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:
35.32%
Gain -0.31%
Monthly
1%
Yearly
12.62%
Drawdown
19.86%
$6.34B
Equity
Holdings
$6.34B
Investment
$5.18B
$1.53B
Profit -$19.41M
Realized
$375.34M
Unrealized
$1.16B
Dividends
$135.2M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$19.41M
Win %
63%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$71.92M
Win %
63%
This Month
Compared to last month
Gain
1.36%
Profit
$84.73M
Win %
63%
This Year
Compared to last year
Gain
3.16%
Profit
$194.34M
Win %
59%
CDE Coeur Mining, Inc.
+3.76%
+$82,215 
NEM Newmont Corporation
+3.27%
+$169,207.92 
RTX RTX Corporation
+3.04%
+$563,700.24 
HONA Honeywell Aerospace Inc.
+2.89%
+$456,919.6 
GE General Electric Company
+2.72%
+$591,294 
C Citigroup Inc.
+2.7%
+$726,562.37 
PLNT Planet Fitness Inc.
+2.67%
+$69,025.44 
USB U.S. Bancorp
+2.47%
+$43,488.92 
JPM JPMorgan Chase & Co.
+2.4%
+$1.83M 
AZO AutoZone Inc.
+2.39%
+$582,095.3 
TFC Truist Financial Corporation
+2.33%
+$32,733.37 
PAAS Pan American Silver Corp.
+2.31%
+$99,710.23 
GM General Motors Company
+2.25%
+$253,977.36 
FTI TechnipFMC plc
+2.14%
+$114,426.04 
AEM Agnico Eagle Mines Limited
+2.14%
+$311,520.86 
HLT Hilton Worldwide Holdings Inc.
+2.12%
+$244,197.02 
COF Capital One Financial Corporation
+2.06%
+$937,916 
SLB Schlumberger Limited
+2.03%
+$177,551.5 
WFC Wells Fargo & Company
+1.9%
+$334,188.63 
LYB LyondellBasell Industries N.V.
+1.88%
+$22,667.8 
CMCSA Comcast Corp
+1.8%
+$162,337.71 
ARMK Aramark
+1.76%
+$131,118.64 
EQX Equinox Gold Corp.
+1.71%
+$42,595.34 
PEP PepsiCo, Inc.
+1.71%
+$131,568.63 
XYL Xylem Inc.
+1.7%
+$198,897.6 
BLK BlackRock, Inc.
+1.65%
+$254,982.95 
PG Procter & Gamble Co
+1.6%
+$371,883.81 
MET MetLife Inc.
+1.6%
+$197,926.4 
KO The Coca-Cola Company
+1.56%
+$730,308.81 
LOW Lowe's Companies Inc.
+1.54%
+$205,800.89 
BNY BlackRock New York Municipal Income Trust
+1.53%
+$191,628.37 
ORLY O'Reilly Automotive Inc.
+1.52%
+$172,552.95 
BAC Bank of America Corporation
+1.51%
+$1.39M 
BROS Dutch Bros Inc.
+1.51%
+$383,481.16 
PGR Progressive Corporation
+1.5%
+$107,220.42 
HBAN Huntington Bancshares Incorporated
+1.5%
+$114,249.74 
HD The Home Depot, Inc.
+1.39%
+$432,771.92 
JNJ Johnson & Johnson
+1.38%
+$737,572.5 
WY Weyerhaeuser Company
+1.37%
+$89,903.37 
BA Boeing Company
+1.35%
+$719,068.92 
DIS The Walt Disney Company
+1.34%
+$234,925.52 
LLY Eli Lilly and Company
+1.31%
+$941,671.15 
ALHC Alignment Healthcare, Inc.
+1.29%
+$387,162.2 
TD The Toronto-Dominion Bank
+1.25%
+$234,420 
OXY Occidental Petroleum Corporation
+1.23%
+$389,827.21 
ED Consolidated Edison, Inc.
+1.2%
+$133,575.07 
NTRS Northern Trust Corporation
+1.2%
+$113,683.68 
PH Parker-Hannifin Corporation
+1.19%
+$565,924.05 
ALLY Ally Financial Inc.
+1.17%
+$210,266.76 
RY Royal Bank of Canada
+1.15%
+$232,843.28 
MMM 3M Company
+1.13%
+$76,963.12 
TXN Texas Instruments Inc
+1.13%
+$239,989.36 
PHM PulteGroup Inc.
+1.1%
+$81,398.56 
SYK Stryker Corporation
+1.08%
+$36,910.26 
BRK-B Berkshire Hathaway Inc.
+1.08%
+$538,537.68 
NEE NextEra Energy, Inc.
+1.08%
+$707,994.75 
PCAR PACCAR Inc.
+1.06%
+$105,853.4 
CL Colgate-Palmolive Company
+1.06%
+$301,596.96 
RRX Regal Rexnord Corporation
+1.05%
+$141,040 
ACN Accenture plc Class A
+1.04%
+$145,185.35 
DOW Dow Inc.
+1.03%
+$33,304.17 
TMUS T-Mobile US, Inc.
+1.01%
+$19,254.91 
BNS Bank of Nova Scotia
+1.01%
+$145,166.8 
COST Costco Wholesale Corporation
+1.01%
+$576,552.02 
ADI Analog Devices, Inc.
+1%
+$137,209.83 
TDY Teledyne Technologies Incorporated
+0.99%
+$66,112.37 
AAPL Apple Inc.
+0.97%
+$4.14M 
AVTR Avantor Inc.
+0.96%
+$9,776.16 
ISRG Intuitive Surgical, Inc.
+0.96%
+$126,017.02 
MRK Merck & Co., Inc.
+0.9%
+$260,379.53 
V Visa Inc. Class A
+0.88%
+$342,939.52 
VZ Verizon Communications Inc.
+0.87%
+$111,074.04 
GS The Goldman Sachs Group, Inc.
+0.86%
+$165,981.2 
CI The Cigna Group
+0.84%
+$69,301.1 
AMGN Amgen Inc.
+0.83%
+$132,911.96 
ABBV AbbVie Inc.
+0.83%
+$219,053.02 
TPL Texas Pacific Land Corporation
+0.79%
+$21,970.12 
CARR Carrier Global Corporation
+0.76%
+$66,583.86 
WMT Walmart Inc.
+0.76%
+$413,095.1 
PCG PG&E Corporation
+0.73%
+$433,320.84 
OMC Omnicom Group Inc.
+0.69%
+$69,109.6 
FISV Fiserv, Inc.
+0.67%
+$68,504.31 
SPGI S&P Global Inc.
+0.67%
+$159,994.05 
KDP Keurig Dr Pepper Inc.
+0.64%
+$73,709.46 
T AT&T Inc.
+0.64%
+$8,638.2 
EMR Emerson Electric Co.
+0.64%
+$40,507.2 
GEV GE Vernova Inc.
+0.62%
+$84,243.5 
UNP Union Pacific Corporation
+0.59%
+$50,646.7 
MS Morgan Stanley
+0.53%
+$220,757.38 
KKR KKR & Co. Inc.
+0.5%
+$44,820.16 
MCK McKesson Corporation
+0.45%
+$286,584.24 
SVV Savers Value Village Inc.
+0.4%
+$7,871.92 
ABT Abbott Laboratories
+0.38%
+$265,400.4 
MA Mastercard Incorporated
+0.38%
+$388,155.36 
WM Waste Management, Inc.
+0.37%
+$46,949.78 
CME CME Group Inc.
+0.35%
+$52,592.65 
BMY Bristol-Myers Squibb Company
+0.33%
+$33,004.6 
SSNC SS&C Technologies Holdings Inc.
+0.3%
+$85,446.5 
BSX Boston Scientific Corporation
+0.28%
+$77,607.62 
XYZ Block, Inc.
+0.26%
+$120,920.68 
CMG Chipotle Mexican Grill, Inc.
+0.21%
+$8,674.9 
ELV Elevance Health, Inc.
+0.21%
+$64,040.67 
SBUX Starbucks Corporation
+0.21%
+$26,526.4 
ECL Ecolab Inc.
+0.2%
+$22,171.08 
MCD McDonald's Corporation
+0.18%
+$33,466.9 
VRSK Verisk Analytics Inc.
+0.17%
+$6,127.55 
UDR UDR Inc.
+0.15%
+$11,225.3 
YUM Yum! Brands, Inc.
+0.15%
+$9,568.46 
WELL Welltower Inc.
+0.1%
+$30,342.48 
NVDA NVIDIA Corporation
+0.06%
+$311,835.12 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 00BK
00BKLJ8V2
0%
$0 
MDB MongoDB Inc.
-6.49%
-$5.98M 
SNOW Snowflake Inc.
-5.53%
-$2.14M 
DDOG Datadog, Inc. Class A Common Stock
-5.23%
-$445,422.88 
ZS Zscaler Inc.
-5.04%
-$884,850.96 
COHR Coherent Corp.
-5.03%
-$407,351.29 
PANW Palo Alto Networks, Inc.
-5.02%
-$399,488.58 
TEAM Atlassian Corporation Class A
-4.53%
-$2.56M 
HUBS HubSpot, Inc.
-4.33%
-$63,270.02 
WDC Western Digital Corporation
-4.08%
-$129,186.23 
RKLB Rocket Lab Corporation
-4.02%
-$9,921.18 
NOW ServiceNow, Inc.
-3.62%
-$275,491.73 
LITE Lumentum Holdings Inc.
-3.37%
-$55,857.3 
AMD Advanced Micro Devices, Inc.
-3.3%
-$2.65M 
MU Micron Technology, Inc.
-3.27%
-$3.84M 
ASTS AST SpaceMobile, Inc.
-3.26%
-$6,597.5 
INTC Intel Corporation
-3.16%
-$752,046.41 
LRCX Lam Research Corporation
-3.15%
-$507,532.98 
PLTR Palantir Technologies Inc.
-3.06%
-$859,928.66 
ORCL Oracle Corporation
-3%
-$1.21M 
CRM Salesforce Inc
-2.88%
-$592,956.5 
BE Bloom Energy Corporation
-2.87%
-$79,913.08 
SNPS Synopsys, Inc.
-2.69%
-$105,053.83 
CRDO Credo Technology Group Holding Ltd.
-2.65%
-$1.31M 
KLAC KLA Corporation
-2.58%
-$563,266.25 
MRVL Marvell Technology, Inc.
-2.4%
-$1.05M 
GLW Corning Incorporated
-2.12%
-$288,892.14 
NFLX Netflix, Inc.
-2.11%
-$759,719.97 
AMAT Applied Materials, Inc.
-2.08%
-$716,765.3 
ANET Arista Networks, Inc.
-2.02%
-$579,688.78 
ADBE Adobe Inc.
-1.97%
-$122,002.65 
META Meta Platforms Inc Class A
-1.88%
-$3.64M 
AVGO Broadcom Inc.
-1.85%
-$3.5M 
INTU Intuit Inc.
-1.68%
-$104,909.63 
DELL Dell Technologies Inc.
-1.61%
-$40,366.25 
DGX Quest Diagnostics Inc.
-1.52%
-$38,776.81 
UNH UnitedHealth Group Incorporated
-1.45%
-$480,158.76 
APP AppLovin Corporation Class A Common Stock
-1.44%
-$53,905.41 
GOOGL Alphabet Inc
-1.27%
-$1.1M 
CSCO Cisco Systems, Inc.
-1.24%
-$266,554.56 
GOOG Alphabet Inc
-1.16%
-$3.31M 
QCOM QUALCOMM Incorporated
-1.15%
-$216,766.51 
KEYS Keysight Technologies, Inc.
-1.09%
-$180,978 
BJ BJ's Wholesale Club Holdings, Inc.
-0.99%
-$440,322.78 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$632,213.44 
APH Amphenol Corporation
-0.93%
-$330,174.4 
ETN Eaton Corporation plc
-0.86%
-$485,026.39 
MSFT Microsoft Corp.
-0.86%
-$3.4M 
BX Blackstone Inc.
-0.81%
-$81,218.73 
DHR Danaher Corporation
-0.8%
-$367,426.26 
PWR Quanta Services Inc.
-0.78%
-$105,417.06 
IBM International Business Machines Corporation
-0.65%
-$104,579.04 
TRU TransUnion
-0.65%
-$255,956.64 
TRMB Trimble Inc.
-0.61%
-$186,042.29 
BR Broadridge Financial Solutions, Inc.
-0.52%
-$39,362.96 
IQV IQVIA Holdings Inc.
-0.5%
-$309,476.85 
EFX Equifax Inc.
-0.5%
-$87,406.91 
MELI MercadoLibre, Inc.
-0.44%
-$48,327.37 
SHOP Shopify Inc.
-0.34%
-$47,562.87 
DASH DoorDash, Inc.
-0.34%
-$24,625.36 
TSLA Tesla, Inc.
-0.33%
-$246,950.06 
UBER Uber Technologies, Inc.
-0.24%
-$97,286.41 
PAYX Paychex Inc.
-0.23%
-$23,281.75 
DAR Darling Ingredients Inc.
-0.18%
-$2,472.8 
OWL Blue Owl Capital Inc.
-0.17%
-$35,434.17 
EQIX Equinix, Inc.
-0.14%
-$19,503.68 
CLH Clean Harbors Inc.
-0.13%
-$15,394.01 
URI United Rentals, Inc.
-0.1%
-$688.97 
VRTX Vertex Pharmaceuticals Incorporated
-0.08%
-$11,131.6 
AMZN Amazon.com Inc
-0.05%
-$130,416 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 546/920 59% | Profit Factor 2.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.06M |
| Average Win $4.53M | Best Trade (Oct 15) $211.99M | Sharpe Ratio -10.76 |
| Average Loss -$2.52M | Worst Trade (Mar 31) -$52.64M | Z-Score 0.11 (8.59%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $1.67M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,519 | 2,267 | 2,015 | 1,763 | 1,511 | 1,259 | 1,008 | 756 | 504 | 252 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 00BK 00BKLJ8V2 | 45,447 | $10.58M | $12.22M | - | $1.64M | 15.54% | 0.0 |
| AAPL Apple Inc. | 1.25M | $252.22M | $432.01M | - | $179.79M | 71.28% | +0.968% |
| ABBV AbbVie Inc. | 93,612 | $20.59M | $26.75M | - | $6.16M | 29.91% | +0.826% |
| ABT Abbott Laboratories | 663,501 | $86.83M | $69.72M | - | -$17.11M | -19.7% | +0.382% |
| ACN Accenture plc Class A | 61,781 | $11.99M | $14.04M | - | $2.05M | 17.13% | +1.045% |
| ADBE Adobe Inc. | 24,647 | $5.94M | $6.08M | - | $145,853.34 | 2.46% | -1.967% |
| ADI Analog Devices, Inc. | 34,005 | $10.97M | $13.87M | - | $2.91M | 26.5% | +0.999% |
| AEM Agnico Eagle Mines Limited | 77,686 | $15.34M | $14.88M | - | -$460,723.66 | -3% | +2.138% |
| ALHC Alignment Healthcare, Inc. | 3.69M | $76.56M | $30.44M | - | -$46.12M | -60.24% | +1.288% |
| ALLY Ally Financial Inc. | 477,879 | $18.8M | $18.24M | - | -$561,067.18 | -2.98% | +1.166% |
| AMAT Applied Materials, Inc. | 80,175 | $18.26M | $33.76M | - | $15.5M | 84.84% | -2.079% |
| AMD Advanced Micro Devices, Inc. | 142,603 | $29.01M | $77.53M | - | $48.52M | 167.25% | -3.301% |
| AMGN Amgen Inc. | 36,716 | $12.94M | $16.07M | - | $3.13M | 24.17% | +0.834% |
| AMZN Amazon.com Inc | 1.09M | $239.66M | $276.74M | - | $37.08M | 15.47% | -0.047% |
| ANET Arista Networks, Inc. | 154,997 | $24.11M | $28.18M | - | $4.07M | 16.89% | -2.015% |
| APH Amphenol Corporation | 434,440 | $14.06M | $35.07M | - | $21.02M | 149.52% | -0.933% |
| APP AppLovin Corporation Class A Common Stock | 13,376 | $5.39M | $3.68M | - | -$1.71M | -31.71% | -1.443% |
| ARMK Aramark | 135,174 | $5.16M | $7.57M | - | $2.41M | 46.64% | +1.762% |
| ASTS AST SpaceMobile, Inc. | 4,550 | $404,313 | $195,695.5 | - | -$208,617.5 | -51.6% | -3.261% |
| AVGO Broadcom Inc. | 549,989 | $123.07M | $185.88M | - | $62.81M | 51.04% | -1.847% |
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FAQ
Which stocks have generated the highest profits for Jesper Lorenzen?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $96.45M, Oracle Corporation - $76.47M, Coherent Corp - $74.66M, NextEra Energy, Inc - $51.27M, and Broadcom Inc - $47.05M. 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: Fiserv, Inc - $78.33M, HubSpot, Inc - $68.38M, Atlassian Corporation Class A - $61.11M, Elevance Health, Inc - $60.61M, and The Estée Lauder Companies Inc. Class A - $26.81M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jesper Lorenzen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $135.2M earned over time. The largest contributors to dividend income include NextEra Energy, Inc - $9.91M, The Coca-Cola Company - $8.87M, Bank of America Corporation - $8.41M, Microsoft Corp - $7.38M, and Blue Owl Capital Inc - $6.56M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jesper Lorenzen's monthly returns?
Jesper Lorenzen'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 Jesper Lorenzen's strategy be considered aggressive or moderate?
Jesper Lorenzen'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 Jesper Lorenzen's strategy?
Jesper Lorenzen's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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