Burke Montgomery Portfolio
Invests via GCM Grosvenor Holdings LLC | Managed by GCM Grosvenor L.P., Gcm LLC
Invests via GCM Grosvenor Holdings LLC
Managed by GCM Grosvenor L.P., Gcm LLC
Automatically Tracked
Burke Montgomery Profile
With a distinguished background in venture capital and technology innovation, Burke Montgomery has made significant strides in the startup ecosystem. His extensive experience spans various sectors, emphasizing software development and digital transformation initiatives. Montgomery’s role as an investor-operator positions him uniquely at the intersection of finance and entrepreneurship, enabling him to support emerging businesses through strategic guidance while driving operational efficiency. He is recognized for fostering relationships that accelerate growth trajectories for startups seeking to scale within competitive markets. This blend of investment acumen and hands-on management experience solidifies his influence across multiple ventures.
With a distinguished background in venture capital and technology innovation, Burke Montgomery has made significant strides in the startup ecosystem. His extensive experience spans various sectors, emphasizing software development and digital transformation initiatives. Montgomery’s role as an investor-operator positions him uniquely at the intersection of finance and entrepreneurship, enabling him to support emerging businesses through strategic guidance while driving operational efficiency. He is recognized for fostering relationships that accelerate growth trajectories for startups seeking to scale within competitive markets. This blend of investment acumen and hands-on management experience solidifies his influence across multiple ventures.
Investment Philosophy & Strategy
Innovation opportunities abound in the rapidly evolving technology landscape. Burke Montgomery leverages his profound understanding of software development and digital transformation to identify promising startups ripe for growth. His approach blends strategic investment with operational involvement, ensuring that he adds value beyond capital infusion. By prioritizing hands-on engagement, he cultivates a robust support system for entrepreneurs navigating market challenges. With a keen eye on scalability, Montgomery is driven to align ventures with market demands while fostering collaboration within diverse ecosystems.
Innovation opportunities abound in the rapidly evolving technology landscape. Burke Montgomery leverages his profound understanding of software development and digital transformation to identify promising startups ripe for growth. His approach blends strategic investment with operational involvement, ensuring that he adds value beyond capital infusion. By prioritizing hands-on engagement, he cultivates a robust support system for entrepreneurs navigating market challenges. With a keen eye on scalability, Montgomery is driven to align ventures with market demands while fostering collaboration within diverse ecosystems.
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:
26.5%
Gain +1.94%
Monthly
0.23%
Yearly
2.84%
Drawdown
43.87%
$2.03B
Equity
Holdings
$2.03B
Investment
$2.29B
-$148.31M
Profit +$20.92M
Realized
$107.06M
Unrealized
-$255.37M
Dividends
$12.78M
Goals
Avg. 23.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.94%
Profit
$20.92M
Win %
39%
This Week
Compared To Last Week
Gain
0.27%
Profit
$5.42M
Win %
39%
This Month
Compared to last month
Gain
0.6%
Profit
$12.15M
Win %
39%
This Year
Compared to last year
Gain
-10.59%
Profit
-$240.75M
Win %
42%
KRMN Karman Holdings Inc. Common Stock
+7.01%
+$8.05M 
NU Nu Holdings Ltd. Class A Ordinary Shares
+2.68%
+$159,349.32 
SPCX Space Exploration Technologies Corp. Class A
+1.26%
+$15.71M 
NTRA Natera, Inc.
+0.63%
+$91,637.3 
LINE Lineage, Inc.
+0.28%
+$30,207.9 
SHEN Shenandoah Telecommunications Company
+0.24%
+$102,901.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 FSSL
FSSL
0%
$0 
VIK Viking Holdings Ltd.
-3.34%
-$449,932.68 
TRU TransUnion
-2.29%
-$167,096.35 
BXSL Blackstone Secured Lending Fund
-2.01%
-$168,000 
HDB HDFC Bank Ltd. ADR
-2%
-$89,720.55 
BCSF Bain Capital Specialty Finance, Inc.
-1.56%
-$50,400 
AER AerCap Holdings N.V.
-1.32%
-$76,325.3 
LPX Louisiana-Pacific Corporation
-1.22%
-$42,097.32 
ELV Elevance Health, Inc.
-1.05%
-$79,650.27 
CLH Clean Harbors, Inc.
-0.97%
-$167,867.94 
AMZN Amazon.com Inc
-0.85%
-$273,785.18 
CNM Core & Main Inc.
-0.81%
-$48,106.8 
SCHW The Charles Schwab Corporation
-0.73%
-$67,709.63 
CEG Constellation Energy Corporation
-0.58%
-$1.31M 
OTF Blue Owl Technology Finance Corp.
-0.33%
-$53,888.91 
BBDC Barings BDC Inc.
-0.24%
-$9,500 
CART Maplebear Inc. Common Stock
-0.08%
-$165,636.96 Events
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Dividends
Dividend Analysis
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| Trades 194 | Longs Won 112/194 57% | Profit Factor 0.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.93M |
| Average Win $2.94M | Best Trade (Oct 23) $90.89M | Sharpe Ratio -22.38 |
| Average Loss -$5.83M | Worst Trade (Oct 16) -$233.24M | Z-Score -6.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy -$764,461.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 42.47B% | 107.34M% | 3.25M% | 271,309.26% | 39,565.41% | 8,206.02% | 2,170.25% | 685.72% | 248.2% |
| Consecutive Losing Trades | 349 | 314 | 279 | 244 | 209 | 174 | 140 | 105 | 70 | 35 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AER AerCap Holdings N.V. | 39,242 | $2.92M | $5.72M | - | $2.8M | 96.09% | -1.317% |
| AMZN Amazon.com Inc | 127,937 | $19.5M | $31.76M | - | $12.26M | 62.91% | -0.855% |
| BBDC Barings BDC Inc. | 475,000 | $3.84M | $3.95M | - | $109,250 | 2.84% | -0.24% |
| BCSF Bain Capital Specialty Finance, Inc. | 315,000 | $4.16M | $3.18M | - | -$985,950 | -23.69% | -1.563% |
| BXSL Blackstone Secured Lending Fund | 350,000 | $8.3M | $8.2M | - | -$98,000 | -1.18% | -2.008% |
| CART Maplebear Inc. Common Stock | 4.14M | $122.94M | $213.84M | - | $90.89M | 73.93% | -0.077% |
| CEG Constellation Energy Corporation | 878,015 | $245.19M | $222.77M | - | -$22.42M | -9.14% | -0.584% |
| CLH Clean Harbors, Inc. | 53,804 | $12.49M | $17.1M | - | $4.61M | 36.87% | -0.972% |
| CNM Core & Main Inc. | 139,440 | $6.79M | $5.85M | - | -$933,468.57 | -13.75% | -0.815% |
| ELV Elevance Health, Inc. | 16,983 | $8.49M | $7.48M | - | -$1.01M | -11.9% | -1.053% |
| FSSL FSSL | 1.5M | $20,941.67 | $16,745.91 | - | -$4,195.76 | -20.04% | 0.0 |
| HDB HDFC Bank Ltd. ADR | 199,379 | $6.4M | $4.38M | - | -$2.02M | -31.54% | -2.005% |
| KRMN Karman Holdings Inc. Common Stock | 3.32M | $239.66M | $122.83M | - | -$116.83M | -48.75% | +7.013% |
| LINE Lineage, Inc. | 302,079 | $13.15M | $10.63M | - | -$2.52M | -19.14% | +0.285% |
| LPX Louisiana-Pacific Corporation | 46,008 | $3.72M | $3.4M | - | -$314,004.6 | -8.45% | -1.222% |
| NTRA Natera, Inc. | 36,292 | $2.15M | $14.66M | - | $12.51M | 583.17% | +0.629% |
| NU Nu Holdings Ltd. Class A Ordinary Shares | 403,416 | $4.13M | $6.1M | - | $1.97M | 47.71% | +2.682% |
| OTF Blue Owl Technology Finance Corp. | 1.8M | $22.53M | $16.38M | - | -$6.15M | -27.3% | -0.328% |
| SCHW The Charles Schwab Corporation | 101,819 | $7.97M | $9.24M | - | $1.27M | 15.96% | -0.727% |
| SHEN Shenandoah Telecommunications Company | 4.12M | $67.19M | $42.5M | - | -$24.69M | -36.75% | +0.243% |
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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 Burke Montgomery?
The largest contributions to the portfolio's profits come from the following stocks: Maplebear Inc. Common Stock - $34.39M, Amazon.com Inc - $25.08M, Nu Holdings Ltd. Class A Ordinary Shares - $19.94M, T-Mobile US Inc - $17.04M, and Natera, Inc - $15.98M. 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: Fate Therapeutics Inc - $20.88M, Rivian Automotive, Inc. Class A - $19.98M, ATI Physical Therapy, Inc - $10.5M, ADC Therapeutics SA - $5.68M, and Global Payments Inc - $4.71M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Burke Montgomery's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.78M earned over time. The largest contributors to dividend income include Stellantis N.V - $3.05M, Shenandoah Telecommunications Company - $861,601.36, Lineage, Inc - $801,264.55, T-Mobile US Inc - $783,637.26, and Constellation Energy Corporation - $748,946.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Burke Montgomery's monthly returns?
Burke Montgomery's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Burke Montgomery's strategy be considered aggressive or moderate?
Burke Montgomery's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Burke Montgomery's strategy?
Burke Montgomery's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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