carrier Global Corporation
-0.48%
-$1,431.04 
SIGA Siga Technologies Inc.
-0.43%
-$158.43 
TFC Truist Financial Corporation
-0.43%
-$1,967.02 
INTU Intuit Inc.
-0.41%
-$414.8 
EPM Evolution Petroleum Corporation
-0.39%
-$151.4 
PNC The PNC Financial Services Group, Inc.
-0.39%
-$1,466.64 
AXP American Express Company
-0.36%
-$1,685.88 
UBER Uber Technologies, Inc.
-0.35%
-$2,385 
SPOT Spotify Technology S.A.
-0.33%
-$756.04 
CFFN Capitol Federal Financial, Inc.
-0.29%
-$636.35 
MSFT Microsoft Corp.
-0.28%
-$2,389.83 
KO The Coca-Cola Company
-0.27%
-$906.75 
PLTR Palantir Technologies Inc.
-0.27%
-$677.29 
KBR KBR Inc.
-0.17%
-$338.22 
BSX Boston Scientific Corporation
-0.15%
-$165.69 
USB U.S. Bancorp
-0.13%
-$495.12 
ZIP ZipRecruiter Inc.
-0.12%
-$72.61 
OPFI OppFi Inc.
-0.11%
-$162.93 
HEI.A Heico Corporation
-0.03%
-$55.5 Events
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Dividends
Dividend Analysis
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| Trades 6703 | Longs Won 1859/6703 27% | Profit Factor 1.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $61,331.81 |
| Average Win $51,654.03 | Best Trade (Jul 24) $907,707.12 | Sharpe Ratio -14.69 |
| Average Loss -$17,040.71 | Worst Trade (Dec 30) -$753,639.64 | Z-Score -4.98 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4d | Expectancy $2,010.99 |
| 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% | 1.05% |
| Consecutive Losing Trades | 2,370 | 2,133 | 1,896 | 1,659 | 1,422 | 1,185 | 948 | 711 | 474 | 237 |
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 Kun Gao?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.51M, Apple Inc - $985,934.14, Curtiss-Wright Corporation - $934,788.87, GUIDEWIRE SOFTWARE INC - $912,171.39, and Nutanix, Inc - $900,431.53. 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: Intel Corporation - $877,007.9, Gartner Inc - $828,239.93, New Fortress Energy Inc - $747,792.94, Atlassian Corporation Class A - $739,315.13, and Lennar Corporation - $696,794.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kun Gao's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.75M earned over time. The largest contributors to dividend income include AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $170,324.43, Consolidated Edison, Inc - $133,608.32, Antero Midstream Corporation - $124,186.07, DTE Energy Company - $121,979.18, and MBIA Inc - $120,752. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kun Gao's monthly returns?
Kun Gao'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 Kun Gao's strategy be considered aggressive or moderate?
Kun Gao's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kun Gao's strategy?
Kun Gao's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
