Thomas Lynch Portfolio
Invests via QVIDTVM Management LLC | Managed by Burak Alici, Thomas Lynch
Invests via QVIDTVM Management LLC
Managed by Burak Alici, Thomas Lynch
Automatically Tracked
Thomas Lynch Profile
With a strong background in corporate finance and operational leadership, Thomas Lynch has carved out a significant role within the financial services industry. His expertise encompasses mergers and acquisitions, strategic planning, and business development. Over the years, he has held key positions in several prominent organizations where he led transformative initiatives that drove growth and enhanced profitability. Known for his keen insights into market dynamics, he actively engages with investment firms seeking to identify new opportunities within evolving sectors. Through this proactive involvement in both executive management and advisory capacities, Lynch continues to influence trends across various segments of capital markets.
With a strong background in corporate finance and operational leadership, Thomas Lynch has carved out a significant role within the financial services industry. His expertise encompasses mergers and acquisitions, strategic planning, and business development. Over the years, he has held key positions in several prominent organizations where he led transformative initiatives that drove growth and enhanced profitability. Known for his keen insights into market dynamics, he actively engages with investment firms seeking to identify new opportunities within evolving sectors. Through this proactive involvement in both executive management and advisory capacities, Lynch continues to influence trends across various segments of capital markets.
Investment Philosophy & Strategy
A market-centric perspective shapes Thomas Lynch's approach to investment, as he emphasizes identifying transformative opportunities across dynamic sectors. Drawing from a robust foundation in corporate finance and strategic leadership, he pursues investments that exhibit significant growth potential through operational enhancements. His keen understanding of market trends informs a tactical selection process aimed at maximizing value creation for stakeholders. By leveraging his extensive experience in mergers and acquisitions, the focus remains on initiatives that can disrupt existing paradigms while delivering sustainable returns.
A market-centric perspective shapes Thomas Lynch's approach to investment, as he emphasizes identifying transformative opportunities across dynamic sectors. Drawing from a robust foundation in corporate finance and strategic leadership, he pursues investments that exhibit significant growth potential through operational enhancements. His keen understanding of market trends informs a tactical selection process aimed at maximizing value creation for stakeholders. By leveraging his extensive experience in mergers and acquisitions, the focus remains on initiatives that can disrupt existing paradigms while delivering sustainable returns.
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:
9.19%
Gain -0.25%
Monthly
0.3%
Yearly
3.63%
Drawdown
28.74%
$71.34M
Equity
Holdings
$71.34M
Investment
$76.48M
$22.03M
Profit -$152,465.62
Realized
$27.18M
Unrealized
-$5.14M
Dividends
$3.58M
Goals
Avg. 33% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$152,465.62
Win %
47%
This Week
Compared To Last Week
Gain
-3.79%
Profit
-$2.81M
Win %
47%
This Month
Compared to last month
Gain
-5.6%
Profit
-$4.23M
Win %
47%
This Year
Compared to last year
Gain
-6.8%
Profit
-$5.2M
Win %
49%
HRB H&R Block Inc.
+5%
+$1,941.2 
LAB Standard Biotools Inc.
+3.46%
+$4,861.8 
ZGN Ermenegildo Zegna N.V.
+3.28%
+$191,437.68 
XRAY Dentsply Sirona Inc.
+3.26%
+$5,205.48 
ARE Alexandria Real Estate Equities, Inc.
+3.04%
+$103,912.2 
AMRZ Amrize Ltd.
+2.52%
+$226,362.77 
OCTV Octave Intelligence plc Class B Ordinary Shares
+2.02%
+$22,986.4 
SOLV Solventum Corporation
+1.43%
+$111,291.25 
PM Philip Morris International Inc.
+0.6%
+$1,261.98 
BRCC BRC Inc.
+0.48%
+$14,765.69 
ORCL Oracle Corporation
+0.33%
+$24,497.1 
BIO Bio-Rad Laboratories Inc.
+0.31%
+$74,192.82 Events
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Dividends
Dividend Analysis
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| Trades 138 | Longs Won 82/138 59% | Profit Factor 1.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $846,799.79 | Best Trade (Dec 31) $7.38M | Sharpe Ratio -186.25 |
| Average Loss -$846,514.03 | Worst Trade (Oct 14) -$4.51M | Z-Score -2.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $159,657.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.22% | 1.1% | 4.29% | 13.95% | 39.46% |
| Consecutive Losing Trades | 84 | 76 | 67 | 59 | 51 | 42 | 34 | 25 | 17 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMRZ Amrize Ltd. | 247,391 | $13.36M | $9.2M | - | -$4.15M | -31.09% | +2.521% |
| ARE Alexandria Real Estate Equities, Inc. | 82,470 | $4.2M | $3.53M | - | -$675,722.3 | -16.08% | +3.036% |
| BIO Bio-Rad Laboratories Inc. | 66,243 | $20.86M | $24.08M | - | $3.22M | 15.44% | +0.309% |
| BRCC BRC Inc. | 295,313.8 | $12.73M | $3.11M | - | -$9.62M | -75.59% | +0.478% |
| HRB H&R Block Inc. | 844 | $26,788.56 | $40,782.08 | - | $13,993.52 | 52.24% | +4.998% |
| LAB Standard Biotools Inc. | 222,000 | $284,160 | $145,165.8 | - | -$138,994.2 | -48.91% | +3.465% |
 NBIS Nebius Group N.V. | 48,657 | $4.59M | $8.12M | - | $3.52M | 76.7% | -10.311% |
| OCTV Octave Intelligence plc Class B Ordinary Shares | 57,466 | $936,695.8 | $1.16M | - | $225,841.38 | 24.11% | +2.017% |
| ORCL Oracle Corporation | 56,970 | $8.37M | $7.46M | - | -$908,808.02 | -10.86% | +0.329% |
| PM Philip Morris International Inc. | 1,026 | $169,638.84 | $212,187.06 | - | $42,548.22 | 25.08% | +0.598% |
| SOLV Solventum Corporation | 89,033 | $5.97M | $7.88M | - | $1.91M | 32.01% | +1.433% |
 WAB Wabtec Corporation | 750 | $61,012.5 | $212,482.5 | - | $151,470 | 248.26% | -1.11% |
| XRAY Dentsply Sirona Inc. | 18,929 | $240,209.01 | $164,966.23 | - | -$75,242.78 | -31.32% | +3.258% |
| ZGN Ermenegildo Zegna N.V. | 455,804 | $4.68M | $6.02M | - | $1.34M | 28.64% | +3.284% |
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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 Thomas Lynch?
The largest contributions to the portfolio's profits come from the following stocks: Wabtec Corporation - $21.37M, Solventum Corporation - $9.41M, Rentokil Initial plc Sponsored ADR - $8.27M, Valvoline Inc - $3.86M, and RTX Corporation - $3.74M. 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: Dentsply Sirona Inc - $8.16M, Victoria's Secret & Co - $4.42M, Coty Inc - $3.84M, PayPal Holdings Inc - $3.77M, and Bio-Rad Laboratories Inc - $3.74M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Lynch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.58M earned over time. The largest contributors to dividend income include Rentokil Initial plc Sponsored ADR - $1.29M, RTX Corporation - $462,833.7, Dentsply Sirona Inc - $450,040.96, Wabtec Corporation - $351,695.3, and Warner Music Group Corp - $281,382.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Lynch's monthly returns?
Thomas Lynch'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 Thomas Lynch's strategy be considered aggressive or moderate?
Thomas Lynch'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 Thomas Lynch's strategy?
Thomas Lynch'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.
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