Jimmy Price Portfolio
Invests via Lynwood Price Capital Management LP | Managed by Jimmy Price
Invests via Lynwood Price Capital Management LP
Managed by Jimmy Price
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Experienced finance executive and investor with a background in growth-stage companies and corporate finance, Jimmy Price is known for sourcing deals, executing strategic M&A and scaling operations. He has worked across venture and private equity-backed businesses, advising boards on capital structure and go-to-market expansion. Market-focused, operationally minded and active in tech and services sectors.
Experienced finance executive and investor with a background in growth-stage companies and corporate finance, Jimmy Price is known for sourcing deals, executing strategic M&A and scaling operations. He has worked across venture and private equity-backed businesses, advising boards on capital structure and go-to-market expansion. Market-focused, operationally minded and active in tech and services sectors.
Investment Philosophy & Strategy
Experienced finance executive and investor with a background in growth-stage companies and corporate finance, Jimmy Price is known for sourcing deals, executing strategic M&A and scaling operations. He has worked across venture and private equity-backed businesses, advising boards on capital structure and go-to-market expansion. Market-focused, operationally minded and active in tech and services sectors.
Experienced finance executive and investor with a background in growth-stage companies and corporate finance, Jimmy Price is known for sourcing deals, executing strategic M&A and scaling operations. He has worked across venture and private equity-backed businesses, advising boards on capital structure and go-to-market expansion. Market-focused, operationally minded and active in tech and services sectors.
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:
13.67%
Gain -0.25%
Monthly
0.63%
Yearly
7.87%
Drawdown
24.98%
$202.52M
Equity
Holdings
$202.52M
Investment
$169.69M
$24.69M
Profit -$466,444.94
Realized
-$8.14M
Unrealized
$32.83M
Dividends
$2.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$466,444.94
Win %
61%
This Week
Compared To Last Week
Gain
-1.81%
Profit
-$3.72M
Win %
61%
This Month
Compared to last month
Gain
0.07%
Profit
$144,046.4
Win %
61%
This Year
Compared to last year
Gain
15.36%
Profit
$26.97M
Win %
49%
PRM Perimeter Solutions Inc.
+1.29%
+$175,531.25 
GOOGL Alphabet Inc
+0.31%
+$16,640.16 
APH Amphenol Corporation
+0.17%
+$82,800.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RPRX Royalty Pharma plc
-5.39%
-$493,350 
UBER Uber Technologies, Inc.
-3.19%
-$331,540 
V Visa Inc. Class A
-1.81%
-$206,112.21 
NVDA NVIDIA Corporation
-1.81%
-$356,200 
MAR Marriott International Inc. - Class A
-1.66%
-$58,695.11 
TDG TransDigm Group Inc.
-1.23%
-$245,402.09 
KKR KKR & Co. Inc.
-0.87%
-$158,977.5 
MCK McKesson Corporation
-0.68%
-$175,420.37 
AMZN Amazon.com Inc
-0.54%
-$110,429.34 Events
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Dividends
Dividend Analysis
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| Trades 86 | Longs Won 36/86 41% | Profit Factor 2.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.84M |
| Average Win $1.32M | Best Trade (Sep 08) $12.38M | Sharpe Ratio -88.22 |
| Average Loss -$456,468.71 | Worst Trade (Aug 08) -$3.32M | Z-Score 0.81 (58.28%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $287,114.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.67% |
| Consecutive Losing Trades | 444 | 399 | 355 | 311 | 266 | 222 | 177 | 133 | 89 | 44 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 79,445 | $16.63M | $20.43M | - | $3.8M | 22.84% | -0.538% |
| APH Amphenol Corporation | 571,040 | $20.48M | $47.35M | - | $26.88M | 131.24% | +0.175% |
| GOOGL Alphabet Inc | 16,000 | $5.72M | $5.43M | - | -$285,920 | -5% | +0.307% |
| KKR KKR & Co. Inc. | 169,125 | $21.44M | $18.06M | - | -$3.38M | -15.78% | -0.873% |
| MAR Marriott International Inc. - Class A | 10,500 | $3.43M | $3.47M | - | $40,425 | 1.18% | -1.661% |
| MCK McKesson Corporation | 28,570 | $19.53M | $25.77M | - | $6.23M | 31.92% | -0.676% |
| NVDA NVIDIA Corporation | 85,625 | $16.37M | $19.37M | - | $3M | 18.3% | -1.806% |
| PRM Perimeter Solutions Inc. | 428,125 | $12.09M | $13.77M | - | $1.68M | 13.88% | +1.291% |
| RPRX Royalty Pharma plc | 143,000 | $8.02M | $8.65M | - | $634,920 | 7.92% | -5.394% |
| TDG TransDigm Group Inc. | 17,125 | $23.05M | $19.65M | - | -$3.39M | -14.72% | -1.233% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 68,500 | $1.18M | $1.18M | - | -$0.01 | - | 0.0 |
| UBER Uber Technologies, Inc. | 137,000 | $11.52M | $10.05M | - | -$1.47M | -12.78% | -3.194% |
| V Visa Inc. Class A | 30,400 | $10.22M | $11.2M | - | $974,645 | 9.54% | -1.808% |
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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 Jimmy Price?
The largest contributions to the portfolio's profits come from the following stocks: McKesson Corporation - $1.83M, Uber Technologies, Inc - $1.27M, TransDigm Group Inc - $1.01M, Shift4 Payments, Inc - $805,415, and Amazon.com Inc - $194,987.22. 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: Salesforce Inc - $2.4M, LPL Financial Holdings Inc - $2.15M, Microsoft Corp - $1.8M, First Advantage Corporation - $1.58M, and IQVIA Holdings Inc - $620,983.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jimmy Price's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.38M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $1.26M, Microsoft Corp - $252,875, KKR & Co. Inc - $195,939.38, McKesson Corporation - $112,656, and LPL Financial Holdings Inc - $99,150. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jimmy Price's monthly returns?
Jimmy Price'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 Jimmy Price's strategy be considered aggressive or moderate?
Jimmy Price'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 Jimmy Price's strategy?
Jimmy Price'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.
