JGJan Grzybek
- TWR
- 10.3%
- CAGR
- 23.4%
All-time performance
Cumulative return of the portfolio tracked against the S&P 500.
+0.4 pp
JGS&P 500
Since · 5 months
S&P 500LSE:VUAA.L
- TSR
- 9.9%
- CAGR
- 22.4%
JG vs S&P 500:+0.4 pp Total Return+1.0 pp CAGR
Returns by year
| Year | JG | S&P 500 | Δ |
|---|---|---|---|
| 2026 (YTD) | 10.3% | 9.9% | +0.4 pp |
Current holdings
Asset allocation
Equities
NMS:FISV - Fiserv, Inc.
- -Present
- Return:
- -27.1%
- IRR:
- -45.6%
- Weight:
- 20.1%
NCM:AIRJ - AirJoule Technologies Corporation
- -Present
- Return:
- 110.9%
- IRR:
- 2674.7%
- Weight:
- 4.3%
NYQ:IT - Gartner, Inc.
- -Present
- Return:
- -14.0%
- IRR:
- -32.8%
- Weight:
- 15.1%
NYQ:KMX - CarMax, Inc.
- -Present
- Return:
- 11.5%
- IRR:
- 25.2%
- Weight:
- 9.1%
NYQ:BABA - Alibaba Group Holding Limited
- -Present
- Return:
- -9.0%
- IRR:
- -10.4%
- Weight:
- 0.3%
NMS:QCOM - QUALCOMM Incorporated
- -Present
- Return:
- 49.5%
- IRR:
- 48.6%
- Weight:
- 4.3%
NMS:GOOGL - Alphabet Inc.
- -Present
- Return:
- 134.3%
- IRR:
- 121.5%
- Weight:
- 9.5%
NMS:BIDU - Baidu, Inc.
- -Present
- Return:
- 29.6%
- IRR:
- 28.3%
- Weight:
- 1.4%
NYQ:TSM - Taiwan Semiconductor Manufacturing Company Limited
- -Present
- Return:
- 147.7%
- IRR:
- 133.7%
- Weight:
- 19.3%
NMS:META - Meta Platforms, Inc.
- -Present
- Return:
- 18.3%
- IRR:
- 15.6%
- Weight:
- 1.5%
DUS:SSU.DU - Samsung Electronics Co Ltd
- -Present
- Return:
- 492.9%
- IRR:
- 364.6%
- Weight:
- 5.1%
Historical holdings
Equities
NMS:AMAT - Applied Materials, Inc.
- -
- Return:
- 99.6%
- IRR:
- 282.9%
NMS:NVDA - NVIDIA Corporation
- -
- Return:
- 97.0%
- IRR:
- 270.6%
NMS:LRCX - Lam Research Corporation
- -
- Return:
- 78.6%
- IRR:
- 336.4%
Trades
Every executed trade since inception. Fills within a rolling quarter are combined into a single entry at their volume-weighted average per-share price.
| Price | |||||
|---|---|---|---|---|---|
| FISV | Fiserv, Inc. | Bought | +4% | 48.89 USD | |
| AIRJ | AirJoule Technologies Corporation | Bought | Initiated | 2.30 USD | |
| KMX | CarMax, Inc. | Sold | −47% | 44.64 USD | |
| IT | Gartner, Inc. | Bought | Initiated | 148.17 USD | |
| AMAT | Applied Materials, Inc. | Sold | Divested | 330.00 USD | |
| FISV | Fiserv, Inc. | Bought | Initiated | 66.33 USD | |
| NVDA | NVIDIA Corporation | Sold | Divested | 195.00 USD | |
| KMX | CarMax, Inc. | Bought | Initiated | 44.29 USD | |
| LRCX | Lam Research Corporation | Sold | Divested | 149.90 USD | |
| AMAT | Applied Materials, Inc. | Bought | +188% | 161.81 USD | |
| BABA | Alibaba Group Holding Limited | Bought | Initiated | 118.64 USD | |
| QCOM | QUALCOMM Incorporated | Bought | Initiated | 153.41 USD | |
| BIDU | Baidu, Inc. | Bought | Initiated | 86.22 USD | |
| GOOGL | Alphabet Inc. | Bought | Initiated | 157.42 USD | |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Bought | Initiated | 187.98 USD | |
| AMAT | Applied Materials, Inc. | Bought | Initiated | 173.27 USD | |
| LRCX | Lam Research Corporation | Bought | Initiated | 84.16 USD | |
| META | Meta Platforms, Inc. | Bought | Initiated | 489.74 USD | |
| NVDA | NVIDIA Corporation | Bought | Initiated | 99.01 USD | |
| SSU.DU | Samsung Electronics Co Ltd | Bought | Initiated | 842.00 EUR |