Jeremy Edelstein Portfolio
Invests via BlackBarn Capital Partners LP | Managed by Jonathan Carter
Invests via BlackBarn Capital Partners LP
Managed by Jonathan Carter
Automatically Tracked
Jeremy Edelstein Profile
Seasoned growth-stage investor and operator focused on consumer and fintech sectors, with experience across investment sourcing, portfolio operations and strategic M&A. Jeremy Edelstein brings a background in venture capital and operational leadership, often serving on growth-company boards to drive customer acquisition and revenue scaling. Known for structuring growth equity and minority-stake deals, and for hands-on support of go-to-market and product strategy, he engages with founders on fundraising and exit planning. Active in US venture networks and frequently advising on capital strategy and business development.
Seasoned growth-stage investor and operator focused on consumer and fintech sectors, with experience across investment sourcing, portfolio operations and strategic M&A. Jeremy Edelstein brings a background in venture capital and operational leadership, often serving on growth-company boards to drive customer acquisition and revenue scaling. Known for structuring growth equity and minority-stake deals, and for hands-on support of go-to-market and product strategy, he engages with founders on fundraising and exit planning. Active in US venture networks and frequently advising on capital strategy and business development.
Investment Philosophy & Strategy
Growth-stage investor focused on consumer and fintech businesses, blending capital provision with active operational partnership to accelerate customer acquisition and revenue scaling. Prioritizes minority and structured growth-equity positions that preserve founder alignment while providing governance and strategic support. Underwrites opportunities using unit economics, go-to-market traction, and product-led growth signals, favoring repeatable revenue models and clear paths to profitable scale. Employs hands-on portfolio playbook—board engagement, GTM execution, and M&A readiness—with a multi-year horizon, disciplined capital pacing, and a bias toward follow-on reserves to protect upside.
Growth-stage investor focused on consumer and fintech businesses, blending capital provision with active operational partnership to accelerate customer acquisition and revenue scaling. Prioritizes minority and structured growth-equity positions that preserve founder alignment while providing governance and strategic support. Underwrites opportunities using unit economics, go-to-market traction, and product-led growth signals, favoring repeatable revenue models and clear paths to profitable scale. Employs hands-on portfolio playbook—board engagement, GTM execution, and M&A readiness—with a multi-year horizon, disciplined capital pacing, and a bias toward follow-on reserves to protect upside.
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:
122.38%
Gain -1.46%
Monthly
2.41%
Yearly
33.15%
Drawdown
24.8%
$383.45M
Equity
Holdings
$383.45M
Investment
$312.77M
$198.31M
Profit -$4.35M
Realized
$127.63M
Unrealized
$70.68M
Dividends
$5.18M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.46%
Profit
-$4.35M
Win %
66%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.75M
Win %
66%
This Month
Compared to last month
Gain
-1.11%
Profit
-$4.32M
Win %
66%
This Year
Compared to last year
Gain
-4.79%
Profit
-$19.27M
Win %
68%
OXY Occidental Petroleum Corporation
+2.42%
+$367,500 
CRC California Resources Corp
+1.66%
+$154,000 
NEE NextEra Energy, Inc.
+1%
+$264,650 
NXPI NXP Semiconductors N.V.
+0.02%
+$3,600 NIQ
NIQ
0%
$0 
AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares
0%
$0 
CCOI Cogent Communications Holdings, Inc.
-8.32%
-$173,750 
VKTX Viking Therapeutics Inc.
-7.96%
-$1.31M 
MH McGraw Hill, Inc.
-2.75%
-$955,500 
SEAT Vivid Seats Inc.
-2.52%
-$37,500 
VG Venture Global Inc.
-2.12%
-$463,750 
ROIV Roivant Sciences Ltd
-2.07%
-$1.41M 
AMRX Amneal Pharmaceuticals Inc.
-1.12%
-$279,500 
UNH UnitedHealth Group Incorporated
-1.07%
-$283,725.65 
ABUS Arbutus Biopharma Corporation
-1.05%
-$112,500 
DHC Diversified Healthcare Trust
-0.33%
-$101,875 
PRVA Privia Health Group, Inc.
-0.04%
-$15,850 Events
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Dividends
Dividend Analysis
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| Trades 149 | Longs Won 92/149 61% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.8M |
| Average Win $2.83M | Best Trade (Jun 29) $41.94M | Sharpe Ratio -9.15 |
| Average Loss -$1.09M | Worst Trade (Oct 14) -$12.85M | Z-Score 1.06 (71.25%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $1.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.97% |
| Consecutive Losing Trades | 353 | 317 | 282 | 247 | 212 | 176 | 141 | 106 | 71 | 35 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABUS Arbutus Biopharma Corporation | 2.5M | $8.02M | $10.61M | - | $2.59M | 32.35% | -1.049% |
| AMRX Amneal Pharmaceuticals Inc. | 1.3M | $10.84M | $24.75M | - | $13.9M | 128.25% | -1.117% |
| AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares | 1.68M | $15.14M | $15.14M | - | - | - | 0.0 |
| CCOI Cogent Communications Holdings, Inc. | 250,000 | $5.39M | $1.91M | - | -$3.48M | -64.49% | -8.323% |
| CRC California Resources Corp | 175,000 | $9.25M | $9.46M | - | $203,000 | 2.19% | +1.656% |
| DHC Diversified Healthcare Trust | 4.08M | $12.2M | $30.91M | - | $18.71M | 153.4% | -0.329% |
| MH McGraw Hill, Inc. | 2.45M | $32.6M | $33.83M | - | $1.24M | 3.8% | -2.746% |
| NEE NextEra Energy, Inc. | 335,000 | $24.08M | $26.72M | - | $2.63M | 10.93% | +1.001% |
| NIQ NIQ | 2.9M | $40.56M | $27.15M | - | -$13.41M | -33.06% | 0.0 |
| NXPI NXP Semiconductors N.V. | 90,000 | $20.24M | $20.8M | - | $559,200 | 2.76% | +0.017% |
| OXY Occidental Petroleum Corporation | 250,000 | $12.14M | $15.54M | - | $3.39M | 27.94% | +2.423% |
| PRVA Privia Health Group, Inc. | 1.58M | $34.26M | $35.84M | - | $1.58M | 4.6% | -0.044% |
| ROIV Roivant Sciences Ltd | 2M | $21.87M | $66.67M | - | $44.8M | 204.84% | -2.071% |
| SEAT Vivid Seats Inc. | 500,000 | $2.96M | $1.45M | - | -$1.5M | -50.85% | -2.517% |
| UNH UnitedHealth Group Incorporated | 65,000 | $27.02M | $26.15M | - | -$866,125 | -3.21% | -1.073% |
| VG Venture Global Inc. | 1.75M | $19.48M | $21.41M | - | $1.93M | 9.93% | -2.12% |
| VKTX Viking Therapeutics Inc. | 600,000 | $16.73M | $15.11M | - | -$1.62M | -9.67% | -7.965% |
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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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FAQ
Which stocks have generated the highest profits for Jeremy Edelstein?
The largest contributions to the portfolio's profits come from the following stocks: Veeco Instruments Inc - $41.94M, Roivant Sciences Ltd - $35.51M, Axcelis Technologies, Inc - $15.09M, Amneal Pharmaceuticals Inc - $12.27M, and Diversified Healthcare Trust - $10.8M. 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: Cogent Communications Holdings, Inc - $12.47M, Molina Healthcare Inc - $10.69M, Chord Energy Corp - $3.63M, Civitas Resources Inc - $2.97M, and Modivcare Inc - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Edelstein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.18M earned over time. The largest contributors to dividend income include NextEra Energy, Inc - $920,896, Chord Energy Corp - $699,560, UnitedHealth Group Incorporated - $656,274, Civitas Resources Inc - $601,900, and Cogent Communications Holdings, Inc - $471,000. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Edelstein's monthly returns?
Jeremy Edelstein's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeremy Edelstein's strategy be considered aggressive or moderate?
Jeremy Edelstein's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jeremy Edelstein's strategy?
Jeremy Edelstein'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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