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:
89.74%
Gain +2.79%
Monthly
2.09%
Yearly
28.2%
Drawdown
19.16%
$2.3B
Equity
Holdings
$2.3B
Investment
$2.06B
$957.75M
Profit +$54.32M
Realized
$722M
Unrealized
$235.75M
Dividends
$32.02M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.79%
Profit
$54.32M
Win %
62%
This Week
Compared To Last Week
Gain
0.7%
Profit
$16.05M
Win %
62%
This Month
Compared to last month
Gain
-1.46%
Profit
-$34.05M
Win %
62%
This Year
Compared to last year
Gain
-1.44%
Profit
-$33.64M
Win %
62%
NOW ServiceNow, Inc.
+6.86%
+$463,704.54 
DASH DoorDash, Inc.
+6.63%
+$1.27M 
RACE Ferrari N.V.
+5.52%
+$506,466.18 
APP AppLovin Corporation Class A Common Stock
+5.29%
+$291,018.61 
CMG Chipotle Mexican Grill, Inc.
+4.43%
+$304,916.73 
TDG TransDigm Group Inc.
+4.01%
+$1.49M 
RCL Royal Caribbean Group
+3.92%
+$377,579.17 
MSCI MSCI Inc.
+3.67%
+$779,524.13 
MCO Moody's Corporation
+3.07%
+$528,122.58 
ALK Alaska Air Group Inc.
+2.97%
+$342,500 
DHR Danaher Corporation
+2.61%
+$148,245 
SPOT Spotify Technology S.A.
+2.5%
+$109,094.76 
MA Mastercard Incorporated
+2.23%
+$678,874.59 
WMT Walmart Inc.
+2.07%
+$424,776.02 
SYK Stryker Corporation
+1.97%
+$120,746.45 
UAL United Airlines Holdings, Inc.
+1.95%
+$115,000 
MSFT Microsoft Corp.
+1.94%
+$3.13M 
V Visa Inc. Class A
+1.91%
+$1.33M 
NVO Novo Nordisk A/S Sponsored ADR
+1.84%
+$315,000 
COST Costco Wholesale Corporation
+1.77%
+$267,331.68 
VMC Vulcan Materials Company
+1.71%
+$281,723.26 
TJX The TJX Companies, Inc.
+1.4%
+$91,158.48 
AAPL Apple Inc.
+1.17%
+$1.64M 
MCK McKesson Corporation
+1.09%
+$256,406.16 
KIM Kimco Realty Corporation
+1.07%
+$95,796.68 
ARES Ares Management Corporation
+0.99%
+$156,250 
IBM International Business Machines Corporation
+0.98%
+$150,467.46 
JNJ Johnson & Johnson
+0.97%
+$282,961.86 
JPM JPMorgan Chase & Co.
+0.85%
+$193,283.22 
AEM Agnico Eagle Mines Limited
+0.57%
+$33,200 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$161,860.5 
NFLX Netflix, Inc.
+0.44%
+$44,802.09 
AVGO Broadcom Inc.
+0.34%
+$261,547.59 
NEM Newmont Corporation
+0.3%
+$28,000 
AZN AstraZeneca PLC American Depositary Shares
+0.23%
+$22,359.03 
ELV Elevance Health, Inc.
+0.18%
+$17,352.5 
BAC Bank of America Corporation
+0.13%
+$38,950.81 
LLY Eli Lilly and Company
+0.12%
+$78,982.47 
NVDA NVIDIA Corporation
+0.06%
+$113,971.1 
TKO Tko Group Holdings Inc.
+0.04%
+$118.96 
WCC Wesco International Inc.
+0.04%
+$6,630.35 
AGI Alamos Gold Inc.
+0.03%
+$8,000 
LITE Lumentum Holdings Inc.
+0.03%
+$3,839.84 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$3,452.47 
HD The Home Depot, Inc.
+0.01%
+$2,005.87 
GOOGL Alphabet Inc
+0.01%
+$12,579.18 
WPM Wheaton Precious Metals Corp.
0%
+$300 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$15.75 
COR Cencora, Inc.
0%
$0 
CPAY Corpay, Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
NXT Nextracker Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
SPGI S&P Global Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$1.4M 
TER Teradyne, Inc.
-4.33%
-$7,575.01 
AMAT Applied Materials, Inc.
-3.61%
-$315,084 
MRVL Marvell Technology, Inc.
-2.6%
-$97,374.64 
MU Micron Technology, Inc.
-2.25%
-$1.34M 
APH Amphenol Corporation
-2.22%
-$400,857.33 
PANW Palo Alto Networks, Inc.
-2%
-$380,404.24 
GEV GE Vernova Inc.
-1.79%
-$463,826.34 
CRWD CrowdStrike Holdings, Inc.
-1.73%
-$181,742.44 
CEG Constellation Energy Corporation
-1.59%
-$108,750.25 
TMO Thermo Fisher Scientific Inc.
-1.54%
-$432,554.54 
SPCX Space Exploration Technologies Corp. Class A
-1.36%
-$14,297.99 
ETN Eaton Corporation plc
-1.34%
-$238,849.72 
TSLA Tesla, Inc.
-1.22%
-$79,457.53 
URI United Rentals, Inc.
-1.2%
-$103,954.09 
VRT Vertiv Holdings Co
-0.95%
-$373,429.41 
ABBV AbbVie Inc.
-0.94%
-$135,592.68 
UNH UnitedHealth Group Incorporated
-0.74%
-$164,758.27 
INTC Intel Corporation
-0.7%
-$23,710.7 
WAL Western Alliance Bancorporation
-0.42%
-$42,000 
WM Waste Management, Inc.
-0.36%
-$65,538.4 
PLD Prologis Inc.
-0.25%
-$35,966.59 
META Meta Platforms Inc Class A
-0.22%
-$222,847.68 
ARM Arm Holdings plc American Depositary Receipt
-0.1%
-$8,607.7 
TXN Texas Instruments Inc
-0.06%
-$8,315.91 
H Hyatt Hotels Corporation
-0.02%
-$2,592.86 
AMZN Amazon.com Inc
-0.02%
-$28,283.01 
A Agilent Technologies Inc.
-0.01%
-$1,621.73 
WCN Waste Connections Inc.
-0.01%
-$1,307.78 
ISRG Intuitive Surgical, Inc.
-0.01%
-$964.62 
REGN Regeneron Pharmaceuticals, Inc.
-0.01%
-$1,149.77 
RSG Republic Services, Inc.
-0.01%
-$643.17 
LNG Cheniere Energy Inc.
0%
-$500.5 Events
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Dividends
Dividend Analysis
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| Trades 822 | Longs Won 466/822 56% | Profit Factor 5.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.49M |
| Average Win $2.55M | Best Trade (Jun 30) $71.74M | Sharpe Ratio -9.1 |
| Average Loss -$645,807.39 | Worst Trade (Jul 30) -$11.93M | Z-Score -6.19 (100%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $1.17M |
| 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 | 3,559 | 3,203 | 2,847 | 2,491 | 2,135 | 1,779 | 1,423 | 1,068 | 712 | 356 |
Hover over the desired column for a detailed explanation.
Returns
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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 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, Advanced Micro Devices, Inc - $34.22M, and Amphenol Corporation - $31.5M. 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, Alaska Air Group Inc - $8.11M, Elevance Health, Inc - $8.11M, Salesforce Inc - $7.92M, and Oracle Corporation - $6.64M. 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 $32.02M earned over time. The largest contributors to dividend income include Microsoft Corp - $2.02M, Taiwan Semiconductor Manufacturing Company Limited - $1.64M, UnitedHealth Group Incorporated - $1.48M, Western Alliance Bancorporation - $1.2M, 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.
