GN
Gina Nelson Portfolio
Invests via Next Century Growth Investors LLC | Managed by Thomas Dignard
Invests via Next Century Growth Investors LLC
Managed by Thomas Dignard
Automatically Tracked
Gina Nelson Profile
Gina Nelson is a dynamic entrepreneur with extensive experience in the technology sector. With a background in software development, she has co-founded several startups that focus on innovative solutions for businesses looking to optimize their operations. Her deep understanding of market needs allows her to drive product innovation and lead teams toward successful growth trajectories. In addition to her hands-on operational roles, Gina actively engages with various tech communities, sharing insights on trends and best practices in entrepreneurship. This blend of technical expertise and leadership makes her a relevant figure within the venture capital space.
Gina Nelson is a dynamic entrepreneur with extensive experience in the technology sector. With a background in software development, she has co-founded several startups that focus on innovative solutions for businesses looking to optimize their operations. Her deep understanding of market needs allows her to drive product innovation and lead teams toward successful growth trajectories. In addition to her hands-on operational roles, Gina actively engages with various tech communities, sharing insights on trends and best practices in entrepreneurship. This blend of technical expertise and leadership makes her a relevant figure within the venture capital space.
Investment Philosophy & Strategy
Drawing upon her rich background in technology and entrepreneurship, Gina Nelson approaches investment opportunities with a keen focus on innovation. Her ability to identify scalable solutions sets the foundation for ventures that align with evolving market demands. This strategic mindset enhances her capability to nurture startups, ensuring they develop resilient business models that leverage cutting-edge technologies. Active engagement within tech communities enables her to stay ahead of industry trends, which she utilizes to guide investments toward promising sectors ripe for disruption.
Drawing upon her rich background in technology and entrepreneurship, Gina Nelson approaches investment opportunities with a keen focus on innovation. Her ability to identify scalable solutions sets the foundation for ventures that align with evolving market demands. This strategic mindset enhances her capability to nurture startups, ensuring they develop resilient business models that leverage cutting-edge technologies. Active engagement within tech communities enables her to stay ahead of industry trends, which she utilizes to guide investments toward promising sectors ripe for disruption.
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:
158.88%
Gain +1.71%
Monthly
6.84%
Yearly
121.12%
Drawdown
36.75%
$2.42B
Equity
Holdings
$2.42B
Investment
$1.74B
$5.07T
Profit +$22.11M
Realized
$5.07T
Unrealized
$678.95M
Dividends
$861.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.71%
Profit
$22.11M
Win %
64%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$47.66M
Win %
64%
This Month
Compared to last month
Gain
-1.47%
Profit
-$35.95M
Win %
64%
This Year
Compared to last year
Gain
-16.54%
Profit
-$247.74M
Win %
65%
BRUN Boost Run Inc. Class A Common Stock
+12.34%
+$197,296.22 
VELO Velo3D, Inc.
+10.51%
+$581,023.8 
KOPN Kopin Corporation
+9.62%
+$447,200.38 
MXL MaxLinear Inc.
+9.11%
+$592,484.7 
SITM SiTime Corporation
+8.44%
+$1.1M 
ALHC Alignment Healthcare, Inc.
+6.95%
+$1.54M 
UMAC Unusual Machines Inc.
+6.86%
+$266,143.54 
AIP Arteris Inc
+6.61%
+$603,307.02 
AMD Advanced Micro Devices, Inc.
+6.36%
+$333,004.62 
FPS Forgent Power Solutions, Inc.
+6.36%
+$1.02M 
AEHR Aehr Test Systems
+6.35%
+$2.2M 
XMTR Xometry Inc.
+5.71%
+$3.84M 
PL PLANET LABS PBC
+5.44%
+$132,209.52 
ALM Almonty Industries Inc.
+5.17%
+$1.21M 
BLLN BillionToOne, Inc.
+5.11%
+$1.93M 
MTSI MACOM Technology Solutions Holdings, Inc.
+5.06%
+$812,946.32 
MRVL Marvell Technology, Inc.
+5.05%
+$87,527.79 
OUST Ouster, Inc.
+4.83%
+$413,652.28 
AXTI AXT, Inc.
+4.59%
+$658,351.5 
ICHR Ichor Holdings Ltd.
+4.47%
+$328,088.57 
DOCN DigitalOcean Holdings Inc.
+4.17%
+$410,772.12 
CIEN Ciena Corporation
+4.07%
+$3,815.31 
NOK Nokia Corporation Sponsored ADR
+4.04%
+$2,542 
EXTR Extreme Networks, Inc.
+3.95%
+$110,676.75 
BE Bloom Energy Corporation
+3.89%
+$61,206.84 
GH Guardant Health Inc.
+3.62%
+$1.27M 
ADPT Adaptive Biotechnologies Corporation
+3.6%
+$151,695.21 
MOD Modine Manufacturing Company
+3.59%
+$264,885.39 
SVCO Silvaco Group, Inc.
+3.43%
+$280,550.7 
LSCC Lattice Semiconductor Corporation
+3.34%
+$496,524.3 
STRL Sterling Infrastructure, Inc.
+3.24%
+$410,170.85 
LINC Lincoln Educational Services Corporation
+3.23%
+$955,885.7 
BLZE Backblaze Inc.
+3.1%
+$278,986.69 
HOOD Robinhood Markets, Inc.
+3.06%
+$115,321.69 
TSLA Tesla, Inc.
+3.01%
+$58,654.44 
GLW Corning Incorporated
+3%
+$22,147.95 
CSCO Cisco Systems, Inc.
+2.89%
+$16,666.9 
ANET Arista Networks, Inc.
+2.83%
+$83,731.35 
AVGO Broadcom Inc.
+2.83%
+$285,325.56 
CAVA Cava Group Inc.
+2.65%
+$67,343.76 
FROG JFrog Ltd
+2.63%
+$562,915.32 
OLLI Ollie's Bargain Outlet Holdings Inc.
+2.62%
+$133,673.04 
AMZN Amazon.com Inc
+2.59%
+$63,365.17 
LGND Ligand Pharmaceuticals Inc.
+2.52%
+$1.38M 
AAOI Applied Optoelectronics, Inc.
+2.46%
+$119,018.81 
WAT Waters Corporation
+2.45%
+$1.04M 
KNX Knight-Swift Transportation Holdings Inc.
+2.42%
+$591,440.35 
UCTT Ultra Clean Holdings, Inc.
+2.41%
+$353,218.54 
INOD Innodata Inc.
+2.41%
+$488,270.91 
NVDA NVIDIA Corporation
+2.34%
+$567,066.87 
EQPT EquipmentShare.com Inc.
+2.25%
+$169,572.2 
WLDN Willdan Group, Inc.
+2.16%
+$213,627.83 
COHR Coherent Corp.
+2.08%
+$50,764.75 
GEV GE Vernova Inc.
+2.07%
+$62,768.49 
CAT Caterpillar Inc.
+2.04%
+$78,936.61 
STX Seagate Technology Holdings plc
+1.98%
+$44,539.2 
FWRD Forward Air Corporation
+1.84%
+$96,065.31 
AAON Aaon Inc.
+1.83%
+$152,392.93 
RBC RBC Bearings Incorporated
+1.76%
+$408,073.38 
BLFS Biolife Solutions Inc.
+1.71%
+$345,803.39 
CRWD CrowdStrike Holdings, Inc.
+1.71%
+$144,274.25 
AXGN Axogen Inc.
+1.69%
+$671,075.13 
GE General Electric Company
+1.67%
+$122,168.88 
OFRM Once Upon a Farm PBC
+1.53%
+$74,021 
VRT Vertiv Holdings Co
+1.52%
+$60,063.64 
EVLV Evolv Technologies Holdings, Inc.
+1.47%
+$35,965.18 
NBIX Neurocrine Biosciences Inc.
+1.45%
+$623,256.55 
INCY Incyte Corporation
+1.43%
+$113,195.26 
MP MP Materials Corp.
+1.35%
+$80,902.8 
MSFT Microsoft Corp.
+1.29%
+$137,840.13 
KSS Kohl's Corporation
+1.28%
+$2,584.05 
ASML ASML Holding N.V. New York Registry Shares
+1.27%
+$27,546.58 
HTFL HeartFlow, Inc.
+1.22%
+$396,195.5 
GS The Goldman Sachs Group, Inc.
+1.17%
+$83,875 
PFE Pfizer Inc.
+1.11%
+$2,714.81 
GLBE Global-E Online Ltd.
+1.11%
+$479,904.11 
IRTC Irhythm Technologies Inc.
+1.03%
+$216,489.17 
INSM Insmed Inc.
+1.03%
+$33,156.53 
LGCY Legacy Education Inc.
+0.97%
+$6,147.9 
BWB Bridgewater Bancshares Inc.
+0.96%
+$63,930.7 
SAIA Saia, Inc.
+0.87%
+$224,768.27 
AAPL Apple Inc.
+0.84%
+$145,673.21 
META Meta Platforms Inc Class A
+0.83%
+$42,703.74 
CVLG Covenant Logistics Group Inc.
+0.81%
+$154,533.68 
UTI Universal Technical Institute Inc.
+0.79%
+$156,647.54 
GOOGL Alphabet Inc
+0.74%
+$150,523.24 
TEX Terex Corporation
+0.73%
+$36,564.19 
UNH UnitedHealth Group Incorporated
+0.71%
+$91,462.46 
IPGP IPG Photonics Corporation
+0.68%
+$142,280.18 
GKOS Glaukos Corporation
+0.66%
+$30,778.55 
TCMD Tactile Systems Technology Inc.
+0.63%
+$67,228.98 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.6%
+$307.94 
KMTS Kestra Medical Technologies, Ltd.
+0.54%
+$59,605.65 
MIRM Mirum Pharmaceuticals Inc.
+0.38%
+$153,713.92 
APC Arko Petroleum Corp.
+0.36%
+$1,422.52 
MPTI M-tron Industries, Inc.
+0.35%
+$33,526.71 
ANF Abercrombie & Fitch Co.
+0.32%
+$259,317.08 
MYRG Myr Group Inc.
+0.31%
+$62,061.25 
EXPD Expeditors International of Washington, Inc.
+0.2%
+$75,924 
EG Everest Group, Ltd.
+0.17%
+$138,095.1 
MDT Medtronic plc
+0.17%
+$950.15 
BRZE Braze, Inc.
+0.16%
+$29,892.04 
C Citigroup Inc.
+0.11%
+$120.74 
ORN Orion Group Holdings Inc.
+0.11%
+$9,885.49 
V Visa Inc. Class A
+0.07%
+$3,514.71 
PWR Quanta Services Inc.
+0.04%
+$1,322.75 
AMAT Applied Materials, Inc.
+0.02%
+$1,081.66 
CHRW C.H. Robinson Worldwide, Inc.
0%
+$768.12 
CSGS CSG Systems International, Inc.
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
PAY Paymentus Holdings Inc.
0%
$0 
SRDX Surmodics Inc.
0%
$0 
FNSR Finisar Corp
0%
$0 BRCM
BRCM
0%
$0 QLGC
QLGC
0%
$0 9286
928615103
0%
$0 UCOM
UCOMA
0%
$0 NT
NT
0%
$0 NTIQ
NTIQ
0%
$0 HC
HC
0%
$0 NDN
NDN
0%
$0 SEBL
SEBL
0%
$0 PMCS
PMCS
0%
$0 CEB
CEB
0%
$0 KKD
KKD
0%
$0 NXTL
NXTL
0%
$0 VRTS
VRTSE
0%
$0 EMC
EMC
0%
$0 ESRX
ESRX
0%
$0 CEPH
CEPH
0%
$0 TKLC
TKLC
0%
$0 WAG
WAG
0%
$0 JDSU
JDSU
0%
$0 ITWO
ITWO
0%
$0 ADCT
ADCT
0%
$0 7840
784076101
0%
$0 6036
60365K108
0%
$0 3793
379352404
0%
$0 CYTC
CYTC
0%
$0 7540
75409P202
0%
$0 ABI
ABI
0%
$0 ENRN
ENRNQ
0%
$0 MEDI
MEDI
0%
$0 8054
805468105
0%
$0 ARTG
ARTG
0%
$0 LBRT
LBRT
0%
$0 0207
020753109
0%
$0 2841
284155108
0%
$0 EXAR
EXAR
0%
$0 POSO
POSO
0%
$0 TXCC
TXCC
0%
$0 TNOX
TNOX
0%
$0 MERQ
MERQ
0%
$0 MCRL
MCRL
0%
$0 TECH
TECH
0%
$0 PFCB
PFCB
0%
$0 MVSN
MVSN
0%
$0 ADVS
ADVS
0%
$0 NOV
NOV
0%
$0 FTAI
FTAI
0%
$0 CPWM
CPWM
0%
$0 OLG
OLG
0%
$0 CIMA
CIMA
0%
$0 IFIN
IFIN
0%
$0 ATSI
ATSI
0%
$0 2331
233162106
0%
$0 4414
441451101
0%
$0 ANSI
ANSI
0%
$0 BUCA
BUCA
0%
$0 KEI
KEI
0%
$0 NEWP
NEWP
0%
$0 TLGD
TLGD
0%
$0 ANEN
ANEN
0%
$0 DUSA
DUSA
0%
$0 2561
256159104
0%
$0 NOVT
NOVT
0%
$0 ADTK
ADTK
0%
$0 CLTK
CLTK
0%
$0 HAKI
HAKI
0%
$0 9484
94844D104
0%
$0 ZIGO
ZIGO
0%
$0 AUGT
AUGT
0%
$0 4609
460939309
0%
$0 WFII
WFII
0%
$0 2810
281033100
0%
$0 2966
29664R106
0%
$0 SRTI
SRTI
0%
$0 
AMRI Albany Molecular Research, Inc.
0%
$0 DPC
DPC
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.03 
MAMA Mama's Creations Inc.
-4.54%
-$1.29M 
LMB Limbach Holdings Inc.
-4.49%
-$84,964.72 
ATROB Astronics Corporation
-4.2%
-$421,178.5 
CRS Carpenter Technology Corporation
-3.65%
-$577,720.27 
ATRO Astronics Corporation
-3.64%
-$1.79M 
AXON Axon Enterprise, Inc.
-3.5%
-$82,970.26 
KRMN Karman Holdings Inc.
-3.29%
-$196,848.23 
APP AppLovin Corporation Class A Common Stock
-3.04%
-$38,300.01 
AGYS Agilysys Inc.
-2.83%
-$1.09M 
PKE Park Aerospace Corp
-2.57%
-$770,844.66 
SARO StandardAero, Inc.
-2.33%
-$135,746.82 
HOG Harley-Davidson Inc.
-1.84%
-$4,143.15 
SIBN Si-Bone Inc.
-1.75%
-$190,394.51 
VCEL Vericel Corporation
-1.62%
-$398,179.6 
GHM Graham Corporation
-1.44%
-$74,111.27 
SHOP Shopify Inc.
-1.32%
-$67,557.11 
LOAR Loar Holdings Inc.
-1.27%
-$95,789.94 
AIG American International Group Inc.
-1.06%
-$264.51 
HWM Howmet Aerospace Inc.
-0.93%
-$55,719.96 
DOX Amdocs Limited
-0.73%
-$3,512.25 
ALL Allstate Corporation
-0.47%
-$10,430.26 
PAYX Paychex Inc.
-0.47%
-$3,844.97 
FEIM Frequency Electronics, Inc.
-0.45%
-$87,676.64 
ROKU Roku, Inc.
-0.38%
-$11,949.86 
BROS Dutch Bros Inc.
-0.31%
-$26,458.77 
SLB Schlumberger Limited
-0.28%
-$2,008.25 
MRTN Marten Transport, Ltd.
-0.26%
-$24,825.33 
COST Costco Wholesale Corporation
-0.23%
-$4,450.04 
MA Mastercard Incorporated
-0.15%
-$4,196.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 13403 | Longs Won 8200/13403 61% | Profit Factor 236.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.73B |
| Average Win $621.13M | Best Trade (Sep 30) $3.01T | Sharpe Ratio 0.11 |
| Average Loss -$4.14M | Worst Trade (Mar 31) -$16.09B | Z-Score -40.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $378.4M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 585 | 527 | 468 | 410 | 351 | 293 | 234 | 176 | 117 | 59 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0207 020753109 | 321,260 | $6.44M | $6.22M | - | -$213,685.09 | -3.32% | 0.0 |
| 2331 233162106 | 231,940 | $2.28M | $2.28M | - | - | - | 0.0 |
| 2561 256159104 | 155,305 | $2.43M | $2.43M | - | - | - | 0.0 |
| 2810 281033100 | 308,575 | $9.72M | $9.72M | - | - | - | 0.0 |
| 2841 284155108 | 207,475 | $7.01M | $7.01M | - | - | - | 0.0 |
| 2966 29664R106 | 343,600 | $3.74M | $3.74M | - | - | - | 0.0 |
| 3793 379352404 | 157,700 | $3.89M | $4.48M | - | $587,261.58 | 15.11% | 0.0 |
| 4414 441451101 | 172,365 | $7.93M | $7.93M | - | - | - | 0.0 |
| 4609 460939309 | 201,465 | $7.67M | $7.67M | - | - | - | 0.0 |
| 6036 60365K108 | 63,145 | $2.65M | $2.65M | - | - | - | 0.0 |
| 7540 75409P202 | 52,800 | $2.06M | $2.06M | - | - | - | 0.0 |
| 7840 784076101 | 1,025 | $152,000 | $152,000 | - | - | - | 0.0 |
| 8054 805468105 | 124,670 | $5.76M | $5.76M | - | - | - | 0.0 |
| 9286 928615103 | 4,565 | $459,000 | $459,000 | - | - | - | 0.0 |
| 9484 94844D104 | 173,790 | $5.03M | $5.03M | - | - | - | 0.0 |
| AAOI Applied Optoelectronics, Inc. | 49,989 | $1.74M | $4.95M | - | $3.21M | 184.34% | +2.461% |
| AAON Aaon Inc. | 110,031 | $9.95M | $8.47M | - | -$1.48M | -14.92% | +1.833% |
| AAPL Apple Inc. | 51,841 | $12.3M | $17.38M | - | $5.08M | 41.3% | +0.845% |
| ABI ABI | 3,475 | $327,000 | $327,000 | - | - | - | 0.0 |
| ADCT ADCT | 24,050 | $436,000 | $436,000 | - | - | - | 0.0 |
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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 Gina Nelson?
The largest contributions to the portfolio's profits come from the following stocks: GMCR - $3.01T, LCAV - $1.86T, Astronics Corporation - $114.77B, Graham Corporation - $90.24B, and CHGO - $2.27B. 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: Knight-Swift Transportation Holdings Inc - $15.42B, Orion Group Holdings Inc - $67.91M, Titan International Inc - $43.82M, Lindsay Corporation - $39.82M, and CPHD - $31.93M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gina Nelson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $861.74M earned over time. The largest contributors to dividend income include Knight-Swift Transportation Holdings Inc - $661.54M, Graham Corporation - $70.43M, C.H. Robinson Worldwide, Inc - $37.23M, Everest Group, Ltd - $18.78M, and H&E Equipment Services Inc - $10.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gina Nelson's monthly returns?
Gina Nelson's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Gina Nelson's strategy be considered aggressive or moderate?
Gina Nelson's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Gina Nelson's strategy?
Gina Nelson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
