Denise Ledden Portfolio
Invests via Trust Co of Tennessee | Managed by Denise Ledden
Invests via Trust Co of Tennessee
Managed by Denise Ledden
Automatically Tracked
Denise Ledden Profile
Veteran investor and operator focused on growth-stage technology and fintech companies. Denise Ledden brings strategic operating experience, board and advisory roles, and expertise in go-to-market scaling, corporate development, and fundraising. Markets know her for sourcing founder-led opportunities, driving customer expansion, and advising capital-efficient growth strategies across SaaS and payments verticals.
Veteran investor and operator focused on growth-stage technology and fintech companies. Denise Ledden brings strategic operating experience, board and advisory roles, and expertise in go-to-market scaling, corporate development, and fundraising. Markets know her for sourcing founder-led opportunities, driving customer expansion, and advising capital-efficient growth strategies across SaaS and payments verticals.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities, prioritizing founder-led SaaS and payments businesses with clear unit economics and repeatable go-to-market motion. Employs conviction-weighted allocations with a medium-to-long time horizon, emphasizing capital-efficient customer expansion and disciplined follow-on support. Underwrites investments through operator-led due diligence, assessing product-market fit, funnel economics, and corporate development upside. Acts as an active board/advisor, leveraging go-to-market playbooks to de-risk scaling and accelerate revenue compounding while preserving downside through staged milestones.
Focuses on growth-stage technology and fintech opportunities, prioritizing founder-led SaaS and payments businesses with clear unit economics and repeatable go-to-market motion. Employs conviction-weighted allocations with a medium-to-long time horizon, emphasizing capital-efficient customer expansion and disciplined follow-on support. Underwrites investments through operator-led due diligence, assessing product-market fit, funnel economics, and corporate development upside. Acts as an active board/advisor, leveraging go-to-market playbooks to de-risk scaling and accelerate revenue compounding while preserving downside through staged milestones.
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:
13.28%
Gain -0.35%
Monthly
5.08%
Yearly
13.28%
Drawdown
2.5%
$608.34M
Equity
Holdings
$608.34M
Investment
$537.03M
$71.32M
Profit -$2.12M
Realized
-$0
Unrealized
$71.32M
Dividends
$3,523.92
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$2.12M
Win %
100%
This Week
Compared To Last Week
Gain
0.62%
Profit
$3.75M
Win %
100%
This Month
Compared to last month
Gain
0.63%
Profit
$3.81M
Win %
100%
This Year
Compared to last year
Gain
13.28%
Profit
$71.31M
Win %
100%
No Data
VUG Vanguard Growth ETF
-0.74%
-$884,047.32 
VOO Vanguard S&P 500 ETF
-0.43%
-$366,813.64 
SPY SPDR S&P 500 ETF Trust
-0.42%
-$6,255.59 
IVV iShares Core S&P 500 ETF
-0.42%
-$11,044.14 
IWB iShares Russell 1000 ETF
-0.42%
-$18,342.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.15%
-$317,266.88 
USRT iShares Core U.S. REIT ETF
-0.12%
-$98,778 
VTV Vanguard Value ETF
-0.03%
-$33,181.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 8 | Longs Won 8/8 100% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.23M |
| Average Win $8.91M | Best Trade (Jun 15) $21.76M | Sharpe Ratio -249.59 |
| Average Loss $0 | Worst Trade - | Z-Score 0 (0%) |
| Commissions $0 | Avg. Trade Length 2m 2w 3d | Expectancy $8.91M |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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