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:
18.34%
Gain +0.22%
Monthly
0.51%
Yearly
6.35%
Drawdown
18.8%
$42.42M
Equity
Holdings
$42.42M
Investment
$40.09M
$56.37M
Profit +$180,567.21
Realized
$54.04M
Unrealized
$2.33M
Dividends
$13.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$180,567.21
Win %
46%
This Week
Compared To Last Week
Gain
0.43%
Profit
$180,567.21
Win %
46%
This Month
Compared to last month
Gain
-1.45%
Profit
-$623,623.56
Win %
46%
This Year
Compared to last year
Gain
8.72%
Profit
$3.4M
Win %
46%
ZS Zscaler Inc.
+17.58%
+$31,985.52 
PANW Palo Alto Networks, Inc.
+14.01%
+$51,333.65 
OKTA Okta Inc.
+13.5%
+$79,129.6 
LFMD LifeMD Inc.
+12.25%
+$5,751.57 
COIN Coinbase Global, Inc.
+9.71%
+$16,390.26 
GTM ZoomInfo Technologies Inc.
+9.08%
+$3,520.03 
THRY Thryv Holdings Inc.
+8.49%
+$2,386.05 
NOW ServiceNow, Inc.
+7.69%
+$23,600.04 
RWT Redwood Trust Inc.
+7.46%
+$4,815.31 
EVGO EVgo, Inc.
+7.02%
+$2,801.97 
RXRX Recursion Pharmaceuticals, Inc.
+6.72%
+$3,031.72 
SPOT Spotify Technology S.A.
+6.67%
+$16,171.88 
PATH Uipath Inc.
+6.51%
+$9,642.73 
ZIP ZipRecruiter Inc.
+6.15%
+$3,339.83 
DUOL Duolingo, Inc.
+5.94%
+$15,197.81 
DOCU DocuSign Inc.
+5.82%
+$15,347.76 
CERT Certara, Inc.
+5.79%
+$7,497.2 
RNG RingCentral Inc.
+5.72%
+$62,244.21 
INTU Intuit Inc.
+5.55%
+$6,072.4 
CHWY Chewy Inc.
+5.21%
+$7,801.12 
GTLB GitLab Inc.
+4.96%
+$17,153.81 
LZ LegalZoom.com, Inc.
+4.71%
+$3,309.99 
BSX Boston Scientific Corporation
+4.5%
+$4,932.31 
ALIT Alight Inc.
+4.47%
+$370.67 
DDOG Datadog, Inc. Class A Common Stock
+4.47%
+$15,020.59 
DT Dynatrace, Inc.
+4.42%
+$10,735 
CELH Celsius Holdings Inc.
+4.41%
+$5,266.8 
PD PagerDuty Inc.
+4.29%
+$6,451.11 
PODD Insulet Corporation
+4.27%
+$6,292.01 
PLTR Palantir Technologies Inc.
+4.13%
+$12,652.21 
CATX Perspective Therapeutics Inc.
+3.74%
+$1,704.36 
FUBO FuboTV Inc.
+3.43%
+$701.83 
LYFT Lyft Inc.
+3.33%
+$7,963.14 
LDOS Leidos Holdings Inc.
+3.25%
+$7,278.03 
SIGA Siga Technologies Inc.
+3.19%
+$1,020.29 
GOOGL Alphabet Inc
+3.08%
+$17,988.12 
BDTX Black Diamond Therapeutics, Inc.
+3.03%
+$723.12 
DCTH Delcath Systems Inc.
+3.02%
+$5,223.84 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$3,846 
GOOG Alphabet Inc
+2.97%
+$17,710.98 
NTNX Nutanix, Inc.
+2.96%
+$9,482.85 
AGEN Agenus Inc.
+2.95%
+$3,154.95 
META Meta Platforms Inc Class A
+2.91%
+$14,442.59 
LBTYK Liberty Global plc
+2.76%
+$2,919.15 
VTEX VTEX Inc.
+2.64%
+$1,557.81 
AZO AutoZone Inc.
+2.6%
+$4,710.51 
TSCO Tractor Supply Company
+2.55%
+$3,651.54 
COUR Coursera Inc.
+2.49%
+$1,777.62 
DOCS Doximity Inc.
+2.46%
+$4,923.45 
ERAS Erasca, Inc.
+2.34%
+$5,674.77 
MSFT Microsoft Corp.
+2.27%
+$24,275.08 
BLMN Bloomin' Brands Inc.
+2.12%
+$2,234.87 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+2.03%
+$10,061.88 
OCUL Ocular Therapeutix Inc.
+2%
+$2,156.49 
SPGI S&P Global Inc.
+1.85%
+$5,517.6 
ESTC Elastic N.V.
+1.81%
+$4,510.37 
ALL Allstate Corporation
+1.78%
+$4,880.72 
GOGO Gogo Inc.
+1.71%
+$1,020.44 
STGW Stagwell Inc.
+1.69%
+$1,825.26 
BVS Bioventus Inc. Class A
+1.53%
+$2,296.33 
ARHS Arhaus, Inc.
+1.46%
+$1,307.77 
ACM Aecom
+1.45%
+$2,314.72 
ALT Altimmune, Inc.
+1.38%
+$636.84 
SNOW Snowflake Inc.
+1.27%
+$5,032.2 
TTC The Toro Company
+1.27%
+$3,525.84 
UBER Uber Technologies, Inc.
+1.27%
+$8,681.4 
MDXG MiMedx Group, Inc.
+1.2%
+$907.5 
ADT ADT Inc.
+1.14%
+$1,722.96 
KO The Coca-Cola Company
+1.1%
+$3,909.1 
GAMB Gambling.com Group Ltd.
+1.06%
+$275.9 
V Visa Inc. Class A
+1.05%
+$6,285.58 
CFFN Capitol Federal Financial, Inc.
+0.92%
+$2,069.41 
RBBN Ribbon Communications Inc.
+0.89%
+$278.68 
SGMT Sagimet Biosciences Inc.
+0.89%
+$981.07 
VEEV Veeva Systems Inc.
+0.89%
+$4,098.49 
AXP American Express Company
+0.89%
+$3,853.44 
DV DoubleVerify Holdings Inc.
+0.75%
+$1,047.2 
NVAX Novavax Inc.
+0.69%
+$799.89 
CRBP Corbus Pharmaceuticals Holdings, Inc.
+0.68%
+$847.55 
CRMD CorMedix Inc.
+0.65%
+$649.84 
MP MP Materials Corp.
+0.63%
+$1,342.08 
KBR KBR Inc.
+0.61%
+$1,268.33 
AUR Aurora Innovation, Inc.
+0.59%
+$1,551.13 
CLAR Clarus Corporation
+0.56%
+$327.46 
AAPL Apple Inc.
+0.54%
+$2,921.3 
CYH Community Health Systems, Inc.
+0.51%
+$330.3 
SCVL Shoe Carnival Inc.
+0.45%
+$703.22 
CPNG Coupang Inc.
+0.42%
+$715.37 
MCO Moody's Corporation
+0.38%
+$1,286.74 
FF FutureFuel Corp
+0.37%
+$322.52 
GD General Dynamics Corporation
+0.36%
+$1,012.36 
CLVT Clarivate Plc
+0.27%
+$106.92 
TMUS T-Mobile US, Inc.
+0.25%
+$457.2 
KLC KinderCare Learning Companies Inc.
+0.21%
+$54.95 
WEAV Weave Communications Inc.
+0.2%
+$174.9 
WOOF Petco Health and Wellness Company, Inc.
+0.2%
+$370.64 
AES AES Corporation
+0.17%
+$378.57 
NAGE Niagen Bioscience Inc.
+0.14%
+$67.09 
TJX The TJX Companies, Inc.
+0.12%
+$206.7 
PTON Peloton Interactive, Inc.
+0.1%
+$101.92 
ABNB Airbnb, Inc.
+0.07%
+$175.89 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$301.56 
QNST QuinStreet Inc.
+0.05%
+$101.25 
KALV KalVista Pharmaceuticals Inc.
0%
$0 
KULR KULR Technology Group, Inc.
0%
$0 
MCW Mister Car Wash, Inc.
0%
$0 
STKL SunOpta Inc.
0%
$0 
UDMY Udemy, Inc.
0%
$0 BAM
BAM
0%
$0 
FIP FTAI Infrastructure Inc.
-8.98%
-$3,138.76 
GEV GE Vernova Inc.
-8.66%
-$33,906.11 
LRCX Lam Research Corporation
-7.91%
-$31,128.4 
IE Ivanhoe Electric Inc.
-7.64%
-$10,517.06 
ETN Eaton Corporation plc
-7.5%
-$25,009.6 
INDI Indie Semiconductor, Inc.
-7.16%
-$3,273.84 
ANET Arista Networks, Inc.
-5.55%
-$17,849.88 
SPRY Ars Pharmaceuticals Inc
-5.36%
-$3,350.45 
BAC Bank of America Corporation
-5.3%
-$44,368.8 
VST Vistra Corp
-4.99%
-$15,765.25 
AVGO Broadcom Inc.
-4.79%
-$15,813.15 
MU Micron Technology, Inc.
-4.76%
-$77,009.09 
NTAP NetApp, Inc.
-4.6%
-$20,733.37 
ADI Analog Devices, Inc.
-4.53%
-$13,479.9 
ORCL Oracle Corporation
-4.42%
-$7,344.94 
NRG NRG Energy, Inc.
-4.3%
-$6,158.56 
DLB Dolby Laboratories Inc.
-3.99%
-$13,898.56 
LXU Lsb Industries Inc.
-3.93%
-$5,466.37 
P Everpure Inc.
-3.88%
-$15,891.51 
MARA MARA Holdings Inc
-3.62%
-$6,987.09 
CMC Commercial Metals Company
-3.21%
-$8,818.26 
HEI.A Heico Corporation
-3.18%
-$5,931.64 
NVDA NVIDIA Corporation
-2.85%
-$17,859.93 
EVH Evolent Health Inc.
-2.62%
-$2,386.56 
OPFI OppFi Inc.
-2.62%
-$3,410.12 
IRDM Iridium Communications Inc.
-2.51%
-$11,870.12 
LCID Lucid Group, Inc.
-2.18%
-$961.73 
BDN Brandywine Realty Trust
-2.16%
-$1,188.59 
GE General Electric Company
-1.98%
-$16,287.54 
AM Antero Midstream Corporation
-1.95%
-$6,593.62 
WFC Wells Fargo & Company
-1.94%
-$8,890 
UNIT Uniti Group Inc.
-1.83%
-$1,921.75 
EQT EQT Corporation
-1.76%
-$3,569.15 
JPM JPMorgan Chase & Co.
-1.72%
-$9,320.54 
EPSN Epsilon Energy Ltd.
-1.66%
-$1,170.43 
LNG Cheniere Energy Inc.
-1.47%
-$5,297.2 
C Citigroup Inc.
-1.47%
-$7,466.44 
APPS Digital Turbine Inc.
-1.35%
-$2,030.72 
ORC Orchid Island Capital Inc.
-1.34%
-$889.61 
RTX RTX Corporation
-1.32%
-$2,887.23 
MVST Microvast Holdings Inc.
-1.24%
-$156.92 
AMZN Amazon.com Inc
-1.22%
-$11,011.98 
GOSS Gossamer Bio Inc.
-1.21%
-$22.56 
HDSN Hudson Technologies Inc.
-1.2%
-$1,258.98 
PDYN Palladyne AI Corp
-1.13%
-$650.59 
UA Under Armour Inc.
-1.1%
-$2,920.83 
UAA Under Armour Inc.
-1.08%
-$2,009.26 
REAX Real Brokerage Inc.
-1.07%
-$226.94 
XPO XPO Inc.
-1.06%
-$2,947.11 
AHRT AMERICAN HEALTHCARE REIT INC
-1.03%
-$749.32 
DTE DTE Energy Company
-0.98%
-$2,193.1 
BWXT Bwx Technologies Inc.
-0.96%
-$1,996.09 
BMBL Bumble Inc.
-0.84%
-$756.3 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$2,857.7 
AISP Airship AI Holdings Inc.
-0.77%
-$160.43 
UWMC UWM Holdings Corporation
-0.74%
-$163.26 
INGN Inogen Inc.
-0.65%
-$375.65 
COF Capital One Financial Corporation
-0.6%
-$2,318.4 
HON Honeywell International Inc.
-0.54%
-$796.79 
POOL Pool Corporation
-0.54%
-$876.06 
TFC Truist Financial Corporation
-0.54%
-$2,414.07 
DKNG DraftKings Inc.
-0.38%
-$703.66 
USB U.S. Bancorp
-0.37%
-$1,454.41 
ABEO Abeona Therapeutics Inc.
-0.37%
-$311.12 
NWL Newell Brands Inc.
-0.3%
-$520.29 
MPC Marathon Petroleum Corporation
-0.28%
-$1,393.69 
CRGY Crescent Energy Inc.
-0.27%
-$666.72 
CARR Carrier Global Corporation
-0.25%
-$648.44 
A Agilent Technologies Inc.
-0.18%
-$543.24 
TKNO Alpha Teknova, Inc.
-0.14%
-$125.6 
EPM Evolution Petroleum Corporation
-0.14%
-$50.47 
EHTH eHealth Inc.
-0.11%
-$13.05 
ABUS Arbutus Biopharma Corporation
-0.1%
-$139.94 Events
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Dividends
Dividend Analysis
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| Trades 6703 | Longs Won 3082/6703 45% | Profit Factor 1.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $85,182.26 |
| Average Win $60,076.35 | Best Trade (Mar 30) $1.26M | Sharpe Ratio -14.69 |
| Average Loss -$35,566.2 | Worst Trade (Dec 30) -$753,639.64 | Z-Score -7.78 (100%) |
| Commissions $0 | Avg. Trade Length 5m 6d | Expectancy $8,409.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,193 | 1,074 | 955 | 835 | 716 | 597 | 477 | 358 | 239 | 119 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,012 | $273,773 | $295,079.92 | - | $21,306.92 | 7.78% | -0.184% |
| AAPL Apple Inc. | 1,632 | $443,676 | $545,185.92 | - | $101,509.92 | 22.88% | +0.539% |
| ABEO Abeona Therapeutics Inc. | 15,556 | $82,101.76 | $83,924.62 | - | $1,822.86 | 2.22% | -0.369% |
| ABNB Airbnb, Inc. | 1,599 | $194,150.6 | $272,309.7 | - | $78,159.1 | 40.26% | +0.065% |
| ABUS Arbutus Biopharma Corporation | 27,989 | $108,872.35 | $143,163.73 | - | $34,291.38 | 31.5% | -0.098% |
| ACM Aecom | 2,516 | $239,850 | $162,156.2 | - | -$77,693.8 | -32.39% | +1.448% |
| ADI Analog Devices, Inc. | 786 | $193,120.18 | $284,241.18 | - | $91,121 | 47.18% | -4.528% |
| ADT ADT Inc. | 21,537 | $187,587.24 | $153,558.81 | - | -$34,028.43 | -18.14% | +1.135% |
| AES AES Corporation | 15,143 | $211,967.92 | $224,343.54 | - | $12,375.62 | 5.84% | +0.169% |
| AGEN Agenus Inc. | 15,390 | $59,251.08 | $109,961.55 | - | $50,710.47 | 85.59% | +2.954% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 20,104 | $512,356.7 | $516,773.32 | - | $4,416.62 | 0.86% | +0.058% |
| AHRT AMERICAN HEALTHCARE REIT INC | 11,528 | $76,315 | $72,107.64 | - | -$4,207.36 | -5.51% | -1.028% |
| AISP Airship AI Holdings Inc. | 10,695 | $30,909 | $20,587.87 | - | -$10,321.13 | -33.39% | -0.773% |
| ALIT Alight Inc. | 692.85 | $45,173.82 | $8,657.16 | - | -$36,516.66 | -80.84% | +4.473% |
| ALL Allstate Corporation | 1,081 | $232,036.57 | $279,141.22 | - | $47,104.65 | 20.3% | +1.78% |
| ALT Altimmune, Inc. | 14,152 | $53,352.97 | $46,913.88 | - | -$6,439.09 | -12.07% | +1.376% |
| AM Antero Midstream Corporation | 15,334 | $298,092.83 | $331,674.42 | - | $33,581.59 | 11.27% | -1.949% |
| AMZN Amazon.com Inc | 3,507 | $769,904.63 | $889,515.48 | - | $119,610.85 | 15.54% | -1.223% |
| ANET Arista Networks, Inc. | 1,611 | $124,820.24 | $303,689.61 | - | $178,869.37 | 143.3% | -5.551% |
| APP AppLovin Corporation Class A Common Stock | 400 | $269,528 | $133,430 | - | -$136,098 | -50.49% | +2.968% |
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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: Tesla, Inc - $1.59M, NVIDIA Corporation - $1.51M, Apple Inc - $1.49M, Micron Technology, Inc - $981,164.31, and AppLovin Corporation Class A Common Stock - $976,038.3. 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: Gartner Inc - $828,239.93, New Fortress Energy Inc - $798,840.34, Lennar Corporation - $696,794.78, Trex Company, Inc - $694,639.04, and Intel Corporation - $685,751.75. 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 $13.55M earned over time. The largest contributors to dividend income include AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $167,751.97, Consolidated Edison, Inc - $133,608.32, Antero Midstream Corporation - $127,636.22, DTE Energy Company - $123,427.65, 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
