Andrew Kyle Walker Portfolio

Invests via Sone Capital Management, LLC | Managed by Andrew Kyle Walker, George Panos

Invests via Sone Capital Management, LLC

Managed by Andrew Kyle Walker, George Panos

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:01 PM

Andrew Kyle Walker Profile

Investor and operating executive focused on early-stage technology and growth companies, with experience in product, strategy and capital formation. Andrew Kyle Walker has led corporate development and go-to-market efforts, advised VC-backed startups, and participated in angel and seed syndicates. Known for cross-functional leadership, deal sourcing, and portfolio operations, offers expertise in SaaS, marketplaces and enterprise software with hands-on scaling experience.

Investment Philosophy & Strategy

Focuses on early-stage and growth technology opportunities, prioritizing product-led SaaS, marketplaces and enterprise software with defensible go-to-market hooks. Preference for lead or active seed/Series A positions, allocating capital in staged rounds with reserve for follow-ons tied to milestone-based risk reduction. Investment style blends tactical operating experience with sourcing and portfolio operations — emphasis on rapid customer feedback loops, unit-economics sensitivity, founder alignment and scalable revenue motion over short-term optics.

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:

-4.74%

Gain

Monthly

-0.26%

Yearly

-3.1%

Drawdown

17.88%

$1.26B

Equity

Holdings

$1.26B

Investment

$1.28B

-$72.16M

Profit +$25.35M

Realized

-$47.11M

Unrealized

-$25.05M

Dividends

$18.6M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$25.35M

Win %

55%

This Week

Compared To Last Week

Gain

2.51%

Profit

$30.76M

Win %

55%

This Month

Compared to last month

Gain

4.12%

Profit

$49.64M

Win %

55%

This Year

Compared to last year

Gain

5.4%

Profit

$64.32M

Win %

53%

Gainers
Losers

ABT Abbott Laboratories

+10.33%

+$369,380.86

BLKB Blackbaud Inc.

+6.09%

+$134,776.32

CSGP CoStar Group, Inc.

+5.91%

+$318,899.73

DSGX The Descartes Systems Group Inc.

+5.54%

+$1.55M

TYL Tyler Technologies Inc.

+5.27%

+$353,024.22

INTU Intuit Inc.

+5.26%

+$524,545.25

BSY Bentley Systems, Incorporated Class B

+5.17%

+$610,474.12

ODFL Old Dominion Freight Line, Inc.

+4.63%

+$405,030.24

FDS FactSet Research Systems Inc.

+4.51%

+$754,500.64

ADSK Autodesk, Inc.

+4.33%

+$1.02M

ATR AptarGroup, Inc.

+4.23%

+$621,222.42

SYK Stryker Corporation

+4.16%

+$64,032.54

APPF Appfolio Inc.

+4.14%

+$972,036.69

BSX Boston Scientific Corporation

+4.02%

+$321,942.43

PAYX Paychex Inc.

+3.97%

+$451,862.37

WEX Wex Inc.

+3.8%

+$176,424

MANH Manhattan Associates Inc.

+3.69%

+$414,938.01

PCOR Procore Technologies Inc.

+3.67%

+$71,043.2

ZTS Zoetis Inc.

+3.62%

+$353,351.7

STE STERIS plc

+3.62%

+$333,171.27

OTIS Otis Worldwide Corporation

+3.62%

+$329,515.11

MKC McCormick & Company, Incorporated

+3.57%

+$66,839.5

NDAQ Nasdaq, Inc.

+3.57%

+$24,226.3

PTC PTC Inc.

+3.5%

+$135,598.28

ADP Automatic Data Processing Inc.

+3.46%

+$764,983.91

VLTO Veralto Corporation

+3.44%

+$984,472.64

UNP Union Pacific Corporation

+3.41%

+$1.56M

AWK American Water Works Company, Inc.

+3.31%

+$945,978.34

HSY The Hershey Company

+3.27%

+$517,747.2

ALLE Allegion plc

+3.2%

+$1.16M

COO The Cooper Companies, Inc.

+3.19%

+$254,603.25

BALL Ball Corp.

+3.12%

+$171,923.4

ALC Alcon Inc.

+3.05%

+$325,682.61

COST Costco Wholesale Corporation

+2.87%

+$135,685.52

PEP PepsiCo, Inc.

+2.85%

+$477,961.88

AON Aon plc

+2.82%

+$314,830.31

POOL Pool Corporation

+2.77%

+$903,352.43

FTV Fortive Corporation

+2.76%

+$699,220.65

CP Canadian Pacific Kansas City Limited

+2.64%

+$303,604.09

MCD McDonald's Corporation

+2.63%

+$11,893.9

SPGI S&P Global Inc.

+2.62%

+$6,902.51

WTW Willis Towers Watson Public Limited Company

+2.53%

+$97,015.14

MSFT Microsoft Corp.

+2.52%

+$458,433.6

MA Mastercard Incorporated

+2.48%

+$410,281.24

LOW Lowe's Companies Inc.

+2.31%

+$178,436.28

SQ Block, Inc.

+2.27%

+$63,008.4

GTM ZoomInfo Technologies Inc.

+2.27%

+$33,267.08

BRBR BellRing Brands Inc.

+2.23%

+$74,951.46

MSCI MSCI Inc.

+2.09%

+$155,406.48

V Visa Inc. Class A

+2.09%

+$442,990.86

LAB Standard Biotools Inc.

+2.03%

+$30,211.92

MTH Meritage Homes Corporation

+2%

+$375,684.12

RNR Renaissancere Holdings Ltd.

+1.9%

+$58,230.54

IEX IDEX Corporation

+1.75%

+$798,988.04

RBA Rb Global Inc.

+1.67%

+$186,931.86

MNST Monster Beverage Corporation

+1.66%

+$63,918.72

ICE Intercontinental Exchange, Inc.

+1.62%

+$302,407.13

IQV IQVIA Holdings Inc.

+1.6%

+$148,546.18

CHD Church & Dwight Co., Inc.

+1.57%

+$37,143.81

HD The Home Depot, Inc.

+1.34%

+$382,816.56

MEDP Medpace Holdings Inc.

+1.32%

+$40,965.74

KKR KKR & Co. Inc.

+1.31%

+$175,618.08

LII Lennox International Inc.

+1.25%

+$576,113.01

ECL Ecolab Inc.

+1.18%

+$94,118.46

DUK Duke Energy Corporation

+1.11%

+$66,844.44

FOX Fox Corporation Class B Common Stock

+1.05%

+$334,973.25

ACGL Arch Capital Group Ltd

+1.04%

+$72,481.1

VMC Vulcan Materials Company

+1.02%

+$98,252.19

MTD Mettler-Toledo International Inc.

+0.99%

+$112,402.04

TW Tradeweb Markets Inc.

+0.86%

+$88,991.43

CBOE Cboe Global Markets Inc.

+0.74%

+$9,797.41

XEL Xcel Energy Inc.

+0.68%

+$92,476.89

WMB The Williams Companies, Inc.

+0.54%

+$25,176.8

EW Edwards Lifesciences Corporation

+0.53%

+$80,977.94

RKT Rocket Companies, Inc. Class A

+0.51%

+$26,094.45

AMT American Tower Corporation

+0.47%

+$33,468

FERG Ferguson Enterprises Inc

+0.43%

+$99,328.68

TMHC Taylor Morrison Home Corporation

+0.41%

+$19,164.08

MAR Marriott International Inc. - Class A

+0.38%

+$20,574.96

TMO Thermo Fisher Scientific Inc.

+0.35%

+$74,293.1

NOW ServiceNow, Inc.

+0.24%

+$24,288.75

RGEN Repligen Corporation

+0.1%

+$5,901.08

MKTX MarketAxess Holdings Inc.

+0.04%

+$6,398.64

BLD TopBuild Corp

VRT Vertiv Holdings Co

-5.28%

-$220,388.39

GOOGL Alphabet Inc

-3.87%

-$483,286.14

MOD Modine Manufacturing Company

-3.16%

-$126,541.01

NVDA NVIDIA Corporation

-2.57%

-$421,173.59

APH Amphenol Corporation

-2.46%

-$301,797.41

JOYY JOYY Inc. American Depositary Shares

-2.45%

-$59,051.92

META Meta Platforms Inc Class A

-1.92%

-$152,208.9

HEI.A Heico Corporation

-1.69%

-$539,839.02

TT Trane Technologies plc

-1.38%

-$356,964.18

TTAN ServiceTitan, Inc.

-1.34%

-$45,547.95

SNPS Synopsys, Inc.

-1.18%

-$101,433.19

JPM JPMorgan Chase & Co.

-0.99%

-$81,016.38

KLAR Klarna Group Plc

-0.89%

-$17,390.45

AMZN Amazon.com Inc

-0.64%

-$201,940.31

ABNB Airbnb, Inc.

-0.24%

-$13,182.84

A Agilent Technologies Inc.

-0.21%

-$10,959.19

CELH Celsius Holdings Inc.

-0.1%

-$3,828.36

Events

Dividends

Dividend Analysis

No Data

Trades 609	Longs Won 224/609 36%	Profit Factor 0.7
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.36M
Average Win $763,527.13	Best Trade (Dec 31) $11.13M	Sharpe Ratio -9.46
Average Loss -$631,650.53	Worst Trade (Jul 15) -$9.7M	Z-Score 2.29 (97.81%)
Commissions $0	Avg. Trade Length 6m 5d	Expectancy -$118,481.74

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	-	-	-	-	-	-	-	-	-	-
Consecutive Losing Trades	1,988	1,789	1,590	1,392	1,193	994	795	596	398	199

Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly

Holdings
History

Positions (101)
Options (0)

Option values are updated at end of day.

No Data

Trades (422)
Options (0)

No Data

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Andrew Kyle Walker Portfolio

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