Gunther Kastner Portfolio
Invests via Impact Asset Management GmbH | Managed by Gunther Kastner, Daniel Feix, Magda Ujwary
Invests via Impact Asset Management GmbH
Managed by Gunther Kastner, Daniel Feix, Magda Ujwary
Automatically Tracked
Veteran European private equity and corporate development executive focused on growth-stage technology and industrial carve-outs. Gunther Kastner brings operating and investment experience across buyouts, turnaround situations and strategic M&A, with emphasis on value creation via operational improvements, international expansion and governance upgrades. Known for leading portfolio restructurings and cross-border integrations, works with sponsors and management teams to drive exit preparation and capital markets readiness.
Veteran European private equity and corporate development executive focused on growth-stage technology and industrial carve-outs. Gunther Kastner brings operating and investment experience across buyouts, turnaround situations and strategic M&A, with emphasis on value creation via operational improvements, international expansion and governance upgrades. Known for leading portfolio restructurings and cross-border integrations, works with sponsors and management teams to drive exit preparation and capital markets readiness.
Investment Philosophy & Strategy
Focuses on growth-stage technology and industrial carve-outs, prioritizing control or influential minority stakes to execute operational turnarounds and international scaling. Emphasizes hands-on value creation through governance upgrades, cost and margin improvement, and commercial expansion. Investment horizon is medium-to-long and exit-driven, with active portfolio restructuring to optimize capital markets readiness. Risk discipline centers on rigorous operational due diligence, staged capital deployment and close alignment with management and sponsors to de-risk transitions and maximize exit timing.
Focuses on growth-stage technology and industrial carve-outs, prioritizing control or influential minority stakes to execute operational turnarounds and international scaling. Emphasizes hands-on value creation through governance upgrades, cost and margin improvement, and commercial expansion. Investment horizon is medium-to-long and exit-driven, with active portfolio restructuring to optimize capital markets readiness. Risk discipline centers on rigorous operational due diligence, staged capital deployment and close alignment with management and sponsors to de-risk transitions and maximize exit timing.
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:
57.69%
Gain +1.07%
Monthly
2%
Yearly
26.81%
Drawdown
19.82%
$380.25M
Equity
Holdings
$380.25M
Investment
$256.48M
$123.12M
Profit +$3.22M
Realized
-$646,966.41
Unrealized
$123.77M
Dividends
$4.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.07%
Profit
$3.22M
Win %
81%
This Week
Compared To Last Week
Gain
0.85%
Profit
$3.22M
Win %
81%
This Month
Compared to last month
Gain
5.29%
Profit
$19.1M
Win %
81%
This Year
Compared to last year
Gain
17.34%
Profit
$56.21M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$77,427.66 
GOOG Alphabet Inc
+6.88%
+$2.06M 
ANET Arista Networks, Inc.
+5.46%
+$442,615.48 
SNPS Synopsys, Inc.
+4.41%
+$163,478.7 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$164,200.2 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22,018.56 
MSFT Microsoft Corp.
+3.02%
+$552,440.41 
NVDA NVIDIA Corporation
+2.93%
+$258,983.08 
FSLR First Solar, Inc.
+2.44%
+$43,322.64 
MRVL Marvell Technology, Inc.
+2.32%
+$161,113.2 
PANW Palo Alto Networks, Inc.
+1.89%
+$172,446 
CRM Salesforce Inc
+1.83%
+$35,119.04 
ORCL Oracle Corporation
+1.81%
+$61,884.9 
CPNG Coupang Inc.
+1.62%
+$3,645.72 
KLAC KLA Corporation
+1.38%
+$105,327.42 
NOW ServiceNow, Inc.
+1.05%
+$37,613 
TSLA Tesla, Inc.
+0.76%
+$5,081.04 
PLTR Palantir Technologies Inc.
+0.65%
+$6,786.38 
SE Sea Ltd.
+0.47%
+$1,898.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$40,762.05 
AVGO Broadcom Inc.
+0.37%
+$61,214.4 
PG Procter & Gamble Co
+0.37%
+$2,241.9 
AMP Ameriprise Financial, Inc.
+0.25%
+$12,447.69 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$13,079.9 
C Citigroup Inc.
+0.1%
+$10,607.18 
WM Waste Management, Inc.
+0.1%
+$4,241.6 
NGD New Gold Inc.
0%
$0 
ORLA Orla Mining Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EGO Eldorado Gold Corporation
-7.79%
-$78,285 
AAPL Apple Inc.
-7.35%
-$796,434.12 
MU Micron Technology, Inc.
-5.9%
-$1.54M 
HL Hecla Mining Company
-5.42%
-$52,650 
EQX Equinox Gold Corp.
-4.89%
-$16,514 
SHOP Shopify Inc.
-4.29%
-$44,877 
FSM Fortuna Mining Corp
-3.88%
-$22,304 
WPM Wheaton Precious Metals Corp.
-3.84%
-$34,800.01 
AEM Agnico Eagle Mines Limited
-3.63%
-$59,622.4 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$89,635 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$24,642 
CDE Coeur Mining, Inc.
-3.18%
-$33,057.36 
SKE Skeena Resources Ltd.
-2.85%
-$20,904 
EQIX Equinix, Inc.
-2.7%
-$93,083.75 
IAG Iamgold Corporation
-2.54%
-$21,645 
ABBV AbbVie Inc.
-2.51%
-$204,646.1 
ICE Intercontinental Exchange, Inc.
-2.42%
-$153,153.9 
KGC Kinross Gold Corporation
-2.2%
-$47,996 
PAAS Pan American Silver Corp.
-2.09%
-$38,639.96 
AGI Alamos Gold Inc.
-2.01%
-$27,417 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,522.3 
SQ Block, Inc.
-1.64%
-$4,973.4 
SNOW Snowflake Inc.
-1.62%
-$14,088.89 
LRCX Lam Research Corporation
-1.58%
-$131,224.31 
NET Cloudflare Inc.
-1.56%
-$13,128.57 
TJX The TJX Companies, Inc.
-1.21%
-$92,543.52 
MAG Mag Silver Corp.
-1.17%
-$5,974 
IR Ingersoll Rand Inc.
-1.11%
-$31,725 
LOW Lowe's Companies Inc.
-1.08%
-$61,483 
CTAS Cintas Corporation
-1.04%
-$35,985.43 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$58,742 
MCO Moody's Corporation
-0.81%
-$46,598.92 
SPGI S&P Global Inc.
-0.74%
-$37,791.82 
MA Mastercard Incorporated
-0.74%
-$89,675.08 
ECL Ecolab Inc.
-0.61%
-$34,046.1 
DHR Danaher Corporation
-0.61%
-$24,954.3 
LLY Eli Lilly and Company
-0.53%
-$59,951.4 
WELL Welltower Inc.
-0.51%
-$44,779.7 
MELI MercadoLibre, Inc.
-0.41%
-$28,008.11 
AXP American Express Company
-0.38%
-$20,370.64 
ABNB Airbnb, Inc.
-0.37%
-$1,418.49 
ADSK Autodesk, Inc.
-0.33%
-$1,072.61 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,255.52 
BKNG Booking Holdings Inc.
-0.18%
-$9,223.04 
ROKU Roku, Inc.
-0.06%
-$313.29 
V Visa Inc. Class A
-0.04%
-$4,429.28 Events
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Dividends
Dividend Analysis
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| Trades 161 | Longs Won 101/161 62% | Profit Factor 8.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.66M |
| Average Win $1.38M | Best Trade (Aug 21) $25.68M | Sharpe Ratio -354.74 |
| Average Loss -$278,116.77 | Worst Trade (Aug 14) -$1.91M | Z-Score 5.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $764,718.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1,368 | 1,231 | 1,094 | 958 | 821 | 684 | 547 | 410 | 274 | 137 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,481 | $7.5M | $10.03M | - | $2.54M | 33.84% | -7.354% |
| ABBV AbbVie Inc. | 31,630 | $6.26M | $7.94M | - | $1.67M | 26.73% | -2.513% |
| ABNB Airbnb, Inc. | 2,533 | $321,210 | $383,800.16 | - | $62,590.16 | 19.49% | -0.368% |
| ADSK Autodesk, Inc. | 1,393 | $383,744 | $326,240.6 | - | -$57,503.4 | -14.98% | -0.328% |
| AEM Agnico Eagle Mines Limited | 10,880 | $877,425.52 | $1.58M | - | $703,112.08 | 80.13% | -3.635% |
| AGI Alamos Gold Inc. | 48,100 | $959,529.49 | $1.34M | - | $379,093.51 | 39.51% | -2.007% |
| AMD Advanced Micro Devices, Inc. | 1,247 | $204,608 | $593,759.04 | - | $389,151.04 | 190.19% | -1.904% |
| AMP Ameriprise Financial, Inc. | 9,020 | $4.24M | $4.92M | - | $680,785.65 | 16.05% | +0.253% |
| AMZN Amazon.com Inc | 2,146 | $399,864.1 | $582,810.66 | - | $182,946.56 | 45.75% | +15.321% |
| ANET Arista Networks, Inc. | 47,440 | $5.24M | $8.56M | - | $3.31M | 63.17% | +5.456% |
| AVGO Broadcom Inc. | 42,510 | $7.33M | $16.55M | - | $9.22M | 125.67% | +0.371% |
| AXP American Express Company | 16,040 | $4.35M | $5.39M | - | $1.04M | 23.99% | -0.376% |
| BKNG Booking Holdings Inc. | 27,125 | $4.68M | $5.23M | - | $547,771.86 | 11.69% | -0.176% |
| BNY BlackRock New York Municipal Income Trust | 52,320 | $4.39M | $8.18M | - | $3.79M | 86.4% | +0.16% |
| C Citigroup Inc. | 81,600 | $5.74M | $10.81M | - | $5.06M | 88.17% | +0.098% |
| CDE Coeur Mining, Inc. | 67,464 | $464,152.32 | $1.01M | - | $541,735.92 | 116.72% | -3.182% |
| CMG Chipotle Mexican Grill, Inc. | 68,950 | $4.16M | $2.57M | - | -$1.59M | -38.28% | -3.375% |
| CPNG Coupang Inc. | 14,022 | $344,240 | $229,259.7 | - | -$114,980.3 | -33.4% | +1.616% |
| CRM Salesforce Inc | 10,610 | $3.55M | $1.95M | - | -$1.59M | -44.96% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 3,904 | $273,740.67 | $745,117.44 | - | $471,376.77 | 172.2% | +3.045% |
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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 Gunther Kastner?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $2.18M, Vertiv Holdings Co - $864,031.93, Broadcom Inc - $767,621.55, Booking Holdings Inc - $485,573.49, and ServiceNow, Inc - $480,617.22. 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: Elevance Health, Inc - $1.55M, Thermo Fisher Scientific Inc - $1.01M, Colgate-Palmolive Company - $599,540.5, Adobe Inc - $441,523.8, and First Solar, Inc - $440,818.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gunther Kastner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.66M earned over time. The largest contributors to dividend income include The PNC Financial Services Group, Inc - $452,704, AbbVie Inc - $418,493.3, Citigroup Inc - $296,824, Lowe's Companies Inc - $261,821.25, and Microsoft Corp - $249,290.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gunther Kastner's monthly returns?
Gunther Kastner'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 Gunther Kastner's strategy be considered aggressive or moderate?
Gunther Kastner'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 Gunther Kastner's strategy?
Gunther Kastner'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.
