James Peterson Portfolio
Invests via Nearwater Capital Markets Ltd. | Managed by James Peterson
Invests via Nearwater Capital Markets Ltd.
Managed by James Peterson
Automatically Tracked
James Peterson Profile
With a robust background in technology and finance, James Peterson has successfully navigated the intersection of innovation and investment. His entrepreneurial journey began with founding several tech startups that emphasized scalability and market disruption, propelling him into prominent venture capital circles. He is recognized for his hands-on leadership style and keen insights into emerging markets. Leveraging extensive experience in corporate strategy, he currently acts as an advisor to multiple growth-stage companies seeking to refine their business models. His dual expertise not only shapes innovative solutions but also drives significant value creation across diverse sectors.
With a robust background in technology and finance, James Peterson has successfully navigated the intersection of innovation and investment. His entrepreneurial journey began with founding several tech startups that emphasized scalability and market disruption, propelling him into prominent venture capital circles. He is recognized for his hands-on leadership style and keen insights into emerging markets. Leveraging extensive experience in corporate strategy, he currently acts as an advisor to multiple growth-stage companies seeking to refine their business models. His dual expertise not only shapes innovative solutions but also drives significant value creation across diverse sectors.
Investment Philosophy & Strategy
Emerging technologies represent a compelling landscape for investment, particularly through the lens of scalability. James Peterson approaches capital allocation with an entrepreneurial spirit that encourages risk-taking in innovative ventures. His deep-rooted experience allows him to discern market trends and identify transformative opportunities that others may overlook. Emphasizing hands-on engagement, he nurtures nascent companies by fostering strategic relationships and operational efficiency. This approach not only facilitates sustainable growth but also cultivates competitive advantages within evolving sectors.
Emerging technologies represent a compelling landscape for investment, particularly through the lens of scalability. James Peterson approaches capital allocation with an entrepreneurial spirit that encourages risk-taking in innovative ventures. His deep-rooted experience allows him to discern market trends and identify transformative opportunities that others may overlook. Emphasizing hands-on engagement, he nurtures nascent companies by fostering strategic relationships and operational efficiency. This approach not only facilitates sustainable growth but also cultivates competitive advantages within evolving sectors.
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:
45.53%
Gain +0.38%
Monthly
1.73%
Yearly
22.91%
Drawdown
21.03%
$5.64B
Equity
Holdings
$5.64B
Investment
$5.39B
$1.73B
Profit +$21.07M
Realized
$1.48B
Unrealized
$251.21M
Dividends
$94.53M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$21.07M
Win %
54%
This Week
Compared To Last Week
Gain
0.38%
Profit
$21.07M
Win %
54%
This Month
Compared to last month
Gain
-3.72%
Profit
-$217.9M
Win %
54%
This Year
Compared to last year
Gain
-2.16%
Profit
-$124.71M
Win %
58%
TTMI TTM Technologies, Inc.
+9.87%
+$1.12M 
WULF TeraWulf Inc.
+7.46%
+$1.01M 
CIEN Ciena Corp.
+6.49%
+$1.93M 
SNPS Synopsys Inc.
+6.28%
+$7.56M 
TSLA Tesla, Inc.
+6.18%
+$7.64M 
HUT Hut 8 Corp.
+6.09%
+$4.33M 
CORZ Core Scientific, Inc.
+5.65%
+$196,618 
FUN Six Flags Entertainment Corp.
+5.02%
+$65,960 
ATI ATI Inc.
+4.86%
+$609,600 
CELC Celcuity Inc.
+4.17%
+$2,720 
KEYS Keysight Technologies, Inc.
+3.76%
+$994,140.84 
PURR Hyperliquid Strategies Inc.
+3.65%
+$1.28M 
TDY Teledyne Technologies Incorporated
+3.31%
+$517,750.75 
LBRT Liberty Energy Inc.
+3.24%
+$126,250 
ANET Arista Networks Inc.
+3.17%
+$1.74M 
DRAM Roundhill Memory ETF
+3.12%
+$735,000 
OKTA Okta Inc. Class A Common Stock
+3.12%
+$598,049.73 
UAL United Airlines Holdings, Inc.
+3.03%
+$1.04M 
FIVE Five Below, Inc.
+2.92%
+$424,124.35 
GEO The GEO Group, Inc.
+2.81%
+$269,500 
PH Parker-Hannifin Corporation
+2.8%
+$1.16M 
TXN Texas Instruments Inc.
+2.79%
+$2.34M 
RTX RTX Corporation
+2.77%
+$1.61M 
HONA Honeywell Aerospace Inc.
+2.66%
+$1.52M 
ROST Ross Stores Inc.
+2.65%
+$1.56M 
AMD Advanced Micro Devices Inc.
+2.62%
+$5.26M 
MS Morgan Stanley Common Stock
+2.56%
+$1.56M 
SUNC Suncast Solar Energy Inc.
+2.48%
+$492,251.1 
APG APi Group Corporation Common Stock
+2.36%
+$292,020 
TER Teradyne, Inc.
+2.31%
+$514,799.28 
NVDA NVIDIA Corporation
+2.23%
+$4.01M 
CXW CoreCivic, Inc.
+2%
+$209,999.65 
ARQT Arcutis Biotherapeutics, Inc.
+1.99%
+$301,754 
SNDK Sandisk Corp.
+1.94%
+$2.64M 
FTNT Fortinet, Inc.
+1.73%
+$679,992.81 
RBC RBC Bearings Incorporated
+1.63%
+$77,408.4 
COPX Global X Copper Miners ETF
+1.53%
+$560,002 
AMPX Amprius Technologies Inc.
+1.47%
+$124,164 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.32%
+$1.89M 
SILJ Amplify Junior Silver Miners ETF
+1.21%
+$144,452 
DT Dynatrace Inc.
+1.16%
+$1.31M 
BZ Kanzhun Ltd ADR
+1.15%
+$102,277 
URA Global X Uranium ETF
+1.14%
+$117,000 
MSFT Microsoft Corporation Common Stock
+1.09%
+$2.39M 
HLT Hilton Worldwide Holdings Inc.
+0.97%
+$463,060 
COF Capital One Financial Corp.
+0.92%
+$674,064 
GDX VanEck Gold Miners ETF
+0.92%
+$2.63M 
NBIX Neurocrine Biosciences, Inc.
+0.82%
+$182,125 
FXI iShares China Large-Cap ETF
+0.81%
+$1.01M 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.78%
+$41,592 
GDXJ VanEck Junior Gold Miners ETF
+0.77%
+$344,250 
AVPT AvePoint Inc. Class A Common Stock
+0.76%
+$62,500 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.73%
+$328,900 
GM General Motors Co.
+0.7%
+$214,000 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$330,880 
NSC Norfolk Southern Corp.
+0.66%
+$324,820 
EFA iShares MSCI EAFE ETF
+0.62%
+$297,600 
NKTR Nektar Therapeutics
+0.62%
+$60,145 
TMO Thermo Fisher Scientific Inc.
+0.59%
+$293,779.26 
IDEV iShares Core MSCI International Developed Markets ETF
+0.59%
+$156,000 
ACWI iShares MSCI ACWI ETF
+0.57%
+$384,391 
CAR Avis Budget Group Inc.
+0.56%
+$133,950 
XOM ExxonMobil Holdings Corporation
+0.35%
+$294,445.47 
AMZN Amazon.com Inc
+0.28%
+$917,010 
TAL TAL Education Group ADR
+0.25%
+$17,500 
TXNM TXNM Energy, Inc.
+0.21%
+$26,772 
SLAB Silicon Laboratories Inc.
+0.09%
+$9,737.5 
GTLS Chart Industries Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
WBS Webster Financial Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
EWZ iShares MSCI Brazil ETF
-22.04%
-$34.72M 
EFX Equifax Inc.
-3.84%
-$651,000 
ADBE Adobe Inc.
-3.35%
-$928,201.05 
TTD The Trade Desk, Inc. Class A Common Stock
-3.12%
-$215,460 
MIAX Miami International Holdings, Inc.
-2.29%
-$217,620 
NOW ServiceNow Inc.
-2.12%
-$320,150.95 
AMLX Amylyx Pharmaceuticals, Inc.
-1.84%
-$212,500 
IBIT iShares Bitcoin Trust ETF
-1.73%
-$698,010 
U Unity Software Inc.
-1.63%
-$1.92M 
UNH UnitedHealth Group Inc.
-1.61%
-$672,999.6 
ALGN Align Technology Inc.
-1.4%
-$581,557.32 
VEEV Veeva Systems Inc.
-1.25%
-$383,800.85 
PLNT Planet Fitness Inc. Class A Common Stock
-1.24%
-$97,500 
RVMD Revolution Medicines, Inc.
-1.1%
-$4.32M 
AAPL Apple Inc.
-0.91%
-$1.39M 
PODD Insulet Corporation
-0.87%
-$116,999.51 
TTWO Take-Two Interactive Software, Inc.
-0.86%
-$87,500 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF
-0.8%
-$12,860.4 
XPO XPO, Inc.
-0.74%
-$203,251.5 
UBER Uber Technologies Inc.
-0.67%
-$970,545 
KVUE Kenvue Inc.
-0.54%
-$75,159 
ROIV Roivant Sciences Ltd.
-0.52%
-$285,000 
IEMG iShares Core MSCI Emerging Markets ETF
-0.48%
-$456,323 
GOOG Alphabet Inc
-0.44%
-$140,000 
GOOGL Alphabet Inc
-0.31%
-$522,615.72 
ISRG Intuitive Surgical Inc.
-0.27%
-$78,650.65 
EEM iShares MSCI Emerging Markets ETF
-0.26%
-$111,998.81 
DXCM DexCom Inc.
-0.09%
-$87,500 Events
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Dividends
Dividend Analysis
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| Trades 575 | Longs Won 333/575 57% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.98M |
| Average Win $7.77M | Best Trade (Jun 30) $195.49M | Sharpe Ratio -8.64 |
| Average Loss -$3.53M | Worst Trade (Mar 30) -$61.45M | Z-Score -3.07 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w | Expectancy $3.01M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,597 | 1,438 | 1,278 | 1,118 | 958 | 799 | 639 | 479 | 319 | 160 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 438,000 | $106.23M | $150.92M | - | $44.69M | 42.07% | -0.912% |
| ACWI iShares MSCI ACWI ETF | 431,900 | $59.76M | $68.11M | - | $8.34M | 13.96% | +0.568% |
| ADBE Adobe Inc. | 105,000 | $28.69M | $26.77M | - | -$1.91M | -6.67% | -3.351% |
| ALGN Align Technology Inc. | 268,000 | $45.2M | $40.83M | - | -$4.37M | -9.68% | -1.404% |
| AMD Advanced Micro Devices Inc. | 388,000 | $225.39M | $205.77M | - | -$19.62M | -8.71% | +2.622% |
| AMLX Amylyx Pharmaceuticals, Inc. | 425,000 | $7.63M | $11.35M | - | $3.71M | 48.66% | -1.838% |
| AMPX Amprius Technologies Inc. | 1.03M | $22.49M | $8.59M | - | -$13.91M | -61.82% | +1.467% |
| AMZN Amazon.com Inc | 1.33M | $300.57M | $330.51M | - | $29.94M | 9.96% | +0.278% |
| ANET Arista Networks Inc. | 319,000 | $41.12M | $56.73M | - | $15.6M | 37.94% | +3.168% |
| APG APi Group Corporation Common Stock | 314,000 | $13.3M | $12.68M | - | -$618,580 | -4.65% | +2.357% |
| ARQT Arcutis Biotherapeutics, Inc. | 486,700 | $14.13M | $15.49M | - | $1.35M | 9.57% | +1.987% |
| ATI ATI Inc. | 80,000 | $15.77M | $13.16M | - | -$2.61M | -16.54% | +4.857% |
| AVPT AvePoint Inc. Class A Common Stock | 500,000 | $5.61M | $8.32M | - | $2.71M | 48.39% | +0.757% |
| BRK-B Berkshire Hathaway Inc. | 88,000 | $42.26M | $48.04M | - | $5.78M | 13.68% | +0.693% |
| BZ Kanzhun Ltd ADR | 538,300 | $12.57M | $8.96M | - | -$3.61M | -28.72% | +1.154% |
| CAR Avis Budget Group Inc. | 235,000 | $34.74M | $23.95M | - | -$10.79M | -31.06% | +0.562% |
| CELC Celcuity Inc. | 1,000 | $99,740 | $67,970 | - | -$31,770 | -31.85% | +4.169% |
| CIEN Ciena Corp. | 93,000 | $45.62M | $31.72M | - | -$13.91M | -30.48% | +6.485% |
| COF Capital One Financial Corp. | 362,400 | $71.09M | $73.64M | - | $2.54M | 3.58% | +0.924% |
| COPX Global X Copper Miners ETF | 500,000 | $38.17M | $37.1M | - | -$1.07M | -2.8% | +1.532% |
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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 Peterson?
The largest contributions to the portfolio's profits come from the following stocks: Sandisk Corp - $221.52M, NVIDIA Corporation - $129.69M, Alphabet Inc - $121.02M, iShares Core S&P 500 ETF - $100.56M, and Broadcom Inc - $81.73M. 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: Fiserv, Inc - $61.45M, Microsoft Corporation Common Stock - $43.94M, Meta Platforms Inc Class A - $21.65M, Workday Inc Class A Common Stock - $16.62M, and iShares Bitcoin Trust ETF - $15.05M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Peterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $94.53M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $9.23M, State Street SPDR Portfolio Developed World ex-US ETF - $4.36M, Broadcom Inc - $3.49M, Microsoft Corporation Common Stock - $3.12M, and Morgan Stanley Common Stock - $2.82M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Peterson's monthly returns?
James Peterson'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 Peterson's strategy be considered aggressive or moderate?
James Peterson'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 James Peterson's strategy?
James Peterson'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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