KG
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:
2.68%
Gain +0.01%
Monthly
0.14%
Yearly
1.67%
Drawdown
20.78%
$39.73M
Equity
Holdings
$39.73M
Investment
$40.39M
$13.54M
Profit +$2,941.09
Realized
$13.67M
Unrealized
-$127,483.07
Dividends
$13.3M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$2,941.09
Win %
42%
This Week
Compared To Last Week
Gain
0.01%
Profit
$2,941.09
Win %
42%
This Month
Compared to last month
Gain
-1.61%
Profit
-$646,567.39
Win %
42%
This Year
Compared to last year
Gain
1.56%
Profit
$607,981.32
Win %
42%
ALIT Alight Inc.
+11.7%
+$1,108.56 
NWL Newell Brands Inc.
+6.49%
+$8,818.5 
CRBP Corbus Pharmaceuticals Holdings, Inc.
+5.27%
+$6,318.1 
GTM ZoomInfo Technologies Inc.
+4.85%
+$1,326.39 
EVH Evolent Health Inc.
+4.8%
+$4,773.12 
ANET Arista Networks, Inc.
+4.37%
+$11,019.24 
LXU Lsb Industries Inc.
+4.36%
+$6,127.14 
P Everpure Inc.
+4.28%
+$12,387.87 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$7,280 
GEV GE Vernova Inc.
+3.73%
+$13,852.83 
MARA MARA Holdings Inc
+3.45%
+$7,568.41 
LBTYK Liberty Global plc
+3.44%
+$4,173.2 
EHTH eHealth Inc.
+3.43%
+$783.18 
HDSN Hudson Technologies Inc.
+3.4%
+$3,680.11 
CHWY Chewy Inc.
+2.88%
+$3,955.5 
BLMN Bloomin' Brands Inc.
+2.85%
+$2,783 
OCUL Ocular Therapeutix Inc.
+2.76%
+$2,464.56 
INDI Indie Semiconductor, Inc.
+2.76%
+$1,500.51 
CELH Celsius Holdings Inc.
+2.75%
+$3,423.42 
ZS Zscaler Inc.
+2.7%
+$3,771.46 
AUR Aurora Innovation, Inc.
+2.68%
+$6,583.04 
RNG RingCentral Inc.
+2.58%
+$15,304.66 
JPM JPMorgan Chase & Co.
+2.31%
+$10,975.14 
CYH Community Health Systems, Inc.
+2.29%
+$1,541.4 
USB U.S. Bancorp
+2.27%
+$8,107.59 
AXP American Express Company
+2.18%
+$9,299.1 
PD PagerDuty Inc.
+2.17%
+$2,025.97 
IE Ivanhoe Electric Inc.
+1.94%
+$2,778.09 
TFC Truist Financial Corporation
+1.93%
+$8,762.18 
REAX Real Brokerage Inc.
+1.89%
+$312.3 
THRY Thryv Holdings Inc.
+1.85%
+$1,099.56 
UNIT Uniti Group Inc.
+1.84%
+$2,395.68 
SPRY Ars Pharmaceuticals Inc
+1.77%
+$2,233.63 
TMUS T-Mobile US, Inc.
+1.76%
+$3,332.48 
CLAR Clarus Corporation
+1.64%
+$818.65 
WFC Wells Fargo & Company
+1.63%
+$6,807.2 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$5,624.64 
INGN Inogen Inc.
+1.59%
+$1,095.2 
BAC Bank of America Corporation
+1.56%
+$11,475.84 
COF Capital One Financial Corporation
+1.48%
+$4,949.6 
AM Antero Midstream Corporation
+1.45%
+$4,753.54 
NRG NRG Energy, Inc.
+1.43%
+$2,233.74 
ARHS Arhaus, Inc.
+1.41%
+$1,103.6 
POOL Pool Corporation
+1.38%
+$2,505.72 
ADI Analog Devices, Inc.
+1.37%
+$4,448.77 
MCO Moody's Corporation
+1.36%
+$4,263.21 
KBR KBR Inc.
+1.36%
+$2,705.76 
RWT Redwood Trust Inc.
+1.35%
+$1,271.97 
SPGI S&P Global Inc.
+1.35%
+$4,043.82 
C Citigroup Inc.
+1.27%
+$6,441.6 
QNST QuinStreet Inc.
+1.23%
+$1,518.75 
CFFN Capitol Federal Financial, Inc.
+1.23%
+$2,545.4 
ADT ADT Inc.
+1.19%
+$1,722.96 
LRCX Lam Research Corporation
+1.18%
+$5,658.51 
AZO AutoZone Inc.
+1.12%
+$2,184.84 
VST Vistra Corp
+1.12%
+$3,491.56 
DTE DTE Energy Company
+1.12%
+$2,749.81 
WEAV Weave Communications Inc.
+1.1%
+$699.6 
ABNB Airbnb, Inc.
+1.08%
+$2,254.59 
DOCU DocuSign Inc.
+1.08%
+$1,929.12 
STGW Stagwell Inc.
+1.07%
+$881.16 
MPC Marathon Petroleum Corporation
+1.06%
+$3,509.59 
V Visa Inc. Class A
+1.05%
+$5,410.8 
EVGO EVgo, Inc.
+1.01%
+$586.8 
DT Dynatrace, Inc.
+0.94%
+$1,805 
ALL Allstate Corporation
+0.94%
+$2,226.86 
BDN Brandywine Realty Trust
+0.94%
+$548.58 
FF FutureFuel Corp
+0.88%
+$645.04 
CRGY Crescent Energy Inc.
+0.87%
+$1,666.8 
UA Under Armour Inc.
+0.86%
+$2,655.3 
ZIP ZipRecruiter Inc.
+0.84%
+$435.63 
FIP FTAI Infrastructure Inc.
+0.84%
+$422.16 
SGMT Sagimet Biosciences Inc.
+0.78%
+$506.75 
GE General Electric Company
+0.76%
+$6,443.98 
ACM Aecom
+0.76%
+$1,333.48 
OPFI OppFi Inc.
+0.72%
+$977.58 
NTAP NetApp, Inc.
+0.71%
+$2,577.54 
VTEX VTEX Inc.
+0.69%
+$409.95 
UAA Under Armour Inc.
+0.67%
+$1,461.28 
MP MP Materials Corp.
+0.65%
+$1,551.78 
NAGE Niagen Bioscience Inc.
+0.58%
+$312.06 
LCID Lucid Group, Inc.
+0.58%
+$313.95 
GOGO Gogo Inc.
+0.55%
+$454.54 
HON Honeywell International Inc.
+0.54%
+$1,739.78 
GOOGL Alphabet Inc
+0.53%
+$3,290.93 
LNG Cheniere Energy Inc.
+0.47%
+$1,472.88 
CLVT Clarivate Plc
+0.46%
+$213.85 
GOOG Alphabet Inc
+0.45%
+$2,847.98 
GD General Dynamics Corporation
+0.38%
+$1,079.84 
PODD Insulet Corporation
+0.34%
+$569.16 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$1,608.32 
ERAS Erasca, Inc.
+0.29%
+$612 
CARR Carrier Global Corporation
+0.24%
+$760.24 
SIGA Siga Technologies Inc.
+0.23%
+$105.62 
A Agilent Technologies Inc.
+0.22%
+$583.48 
ESTC Elastic N.V.
+0.22%
+$388.31 
NTNX Nutanix, Inc.
+0.2%
+$486.3 
COUR Coursera Inc.
+0.19%
+$136.74 
NVDA NVIDIA Corporation
+0.16%
+$920.32 
KO The Coca-Cola Company
+0.11%
+$362.7 
MSFT Microsoft Corp.
+0.1%
+$861.2 
DOCS Doximity Inc.
+0.1%
+$156.3 
AES AES Corporation
+0.07%
+$151.43 
LDOS Leidos Holdings Inc.
+0.07%
+$138.96 
TJX The TJX Companies, Inc.
+0.04%
+$96.46 
PANW Palo Alto Networks, Inc.
+0.03%
+$99.72 
ORCL Oracle Corporation
+0.02%
+$33.21 
CMC Commercial Metals Company
+0.01%
+$40.92 
ABEO Abeona Therapeutics Inc.
0%
$0 
AHH Armada Hoffler Properties, Inc.
0%
$0 
ALT
0%
$0 
BAM
0%
$0 
EQT
0%
$0 
KALV KalVista Pharmaceuticals Inc.
0%
$0 
LZ LegalZoom.com, Inc.
0%
$0 
MCW Mister Car Wash, Inc.
0%
$0 
MVST Microvast Holdings Inc.
0%
$0 
PDYN
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
SCVL Shoe Carnival Inc.
0%
$0 
SNOW
0%
$0 
STKL SunOpta Inc.
0%
$0 
UDMY Udemy, Inc.
0%
$0 
XPO
0%
$0 
GOSS Gossamer Bio Inc.
-8.74%
-$206.88 
GAMB Gambling.com Group Ltd.
-6.56%
-$2,345.15 
FUBO FuboTV Inc.
-6.11%
-$1,137.14 
IRDM Iridium Communications Inc.
-5.19%
-$25,915.54 
TKNO Alpha Teknova, Inc.
-4.54%
-$2,589.6 
LFMD LifeMD Inc.
-4.08%
-$3,079 
BDTX Black Diamond Therapeutics, Inc.
-3.85%
-$843.64 
APPS Digital Turbine Inc.
-3.75%
-$4,822.96 
DKNG DraftKings Inc.
-3.4%
-$7,555.14 
WOOF Petco Health and Wellness Company, Inc.
-2.83%
-$5,930.24 
AGEN Agenus Inc.
-2.65%
-$1,385.1 
CPNG Coupang Inc.
-2.49%
-$4,882.65 
CRMD CorMedix Inc.
-2.46%
-$2,797.74 
MDXG MiMedx Group, Inc.
-2.44%
-$1,485 
PLTR Palantir Technologies Inc.
-2.36%
-$5,657.79 
GTLB GitLab Inc.
-2.15%
-$4,485.33 
EPM Evolution Petroleum Corporation
-2.12%
-$908.37 
BVS Bioventus Inc.
-1.96%
-$1,958.74 
AISP Airship AI Holdings Inc.
-1.95%
-$641.7 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$6,588.12 
PTON Peloton Interactive, Inc.
-1.77%
-$2,038.4 
NVAX Novavax Inc.
-1.66%
-$1,845.9 
TTC The Toro Company
-1.59%
-$4,392.36 
HEI-A HEICO Corporation
-1.58%
-$3,140.28 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-1.52%
-$7,902 
AAPL Apple Inc.
-1.52%
-$7,344 
MU Micron Technology, Inc.
-1.43%
-$23,628.82 
CERT Certara, Inc.
-1.33%
-$1,201.2 
VEEV Veeva Systems Inc.
-1.24%
-$3,535.59 
LYFT Lyft Inc.
-1.24%
-$2,654.38 
AMZN Amazon.com Inc
-1.23%
-$10,380.72 
OKTA Okta Inc.
-1.03%
-$4,259.2 
UBER Uber Technologies, Inc.
-1.01%
-$6,678 
DUOL Duolingo, Inc.
-0.98%
-$2,163.91 
KLC KinderCare Learning Companies Inc.
-0.96%
-$439.64 
PATH Uipath Inc.
-0.94%
-$1,077.4 
ORC Orchid Island Capital Inc.
-0.91%
-$627.96 
AVGO Broadcom Inc.
-0.91%
-$3,195.5 
NOW ServiceNow, Inc.
-0.9%
-$2,153.88 
SPOT Spotify Technology S.A.
-0.82%
-$1,844 
KULR KULR Technology Group, Inc.
-0.79%
-$658.38 
EPSN Epsilon Energy Ltd.
-0.71%
-$445.88 
ABUS Arbutus Biopharma Corporation
-0.7%
-$839.67 
CATX Perspective Therapeutics Inc.
-0.67%
-$324.64 
BWXT Bwx Technologies Inc.
-0.63%
-$1,710.93 
ETN Eaton Corporation plc
-0.57%
-$1,764 
BSX Boston Scientific Corporation
-0.55%
-$662.74 
UWMC UWM Holdings Corporation
-0.42%
-$163.26 
COIN Coinbase Global, Inc.
-0.41%
-$625.95 
DLB Dolby Laboratories Inc.
-0.4%
-$1,135.68 
DCTH Delcath Systems Inc.
-0.38%
-$489.74 
RBBN Ribbon Communications Inc.
-0.37%
-$156.56 
RTX RTX Corporation
-0.37%
-$749.37 
BMBL Bumble Inc.
-0.37%
-$302.52 
DV DoubleVerify Holdings Inc.
-0.29%
-$314.16 
META Meta Platforms Inc Class A
-0.26%
-$1,112.15 
INTU Intuit Inc.
-0.07%
-$61.2 
TSCO Tractor Supply Company
-0.03%
-$43.45 Events
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Dividends
Dividend Analysis
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| Trades 6703 | Longs Won 1863/6703 27% | Profit Factor 1.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $61,883.92 |
| Average Win $51,511.44 | Best Trade (Jun 14) $898,702.92 | Sharpe Ratio -8.94 |
| Average Loss -$17,008.01 | Worst Trade (Dec 30) -$753,639.64 | Z-Score -3.89 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3d | Expectancy $2,020.63 |
| 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% | 1.2% |
| Consecutive Losing Trades | 2,336 | 2,103 | 1,869 | 1,636 | 1,402 | 1,168 | 935 | 701 | 467 | 234 |
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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