JL
Jesper Lorenzen Portfolio
Invests via Danica Pension Livsforsikringsaktieselskab | Managed by Jesper Lorenzen
Invests via Danica Pension Livsforsikringsaktieselskab
Managed by Jesper Lorenzen
Automatically Tracked
Veteran Nordic entrepreneur and investor Jesper Lorenzen is known for operating and investing at the intersection of technology and industrial services, with experience leading growth-stage companies, board roles and strategic M&A. Focused on scaling businesses and operational value creation, he targets later-seed to growth-stage opportunities across software, energy transition and industrial tech, leveraging both executive and investor expertise.
Veteran Nordic entrepreneur and investor Jesper Lorenzen is known for operating and investing at the intersection of technology and industrial services, with experience leading growth-stage companies, board roles and strategic M&A. Focused on scaling businesses and operational value creation, he targets later-seed to growth-stage opportunities across software, energy transition and industrial tech, leveraging both executive and investor expertise.
Investment Philosophy & Strategy
Operates with a growth-oriented, operationally focused investment approach targeting later-seed to growth-stage software, energy transition and industrial-tech companies. Emphasizes hands-on value creation through board engagement, strategic M&A, and scaling playbooks, allocating capital to businesses with clear product-market fit and measurable unit economics. Maintains a multi-year horizon, risk-managed concentration, and preference for opportunities where executive experience accelerates operational turnarounds and commercial scale.
Operates with a growth-oriented, operationally focused investment approach targeting later-seed to growth-stage software, energy transition and industrial-tech companies. Emphasizes hands-on value creation through board engagement, strategic M&A, and scaling playbooks, allocating capital to businesses with clear product-market fit and measurable unit economics. Maintains a multi-year horizon, risk-managed concentration, and preference for opportunities where executive experience accelerates operational turnarounds and commercial scale.
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:
26.74%
Gain -1.27%
Monthly
0.91%
Yearly
11.51%
Drawdown
17.77%
$7.29B
Equity
Holdings
$7.29B
Investment
$5.92B
$1.68B
Profit -$106.9M
Realized
$303.53M
Unrealized
$1.38B
Dividends
$111.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.27%
Profit
-$106.9M
Win %
52%
This Week
Compared To Last Week
Gain
0.57%
Profit
$41.57M
Win %
52%
This Month
Compared to last month
Gain
0.57%
Profit
$41.57M
Win %
52%
This Year
Compared to last year
Gain
5.15%
Profit
$357.01M
Win %
52%
SVV Savers Value Village Inc.
+6.74%
+$55,018.8 
URI United Rentals, Inc.
+6.27%
+$269,985.66 
ALHC Alignment Healthcare, Inc.
+4.47%
+$1.22M 
META Meta Platforms Inc Class A
+4.24%
+$7.49M 
CLH Clean Harbors Inc.
+3.92%
+$453,263.3 
MRVL Marvell Technology, Inc.
+3.73%
+$10.17M 
WMT Walmart Inc.
+3.43%
+$1.79M 
WELL Welltower Inc.
+2.27%
+$505,069.5 
AMAT Applied Materials, Inc.
+2.19%
+$839,697.6 
DAR Darling Ingredients Inc.
+2%
+$22,421.3 
PCG PG&E Corporation
+1.9%
+$1.73M 
PWR Quanta Services Inc.
+1.4%
+$333,558.68 
KEYS Keysight Technologies, Inc.
+1.17%
+$395,039.28 
DHR Danaher Corporation
+1.16%
+$448,769.6 
AZO AutoZone Inc.
+1.16%
+$384,352.36 
AVTR Avantor Inc.
+1%
+$5,676.48 
ETN Eaton Corporation plc
+0.88%
+$1.34M 
CME CME Group Inc.
+0.84%
+$88,128.37 
COST Costco Wholesale Corporation
+0.79%
+$153,891.36 
BJ BJ's Wholesale Club Holdings, Inc.
+0.71%
+$466,815.51 
ELV Elevance Health, Inc.
+0.58%
+$829,530.74 
HD The Home Depot, Inc.
+0.48%
+$527,063.66 
LOW Lowe's Companies Inc.
+0.47%
+$15,474.2 
KO The Coca-Cola Company
+0.47%
+$876,679.48 
MCK McKesson Corporation
+0.39%
+$545,694.64 
DGX Quest Diagnostics Inc.
+0.33%
+$38,647.98 
UBER Uber Technologies, Inc.
+0.1%
+$61,755.19 
BSX Boston Scientific Corporation
+0.04%
+$39,894.58 
ABT Abbott Laboratories
+0.03%
+$46,448.7 
FI Fiserv, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
SQ Block, Inc.
0%
$0 
NOW ServiceNow, Inc.
-7.65%
-$1.41M 
MDB MongoDB Inc.
-7.56%
-$7.69M 
HUBS HubSpot, Inc.
-7.42%
-$4.56M 
TEAM Atlassian Corporation Class A
-6.99%
-$5.44M 
ZS Zscaler Inc.
-6.79%
-$2.03M 
TRU TransUnion
-5.86%
-$5.91M 
ORCL Oracle Corporation
-5.76%
-$7.15M 
PANW Palo Alto Networks, Inc.
-5.68%
-$363,135 
CRM Salesforce Inc
-5.07%
-$506,648.42 
TRMB Trimble Inc.
-3.85%
-$1.54M 
CL Colgate-Palmolive Co
-3.83%
-$1.44M 
OWL Blue Owl Capital Inc.
-3.72%
-$1.56M 
NVDA NVIDIA Corporation
-3.55%
-$22.22M 
PLNT Planet Fitness Inc.
-3.38%
-$256,975.2 
INTU Intuit Inc.
-3.3%
-$263,588.4 
MSFT Microsoft Corp.
-3.11%
-$14.25M 
ALLY Ally Financial Inc.
-2.94%
-$1.45M 
USB U.S. Bancorp
-2.66%
-$1.82M 
AMZN Amazon.com Inc
-2.53%
-$13.61M 
DUOL Duolingo, Inc.
-2.32%
-$45,772.5 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$8.92M 
COHR Coherent Corp.
-2.08%
-$5.07M 
SNPS Synopsys, Inc.
-2.03%
-$33,882.4 
CMG Chipotle Mexican Grill, Inc.
-1.76%
-$139,828.68 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$960,451.14 
EL The Estée Lauder Companies Inc. Class A
-1.64%
-$687,722.19 
AAPL Apple Inc.
-1.57%
-$6.29M 
TFC Truist Financial Corporation
-1.43%
-$139,428.3 
WDAY Workday Inc.
-1.33%
-$25,858.8 
SPGI S&P Global Inc.
-1.24%
-$733,731.57 
NEE NextEra Energy, Inc.
-1.23%
-$1.68M 
MA Mastercard Incorporated
-1.2%
-$2.15M 
ARMK Aramark
-1.07%
-$157,733.9 
C Citigroup Inc.
-0.99%
-$262,082.6 
GE General Electric Company
-0.87%
-$528,431.75 
MMM 3M Company
-0.8%
-$76,642.53 
GOOGL Alphabet Inc
-0.79%
-$515,749.52 
GOOG Alphabet Inc
-0.76%
-$3.17M 
MRK Merck & Co., Inc.
-0.74%
-$165,009.06 
XYL Xylem Inc.
-0.52%
-$56,293.2 
AVGO Broadcom Inc.
-0.49%
-$941,676.84 
VRSK Verisk Analytics Inc.
-0.42%
-$40,242.75 
SSNC SS&C Technologies Holdings Inc.
-0.37%
-$170,000 
UNH UnitedHealth Group Incorporated
-0.29%
-$42,940.8 
ECL Ecolab Inc.
-0.23%
-$29,051.4 
TDY Teledyne Technologies Incorporated
-0.12%
-$13,422.55 
BAC Bank of America Corporation
-0.08%
-$180,655.32 Events
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Dividends
Dividend Analysis
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| Trades 580 | Longs Won 324/580 55% | Profit Factor 3.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.11M |
| Average Win $7.5M | Best Trade (May 14) $270.98M | Sharpe Ratio -10.51 |
| Average Loss -$2.93M | Worst Trade (May 14) -$59.01M | Z-Score -2.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $2.9M |
| 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 | 2,488 | 2,239 | 1,990 | 1,741 | 1,493 | 1,244 | 995 | 746 | 498 | 249 |
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Returns
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