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

Tracking: 0 Updated: Yesterday at 11:22 AM

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.

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.

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:

33.73%

Gain +0.03%

Monthly

0.99%

Yearly

12.59%

Drawdown

32.15%

$870.95M

Equity

Holdings

$870.95M

Investment

$650.54M

$221.92M

Profit +$287,115.69

Realized

$1.51M

Unrealized

$220.41M

Dividends

$10.17M

Goals

Avg. 12% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

24%

Today

Compared To Yesterday

Gain

0.03%

Profit

$287,115.69

Win %

71%

This Week

Compared To Last Week

Gain

0.03%

Profit

$287,115.69

Win %

71%

This Month

Compared to last month

Gain

0.42%

Profit

$3.64M

Win %

71%

This Year

Compared to last year

Gain

-15.26%

Profit

$37.94M

Win %

73%

Gainers
Losers

FA First Advantage Corporation

+5.98%

+$518,644.26

COHR Coherent Corp.

+5.9%

+$3.34M

AMD Advanced Micro Devices, Inc.

+4.73%

+$3.92M

LITE Lumentum Holdings Inc.

+3.59%

+$1.69M

GPN Global Payments Inc.

+3.47%

+$1.08M

ARES Ares Management Corporation

+1.57%

+$683,088.31

UHAL-B U-Haul Holding Company

+1.45%

+$51,192

KKR KKR & Co. Inc.

+0.99%

+$204,327.8

HNGE Hinge Health Inc.

+0.91%

+$232,590.39

DAVE Dave Inc.

+0.47%

+$159,405.13

ICFI ICF International Inc.

+0.37%

+$122,256.81

AAP Advance Auto Parts Inc.

+0.3%

+$121,970.88

NVDA NVIDIA Corporation

+0.16%

+$60,489.92

MSFT Microsoft Corp.

+0.1%

+$21,698.66

ORCL Oracle Corporation

+0.02%

+$7,871.78

CRDO Credo Technology Group Holding Ltd.

-5.27%

-$5.75M

AMZN Amazon.com Inc

-1.23%

-$285,343.04

AVGO Broadcom Inc.

-0.91%

-$372,470.32

FOXF Fox Factory Holding Corp.

-0.44%

-$145,221.68

OWL Blue Owl Capital Inc.

-0.41%

-$167,891.88

META Meta Platforms Inc Class A

-0.26%

-$51,272.35

ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)

-0.09%

-$54,708.27

Events

Dividends

Dividend Analysis

No Data

Trades 165	Longs Won 73/165 44%	Profit Factor 2.79
Profitability	Shorts Won 0/0 0%	Standard Deviation $7.02M
Average Win $4.74M	Best Trade (Jun 14) $50.4M	Sharpe Ratio -7.18
Average Loss -$1.35M	Worst Trade (Dec 30) -$17.01M	Z-Score -0.78 (56.26%)
Commissions $0	Avg. Trade Length 7m 1w	Expectancy $1.34M

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%	0.68%
Consecutive Losing Trades	646	582	517	452	388	323	259	194	129	65