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:
33.07%
Gain +2.43%
Monthly
0.92%
Yearly
11.63%
Drawdown
33.47%
$168.61M
Equity
Holdings
$168.61M
Investment
$141.85M
$32.69M
Profit +$3.09M
Realized
$5.93M
Unrealized
$26.75M
Dividends
$3.97M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.43%
Profit
$3.09M
Win %
62%
This Week
Compared To Last Week
Gain
5.51%
Profit
$8.81M
Win %
62%
This Month
Compared to last month
Gain
5.51%
Profit
$8.81M
Win %
62%
This Year
Compared to last year
Gain
-4.08%
Profit
-$7.17M
Win %
62%
GOOGL Alphabet Inc
+6.73%
+$2.81M 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$162,215.15 
MSFT Microsoft Corp.
+3.02%
+$679,256.14 
TEAM Atlassian Corporation Class A
+2.95%
+$375,504.53 
TPG TPG Inc.
+2.25%
+$399,110.4 
WDAY Workday Inc.
+1.41%
+$183,903.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 48 | Longs Won 32/48 66% | Profit Factor 2.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.54M |
| Average Win $1.59M | Best Trade (Aug 07) $22.45M | Sharpe Ratio -11.77 |
| Average Loss -$1.13M | Worst Trade (Aug 02) -$5.16M | Z-Score -0.6 (45.38%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $680,991.33 |
| 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% | 0.15% | 1.73% | 14.73% |
| Consecutive Losing Trades | 149 | 134 | 119 | 104 | 89 | 74 | 59 | 45 | 30 | 15 |
Hover over the desired column for a detailed explanation.
Returns
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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, ServiceNow, Inc - $1.81M, TPG Inc - $1.68M, Amazon.com Inc - $1.34M, and Alibaba Group Holding Limited SP ADR - $592,724.4. 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 $3.97M earned over time. The largest contributors to dividend income include TPG Inc - $1.68M, Elevance Health, Inc - $559,484.55, Fidelity National Financial, Inc - $438,238.24, Microsoft Corp - $291,514.99, and Taiwan Semiconductor Manufacturing Company Limited - $234,338.84. 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 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 James Zenker's strategy be considered aggressive or moderate?
James Zenker's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
