JA
Jeffrey Annecchino Portfolio
Invests via Estuary Capital Management LP | Managed by Jeffrey Annecchino
Invests via Estuary Capital Management LP
Managed by Jeffrey Annecchino
Automatically Tracked
Jeffrey Annecchino Profile
With a distinguished career as an operating executive, Jeffrey Annecchino has held pivotal leadership positions within various sectors. His extensive experience encompasses significant contributions to corporate strategy and market expansion efforts at recognized organizations. Known for his dynamic approach, he plays a crucial role in navigating complex business landscapes and enhancing operational efficiencies. Beyond the boardroom, he actively engages in mentoring emerging leaders and driving innovative practices across industries. This commitment to excellence underlines his relevance in today’s rapidly evolving economic environment.
With a distinguished career as an operating executive, Jeffrey Annecchino has held pivotal leadership positions within various sectors. His extensive experience encompasses significant contributions to corporate strategy and market expansion efforts at recognized organizations. Known for his dynamic approach, he plays a crucial role in navigating complex business landscapes and enhancing operational efficiencies. Beyond the boardroom, he actively engages in mentoring emerging leaders and driving innovative practices across industries. This commitment to excellence underlines his relevance in today’s rapidly evolving economic environment.
Investment Philosophy & Strategy
A strategic lens defines investment initiatives, particularly those led by Jeffrey Annecchino. With a proven track record in corporate leadership, his decisions are shaped by operational insights and market trends. He gravitates towards sectors ripe for disruption, leveraging both analytical rigor and an entrepreneurial mindset to capitalize on growth opportunities. This focus aligns with his belief in fostering innovation as a vehicle for value creation. As he mentors others, there is an emphasis on nurturing agility within teams to adapt to shifting market dynamics while driving long-term impact through well-calibrated investments.
A strategic lens defines investment initiatives, particularly those led by Jeffrey Annecchino. With a proven track record in corporate leadership, his decisions are shaped by operational insights and market trends. He gravitates towards sectors ripe for disruption, leveraging both analytical rigor and an entrepreneurial mindset to capitalize on growth opportunities. This focus aligns with his belief in fostering innovation as a vehicle for value creation. As he mentors others, there is an emphasis on nurturing agility within teams to adapt to shifting market dynamics while driving long-term impact through well-calibrated investments.
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:
36.81%
Gain +0.19%
Monthly
1.02%
Yearly
12.91%
Drawdown
37.66%
$825.29M
Equity
Holdings
$825.29M
Investment
$650.54M
$222.16M
Profit +$1.21M
Realized
$47.42M
Unrealized
$174.74M
Dividends
$11.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$1.21M
Win %
71%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$16.28M
Win %
71%
This Month
Compared to last month
Gain
-7.79%
Profit
-$69.75M
Win %
71%
This Year
Compared to last year
Gain
38.09%
Profit
$227.63M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$3.48M 
COHR Coherent Corp.
+5.55%
+$2.15M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$1.97M 
META Meta Platforms Inc Class A
+3.28%
+$625,164.48 
ARES Ares Management Corporation
+3.2%
+$1.3M 
MSFT Microsoft Corp.
+3.02%
+$738,857.22 
LITE Lumentum Holdings Inc.
+2.99%
+$1.09M 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$2.44M 
NVDA NVIDIA Corporation
+2.93%
+$1.08M 
ORCL Oracle Corporation
+1.81%
+$606,328.8 
OWL Blue Owl Capital Inc.
+1.38%
+$587,621.58 
FOXF Fox Factory Holding Corp.
+1.07%
+$344,901.49 
KKR KKR & Co. Inc.
+0.45%
+$97,816.5 
AVGO Broadcom Inc.
+0.37%
+$153,244.8 
ICFI ICF International Inc.
+0.05%
+$18,112.12 
GPN Global Payments Inc.
-3.18%
-$1.31M 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1.57M 
DAVE Dave Inc. Class A Common Stock
-1.31%
-$584,482.33 
AAP Advance Auto Parts Inc.
-1.16%
-$440,450.4 
FA First Advantage Corporation
-1.05%
-$117,112.66 
HNGE Hinge Health Inc.
-0.53%
-$157,688.4 
UHAL-B U-Haul Holding Company
-0.41%
-$16,848 Events
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Dividends
Dividend Analysis
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| Trades 165 | Longs Won 91/165 55% | Profit Factor 2.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.25M |
| Average Win $4.01M | Best Trade (Aug 02) $44.39M | Sharpe Ratio -9.15 |
| Average Loss -$1.93M | Worst Trade (Dec 30) -$17.01M | Z-Score 0.3 (23.29%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $1.35M |
| 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% | 0.26% |
| Consecutive Losing Trades | 427 | 384 | 341 | 299 | 256 | 213 | 171 | 128 | 85 | 43 |
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 Jeffrey Annecchino?
The largest contributions to the portfolio's profits come from the following stocks: Teradyne, Inc - $26.85M, Jazz Pharmaceuticals plc - $20.83M, Dollar General Corporation - $15.05M, Snowflake Inc - $9.8M, and The Cooper Companies, Inc - $8.34M. 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: Day One Biopharmaceuticals, Inc - $23.4M, UnitedHealth Group Incorporated - $15.61M, Advanced Micro Devices, Inc - $7.68M, Rapid7 Inc - $7.06M, and Crocs, Inc - $4.99M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Annecchino's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.05M earned over time. The largest contributors to dividend income include Advance Auto Parts Inc - $1.95M, Dollar General Corporation - $1.66M, Blue Owl Capital Inc - $1.27M, Global Payments Inc - $866,381.75, and UnitedHealth Group Incorporated - $736,484.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Annecchino's monthly returns?
Jeffrey Annecchino'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 Jeffrey Annecchino's strategy be considered aggressive or moderate?
Jeffrey Annecchino's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeffrey Annecchino's strategy?
Jeffrey Annecchino'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.
