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:
141.67%
Gain -1.3%
Monthly
4.41%
Yearly
67.83%
Drawdown
28.57%
$230.13M
Equity
Holdings
$230.13M
Investment
$168.33M
$119.31M
Profit -$2.3M
Realized
$57.51M
Unrealized
$61.8M
Dividends
$983,414.45
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.3%
Profit
-$2.3M
Win %
61%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$2.3M
Win %
61%
This Month
Compared to last month
Gain
-1.53%
Profit
-$3.56M
Win %
61%
This Year
Compared to last year
Gain
1.43%
Profit
$3.23M
Win %
63%
IOT Samsara Inc. Class A Common Stock
+11.36%
+$174,400 
W Wayfair Inc.
+7.57%
+$195,784.55 
HNGE Hinge Health Inc.
+6.87%
+$828,635.85 
CRM Salesforce Inc
+4.67%
+$289,375.25 
ZETA Zeta Global Holdings Corp.
+3.35%
+$95,950 
BLND Blend Labs Inc.
+2.84%
+$30,907.56 
META Meta Platforms Inc Class A
+2.81%
+$91,074.85 
TWLO Twilio Inc.
+2.76%
+$229,113.24 
FIVE Five Below, Inc.
+2.64%
+$276,299.61 
ROC Rank One Computing Corporation
+2.59%
+$8,434.91 
PLSE Pulse Biosciences, Inc.
+2.26%
+$117,664.8 
NRXS Neuraxis Inc.
+1.57%
+$10,350 
SNOW Snowflake Inc.
+1.47%
+$118,339.83 
KRUS Kura Sushi USA Inc.
+1.4%
+$37,050 
ETON Eton Pharmaceuticals Inc.
+1.28%
+$151,980.16 
HALO Halozyme Therapeutics Inc.
+0.58%
+$72,340.9 
MNRO Monro, Inc.
+0.56%
+$10,257.54 
BRUN Boost Run Inc. Class A Common Stock
-12.44%
-$31,038 
COHR Coherent Corp.
-11.73%
-$89,575 
SHAZ SharonAI Holdings Inc.
-11.28%
-$716,055.8 
LITE Lumentum Holdings Inc.
-9.76%
-$510,646.7 
CECO CECO Environmental Corp.
-8.97%
-$614,843.8 
ASYS Amtech Systems Inc.
-7.33%
-$27,302.5 
ATEX Anterix Inc.
-6.14%
-$779,572.97 
KOPN Kopin Corporation
-5.15%
-$82,250 
MU Micron Technology, Inc.
-4.75%
-$462,900.1 
MEC Mayville Engineering Company, Inc.
-4.58%
-$61,250 
SVCO Silvaco Group, Inc.
-3.95%
-$19,875 
MOD Modine Manufacturing Company
-3.94%
-$95,980.36 
AIB AIB Acquisition Corporation
-3.58%
-$23,977.5 
NVDA NVIDIA Corporation
-2.85%
-$405,639.97 
STX Seagate Technology Holdings plc
-2.02%
-$674,909.12 
AXSM Axsome Therapeutics, Inc.
-1.78%
-$172,774.8 
APPS Digital Turbine Inc.
-1.68%
-$38,590.5 
GMTL Guardian Metal Resources PLC
-1.52%
-$11,200 
CYTK Cytokinetics, Incorporated
-1.5%
-$2,762.5 
AMZN Amazon.com Inc
-1.21%
-$121,481.85 
FSLR First Solar, Inc.
-0.66%
-$44,850 
CTRN Citi Trends Inc.
-0.49%
-$36,750 
TOI The Oncology Institute Inc.
-0.48%
-$3,000 
PTON Peloton Interactive, Inc.
-0.3%
-$9,474.43 
PRCH Porch Group Inc.
-0.28%
-$8,887.32 
MBLY Mobileye Global Inc.
-0.18%
-$750 Events
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Dividends
Dividend Analysis
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| Trades 263 | Longs Won 140/263 53% | Profit Factor 3.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.35M |
| Average Win $1.16M | Best Trade (Aug 15) $31.61M | Sharpe Ratio -25.49 |
| Average Loss -$350,653.08 | Worst Trade (Sep 14) -$2.83M | Z-Score -0.55 (41.92%) |
| Commissions $0 | Avg. Trade Length 6m 1w 1d | Expectancy $453,653.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.89% |
| Consecutive Losing Trades | 656 | 591 | 525 | 459 | 394 | 328 | 262 | 197 | 131 | 66 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIB AIB Acquisition Corporation | 479,550 | $1.02M | $644,994.75 | - | -$371,651.25 | -36.56% | -3.584% |
| AMZN Amazon.com Inc | 39,251 | $8.84M | $9.96M | - | $1.12M | 12.69% | -1.205% |
| APPS Digital Turbine Inc. | 195,000 | $2.52M | $2.26M | - | -$251,140.5 | -9.98% | -1.676% |
| ASYS Amtech Systems Inc. | 25,000 | $508,250 | $345,447.5 | - | -$162,802.5 | -32.03% | -7.325% |
| ATEX Anterix Inc. | 154,377 | $6.65M | $11.91M | - | $5.26M | 79.11% | -6.145% |
| AXSM Axsome Therapeutics, Inc. | 44,000 | $10.77M | $9.54M | - | -$1.23M | -11.42% | -1.779% |
| BLND Blend Labs Inc. | 772,689 | $2.93M | $1.12M | - | -$1.81M | -61.78% | +2.837% |
| BRUN Boost Run Inc. Class A Common Stock | 15,000 | $520,650 | $218,412 | - | -$302,238 | -58.05% | -12.443% |
| CECO CECO Environmental Corp. | 87,460 | $5.49M | $6.24M | - | $743,395.13 | 13.53% | -8.974% |
| COHR Coherent Corp. | 2,500 | $986,175 | $673,850 | - | -$312,325 | -31.67% | -11.733% |
| CRM Salesforce Inc | 25,000 | $3.92M | $6.48M | - | $2.57M | 65.51% | +4.673% |
| CTRN Citi Trends Inc. | 122,500 | $7.09M | $7.39M | - | $303,800 | 4.29% | -0.495% |
| CYTK Cytokinetics, Incorporated | 2,500 | $212,975 | $181,662.5 | - | -$31,312.5 | -14.7% | -1.498% |
| ETON Eton Pharmaceuticals Inc. | 208,192 | $5.41M | $12.04M | - | $6.63M | 122.66% | +1.279% |
| FIVE Five Below, Inc. | 42,798 | $6.27M | $10.74M | - | $4.47M | 71.24% | +2.639% |
| FSLR First Solar, Inc. | 32,500 | $7.67M | $6.75M | - | -$920,075 | -12% | -0.66% |
| GMTL Guardian Metal Resources PLC | 70,000 | $905,100 | $725,900 | - | -$179,200 | -19.8% | -1.519% |
| HALO Halozyme Therapeutics Inc. | 116,416 | $7.5M | $12.55M | - | $5.06M | 67.46% | +0.58% |
| HNGE Hinge Health Inc. | 136,065 | $9.29M | $12.88M | - | $3.59M | 38.62% | +6.874% |
| IOT Samsara Inc. Class A Common Stock | 40,000 | $1.3M | $1.71M | - | $412,400 | 31.79% | +11.36% |
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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 - $29.91M, Seagate Technology Holdings plc - $15.02M, Wolfspeed, Inc - $4.47M, Modine Manufacturing Company - $3.94M, and Wayfair Inc - $2.03M. 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: Semtech Corporation - $2.32M, Datadog, Inc. Class A Common Stock - $1.8M, UnitedHealth Group Incorporated - $1.68M, Aehr Test Systems - $1.56M, and Teradyne, Inc - $1.08M. 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 $983,414.45 earned over time. The largest contributors to dividend income include Seagate Technology Holdings plc - $292,293.7, Monro, Inc - $143,076.92, EOG Resources, Inc - $107,470.06, CRH plc - $99,223.74, 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 appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Irene Chou's strategy be considered aggressive or moderate?
Irene Chou's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Irene Chou's strategy?
Irene Chou'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.
