Sharon York Portfolio
Invests via Springhill Fund Asset Management (HK) Co. Ltd. | Managed by Sharon York
Invests via Springhill Fund Asset Management (HK) Co. Ltd.
Managed by Sharon York
Automatically Tracked
Sharon York Profile
With a distinguished career in corporate strategy and operations, Sharon York has made significant contributions across various sectors. Her expertise encompasses building high-performance teams and driving transformative growth initiatives within established organizations. Leveraging her extensive experience in market development, she has successfully navigated complex challenges to optimize business performance and increase shareholder value. As an influential leader, she plays a pivotal role in fostering innovation while guiding strategic partnerships that enhance competitive advantage. A strong advocate for sustainable practices, York's approach reflects an understanding of both macroeconomic trends and industry dynamics.
With a distinguished career in corporate strategy and operations, Sharon York has made significant contributions across various sectors. Her expertise encompasses building high-performance teams and driving transformative growth initiatives within established organizations. Leveraging her extensive experience in market development, she has successfully navigated complex challenges to optimize business performance and increase shareholder value. As an influential leader, she plays a pivotal role in fostering innovation while guiding strategic partnerships that enhance competitive advantage. A strong advocate for sustainable practices, York's approach reflects an understanding of both macroeconomic trends and industry dynamics.
Investment Philosophy & Strategy
Amidst evolving market landscapes, Sharon York pursues investment opportunities that emphasize sustainable growth and operational excellence. By focusing on strategic partnerships, she seeks to unlock synergies across various sectors while enhancing corporate value through innovation. Her ability to leverage deep industry insights positions her to identify compelling business models and assess competitive dynamics effectively. Prioritizing agility in capital deployment, the strategy revolves around fostering collaborative environments that promote creativity and efficiency within teams. This multifaceted approach aims not only for immediate results but also sets the foundation for long-term success in an increasingly interconnected global economy.
Amidst evolving market landscapes, Sharon York pursues investment opportunities that emphasize sustainable growth and operational excellence. By focusing on strategic partnerships, she seeks to unlock synergies across various sectors while enhancing corporate value through innovation. Her ability to leverage deep industry insights positions her to identify compelling business models and assess competitive dynamics effectively. Prioritizing agility in capital deployment, the strategy revolves around fostering collaborative environments that promote creativity and efficiency within teams. This multifaceted approach aims not only for immediate results but also sets the foundation for long-term success in an increasingly interconnected global economy.
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:
-6.98%
Gain -0.88%
Monthly
-1.22%
Yearly
-6.98%
Drawdown
19.23%
$0
Equity
Holdings
$0
Investment
$0
-$4.25M
Profit -$225,539.04
Realized
-$4.25M
Unrealized
$0
Dividends
$3,512
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$225,539.04
Win %
57%
This Week
Compared To Last Week
Gain
0.19%
Profit
$41,049.99
Win %
57%
This Month
Compared to last month
Gain
6.79%
Profit
$1.35M
Win %
57%
This Year
Compared to last year
Gain
1.71%
Profit
$356,252.93
Win %
52%
VRNA Verona Pharma plc
+$2.31M
AKRO Akero Therapeutics, Inc.
+$1.91M
INSM Insmed Inc.
+$503,876.16
LEGN Legend Biotech Corporation American Depositary Shares
+$265,212
SMMT Summit Therapeutics Inc.
+$247,370.95
NBIX Neurocrine Biosciences Inc.
+$205,405.28
PTGX Protagonist Therapeutics Inc.
+$88,855.93
RYTM Rhythm Pharmaceuticals Inc.
+$64,150.63
SLNO Soleno Therapeutics, Inc.
+$47,514.84
BNTX BioNTech SE
+$46,230
ASND Ascendis Pharma A/S
+$36,375.8
DRUG Bright Minds Biosciences Inc.
+$3,032.36
MRUS Merus N.V.
$0
AZN
AZN
$0
SWTX SpringWorks Therapeutics Inc.
$0
VERA Vera Therapeutics Inc.
-$2M
DYN Dyne Therapeutics Inc.
-$1.72M
CGEM Cullinan Therapeutics, Inc.
-$1.27M
NRIX Nurix Therapeutics Inc.
-$1.12M
COGT Cogent Biosciences, Inc.
-$992,884.22
CYTK Cytokinetics, Incorporated
-$895,534.34
JANX Janux Therapeutics Inc.
-$785,584
BCYC Bicycle Therapeutics plc American Depositary Receipt
-$641,364
REGN Regeneron Pharmaceuticals, Inc.
-$281,710
ABVX Abivax SA ADR
-$222,132
JAZZ Jazz Pharmaceuticals plc
-$177,649.64
TARS Tarsus Pharmaceuticals Inc.
-$76,845.24
ARGX argenx SE American Depositary Receipt
-$46,578.88
TGTX TG Therapeutics, Inc.
-$46,440
LLY Eli Lilly and Company
-$36,622.52
Events
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Dividends
Dividend Analysis
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| Trades 36 | Longs Won 15/36 41% | Profit Factor 0.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $716,655.43 |
| Average Win $382,111.57 | Best Trade (Mar 31) $1.66M | Sharpe Ratio -9.18 |
| Average Loss -$491,218.99 | Worst Trade (Mar 30) -$2M | Z-Score -0.7 (51.37%) |
| Commissions $0 | Avg. Trade Length 3m 2w | Expectancy -$117,963.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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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 Sharon York?
The largest contributions to the portfolio's profits come from the following stocks: Verona Pharma plc - $2.31M, Akero Therapeutics, Inc - $1.91M, Insmed Inc - $503,876.16, Legend Biotech Corporation American Depositary Shares - $265,212, and Summit Therapeutics Inc - $247,370.95. 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: Vera Therapeutics Inc - $2M, Dyne Therapeutics Inc - $1.72M, Cullinan Therapeutics, Inc - $1.27M, Nurix Therapeutics Inc - $1.12M, and Cogent Biosciences, Inc - $992,884.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sharon York's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3,512 earned over time. The largest contributors to dividend income include Regeneron Pharmaceuticals, Inc - $2,288 and Eli Lilly and Company - $1,224. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sharon York's monthly returns?
Sharon York'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 Sharon York's strategy be considered aggressive or moderate?
It is difficult to clearly classify Sharon York's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Sharon York's strategy?
It is difficult to determine whether Sharon York's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
