Nolan Hoffmeyer Portfolio
Invests via Thematics Asset Management | Managed by Nolan Hoffmeyer, Walid Azar Atallah, Karen Kharmandarian, Alexandre Zilliox, Fre9de9ric Dupraz, Matthieu Rolin, Arnaud Bisschop, Simon Gottelier
Invests via Thematics Asset Management
Managed by Nolan Hoffmeyer, Walid Azar Atallah, Karen Kharmandarian, Alexandre Zilliox, Fre9de9ric Dupraz, Matthieu Rolin, Arnaud Bisschop, Simon Gottelier
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Nolan Hoffmeyer Profile
Nolan Hoffmeyer has established a noteworthy reputation as an entrepreneurial founder in the technology sector. His career is characterized by innovative ventures that harness cutting-edge advancements to address market needs. As the driving force behind multiple startups, he combines technological insight with strategic vision, resulting in successful product launches and expansions within competitive landscapes. With expertise in navigating the complexities of startup ecosystems, his efforts have led to significant partnerships and growth opportunities. Through a keen understanding of emerging trends and user demands, he plays an influential role in shaping industry standards and advancing corporate goals.
Nolan Hoffmeyer has established a noteworthy reputation as an entrepreneurial founder in the technology sector. His career is characterized by innovative ventures that harness cutting-edge advancements to address market needs. As the driving force behind multiple startups, he combines technological insight with strategic vision, resulting in successful product launches and expansions within competitive landscapes. With expertise in navigating the complexities of startup ecosystems, his efforts have led to significant partnerships and growth opportunities. Through a keen understanding of emerging trends and user demands, he plays an influential role in shaping industry standards and advancing corporate goals.
Investment Philosophy & Strategy
Identifying transformative opportunities within the technology landscape defines Nolan Hoffmeyer's strategic approach to investment. His entrepreneurial expertise fuels an unwavering focus on scalable innovations that challenge existing paradigms. With a keen eye for disruptive trends, he actively seeks ventures poised for substantial impact and growth potential. This mindset not only reflects his commitment to fostering groundbreaking solutions but also underscores a forward-thinking view of market dynamics. By leveraging strategic partnerships and insights into consumer behavior, he continually adapts to evolving demands while enhancing competitive positioning in various sectors.
Identifying transformative opportunities within the technology landscape defines Nolan Hoffmeyer's strategic approach to investment. His entrepreneurial expertise fuels an unwavering focus on scalable innovations that challenge existing paradigms. With a keen eye for disruptive trends, he actively seeks ventures poised for substantial impact and growth potential. This mindset not only reflects his commitment to fostering groundbreaking solutions but also underscores a forward-thinking view of market dynamics. By leveraging strategic partnerships and insights into consumer behavior, he continually adapts to evolving demands while enhancing competitive positioning in various 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:
49.24%
Gain +0.61%
Monthly
1.36%
Yearly
17.58%
Drawdown
22.51%
$2.32B
Equity
Holdings
$2.32B
Investment
$1.69B
$1.25B
Profit +$13.82M
Realized
$620.89M
Unrealized
$632.54M
Dividends
$46.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$13.82M
Win %
60%
This Week
Compared To Last Week
Gain
0.6%
Profit
$13.82M
Win %
60%
This Month
Compared to last month
Gain
-3.45%
Profit
-$82.87M
Win %
60%
This Year
Compared to last year
Gain
7.75%
Profit
$166.98M
Win %
60%
RPD Rapid7 Inc.
+24.44%
+$949,266.74 
ZS Zscaler Inc.
+17.66%
+$2.73M 
S SentinelOne Inc.
+15.32%
+$3.51M 
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$7.93M 
PANW Palo Alto Networks, Inc.
+14.16%
+$5.26M 
HUBS HubSpot, Inc.
+10.66%
+$349,490.29 
WIX Wix.com Ltd.
+8.65%
+$169,810.28 
FROG JFrog Ltd
+7.99%
+$2.42M 
ADSK Autodesk, Inc.
+7.95%
+$968,963.18 
NOW ServiceNow, Inc.
+7.69%
+$4.05M 
TYL Tyler Technologies Inc.
+7.08%
+$838,101.1 
TEAM Atlassian Corporation Class A
+6.7%
+$260,798.44 
MDB MongoDB Inc.
+5.58%
+$2.12M 
INTU Intuit Inc.
+5.55%
+$202,073.57 
MANH Manhattan Associates Inc.
+5.1%
+$1.12M 
DSGX The Descartes Systems Group Inc.
+5.09%
+$186,088.9 
VRNS Varonis Systems, Inc.
+4.84%
+$949,726.01 
NYT New York Times Co.
+4.75%
+$227,249.16 
ADBE Adobe Inc.
+4.54%
+$204,943.55 
BSX Boston Scientific Corporation
+4.49%
+$160,857.78 
CLBT Cellebrite DI Ltd.
+4.48%
+$537,265.66 
PTC PTC Inc.
+4.37%
+$1.21M 
BJ BJ's Wholesale Club Holdings, Inc.
+3.96%
+$207,979.86 
NFLX Netflix, Inc.
+3.87%
+$114,079.55 
TOST Toast Inc.
+3.8%
+$116,646.64 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.63%
+$366,430.26 
SFM Sprouts Farmers Market, Inc.
+3.45%
+$68,545.59 
MDT Medtronic plc
+3.24%
+$544,527.56 
GOOGL Alphabet Inc
+3.09%
+$1.89M 
PRCT Procept BioRobotics Corporation
+2.75%
+$352,829.68 
CYRX Cryoport Inc.
+2.57%
+$655,449.2 
CSGP CoStar Group, Inc.
+2.52%
+$61,294.81 
AXON Axon Enterprise, Inc.
+2.51%
+$307,276.22 
ALC Alcon Inc.
+2.5%
+$117,560.92 
SYK Stryker Corporation
+2.43%
+$100,490.49 
ISRG Intuitive Surgical, Inc.
+2.39%
+$688,166.83 
MSFT Microsoft Corp.
+2.3%
+$759,182.56 
MSI Motorola Solutions, Inc.
+2.28%
+$678,574.49 
WM Waste Management, Inc.
+2.27%
+$288,103.96 
DIS The Walt Disney Company
+2.14%
+$76,525.92 
LLY Eli Lilly and Company
+2.07%
+$200,190.58 
BSY Bentley Systems, Incorporated Class B
+1.99%
+$326,862.04 
VLTO Veralto Corporation
+1.95%
+$237,684.32 
DXCM DexCom, Inc.
+1.84%
+$554,310.18 
SPGI S&P Global Inc.
+1.82%
+$116,005.27 
ESTC Elastic N.V.
+1.81%
+$790,157.33 
ROP Roper Technologies Inc.
+1.73%
+$247,983.07 
DHR Danaher Corporation
+1.61%
+$295,280.44 
COST Costco Wholesale Corporation
+1.61%
+$101,390.2 
IQV IQVIA Holdings Inc.
+1.46%
+$74,990.62 
VZ Verizon Communications Inc.
+1.43%
+$76,236.65 
ACM Aecom
+1.4%
+$99,752.09 
UNH UnitedHealth Group Incorporated
+1.31%
+$45,937.75 
WTRG Essential Utilities Inc.
+1.28%
+$216,681.15 
ROL Rollins, Inc.
+1.25%
+$195,752.17 
STE STERIS plc
+1.19%
+$288,562.19 
LH Labcorp Holdings Inc.
+1.18%
+$78,966.97 
PGNY Progyny Inc.
+1.17%
+$39,681.84 
SNOW Snowflake Inc.
+1.16%
+$761,175.19 
TTC The Toro Company
+1.15%
+$64,706.11 
MAS Masco Corporation
+1.14%
+$65,143.26 
CVS CVS Health Corporation
+1.12%
+$62,144.62 
AWK American Water Works Company, Inc.
+1.04%
+$122,611.06 
WCN Waste Connections Inc.
+0.93%
+$175,925.28 
FOUR Shift4 Payments, Inc.
+0.87%
+$76,583.13 
TRU TransUnion
+0.86%
+$96,963.74 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$52,789.22 
PLNT Planet Fitness Inc.
+0.79%
+$20,993.2 
ALRM Alarm.com Holdings Inc.
+0.75%
+$28,335.84 
ARGX argenx SE American Depositary Receipt
+0.64%
+$72,755.16 
XYL Xylem Inc.
+0.57%
+$66,717.53 
ZBRA Zebra Technologies Corporation
+0.54%
+$101,057.2 
MRK Merck & Co., Inc.
+0.52%
+$35,972.73 
CNM Core & Main Inc.
+0.39%
+$66,880 
TTEK Tetra Tech, Inc.
+0.38%
+$48,405 
CLH Clean Harbors Inc.
+0.38%
+$236,529 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$133,064.2 
ALNY Alnylam Pharmaceuticals Inc
+0.3%
+$4,593.81 
TMUS T-Mobile US, Inc.
+0.27%
+$13,046.25 
AOS A. O. Smith Corporation
+0.17%
+$14,700 
CWT California Water Service Group
+0.1%
+$5,023.5 
NDAQ Nasdaq, Inc.
+0.1%
+$8,601.03 
SPSC SPS Commerce Inc.
+0.1%
+$15,753.12 
FBIN Fortune Brands Innovations Inc.
+0.03%
+$2,301.36 
EXAS Exact Sciences Corp
0%
$0 
HOLX Hologic Inc.
0%
$0 
NVT nVent Electric plc
-9.61%
-$6.63M 
LFUS Littelfuse Inc.
-8.22%
-$2.07M 
VRT Vertiv Holdings Co
-7.17%
-$4.9M 
KLAC KLA Corporation
-6.44%
-$2.55M 
GNRC Generac Holdings Inc.
-5.13%
-$746,323.98 
AVGO Broadcom Inc.
-4.83%
-$1.5M 
DLR Digital Realty Trust, Inc.
-4.79%
-$1.37M 
ORCL Oracle Corporation
-4.38%
-$114,715.72 
MOD Modine Manufacturing Company
-3.96%
-$502,835 
AMD Advanced Micro Devices, Inc.
-3.87%
-$3.11M 
EQIX Equinix, Inc.
-3.85%
-$1.38M 
SNPS Synopsys, Inc.
-3.78%
-$2.14M 
CDNS Cadence Design Systems, Inc.
-3.46%
-$1.47M 
NVDA NVIDIA Corporation
-2.84%
-$3.61M 
WMS Advanced Drainage Systems, Inc.
-2.17%
-$403,035 
APTV Aptiv PLC
-2.16%
-$257,532.19 
JBTM JBT Marel Corporation
-2.15%
-$513,037.92 
APG Api Group Corporation
-1.99%
-$562,149.59 
OSIS Osi Systems Inc.
-1.81%
-$393,720.7 
UNIT Uniti Group Inc.
-1.74%
-$111,522.43 
AIT Applied Industrial Technologies Inc.
-1.71%
-$283,369.2 
WAB Wabtec Corporation
-1.56%
-$415,161.81 
FISV Fiserv, Inc.
-1.47%
-$73,062.6 
AMZN Amazon.com Inc
-1.24%
-$54,680.1 
IEX IDEX Corporation
-1.02%
-$248,214.51 
SYM Symbotic Inc. Class A
-1.02%
-$109,849.95 
PNR Pentair plc
-0.76%
-$51,271.91 
MSCI MSCI Inc.
-0.71%
-$50,330.77 
MSA Msa Safety Inc.
-0.61%
-$97,367.2 
MTD Mettler-Toledo International Inc.
-0.6%
-$30,330.35 
ECL Ecolab Inc.
-0.46%
-$171,287.36 
HQY HealthEquity Inc.
-0.46%
-$43,666.48 
FERG Ferguson Enterprises Inc
-0.45%
-$68,803.31 
MSEX Middlesex Water Company
-0.37%
-$35,927.1 
HTO SJW Group
-0.37%
-$30,416.58 
GRMN Garmin Ltd.
-0.34%
-$13,947.03 
CTAS Cintas Corporation
-0.28%
-$24,973.33 
A Agilent Technologies Inc.
-0.2%
-$25,999.63 
ZWS Zurn Elkay Water Solutions Corporation
-0.15%
-$13,809.39 Events
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Dividends
Dividend Analysis
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| Trades 1403 | Longs Won 982/1403 69% | Profit Factor 6.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.28M |
| Average Win $1.51M | Best Trade (Sep 04) $42.52M | Sharpe Ratio -12.65 |
| Average Loss -$545,242.24 | Worst Trade (Aug 03) -$9.04M | Z-Score 1.22 (77.69%) |
| Commissions $0 | Avg. Trade Length 1y 10m 6d | Expectancy $893,388.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,255 | 3,830 | 3,404 | 2,979 | 2,553 | 2,128 | 1,702 | 1,277 | 851 | 426 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 89,657 | $10.36M | $13.15M | - | $2.79M | 26.96% | -0.197% |
| ACM Aecom | 112,081 | $10.05M | $7.22M | - | -$2.83M | -28.15% | +1.401% |
| ADBE Adobe Inc. | 17,899 | $7.27M | $4.72M | - | -$2.55M | -35.11% | +4.54% |
| ADSK Autodesk, Inc. | 57,386 | $12.03M | $13.16M | - | $1.12M | 9.33% | +7.95% |
| AIT Applied Industrial Technologies Inc. | 51,335 | $8.45M | $16.34M | - | $7.89M | 93.37% | -1.705% |
| ALC Alcon Inc. | 71,249 | $5.77M | $4.82M | - | -$943,272.9 | -16.36% | +2.499% |
| ALNY Alnylam Pharmaceuticals Inc | 6,125 | $2M | $1.53M | - | -$470,452.25 | -23.54% | +0.302% |
| ALRM Alarm.com Holdings Inc. | 68,345 | $3.6M | $3.81M | - | $213,661.03 | 5.94% | +0.749% |
| AMD Advanced Micro Devices, Inc. | 155,867 | $21.42M | $77.33M | - | $55.91M | 260.98% | -3.871% |
| AMZN Amazon.com Inc | 17,195 | $2.91M | $4.36M | - | $1.45M | 49.79% | -1.238% |
| AOS A. O. Smith Corporation | 147,000 | $9.35M | $8.45M | - | -$896,610 | -9.59% | +0.174% |
| APG Api Group Corporation | 744,569 | $10.98M | $27.63M | - | $16.65M | 151.62% | -1.994% |
| APTV Aptiv PLC | 261,454 | $19.54M | $11.65M | - | -$7.89M | -40.39% | -2.163% |
| ARGX argenx SE American Depositary Receipt | 11,576 | $6.38M | $11.47M | - | $5.09M | 79.72% | +0.638% |
| AVGO Broadcom Inc. | 85,831 | $20.13M | $29.57M | - | $9.44M | 46.89% | -4.825% |
| AWK American Water Works Company, Inc. | 85,742 | $12.98M | $11.93M | - | -$1.06M | -8.13% | +1.039% |
| AXON Axon Enterprise, Inc. | 25,568 | $14.21M | $12.56M | - | -$1.64M | -11.57% | +2.507% |
| BJ BJ's Wholesale Club Holdings, Inc. | 57,453 | $4.35M | $5.46M | - | $1.12M | 25.75% | +3.957% |
| BSX Boston Scientific Corporation | 83,346 | $5.27M | $3.74M | - | -$1.52M | -28.91% | +4.49% |
| BSY Bentley Systems, Incorporated Class B | 531,483 | $25.74M | $16.79M | - | -$8.95M | -34.78% | +1.986% |
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FAQ
Which stocks have generated the highest profits for Nolan Hoffmeyer?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $83.62M, CrowdStrike Holdings, Inc - $61.88M, nVent Electric plc - $32.07M, Splunk Inc - $31.04M, and CyberArk Software Ltd - $27.99M. 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: Omnicell Inc - $5.75M, Azenta, Inc - $4.61M, Johnson Controls International plc - $4.32M, MongoDB Inc - $3.97M, and The Toro Company - $2.78M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nolan Hoffmeyer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.29M earned over time. The largest contributors to dividend income include Medtronic plc - $2.96M, Digital Realty Trust, Inc - $2.84M, Essential Utilities Inc - $2.22M, Equinix, Inc - $2.15M, and nVent Electric plc - $2.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nolan Hoffmeyer's monthly returns?
Nolan Hoffmeyer'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 Nolan Hoffmeyer's strategy be considered aggressive or moderate?
Nolan Hoffmeyer'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 Nolan Hoffmeyer's strategy?
Nolan Hoffmeyer'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.
