NS
Nicolai Simonsen Portfolio
Invests via Lind Value II ApS | Managed by Nicolai Simonsen
Invests via Lind Value II ApS
Managed by Nicolai Simonsen
Automatically Tracked
Nicolai Simonsen Profile
Nicolai Simonsen has established a notable presence as an entrepreneur and investor, focusing on innovative technology ventures. With extensive experience in startup ecosystems, he has played critical roles in launching and scaling multiple businesses across various sectors. His leadership is characterized by a deep understanding of market trends and consumer needs, which informs his investment decisions. Nicolai's unique ability to bridge operational expertise with strategic vision positions him effectively to drive growth initiatives within his portfolio companies. As the industry evolves, his forward-thinking approach continues to shape opportunities for advancement and expansion.
Nicolai Simonsen has established a notable presence as an entrepreneur and investor, focusing on innovative technology ventures. With extensive experience in startup ecosystems, he has played critical roles in launching and scaling multiple businesses across various sectors. His leadership is characterized by a deep understanding of market trends and consumer needs, which informs his investment decisions. Nicolai's unique ability to bridge operational expertise with strategic vision positions him effectively to drive growth initiatives within his portfolio companies. As the industry evolves, his forward-thinking approach continues to shape opportunities for advancement and expansion.
Investment Philosophy & Strategy
Innovation drives the strategic approach taken by Nicolai Simonsen, who leverages his entrepreneurial background to identify disruptive opportunities in technology. His track record in fostering growth reflects an emphasis on scalable business models that cater to emerging market demands. Focused on building competitive advantages, he pursues investments that not only align with technological advancements but also show potential for sustainable success. By maintaining a hands-on engagement with portfolio ventures, he cultivates environments ripe for operational improvements and transformative ideas.
Innovation drives the strategic approach taken by Nicolai Simonsen, who leverages his entrepreneurial background to identify disruptive opportunities in technology. His track record in fostering growth reflects an emphasis on scalable business models that cater to emerging market demands. Focused on building competitive advantages, he pursues investments that not only align with technological advancements but also show potential for sustainable success. By maintaining a hands-on engagement with portfolio ventures, he cultivates environments ripe for operational improvements and transformative ideas.
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:
15.42%
Gain +7.52%
Monthly
0.5%
Yearly
6.14%
Drawdown
34.87%
$705.51M
Equity
Holdings
$705.51M
Investment
$703.78M
$40.89M
Profit +$29.53M
Realized
$39.16M
Unrealized
$1.72M
Dividends
$13.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
7.52%
Profit
$29.53M
Win %
63%
This Week
Compared To Last Week
Gain
4.11%
Profit
$27.84M
Win %
63%
This Month
Compared to last month
Gain
7.4%
Profit
$48.58M
Win %
63%
This Year
Compared to last year
Gain
12.35%
Profit
$77.52M
Win %
56%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 67 | Longs Won 38/67 56% | Profit Factor 1.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.79M |
| Average Win $3.71M | Best Trade (Aug 14) $40.79M | Sharpe Ratio -8.79 |
| Average Loss -$3.45M | Worst Trade (Aug 14) -$27.53M | Z-Score 1.41 (84.02%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $610,272.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.07% | 0.65% | 4.29% | 22.61% |
| Consecutive Losing Trades | 205 | 184 | 164 | 143 | 123 | 102 | 82 | 61 | 41 | 20 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 CHTR Charter Communications Inc | 2.22M | $395.5M | $334.08M | - | -$61.42M | -15.53% | 0.0 |
| G364 G3643J108 | 593,676 | $60.62M | $60.66M | - | $39,600.02 | 0.07% | +0.216% |
 INGM Ingram Micro Holding Corporation | 2.73M | $58.96M | $76.51M | - | $17.54M | 29.76% | 0.0 |
 INMD InMode Ltd. | 368,887 | $5.05M | $5.61M | - | $560,708.28 | 11.11% | -0.197% |
 LESL Leslie's, Inc. | 454,620 | $2.5M | $600,098.4 | - | -$1.9M | -76% | 0.0 |
 OWL Blue Owl Capital Inc. | 16.72M | $164.04M | $204.31M | - | $40.27M | 24.55% | 0.0 |
 PYPL PayPal Holdings Inc | 323,471 | $17.12M | $19.6M | - | $2.48M | 14.46% | +2.348% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Nicolai Simonsen?
The largest contributions to the portfolio's profits come from the following stocks: TD Synnex Corporation - $33.77M, Yum China Holdings Inc - $18.71M, Blue Owl Capital Inc - $7.82M, DigitalBridge Group Inc - $4.84M, and Ingram Micro Holding Corporation - $3.11M. 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: Leslie's, Inc - $9.74M, Arrow Electronics Inc - $5.8M, Macy's Inc - $2.22M, Novo Nordisk A/S Sponsored ADR - $1.1M, and Capri Holdings Ltd - $573,854.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicolai Simonsen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.98M earned over time. The largest contributors to dividend income include Blue Owl Capital Inc - $7.82M, Avnet Inc - $2.28M, TD Synnex Corporation - $1.7M, Ingram Micro Holding Corporation - $951,332.3, and Macy's Inc - $484,972.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicolai Simonsen's monthly returns?
Nicolai Simonsen'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 Nicolai Simonsen's strategy be considered aggressive or moderate?
Nicolai Simonsen's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Nicolai Simonsen's strategy?
Nicolai Simonsen'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.
