Nicholas Kynoch Portfolio
Invests via Generate Investment Management Ltd | Managed by Sam Goldwater, Daniel Frost, Andrew Bolland, Ayrton Oliver, Nathan Field
Invests via Generate Investment Management Ltd
Managed by Sam Goldwater, Daniel Frost, Andrew Bolland, Ayrton Oliver, Nathan Field
Automatically Tracked
Nicholas Kynoch Profile
Senior private markets executive with deep experience in infrastructure and real assets, focused on deal sourcing, portfolio management and capital formation across EMEA and APAC. Nicholas Kynoch has led acquisitions, JV structuring and operational improvement initiatives for institutional investors and pension-backed funds, with a background in investment banking and asset management and expertise in transaction execution and portfolio value creation.
Senior private markets executive with deep experience in infrastructure and real assets, focused on deal sourcing, portfolio management and capital formation across EMEA and APAC. Nicholas Kynoch has led acquisitions, JV structuring and operational improvement initiatives for institutional investors and pension-backed funds, with a background in investment banking and asset management and expertise in transaction execution and portfolio value creation.
Investment Philosophy & Strategy
Focuses on long-term, income-oriented real assets and infrastructure investments across EMEA and APAC, prioritizing assets with resilient cash flows and strategic durability. Investment decisions blend disciplined underwriting with active operational value creation, using JV structures and bespoke capital solutions to align institutional and pension investor objectives. Emphasizes rigorous transaction execution, downside protection through conservative leverage and covenant design, and hands‑on portfolio management to accelerate operational improvements and drive mid-to-long-term total return.
Focuses on long-term, income-oriented real assets and infrastructure investments across EMEA and APAC, prioritizing assets with resilient cash flows and strategic durability. Investment decisions blend disciplined underwriting with active operational value creation, using JV structures and bespoke capital solutions to align institutional and pension investor objectives. Emphasizes rigorous transaction execution, downside protection through conservative leverage and covenant design, and hands‑on portfolio management to accelerate operational improvements and drive mid-to-long-term total return.
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:
100.87%
Gain +0.27%
Monthly
2.18%
Yearly
29.53%
Drawdown
19.77%
$2.41B
Equity
Holdings
$2.41B
Investment
$2.06B
$1.07B
Profit +$4.05M
Realized
$720.16M
Unrealized
$350.96M
Dividends
$33.91M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$4.05M
Win %
67%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$27.15M
Win %
67%
This Month
Compared to last month
Gain
-0.38%
Profit
-$9.21M
Win %
67%
This Year
Compared to last year
Gain
3.5%
Profit
$81.58M
Win %
60%
AMZN Amazon.com Inc
+15.32%
+$25.52M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$430,831.62 
ETN Eaton Corporation plc
+7.32%
+$1.25M 
GOOGL Alphabet Inc
+6.73%
+$9.42M 
VRT Vertiv Holdings Co
+6.18%
+$1.9M 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$558,669.31 
META Meta Platforms Inc Class A
+3.28%
+$2.98M 
ARES Ares Management Corporation
+3.2%
+$496,249.5 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$323,352.48 
MSFT Microsoft Corp.
+3.02%
+$5.76M 
LITE Lumentum Holdings Inc.
+2.99%
+$331,200.16 
NVDA NVIDIA Corporation
+2.93%
+$5.42M 
MRVL Marvell Technology, Inc.
+2.32%
+$81,979.44 
LNG Cheniere Energy Inc.
+2.13%
+$275,500.6 
PANW Palo Alto Networks, Inc.
+1.89%
+$361,589.25 
ORCL Oracle Corporation
+1.81%
+$337,941.45 
AMAT Applied Materials, Inc.
+1.18%
+$96,022.83 
NOW ServiceNow, Inc.
+1.05%
+$79,335.88 
URI United Rentals, Inc.
+0.99%
+$80,777.45 
IBM International Business Machines Corporation
+0.86%
+$137,507.1 
GEV GE Vernova Inc.
+0.85%
+$212,013.03 
TSLA Tesla, Inc.
+0.76%
+$49,217.38 
WCN Waste Connections Inc.
+0.67%
+$72,581.79 
TER Teradyne, Inc.
+0.6%
+$1,100.01 
APH Amphenol Corporation
+0.55%
+$104,056.18 
ALK Alaska Air Group Inc.
+0.45%
+$52,500 
AVGO Broadcom Inc.
+0.37%
+$289,716.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$133,804.68 
TDG TransDigm Group Inc.
+0.36%
+$134,099.1 
BAC Bank of America Corporation
+0.36%
+$107,113.38 
JPM JPMorgan Chase & Co.
+0.27%
+$60,764.42 
WCC Wesco International Inc.
+0.24%
+$38,836.71 
JNJ Johnson & Johnson
+0.21%
+$58,811.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$11,575.12 
WM Waste Management, Inc.
+0.1%
+$16,962.88 
WMT Walmart Inc.
+0.09%
+$18,712.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1.59M 
AAPL Apple Inc.
-7.35%
-$10.31M 
NXT Nextracker Inc.
-7.25%
-$602,316.34 
SYK Stryker Corporation
-6.42%
-$415,635.68 
MU Micron Technology, Inc.
-5.9%
-$3.34M 
SPOT Spotify Technology S.A.
-4.34%
-$205,072.73 
WPM Wheaton Precious Metals Corp.
-3.84%
-$261,000.06 
AEM Agnico Eagle Mines Limited
-3.63%
-$219,200 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$34,879.81 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$281,128.9 
ABBV AbbVie Inc.
-2.51%
-$359,544.37 
NEM Newmont Corporation
-2.14%
-$205,000 
CPAY Corpay, Inc.
-2.05%
-$320,400.4 
AGI Alamos Gold Inc.
-2.01%
-$456,000 
NFLX Netflix, Inc.
-2%
-$211,000.66 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$111,779.39 
AMD Advanced Micro Devices, Inc.
-1.9%
-$477,441.07 
UAL United Airlines Holdings, Inc.
-1.8%
-$111,500 
UNH UnitedHealth Group Incorporated
-1.68%
-$375,756.89 
LRCX Lam Research Corporation
-1.58%
-$432,006.21 
H Hyatt Hotels Corporation
-1.48%
-$169,814.78 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$297,957.52 
TJX The TJX Companies, Inc.
-1.21%
-$81,029.34 
RCL Royal Caribbean Group
-1.13%
-$119,512.45 
TKO Tko Group Holdings Inc.
-1.09%
-$2,974 
TXN Texas Instruments Inc
-1.08%
-$147,739.38 
PLD Prologis Inc.
-1.08%
-$153,587.06 
MCK McKesson Corporation
-1.08%
-$260,885.72 
INTC Intel Corporation
-1.02%
-$33,924.54 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$100,024.6 
VMC Vulcan Materials Company
-0.98%
-$157,034.87 
RACE Ferrari N.V.
-0.97%
-$98,387.79 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$7,235.8 
WAL Western Alliance Bancorporation
-0.94%
-$91,200 
MCO Moody's Corporation
-0.81%
-$141,709.61 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$58,973.98 
SPGI S&P Global Inc.
-0.74%
-$92,100.3 
MA Mastercard Incorporated
-0.74%
-$239,436.73 
DASH DoorDash, Inc.
-0.69%
-$151,463.09 
MSCI MSCI Inc.
-0.61%
-$134,799 
DHR Danaher Corporation
-0.61%
-$35,282.31 
LLY Eli Lilly and Company
-0.53%
-$322,781.28 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$122,385.05 
HD The Home Depot, Inc.
-0.42%
-$69,741.47 
RSG Republic Services, Inc.
-0.37%
-$50,167.26 
CEG Constellation Energy Corporation
-0.31%
-$20,250 
COR Cencora, Inc.
-0.28%
-$21,461.7 
A Agilent Technologies Inc.
-0.24%
-$27,556.45 
COST Costco Wholesale Corporation
-0.24%
-$36,828.36 
ELV Elevance Health, Inc.
-0.15%
-$14,289.82 
KIM Kimco Realty Corporation
-0.12%
-$10,263.93 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$2,949.33 
V Visa Inc. Class A
-0.04%
-$27,376.58 Events
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Dividends
Dividend Analysis
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| Trades 822 | Longs Won 509/822 61% | Profit Factor 4.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.87M |
| Average Win $2.65M | Best Trade (Jun 30) $71.74M | Sharpe Ratio -8.8 |
| Average Loss -$884,037.72 | Worst Trade (Aug 02) -$9.96M | Z-Score -0.6 (45.27%) |
| Commissions $0 | Avg. Trade Length 8m 2w | Expectancy $1.3M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,732 | 2,459 | 2,186 | 1,913 | 1,639 | 1,366 | 1,093 | 820 | 546 | 273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 81,046 | $10.77M | $11.21M | - | $448,995.02 | 4.17% | -0.245% |
| AAPL Apple Inc. | 420,426 | $101.46M | $129.87M | - | $28.42M | 28.01% | -7.354% |
| ABBV AbbVie Inc. | 55,571 | $13.34M | $13.94M | - | $607,998.98 | 4.56% | -2.513% |
| AEM Agnico Eagle Mines Limited | 40,000 | $8.12M | $5.81M | - | -$2.31M | -28.43% | -3.635% |
| AGI Alamos Gold Inc. | 800,000 | $28.22M | $22.26M | - | -$5.96M | -21.11% | -2.007% |
| ALK Alaska Air Group Inc. | 250,000 | $12.67M | $11.86M | - | -$807,500 | -6.37% | +0.445% |
| AMAT Applied Materials, Inc. | 16,275 | $5.56M | $8.26M | - | $2.7M | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 51,671 | $10.51M | $24.6M | - | $14.09M | 134.06% | -1.904% |
| AMZN Amazon.com Inc | 707,199 | $147.95M | $192.06M | - | $44.11M | 29.81% | +15.321% |
| APH Amphenol Corporation | 472,988 | $15.98M | $19M | - | $3.02M | 18.91% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 14,025 | $7.23M | $5.55M | - | -$1.67M | -23.16% | -1.973% |
| ARES Ares Management Corporation | 125,000 | $13.91M | $16.01M | - | $2.1M | 15.08% | +3.199% |
| ARM Arm Holdings plc American Depositary Receipt | 31,878 | $11.3M | $7.64M | - | -$3.66M | -32.4% | -0.766% |
| ASML ASML Holding N.V. New York Registry Shares | 13,278 | $15.76M | $21.63M | - | $5.87M | 37.21% | -1.359% |
| AVGO Broadcom Inc. | 201,192 | $67.32M | $78.32M | - | $11M | 16.33% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 58,838 | $11.16M | $9.98M | - | -$1.18M | -10.54% | -0.992% |
| BAC Bank of America Corporation | 486,879 | $26.91M | $30.16M | - | $3.25M | 12.1% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 71,938 | $31.28M | $36.8M | - | $5.52M | 17.64% | +0.365% |
| CEG Constellation Energy Corporation | 25,000 | $6.21M | $6.57M | - | $359,500 | 5.79% | -0.307% |
| CMG Chipotle Mexican Grill, Inc. | 216,253 | $7.35M | $8.05M | - | $696,334.66 | 9.47% | -3.375% |
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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 Nicholas Kynoch?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $134.41M, NVIDIA Corporation - $99.2M, Lam Research Corporation - $45.79M, Amphenol Corporation - $31.5M, and Meta Platforms Inc Class A - $30.66M. 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: WillScot Holdings Corporation - $14.95M, lululemon athletica inc - $8.21M, Elevance Health, Inc - $8.11M, Alaska Air Group Inc - $8.08M, and Salesforce Inc - $7.92M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas Kynoch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.91M earned over time. The largest contributors to dividend income include Microsoft Corp - $2.4M, Taiwan Semiconductor Manufacturing Company Limited - $1.64M, UnitedHealth Group Incorporated - $1.48M, Western Alliance Bancorporation - $1.25M, and The Home Depot, Inc - $1.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas Kynoch's monthly returns?
Nicholas Kynoch'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 Nicholas Kynoch's strategy be considered aggressive or moderate?
Nicholas Kynoch'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 Nicholas Kynoch's strategy?
Nicholas Kynoch'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.
