Jean-Francois Gonnet Portfolio
Invests via Sienna Gestion | Managed by David Taieb
Invests via Sienna Gestion
Managed by David Taieb
Automatically Tracked
Jean-Francois Gonnet Profile
Veteran investment executive focused on private equity and portfolio operations, Jean-Francois Gonnet brings experience in sourcing and structuring middle-market buyouts and growth investments across Europe. He has led deal teams, overseen portfolio value creation initiatives and liquidity events, and manages relationships with institutional LPs. Background blends operational due diligence and capital markets strategy, with an emphasis on sector-driven consolidation and operational improvement. Regularly engages on governance, exit planning and LP reporting for institutional investors.
Veteran investment executive focused on private equity and portfolio operations, Jean-Francois Gonnet brings experience in sourcing and structuring middle-market buyouts and growth investments across Europe. He has led deal teams, overseen portfolio value creation initiatives and liquidity events, and manages relationships with institutional LPs. Background blends operational due diligence and capital markets strategy, with an emphasis on sector-driven consolidation and operational improvement. Regularly engages on governance, exit planning and LP reporting for institutional investors.
Investment Philosophy & Strategy
Combines a private equity buyout mindset with operationally driven value creation: targets European middle-market companies where sector consolidation and margin improvement can be executed through hands-on governance, bolt-on M&A and exec-level operational programs. Prefers control or control-ish positions with multi-year hold horizons, disciplined capital allocation focused on EBITDA uplift and cash conversion, and structured exit planning aligned to institutional LP timelines. Underwrites risk through rigorous commercial and operational diligence, active board engagement and staged value milestones.
Combines a private equity buyout mindset with operationally driven value creation: targets European middle-market companies where sector consolidation and margin improvement can be executed through hands-on governance, bolt-on M&A and exec-level operational programs. Prefers control or control-ish positions with multi-year hold horizons, disciplined capital allocation focused on EBITDA uplift and cash conversion, and structured exit planning aligned to institutional LP timelines. Underwrites risk through rigorous commercial and operational diligence, active board engagement and staged value milestones.
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:
44.55%
Gain +0.9%
Monthly
1.25%
Yearly
16.04%
Drawdown
19.75%
$1.74B
Equity
Holdings
$1.74B
Investment
$1.45B
$513.09M
Profit +$13.58M
Realized
$214.15M
Unrealized
$298.93M
Dividends
$53.09M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$13.58M
Win %
60%
This Week
Compared To Last Week
Gain
0.79%
Profit
$13.58M
Win %
60%
This Month
Compared to last month
Gain
0.02%
Profit
$303,775.26
Win %
60%
This Year
Compared to last year
Gain
2.29%
Profit
$39.03M
Win %
59%
STX Seagate Technology Holdings plc
+6.7%
+$28,255.5 
LRCX Lam Research Corporation
+5.81%
+$767,282.86 
AMAT Applied Materials, Inc.
+5.05%
+$885,293.12 
WDC Western Digital Corporation
+4.09%
+$401,200.48 
FIX Comfort Systems USA, Inc.
+3.81%
+$207,248.31 
ETN Eaton Corporation plc
+3.41%
+$11,026.28 
KLAC KLA Corporation
+3.35%
+$171,781 
VRT Vertiv Holdings Co
+3.27%
+$121,050.37 
PWR Quanta Services Inc.
+3.16%
+$19,149.02 
MU Micron Technology, Inc.
+3.11%
+$1.03M 
EME EMCOR Group, Inc.
+2.69%
+$282,475.06 
ISRG Intuitive Surgical, Inc.
+2.67%
+$10,045.43 
IBKR Interactive Brokers Group Inc.
+2.66%
+$15,007.1 
TXN Texas Instruments Inc
+2.56%
+$14,879.09 
AVGO Broadcom Inc.
+2.47%
+$990,227.53 
ADI Analog Devices, Inc.
+2.47%
+$22,876.23 
TPL Texas Pacific Land Corporation
+2.41%
+$138,265.87 
WSM Williams-Sonoma, Inc.
+2.12%
+$229,963.04 
NBIS Nebius Group N.V.
+2%
+$457,458.87 
CME CME Group Inc.
+1.97%
+$15,160.29 
HWM Howmet Aerospace Inc.
+1.86%
+$150,252.67 
GLW Corning Incorporated
+1.78%
+$4,990.12 
GEV GE Vernova Inc.
+1.69%
+$179,937.62 
IDXX IDEXX Laboratories, Inc.
+1.64%
+$124,317.45 
DRI Darden Restaurants, Inc.
+1.64%
+$131,528.22 
SOFI SoFi Technologies, Inc.
+1.58%
+$7,514.87 
TROW T. Rowe Price Group, Inc.
+1.34%
+$153,164.82 
MAR Marriott International Inc. - Class A
+1.26%
+$9,064.13 
TJX The TJX Companies, Inc.
+1.19%
+$10,331.42 
GOOGL Alphabet Inc
+1.15%
+$783,855.45 
AME Ametek Inc.
+1.14%
+$19,068.2 
SYF Synchrony Financial
+1.11%
+$89,053.19 
GOOG Alphabet Inc
+1.09%
+$297,431.78 
TT Trane Technologies plc
+1.07%
+$164,888.62 
MPC Marathon Petroleum Corporation
+1.02%
+$14,139.17 
CAT Caterpillar Inc.
+1%
+$7,775.99 
ITW Illinois Tool Works Inc.
+0.99%
+$5,309.98 
HUBB Hubbell Inc.
+0.99%
+$67,842.91 
AZO AutoZone Inc.
+0.96%
+$2,344.78 
SCHW Charles Schwab Corporation
+0.95%
+$15,253.35 
KEYS Keysight Technologies, Inc.
+0.81%
+$40,667.4 
AXP American Express Company
+0.75%
+$3,161.8 
WMT Walmart Inc.
+0.73%
+$95,693.85 
MFC Manulife Financial Corporation
+0.68%
+$165,852.25 
CLS Celestica Inc.
+0.63%
+$1,040 
JNJ Johnson & Johnson
+0.61%
+$129,007.48 
CM Canadian Imperial Bank of Commerce
+0.53%
+$72,732.6 
PNR Pentair plc
+0.52%
+$31,668.87 
PLTR Palantir Technologies Inc.
+0.44%
+$5,429.58 
AMD Advanced Micro Devices, Inc.
+0.42%
+$95,378.11 
MCD McDonald's Corporation
+0.41%
+$38,167.68 
COR Cencora, Inc.
+0.37%
+$38,071.44 
COST Costco Wholesale Corporation
+0.33%
+$38,101.25 
FERG Ferguson Enterprises Inc
+0.31%
+$19,429.62 
COF Capital One Financial Corporation
+0.31%
+$24,633.5 
BNY BlackRock New York Municipal Income Trust
+0.28%
+$36,137.19 
MA Mastercard Incorporated
+0.27%
+$59,143.98 
VLO Valero Energy Corporation
+0.26%
+$51,031.62 
EW Edwards Lifesciences Corporation
+0.26%
+$23,982.56 
UNH UnitedHealth Group Incorporated
+0.24%
+$13,465.29 
EXPD Expeditors International of Washington, Inc.
+0.24%
+$26,336.27 
ABBV AbbVie Inc.
+0.24%
+$1,640.99 
CI The Cigna Group
+0.21%
+$15,895.78 
NVDA NVIDIA Corporation
+0.2%
+$270,740.52 
WAB Wabtec Corporation
+0.2%
+$30,568.99 
NTRS Northern Trust Corporation
+0.17%
+$1,744.63 
KVUE Kenvue Inc.
+0.11%
+$7,581.28 
TDY Teledyne Technologies Incorporated
+0.11%
+$729.65 
KMB Kimberly-Clark Corporation
+0.1%
+$1,365.7 
PBA Pembina Pipeline Corporation
+0.09%
+$643.5 
LLY Eli Lilly and Company
+0.09%
+$21,133.03 
T AT&T Inc.
+0.08%
+$659.86 
V Visa Inc. Class A
+0.08%
+$9,805.82 
HCA HCA Healthcare Inc.
+0.07%
+$4,683.29 
AMP Ameriprise Financial, Inc.
+0.06%
+$9,849.71 
PSX Phillips 66
+0.04%
+$6,868.17 
ORLY O'Reilly Automotive Inc.
+0.03%
+$106.87 
ADSK Autodesk, Inc.
+0.01%
+$905 
AVB AvalonBay Communities, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 0009
000906610
0%
$0 0092
00924D105
0%
$0 
QCOM QUALCOMM Incorporated
-5.64%
-$26,156.42 
NFLX Netflix, Inc.
-4.5%
-$44,371.71 
ACN Accenture plc Class A
-4.42%
-$876,832.5 
PANW Palo Alto Networks, Inc.
-3.62%
-$26,387.76 
OMC Omnicom Group Inc.
-3.31%
-$28,110.56 
SPOT Spotify Technology S.A.
-3.31%
-$34,792.43 
APP AppLovin Corporation Class A Common Stock
-3.29%
-$7,074.13 
CRWD CrowdStrike Holdings, Inc.
-3.02%
-$18,935.84 
DELL Dell Technologies Inc.
-3.01%
-$15,216.65 
INTU Intuit Inc.
-2.91%
-$279,449.25 
CNC Centene Corporation
-2.87%
-$15,938.98 
CTSH Cognizant Technology Solutions Corporation
-2.86%
-$31,975.05 
PEP PepsiCo, Inc.
-2.76%
-$26,884.82 
DIS The Walt Disney Company
-2.38%
-$11,638.87 
CEG Constellation Energy Corporation
-2.3%
-$20,939.02 
NKE Nike, Inc. - Class B
-2.13%
-$4,817.4 
STN Stantec Inc.
-2.08%
-$182,574 
CRM Salesforce Inc
-2.06%
-$11,197.37 
LVS Las Vegas Sands Corp.
-2.03%
-$117,502.27 
GIB CGI Inc.
-2%
-$34,364 
HPE Hewlett Packard Enterprise Company
-1.82%
-$5,048.28 
EXPE Expedia Group, Inc.
-1.66%
-$13,461.55 
WAT Waters Corporation
-1.55%
-$13,667.28 
DECK Deckers Outdoor Corporation
-1.53%
-$9,309.82 
CVS CVS Health Corporation
-1.5%
-$5,432.4 
LOGI Logitech International S.A.
-1.48%
-$23,306.16 
RCL Royal Caribbean Group
-1.39%
-$10,243.47 
MELI MercadoLibre, Inc.
-1.37%
-$69,321.01 
DG Dollar General Corporation
-1.33%
-$7,405.26 
ORCL Oracle Corporation
-1.33%
-$92,106 
TMO Thermo Fisher Scientific Inc.
-1.3%
-$163,776.19 
BBY Best Buy Co., Inc.
-1.29%
-$109,984.22 
TGT Target Corporation
-1.27%
-$120,257.2 
CSCO Cisco Systems, Inc.
-1.26%
-$310,900.86 
NOW ServiceNow, Inc.
-1.24%
-$102,410.52 
BKNG Booking Holdings Inc.
-1.24%
-$131,036.94 
ADBE Adobe Inc.
-1.24%
-$104,229.84 
CCJ Cameco Corporation
-1.19%
-$2,970 
GLPI Gaming and Leisure Properties, Inc.
-1.13%
-$6,629.35 
EXC Exelon Corporation
-1.1%
-$12,853.56 
VICI Vici Properties Inc.
-1.1%
-$7,369.12 
ED Consolidated Edison, Inc.
-1.07%
-$118,775.66 
FFIV F5 Inc.
-1.04%
-$119,681.87 
TRU TransUnion
-1.01%
-$62,726.1 
RMD ResMed Inc.
-1.01%
-$88,601.9 
AER AerCap Holdings N.V.
-0.99%
-$158,444.33 
TRV The Travelers Companies, Inc.
-0.99%
-$151,138.9 
TSLA Tesla, Inc.
-0.98%
-$262,817.08 
O Realty Income Corporation
-0.93%
-$77,260.42 
HAL Halliburton Company
-0.9%
-$4,564.92 
JBHT J.B. Hunt Transport Services, Inc.
-0.9%
-$8,736.52 
AEM Agnico Eagle Mines Limited
-0.88%
-$136,998 
ATO Atmos Energy Corporation
-0.88%
-$167,116.84 
GD General Dynamics Corporation
-0.87%
-$119,504.53 
NEM Newmont Corporation
-0.85%
-$63,095.33 
PG Procter & Gamble Co
-0.79%
-$153,835.72 
HD The Home Depot, Inc.
-0.77%
-$161,912.31 
MRVL Marvell Technology, Inc.
-0.76%
-$3,518.04 
APH Amphenol Corporation
-0.75%
-$17,124.12 
SBUX Starbucks Corporation
-0.72%
-$1,941.8 
LOW Lowe's Companies Inc.
-0.69%
-$3,170.44 
VZ Verizon Communications Inc.
-0.67%
-$101,967.12 
QSR Restaurant Brands International Inc.
-0.64%
-$59,972 
CCEP Coca-Cola Europacific Partners PLC
-0.64%
-$67,371.52 
BAC Bank of America Corporation
-0.61%
-$3,948.66 
LMT Lockheed Martin Corporation
-0.61%
-$6,291.53 
JPM JPMorgan Chase & Co.
-0.59%
-$177,189.7 
VEEV Veeva Systems Inc.
-0.54%
-$80,114.79 
MSFT Microsoft Corp.
-0.52%
-$561,867.75 
INTC Intel Corporation
-0.49%
-$84,850.88 
EBAY eBay Inc.
-0.48%
-$47,354.22 
C Citigroup Inc.
-0.47%
-$80,162.46 
ANET Arista Networks, Inc.
-0.47%
-$66,040.23 
ECL Ecolab Inc.
-0.46%
-$737.49 
PLD Prologis Inc.
-0.43%
-$48,920.42 
BMY Bristol-Myers Squibb Company
-0.42%
-$40,364 
CMCSA Comcast Corp
-0.41%
-$34,083.34 
HIG The Hartford Insurance Group, Inc.
-0.41%
-$31,888.08 
UBER Uber Technologies, Inc.
-0.39%
-$38,971.35 
MRK Merck & Co., Inc.
-0.39%
-$2,217.83 
BR Broadridge Financial Solutions, Inc.
-0.34%
-$4,292.87 
MS Morgan Stanley
-0.31%
-$27,211.02 
STT State Street Corp
-0.3%
-$61,056.83 
AAPL Apple Inc.
-0.28%
-$336,404.38 
ULTA Ulta Beauty Inc.
-0.26%
-$16,599.21 
CW Curtiss-Wright Corporation
-0.26%
-$1,860.05 
CAH Cardinal Health Inc.
-0.25%
-$26,462.25 
REGN Regeneron Pharmaceuticals, Inc.
-0.22%
-$1,329.37 
GE General Electric Company
-0.19%
-$1,138.7 
FAST Fastenal Co.
-0.17%
-$1,597.49 
ADP Automatic Data Processing Inc.
-0.14%
-$12,608.81 
EQIX Equinix, Inc.
-0.06%
-$373.34 
RTX RTX Corporation
-0.05%
-$4,720.83 
GILD Gilead Sciences Inc.
-0.03%
-$193.72 Events
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Dividends
Dividend Analysis
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| Trades 1183 | Longs Won 656/1183 55% | Profit Factor 3.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.63M |
| Average Win $1.11M | Best Trade (Sep 08) $52.73M | Sharpe Ratio -10.12 |
| Average Loss -$411,724.97 | Worst Trade (Aug 19) -$7.69M | Z-Score 3.83 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $433,718.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0009 000906610 | 7,191 | $891,736.01 | $1.07M | - | $178,375.99 | 20% | 0.0 |
| 0092 00924D105 | 21,173 | $19.92M | $20.34M | - | $419,902.52 | 2.11% | 0.0 |
| AAPL Apple Inc. | 357,877 | $88.95M | $120.27M | - | $31.31M | 35.2% | -0.279% |
| ABBV AbbVie Inc. | 2,564 | $593,668.56 | $678,588.24 | - | $84,919.68 | 14.3% | +0.242% |
| ACN Accenture plc Class A | 104,137 | $24.58M | $18.94M | - | -$5.64M | -22.96% | -4.425% |
| ADBE Adobe Inc. | 33,407 | $14.99M | $8.34M | - | -$6.65M | -44.37% | -1.235% |
| ADI Analog Devices, Inc. | 2,556 | $698,945.16 | $949,809.6 | - | $250,864.44 | 35.89% | +2.468% |
| ADP Automatic Data Processing Inc. | 32,751 | $7.45M | $8.9M | - | $1.45M | 19.51% | -0.141% |
| ADSK Autodesk, Inc. | 45,250 | $8.93M | $9.89M | - | $961,142 | 10.76% | +0.009% |
| AEM Agnico Eagle Mines Limited | 77,400 | $6.42M | $15.45M | - | $9.03M | 140.83% | -0.879% |
| AER AerCap Holdings N.V. | 111,189 | $15.11M | $15.78M | - | $670,477.59 | 4.44% | -0.994% |
| AMAT Applied Materials, Inc. | 41,957 | $8.28M | $18.4M | - | $10.12M | 122.24% | +5.055% |
| AMD Advanced Micro Devices, Inc. | 41,833 | $7.19M | $22.9M | - | $15.71M | 218.4% | +0.418% |
| AME Ametek Inc. | 7,115 | $1.49M | $1.69M | - | $192,776.18 | 12.91% | +1.144% |
| AMP Ameriprise Financial, Inc. | 29,403 | $13.48M | $16.06M | - | $2.57M | 19.07% | +0.061% |
| ANET Arista Networks, Inc. | 71,011 | $10.27M | $14.1M | - | $3.83M | 37.27% | -0.466% |
| APH Amphenol Corporation | 29,272 | $1.23M | $2.28M | - | $1.05M | 84.89% | -0.746% |
| APP AppLovin Corporation Class A Common Stock | 668 | $336,890 | $207,754.68 | - | -$129,135.32 | -38.33% | -3.293% |
| ATO Atmos Energy Corporation | 117,688 | $19.34M | $18.9M | - | -$439,174.82 | -2.27% | -0.876% |
| AVB AvalonBay Communities, Inc. | 42,168 | $8.22M | $7.76M | - | -$462,392.69 | -5.62% | 0.0 |
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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 Jean-Francois Gonnet?
The largest contributions to the portfolio's profits come from the following stocks: Western Digital Corporation - $26.62M, Tesla, Inc - $17.7M, Apple Inc - $17.49M, Micron Technology, Inc - $16.71M, and Cisco Systems, Inc - $13.67M. 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: Intel Corporation - $6.32M, Salesforce Inc - $6.1M, UnitedHealth Group Incorporated - $4.31M, Workday Inc - $4.02M, and QUALCOMM Incorporated - $3.97M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jean-Francois Gonnet's portfolio generate?
The portfolio generates substantial dividend income, with a total of $53.09M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.85M, Microsoft Corp - $1.82M, The Toronto-Dominion Bank - $1.64M, The Home Depot, Inc - $1.52M, and Procter & Gamble Co - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jean-Francois Gonnet's monthly returns?
Jean-Francois Gonnet'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 Jean-Francois Gonnet's strategy be considered aggressive or moderate?
Jean-Francois Gonnet'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 Jean-Francois Gonnet's strategy?
Jean-Francois Gonnet'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.
