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:
20.75%
Gain -0.38%
Monthly
0.51%
Yearly
6.28%
Drawdown
28.38%
$768.25M
Equity
Holdings
$768.25M
Investment
$803.65M
$72.88M
Profit -$1.71M
Realized
$108.28M
Unrealized
-$35.4M
Dividends
$12.03M
Goals
Avg. 20.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$1.71M
Win %
47%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$1.85M
Win %
47%
This Month
Compared to last month
Gain
-2.5%
Profit
-$19.71M
Win %
47%
This Year
Compared to last year
Gain
-11.84%
Profit
-$103.14M
Win %
50%
NU Nu Holdings Ltd.
+2.94%
+$161,366.4 
ELV Elevance Health, Inc.
+2.46%
+$156,073.77 
CART Maplebear Inc.
+2.03%
+$3.85M 
AMZN Amazon.com Inc
+1.12%
+$353,106.12 
SCHW Charles Schwab Corporation
+1.07%
+$110,982.71 
AER AerCap Holdings N.V.
+0.96%
+$55,331.22 
OTF Blue Owl Technology Finance Corp.
+0.45%
+$63,498.01 
CEG Constellation Energy Corporation
+0.44%
+$974,596.65 
FSSL
0%
$0 
IGT International Game Technology PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HDB HDFC Bank Limited ADR
-10.56%
-$555,270.52 
ABG Asbury Automotive Group Inc.
-4.71%
-$321,864.06 
LPX Louisiana-Pacific Corporation
-3.6%
-$122,381.28 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.18%
-$313,562.88 
CNM Core & Main Inc.
-3.14%
-$198,004.8 
LINE Lineage, Inc.
-3.07%
-$413,848.23 
KRMN Karman Holdings Inc.
-2.79%
-$4.28M 
SHEN Shenandoah Telecommunications Company
-2.37%
-$1.11M 
TRU TransUnion
-1.06%
-$73,924.82 
CLH Clean Harbors Inc.
-0.11%
-$18,831.4 
VIK Viking Holdings Ltd
-0.11%
-$17,426.97 Events
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Dividends
Dividend Analysis
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| Trades 188 | Longs Won 109/188 57% | Profit Factor 1.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.48M |
| Average Win $2.76M | Best Trade (Jul 20) $70.64M | Sharpe Ratio -31.56 |
| Average Loss -$2.89M | Worst Trade (Jul 20) -$90.69M | Z-Score -6.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $387,637.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.04% | 0.24% | 1.03% | 3.44% | 9.51% | 22.95% | 49.91% |
| Consecutive Losing Trades | 266 | 239 | 213 | 186 | 160 | 133 | 106 | 80 | 53 | 27 |
Hover over the desired column for a detailed explanation.
Returns
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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 Burke Montgomery?
The largest contributions to the portfolio's profits come from the following stocks: Maplebear Inc - $34.39M, Amazon.com Inc - $25.08M, Nu Holdings Ltd - $19.94M, T-Mobile US, Inc - $17.04M, and NATERA INC (Common Stock) – ticker 45E - $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 - $19.98M, ATI Physical Therapy, Inc - $10.49M, ADC Therapeutics S.A - $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 $12.03M earned over time. The largest contributors to dividend income include Stellantis N.V - $3.05M, Lineage, Inc - $960,611.22, Shenandoah Telecommunications Company - $861,601.36, T-Mobile US, Inc - $783,637.26, and Cheniere Energy Inc - $710,053.47. 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.
