Duncan Harvey Portfolio
Invests via Nutshell Asset Management Ltd | Managed by Mark Ellis
Invests via Nutshell Asset Management Ltd
Managed by Mark Ellis
Automatically Tracked
Duncan Harvey Profile
Senior investment professional focused on growth and turnaround investments across technology, consumer and industrial sectors, with operational and corporate development experience. Duncan Harvey brings experience in deal sourcing, due diligence, portfolio strategy and board-level value creation, having led transactions across private equity, growth equity and strategic corporate roles. Markets-focused profile: capital deployment, active governance, exit planning and cross-border M&A expertise.
Senior investment professional focused on growth and turnaround investments across technology, consumer and industrial sectors, with operational and corporate development experience. Duncan Harvey brings experience in deal sourcing, due diligence, portfolio strategy and board-level value creation, having led transactions across private equity, growth equity and strategic corporate roles. Markets-focused profile: capital deployment, active governance, exit planning and cross-border M&A expertise.
Investment Philosophy & Strategy
Prefer growth and turnaround-oriented private investments in technology, consumer and industrial businesses where active governance and operational intervention can drive value. Employs a markets-led, cross-border approach blending rigorous due diligence with hands-on portfolio transformation, capital structuring and exit planning. Targets scalable revenue trajectories, margin expansion and strategic M&A optionality; horizon is multi-year with disciplined downside protection via staged capital, covenants and board-level controls to accelerate value realization.
Prefer growth and turnaround-oriented private investments in technology, consumer and industrial businesses where active governance and operational intervention can drive value. Employs a markets-led, cross-border approach blending rigorous due diligence with hands-on portfolio transformation, capital structuring and exit planning. Targets scalable revenue trajectories, margin expansion and strategic M&A optionality; horizon is multi-year with disciplined downside protection via staged capital, covenants and board-level controls to accelerate value realization.
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:
33.63%
Gain -0.26%
Monthly
1.43%
Yearly
18.54%
Drawdown
17.76%
$301.39M
Equity
Holdings
$301.39M
Investment
$279.85M
$56.2M
Profit -$458,477.13
Realized
$34.66M
Unrealized
$21.54M
Dividends
$3.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$458,477.13
Win %
52%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$458,477.13
Win %
52%
This Month
Compared to last month
Gain
-4.42%
Profit
-$13.93M
Win %
52%
This Year
Compared to last year
Gain
7.29%
Profit
$20.5M
Win %
46%
LITE Lumentum Holdings Inc.
+13.63%
+$318,746.03 
ANET Arista Networks, Inc.
+6.39%
+$215,075.13 
SNDK SanDisk Corporation
+5.76%
+$81,149.87 
MU Micron Technology, Inc.
+4.92%
+$90,586.78 
WDC Western Digital Corporation
+3.69%
+$61,882.63 
INTC Intel Corporation
+3.32%
+$56,570.4 
NVDA NVIDIA Corporation
+3.03%
+$755,819.82 
CBOE Cboe Global Markets Inc.
+2.92%
+$247,887.45 
APH Amphenol Corporation
+1.63%
+$159,681.01 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$29,095.44 
FICO Fair Isaac Corporation
+0.58%
+$15,320.71 
MCO Moody's Corporation
+0.28%
+$10,784.72 
MSCI MSCI Inc.
+0.23%
+$22,113.96 
ACN Accenture plc Class A
+0.18%
+$9,200.67 
AZO AutoZone Inc.
+0.11%
+$3,716.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$442.12 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$1,481.26 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
APP AppLovin Corporation Class A Common Stock
-4.68%
-$380,907.34 
META Meta Platforms Inc Class A
-3.38%
-$97,133.94 
DECK Deckers Outdoor Corporation
-2.81%
-$95,040 
IDXX IDEXX Laboratories, Inc.
-2.74%
-$403,588.05 
ZTS Zoetis Inc.
-2.4%
-$455,379.71 
MSFT Microsoft Corp.
-2.26%
-$408,314.4 
ADBE Adobe Inc.
-1.88%
-$527,807.42 
EXLS ExlService Holdings Inc.
-1.63%
-$51,782.79 
VRSN Verisign Inc.
-1.63%
-$55,342 
MEDP Medpace Holdings Inc.
-1.41%
-$42,642.6 
ROL Rollins, Inc.
-1.32%
-$123,418.32 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$48,450 
DPZ Domino's Pizza Inc.
-1.01%
-$37,731.26 
AAPL Apple Inc.
-0.87%
-$32,920.16 
NFLX Netflix, Inc.
-0.78%
-$35,600.4 
ADP Automatic Data Processing Inc.
-0.65%
-$22,160.11 
FTNT Fortinet Inc.
-0.65%
-$90,973.05 
ORLY O'Reilly Automotive Inc.
-0.56%
-$21,250.2 
BRO Brown & Brown Inc.
-0.53%
-$22,320.82 
INTU Intuit Inc.
-0.51%
-$79,431.22 
TW Tradeweb Markets Inc.
-0.48%
-$24,745.5 
VRSK Verisk Analytics Inc.
-0.33%
-$11,800 
MA Mastercard Incorporated
-0.3%
-$32,411.34 
BKNG Booking Holdings Inc.
-0.29%
-$8,402.75 
VFLO VictoryShares Free Cash Flow ETF
-0.15%
-$4,813.92 
GOOGL Alphabet Inc
-0.08%
-$1,806.6 
AVGO Broadcom Inc.
-0.01%
-$506.72 Events
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Dividends
Dividend Analysis
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| Trades 213 | Longs Won 106/213 49% | Profit Factor 2.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $945,250.38 | Best Trade (Aug 28) $8.09M | Sharpe Ratio -21.48 |
| Average Loss -$411,217.53 | Worst Trade (Aug 13) -$5.4M | Z-Score -0.27 (21.62%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy $263,832.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 733 | 660 | 587 | 513 | 440 | 367 | 293 | 220 | 147 | 73 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,376 | $3.41M | $3.74M | - | $325,852.22 | 9.54% | -0.872% |
| ACN Accenture plc Class A | 28,753 | $3.58M | $5.18M | - | $1.6M | 44.76% | +0.178% |
| ADBE Adobe Inc. | 106,413 | $28.9M | $27.53M | - | -$1.36M | -4.72% | -1.881% |
| ADP Automatic Data Processing Inc. | 12,591 | $3.7M | $3.39M | - | -$304,324.31 | -8.24% | -0.649% |
| ANET Arista Networks, Inc. | 17,002 | $2.09M | $3.58M | - | $1.49M | 71.44% | +6.394% |
| APH Amphenol Corporation | 233,964 | $7.72M | $9.94M | - | $2.22M | 28.77% | +1.632% |
| APP AppLovin Corporation Class A Common Stock | 25,530 | $13.15M | $7.75M | - | -$5.4M | -41.04% | -4.682% |
| AVGO Broadcom Inc. | 16,898 | $5.36M | $7.03M | - | $1.67M | 31.17% | -0.007% |
| AZO AutoZone Inc. | 1,154 | $3.75M | $3.51M | - | -$233,608.81 | -6.23% | +0.106% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 22,106 | $2.03M | $2.02M | - | -$4,863.32 | -0.24% | +0.022% |
| BKNG Booking Holdings Inc. | 13,775 | $2.95M | $2.92M | - | -$26,902.57 | -0.91% | -0.287% |
| BRK-B Berkshire Hathaway Inc. | 7,500 | $3.71M | $3.82M | - | $115,974 | 3.13% | -1.251% |
| BRO Brown & Brown Inc. | 58,739 | $3.77M | $4.17M | - | $405,886.34 | 10.77% | -0.532% |
| CBOE Cboe Global Markets Inc. | 30,047 | $7.29M | $8.74M | - | $1.45M | 19.91% | +2.918% |
| DECK Deckers Outdoor Corporation | 36,000 | $3.57M | $3.28M | - | -$291,240 | -8.15% | -2.813% |
| DPZ Domino's Pizza Inc. | 10,423 | $3.98M | $3.69M | - | -$295,405.38 | -7.42% | -1.013% |
| EXLS ExlService Holdings Inc. | 90,847 | $2.35M | $3.12M | - | $769,474.51 | 32.75% | -1.633% |
| FICO Fair Isaac Corporation | 2,562 | $2.74M | $2.68M | - | -$59,771.56 | -2.19% | +0.576% |
| FLOT iShares Floating Rate Bond ETF | 148,126 | $7.56M | $7.54M | - | -$18,369.85 | -0.24% | +0.02% |
| FTNT Fortinet Inc. | 86,641 | $6.88M | $13.94M | - | $7.06M | 102.54% | -0.649% |
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FAQ
Which stocks have generated the highest profits for Duncan Harvey?
The largest contributions to the portfolio's profits come from the following stocks: Medpace Holdings Inc - $8.2M, Broadcom Inc - $8.01M, Alphabet Inc - $6.15M, Arista Networks, Inc - $3.82M, and Amphenol Corporation - $3.31M. 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: Visa Inc. Class A - $1.76M, Adobe Inc - $1.59M, Automatic Data Processing Inc - $1.52M, Check Point Software Technologies Ltd - $1.5M, and Tradeweb Markets Inc - $1.36M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Duncan Harvey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.43M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $962,460.36, iShares Floating Rate Bond ETF - $377,007.56, MSCI Inc - $210,659.85, Microsoft Corp - $191,928.88, and Zoetis Inc - $161,070.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Duncan Harvey's monthly returns?
Duncan Harvey's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Duncan Harvey's strategy be considered aggressive or moderate?
Duncan Harvey's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Duncan Harvey's strategy?
Duncan Harvey's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
