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:
34.35%
Gain -0.93%
Monthly
1.02%
Yearly
12.97%
Drawdown
19.69%
$6.32B
Equity
Holdings
$6.32B
Investment
$5.19B
$1.5B
Profit -$54.32M
Realized
$364.92M
Unrealized
$1.13B
Dividends
$125.06M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$54.32M
Win %
66%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$35.76M
Win %
66%
This Month
Compared to last month
Gain
-0.85%
Profit
-$54.32M
Win %
66%
This Year
Compared to last year
Gain
2.8%
Profit
$172.09M
Win %
61%
00BK
00BKLJ8V2
+16.66%
+$1.75M 
DOW Dow Inc.
+4.23%
+$135,400.56 
UBER Uber Technologies, Inc.
+4.01%
+$1.72M 
ISRG Intuitive Surgical, Inc.
+3.85%
+$446,730.77 
NEM Newmont Corporation
+3.79%
+$191,589.92 
NFLX Netflix, Inc.
+2.9%
+$1.07M 
DHR Danaher Corporation
+2.25%
+$910,665.99 
NOW ServiceNow, Inc.
+2.05%
+$130,967.04 
SYK Stryker Corporation
+2%
+$78,695.47 
MRK Merck & Co., Inc.
+1.82%
+$465,105.42 
ANET Arista Networks, Inc.
+1.51%
+$441,741.45 
ACN Accenture plc Class A
+1.44%
+$156,305.93 
SNOW Snowflake Inc.
+1.27%
+$487,035.01 
MCK McKesson Corporation
+1.18%
+$664,177.05 
PAYX Paychex Inc.
+0.95%
+$106,164.69 
GOOGL Alphabet Inc
+0.91%
+$798,034.4 
ELV Elevance Health, Inc.
+0.89%
+$251,841.78 
ABT Abbott Laboratories
+0.75%
+$537,435.81 
WMT Walmart Inc.
+0.72%
+$372,945.87 
XYL Xylem Inc.
+0.72%
+$98,318.7 
TSLA Tesla, Inc.
+0.7%
+$473,319.06 
JPM JPMorgan Chase & Co.
+0.64%
+$515,641.85 
COST Costco Wholesale Corporation
+0.52%
+$287,980.44 
RTX RTX Corporation
+0.49%
+$108,174.97 
HBAN Huntington Bancshares Incorporated
+0.28%
+$24,836.9 
BMY Bristol-Myers Squibb Company
+0.18%
+$19,802.76 
SVV Savers Value Village Inc.
+0.12%
+$2,951.97 
LITE Lumentum Holdings Inc.
+0.07%
+$1,126.37 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$8,626.8 
CRDO Credo Technology Group Holding Ltd.
+0.04%
+$30,363.96 
OWL Blue Owl Capital Inc.
+0.04%
+$11,811.39 
BNS Bank of Nova Scotia
+0.04%
+$5,522.65 
RKLB Rocket Lab Corporation
+0.04%
+$134.07 
HUBS HubSpot, Inc.
+0.03%
+$428.12 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$1,334.6 
PAAS Pan American Silver Corp.
+0.03%
+$1,480.85 
TPL Texas Pacific Land Corporation
+0.03%
+$801.88 
AMD Advanced Micro Devices, Inc.
+0.03%
+$17,115.21 
AEM Agnico Eagle Mines Limited
+0.02%
+$3,106.66 
T AT&T Inc.
+0.02%
+$287.94 
WELL Welltower Inc.
+0.02%
+$6,321.35 
BSX Boston Scientific Corporation
+0.02%
+$6,208.61 
PGR Progressive Corporation
+0.02%
+$1,336.08 
ARMK Aramark
+0.02%
+$1,351.74 
BJ BJ's Wholesale Club Holdings, Inc.
+0.02%
+$6,475.34 
ZS Zscaler Inc.
+0.01%
+$1,592.26 
OXY Occidental Petroleum Corporation
+0.01%
+$2,616.29 
LYB LyondellBasell Industries N.V.
+0.01%
+$96.05 
AMGN Amgen Inc.
+0.01%
+$1,101.48 
QCOM QUALCOMM Incorporated
+0.01%
+$1,054.83 
APP AppLovin Corporation Class A Common Stock
0%
+$132.69 
MCD McDonald's Corporation
0%
+$387.59 
SNPS Synopsys, Inc.
0%
+$83.39 
BLK BlackRock, Inc.
0%
+$137.82 
ALHC Alignment Healthcare, Inc.
0%
$0 
ALLY Ally Financial Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
EFX Equifax Inc.
0%
$0 
EQX Equinox Gold Corp.
0%
$0 
INTC Intel Corporation
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PLNT Planet Fitness Inc.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
GLW Corning Incorporated
-4.78%
-$780,895.17 
BE Bloom Energy Corporation
-3.97%
-$102,812.84 
AMAT Applied Materials, Inc.
-3.16%
-$1.36M 
NVDA NVIDIA Corporation
-2.86%
-$15.99M 
KLAC KLA Corporation
-2.71%
-$672,162.9 
RRX Regal Rexnord Corporation
-2.57%
-$393,880 
PCG PG&E Corporation
-2.4%
-$1.92M 
KDP Keurig Dr Pepper Inc.
-2.37%
-$237,880.53 
LOW Lowe's Companies Inc.
-2%
-$305,118.41 
UDR UDR Inc.
-1.95%
-$168,379.5 
TRMB Trimble Inc.
-1.8%
-$538,014.19 
KEYS Keysight Technologies, Inc.
-1.63%
-$270,494 
AAPL Apple Inc.
-1.62%
-$6.34M 
LRCX Lam Research Corporation
-1.59%
-$287,283.73 
ADI Analog Devices, Inc.
-1.54%
-$204,199.68 
ORLY O'Reilly Automotive Inc.
-1.39%
-$166,162.1 
TFC Truist Financial Corporation
-0.94%
-$14,782.81 
PEP PepsiCo, Inc.
-0.93%
-$77,499.57 
SBUX Starbucks Corporation
-0.88%
-$123,347.76 
BA Boeing Company
-0.69%
-$461,449.74 
IBM International Business Machines Corporation
-0.41%
-$66,737.94 
KO The Coca-Cola Company
-0.21%
-$91,608.21 
RY Royal Bank of Canada
-0.14%
-$29,878.33 
URI United Rentals, Inc.
-0.1%
-$753.95 
TDY Teledyne Technologies Incorporated
-0.08%
-$5,715.73 
AZO AutoZone Inc.
-0.08%
-$19,032.68 
AVTR Avantor Inc.
-0.07%
-$630.72 
ABBV AbbVie Inc.
-0.06%
-$14,041.14 
AVGO Broadcom Inc.
-0.06%
-$129,258.41 
DGX Quest Diagnostics Inc.
-0.06%
-$1,385 
ORCL Oracle Corporation
-0.05%
-$23,933.6 
LLY Eli Lilly and Company
-0.05%
-$36,130.1 
COF Capital One Financial Corporation
-0.05%
-$25,163.6 
COHR Coherent Corp.
-0.05%
-$6,135.29 
ECL Ecolab Inc.
-0.05%
-$5,352.06 
META Meta Platforms Inc Class A
-0.05%
-$74,838.97 
YUM Yum! Brands, Inc.
-0.05%
-$3,044.08 
FTI TechnipFMC plc
-0.04%
-$2,351.22 
CI The Cigna Group
-0.04%
-$3,312.92 
GS The Goldman Sachs Group, Inc.
-0.04%
-$9,054.6 
WY Weyerhaeuser Company
-0.04%
-$3,392.58 
MELI MercadoLibre, Inc.
-0.04%
-$4,111.35 
FISV Fiserv, Inc.
-0.04%
-$4,349.48 
BR Broadridge Financial Solutions, Inc.
-0.04%
-$2,595.36 
MA Mastercard Incorporated
-0.04%
-$33,319.87 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$2,559.28 
CDE Coeur Mining, Inc.
-0.03%
-$708.75 
MS Morgan Stanley
-0.03%
-$13,797.48 
V Visa Inc. Class A
-0.03%
-$9,743.57 
XYZ Block, Inc.
-0.03%
-$11,797.14 
ADBE Adobe Inc.
-0.02%
-$1,478.82 
EL The Estée Lauder Companies Inc. Class A
-0.02%
-$7,737.9 
GOOG Alphabet Inc
-0.02%
-$66,476.41 
USB U.S. Bancorp
-0.02%
-$459.39 
INTU Intuit Inc.
-0.02%
-$1,328.16 
PANW Palo Alto Networks, Inc.
-0.02%
-$1,719.86 
PWR Quanta Services Inc.
-0.02%
-$3,174.56 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$12,015.77 
VZ Verizon Communications Inc.
-0.02%
-$2,885.62 
MSFT Microsoft Corp.
-0.02%
-$73,135.87 
SLB Schlumberger Limited
-0.02%
-$1,811.75 
UNP Union Pacific Corporation
-0.02%
-$1,787.31 
GEV GE Vernova Inc.
-0.02%
-$2,915.15 
EMR Emerson Electric Co.
-0.02%
-$1,179.42 
KKR KKR & Co. Inc.
-0.02%
-$2,037.28 
DAR Darling Ingredients Inc.
-0.02%
-$224.8 
PG Procter & Gamble Co
-0.02%
-$3,702.54 
TEAM Atlassian Corporation Class A
-0.02%
-$6,521.22 
TMUS T-Mobile US, Inc.
-0.02%
-$363.3 
WFC Wells Fargo & Company
-0.02%
-$3,192.89 
BAC Bank of America Corporation
-0.02%
-$17,818.64 
CARR Carrier Global Corporation
-0.02%
-$1,585.65 
EQIX Equinix, Inc.
-0.02%
-$2,403.32 
WDC Western Digital Corporation
-0.02%
-$622.19 
AMZN Amazon.com Inc
-0.01%
-$43,482.87 
BX Blackstone Inc.
-0.01%
-$1,825.14 
DIS The Walt Disney Company
-0.01%
-$2,372.99 
MRVL Marvell Technology, Inc.
-0.01%
-$5,431.2 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$1,762.1 
TRU TransUnion
-0.01%
-$5,329.76 
C Citigroup Inc.
-0.01%
-$3,277.72 
CL Colgate-Palmolive Company
-0.01%
-$3,077.52 
CLH Clean Harbors Inc.
-0.01%
-$1,298.29 
CME CME Group Inc.
-0.01%
-$1,569.93 
CRM Salesforce Inc
-0.01%
-$1,671.14 
BROS Dutch Bros Inc.
-0.01%
-$3,090.85 
DASH DoorDash, Inc.
-0.01%
-$756.94 
DELL Dell Technologies Inc.
-0.01%
-$211.37 
ED Consolidated Edison, Inc.
-0.01%
-$1,015.78 
MDB MongoDB Inc.
-0.01%
-$8,796.77 
CSCO Cisco Systems, Inc.
-0.01%
-$1,959.96 
GE General Electric Company
-0.01%
-$2,086.85 
HD The Home Depot, Inc.
-0.01%
-$3,026.37 
PCAR PACCAR Inc.
-0.01%
-$899.98 
PHM PulteGroup Inc.
-0.01%
-$655.78 
ASTS AST SpaceMobile, Inc.
-0.01%
-$22.75 
SHOP Shopify Inc.
-0.01%
-$774.15 
APH Amphenol Corporation
-0.01%
-$1,085.01 
GM General Motors Company
-0.01%
-$673.68 
HLT Hilton Worldwide Holdings Inc.
-0.01%
-$673.39 
PLTR Palantir Technologies Inc.
-0.01%
-$1,402.05 
MMM 3M Company
-0.01%
-$410.06 
SPGI S&P Global Inc.
-0.01%
-$1,130.13 
UNH UnitedHealth Group Incorporated
-0.01%
-$1,624.01 
VRSK Verisk Analytics Inc.
-0.01%
-$188.73 
JNJ Johnson & Johnson
0%
-$2,103.14 
WM Waste Management, Inc.
0%
-$565.09 
ETN Eaton Corporation plc
0%
-$1,390.96 
MU Micron Technology, Inc.
0%
-$1,260.24 
PH Parker-Hannifin Corporation
0%
-$493.67 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 560/920 60% | Profit Factor 2.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10.69M |
| Average Win $4.26M | Best Trade (Aug 28) $211.16M | Sharpe Ratio -9.29 |
| Average Loss -$2.47M | Worst Trade (Mar 31) -$52.64M | Z-Score 7.15 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $1.63M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,558 | 2,302 | 2,046 | 1,790 | 1,535 | 1,279 | 1,023 | 767 | 512 | 256 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 00BK 00BKLJ8V2 | 45,447 | $10.58M | $12.22M | - | $1.64M | 15.54% | +16.662% |
| AAPL Apple Inc. | 1.25M | $252.22M | $385.66M | - | $133.43M | 52.9% | -1.618% |
| ABBV AbbVie Inc. | 93,612 | $20.59M | $23.02M | - | $2.43M | 11.8% | -0.061% |
| ABT Abbott Laboratories | 663,501 | $86.83M | $72.07M | - | -$14.76M | -17% | +0.751% |
| ACN Accenture plc Class A | 61,781 | $11.99M | $11.01M | - | -$975,258.73 | -8.14% | +1.44% |
| ADBE Adobe Inc. | 24,647 | $5.94M | $6.54M | - | $600,097.3 | 10.11% | -0.023% |
| ADI Analog Devices, Inc. | 34,005 | $10.97M | $13.06M | - | $2.09M | 19.04% | -1.54% |
| AEM Agnico Eagle Mines Limited | 77,686 | $15.34M | $13.89M | - | -$1.45M | -9.44% | +0.022% |
| ALHC Alignment Healthcare, Inc. | 3.69M | $76.56M | $52.99M | - | -$23.57M | -30.79% | 0.0 |
| ALLY Ally Financial Inc. | 477,879 | $18.8M | $20.89M | - | $2.09M | 11.12% | 0.0 |
| AMAT Applied Materials, Inc. | 80,175 | $18.26M | $41.86M | - | $23.6M | 129.2% | -3.157% |
| AMD Advanced Micro Devices, Inc. | 142,603 | $29.01M | $68.95M | - | $39.94M | 137.66% | +0.025% |
| AMGN Amgen Inc. | 36,716 | $12.94M | $15.09M | - | $2.15M | 16.6% | +0.007% |
| AMZN Amazon.com Inc | 1.09M | $239.66M | $298.26M | - | $58.6M | 24.45% | -0.015% |
| ANET Arista Networks, Inc. | 154,997 | $24.11M | $29.69M | - | $5.57M | 23.11% | +1.511% |
| APH Amphenol Corporation | 217,220 | $14.06M | $18.37M | - | $4.32M | 30.72% | -0.006% |
| APP AppLovin Corporation Class A Common Stock | 13,376 | $5.39M | $4.64M | - | -$752,477.56 | -13.96% | +0.003% |
| ARMK Aramark | 135,174 | $5.16M | $7.56M | - | $2.4M | 46.51% | +0.018% |
| ASTS AST SpaceMobile, Inc. | 4,550 | $404,313 | $327,304.25 | - | -$77,008.75 | -19.05% | -0.007% |
| AVGO Broadcom Inc. | 549,989 | $123.07M | $235.13M | - | $112.06M | 91.06% | -0.055% |
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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 - $96.26M, Oracle Corporation - $76.32M, Coherent Corp - $74.66M, NextEra Energy, Inc - $50.75M, and Broadcom Inc - $46.69M. 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 - $60.73M, and The Estée Lauder Companies Inc. Class A - $26.95M. 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 $125.06M earned over time. The largest contributors to dividend income include NextEra Energy, Inc - $9.39M, The Coca-Cola Company - $8.6M, Bank of America Corporation - $7.84M, Microsoft Corp - $6.72M, 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.
