Irene Chou Portfolio
Invests via Panoramic Capital LLC | Managed by William R. Hazen, Irene Chou
Invests via Panoramic Capital LLC
Managed by William R. Hazen, Irene Chou
Automatically Tracked
Irene Chou Profile
Irene Chou has cultivated a notable career in the investment sector, driving strategic initiatives and fostering robust relationships across diverse markets. With extensive experience in managing both traditional and alternative asset classes, she possesses deep insights into capital allocation and market dynamics. Her leadership capabilities extend to mentoring teams while facilitating impactful partnerships that enhance portfolio performance. By leveraging her academic background in finance, she blends analytical acumen with practical execution skills to support entrepreneurial ventures and institutional investors alike. Chou's contributions are characterized by a commitment to advancing innovative solutions tailored for evolving investor needs.
Irene Chou has cultivated a notable career in the investment sector, driving strategic initiatives and fostering robust relationships across diverse markets. With extensive experience in managing both traditional and alternative asset classes, she possesses deep insights into capital allocation and market dynamics. Her leadership capabilities extend to mentoring teams while facilitating impactful partnerships that enhance portfolio performance. By leveraging her academic background in finance, she blends analytical acumen with practical execution skills to support entrepreneurial ventures and institutional investors alike. Chou's contributions are characterized by a commitment to advancing innovative solutions tailored for evolving investor needs.
Investment Philosophy & Strategy
Operating with a keen understanding of market dynamics, Irene Chou excels in identifying unique investment opportunities across various sectors. Her approach prioritizes leveraging innovative solutions to maximize capital efficiency and drive strategic growth initiatives. By fostering an entrepreneurial mindset, she has been instrumental in mentoring emerging investors while developing tailored strategies that align with diverse client objectives. This ability to balance analytical rigor with pragmatic execution enhances her effectiveness in navigating both traditional and alternative asset classes, ensuring robust performance even amidst evolving challenges.
Operating with a keen understanding of market dynamics, Irene Chou excels in identifying unique investment opportunities across various sectors. Her approach prioritizes leveraging innovative solutions to maximize capital efficiency and drive strategic growth initiatives. By fostering an entrepreneurial mindset, she has been instrumental in mentoring emerging investors while developing tailored strategies that align with diverse client objectives. This ability to balance analytical rigor with pragmatic execution enhances her effectiveness in navigating both traditional and alternative asset classes, ensuring robust performance even amidst evolving challenges.
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:
156.85%
Gain +3.22%
Monthly
5.17%
Yearly
83.54%
Drawdown
19.61%
$194.92M
Equity
Holdings
$194.92M
Investment
$117.89M
$124.98M
Profit +$4.76M
Realized
$47.95M
Unrealized
$77.03M
Dividends
$941,182.49
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.22%
Profit
$4.76M
Win %
65%
This Week
Compared To Last Week
Gain
2.64%
Profit
$5.01M
Win %
65%
This Month
Compared to last month
Gain
-2.39%
Profit
-$4.78M
Win %
65%
This Year
Compared to last year
Gain
36.87%
Profit
$52.5M
Win %
71%
STX Seagate Technology Holdings plc
+7.59%
+$2.34M 
LITE Lumentum Holdings Inc.
+7.34%
+$1.08M 
WOLF Wolfspeed, Inc.
+4.96%
+$204,400 
LWLG Lightwave Logic Inc.
+4.96%
+$22,125 
ON ON Semiconductor Corporation
+4.59%
+$228,855.75 
SHAZ SharonAI Holdings Inc.
+3.87%
+$48,300 
MOD Modine Manufacturing Company
+3.73%
+$223,302.4 
CECO CECO Environmental Corp.
+3.46%
+$181,725.18 
NVDA NVIDIA Corporation
+2.5%
+$127,211.22 
MBLY Mobileye Global Inc.
+2.12%
+$9,500 
NPKI NPK International Inc.
+2.04%
+$37,687.43 
MEC Mayville Engineering Company, Inc.
+1.79%
+$72,800 
FIVE Five Below, Inc.
+1.59%
+$127,718.5 
ETON Eton Pharmaceuticals Inc.
+1.46%
+$111,000 
MNRO Monro, Inc.
+1.19%
+$35,732.6 
ATEX Anterix Inc.
+0.98%
+$135,000 
NAT Nordic American Tankers Ltd.
+0.97%
+$13,500 
NRXS Neuraxis Inc.
+0.73%
+$9,500 
BOOT Boot Barn Holdings, Inc.
+0.71%
+$30,071.28 
HALO Halozyme Therapeutics Inc.
+0.55%
+$49,476.8 
W Wayfair Inc.
+0.5%
+$29,139.88 
SBUX Starbucks Corporation
+0.48%
+$5,050 
FANG Diamondback Energy Inc
+0.44%
+$6,450 
PRCH Porch Group Inc.
+0.39%
+$13,495 
KRUS Kura Sushi USA Inc.
+0.01%
+$250 
BLND Blend Labs Inc.
0%
$0 
EVLV Evolv Technologies Holdings, Inc.
0%
$0 
MDXH MdxHealth SA
-1.61%
-$1,599.08 
TWLO Twilio Inc.
-1.56%
-$178,761.69 
SNOW Snowflake Inc.
-1.38%
-$35,961.29 
PLSE Pulse Biosciences, Inc.
-1.17%
-$19,738.36 
AMZN Amazon.com Inc
-0.86%
-$73,982.16 
LNG Cheniere Energy Inc.
-0.62%
-$24,600 
HNGE Hinge Health Inc.
-0.59%
-$23,400 
NFLX Netflix, Inc.
-0.37%
-$15,050 
ROC Rank One Computing Corporation
-0.2%
-$1,750 
LLY Eli Lilly and Company
-0.19%
-$11,615.96 
PTON Peloton Interactive, Inc.
-0.08%
-$2,658.14 Events
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Dividends
Dividend Analysis
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| Trades 223 | Longs Won 108/223 48% | Profit Factor 9.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.6M |
| Average Win $1.29M | Best Trade (Jul 21) $27.7M | Sharpe Ratio -43.86 |
| Average Loss -$125,576.13 | Worst Trade (Jul 21) -$1.34M | Z-Score -1.46 (86.09%) |
| Commissions $0 | Avg. Trade Length 6m 1w 5d | Expectancy $560,447.32 |
| 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% | 0.08% | 3.4% |
| Consecutive Losing Trades | 1,553 | 1,398 | 1,242 | 1,087 | 932 | 776 | 621 | 466 | 311 | 155 |
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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 Irene Chou?
The largest contributions to the portfolio's profits come from the following stocks: Lumentum Holdings Inc - $19.57M, Seagate Technology Holdings plc - $15.05M, Modine Manufacturing Company - $2.27M, Meta Platforms Inc Class A - $1.87M, and First Solar, Inc - $1.75M. 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: Aehr Test Systems - $1.56M, Snowflake Inc - $839,317.54, Dell Technologies Inc - $403,454.51, Nebius Group N.V - $349,792.04, and Universal Display Corporation - $238,739.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Irene Chou's portfolio generate?
The portfolio generates substantial dividend income, with a total of $941,182.49 earned over time. The largest contributors to dividend income include Seagate Technology Holdings plc - $319,746.32, EOG Resources, Inc - $107,470.06, CRH plc - $104,541.28, Monro, Inc - $102,851.28, and Nordic American Tankers Ltd - $49,500. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Irene Chou's monthly returns?
Irene Chou'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 Irene Chou's strategy be considered aggressive or moderate?
Irene Chou'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 Irene Chou's strategy?
Irene Chou'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.
