JZ
James Zenker Portfolio
Invests via Grafton Street Partners Fund LP | Managed by Grafton Street Partners Management Company LLC, Scott Malpass
Invests via Grafton Street Partners Fund LP
Managed by Grafton Street Partners Management Company LLC, Scott Malpass
Automatically Tracked
James Zenker Profile
With a strong focus on technology-driven solutions, James Zenker is a prominent figure in the entrepreneurial landscape. His leadership experience spans several startups that have leveraged innovative software to address emerging market needs. Known for his hands-on approach, he has guided teams through product development cycles while maintaining alignment with client expectations and industry trends. Zenker's insights into operational efficiency and strategic growth have established him as a thought leader in venture creation and business scalability, enhancing his influence within investment circles focused on tech innovation.
With a strong focus on technology-driven solutions, James Zenker is a prominent figure in the entrepreneurial landscape. His leadership experience spans several startups that have leveraged innovative software to address emerging market needs. Known for his hands-on approach, he has guided teams through product development cycles while maintaining alignment with client expectations and industry trends. Zenker's insights into operational efficiency and strategic growth have established him as a thought leader in venture creation and business scalability, enhancing his influence within investment circles focused on tech innovation.
Investment Philosophy & Strategy
Innovation lies at the heart of James Zenker's investment approach. By consistently identifying opportunities where technology intersects with market demand, he is adept at allocating capital toward ventures that demonstrate scalability and transformative potential. His background in leading startups enables him to evaluate entrepreneurial strategies critically, fostering environments conducive to rapid growth. Drawing on a wealth of operational expertise, he prioritizes investments that not only innovate but also solve real-world challenges, setting them apart in competitive landscapes.
Innovation lies at the heart of James Zenker's investment approach. By consistently identifying opportunities where technology intersects with market demand, he is adept at allocating capital toward ventures that demonstrate scalability and transformative potential. His background in leading startups enables him to evaluate entrepreneurial strategies critically, fostering environments conducive to rapid growth. Drawing on a wealth of operational expertise, he prioritizes investments that not only innovate but also solve real-world challenges, setting them apart in competitive landscapes.
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:
49.03%
Gain +0.6%
Monthly
1.2%
Yearly
15.38%
Drawdown
33.47%
$184.28M
Equity
Holdings
$184.28M
Investment
$141.85M
$48.37M
Profit +$854,579.22
Realized
$5.93M
Unrealized
$42.43M
Dividends
$4.46M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$854,579.22
Win %
70%
This Week
Compared To Last Week
Gain
0.22%
Profit
$401,724.72
Win %
70%
This Month
Compared to last month
Gain
5.24%
Profit
$9.18M
Win %
70%
This Year
Compared to last year
Gain
4.84%
Profit
$8.51M
Win %
70%
Events
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Dividends
Dividend Analysis
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| Trades 48 | Longs Won 34/48 70% | Profit Factor 7.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.32M |
| Average Win $1.65M | Best Trade (Oct 14) $22.05M | Sharpe Ratio -10.99 |
| Average Loss -$551,262.07 | Worst Trade (Oct 14) -$3.8M | Z-Score 0.95 (65.58%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 1d | Expectancy $1.01M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% | 2.97% |
| Consecutive Losing Trades | 334 | 301 | 267 | 234 | 201 | 167 | 134 | 100 | 67 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BABA Alibaba Group Holding Limited SP ADR | 27,355 | $1.98M | $2.98M | - | $999,825.56 | 50.51% | -2.033% |
 ELV Elevance Health, Inc. | 77,544 | $26.49M | $33.37M | - | $6.89M | 26% | +0.53% |
 GOOGL Alphabet Inc | 125,228 | $18.46M | $43.66M | - | $25.2M | 136.51% | +0.289% |
 MA Mastercard Incorporated | 9,345 | $4.21M | $5.73M | - | $1.52M | 36.07% | +1.731% |
 MSFT Microsoft Corp. | 49,872 | $19.23M | $26.59M | - | $7.36M | 38.3% | -0.097% |
 TEAM Atlassian Corporation Class A | 129,708 | $23.78M | $26.43M | - | $2.65M | 11.15% | -0.437% |
 TPG TPG Inc. | 415,740 | $18.65M | $17.36M | - | -$1.29M | -6.93% | -1.106% |
 TSMWF Taiwan Semiconductor Manufacturing Company Limited | 73,296 | $1.26M | $1.26M | - | - | - | 0.0 |
 V Visa Inc. Class A | 26,762 | $6.97M | $10.63M | - | $3.66M | 52.55% | +1.464% |
 WDAY Workday Inc. | 82,468 | $20.83M | $16.27M | - | -$4.56M | -21.89% | +4.495% |
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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 James Zenker?
The largest contributions to the portfolio's profits come from the following stocks: Fidelity National Financial, Inc - $2.93M, TPG Inc - $1.92M, ServiceNow, Inc - $1.81M, Amazon.com Inc - $1.34M, and Elevance Health, Inc - $692,860.23. 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: Atlassian Corporation Class A - $719,432.73 and PDD Holdings Inc. American Depositary Shares - $535,279.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Zenker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.46M earned over time. The largest contributors to dividend income include TPG Inc - $1.92M, Elevance Health, Inc - $692,860.23, Fidelity National Financial, Inc - $438,238.24, Microsoft Corp - $336,898.51, and Taiwan Semiconductor Manufacturing Company Limited - $250,237.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Zenker's monthly returns?
James Zenker'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 James Zenker's strategy be considered aggressive or moderate?
James Zenker'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 James Zenker's strategy?
James Zenker'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.
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