Khalifa Sultan Sultan Hazim Portfolio
Invests via Lunate Capital Ltd. | Managed by Khalifa Sultan Sultan Hazim Alsuwaidi
Invests via Lunate Capital Ltd.
Managed by Khalifa Sultan Sultan Hazim Alsuwaidi
Automatically Tracked
Seasoned Gulf-based executive with multi-sector leadership in finance, energy and construction, focused on strategic asset management and corporate governance for family-owned and listed enterprises.
Khalifa Sultan Sultan Hazim is known for overseeing capital allocation, joint ventures and operational turnarounds, and for engaging with regional private equity and sovereign partners.
Market-relevant strengths include deal structuring, board stewardship and cross-border project execution.
Seasoned Gulf-based executive with multi-sector leadership in finance, energy and construction, focused on strategic asset management and corporate governance for family-owned and listed enterprises.
Khalifa Sultan Sultan Hazim is known for overseeing capital allocation, joint ventures and operational turnarounds, and for engaging with regional private equity and sovereign partners.
Market-relevant strengths include deal structuring, board stewardship and cross-border project execution.
Investment Philosophy & Strategy
Combines pragmatic capital stewardship with a governance-led approach to allocate family and listed capital into energy, infrastructure and selective private equity opportunities across the Gulf. Prefers concentrated, control-oriented positions or structured joint ventures that enable operational turnarounds and board influence; emphasizes downside protection via rigorous due diligence, covenants and staged capital deployment. Targets long-term value creation through active portfolio oversight, cross-border project execution and partnerships with sovereign and institutional co-investors.
Combines pragmatic capital stewardship with a governance-led approach to allocate family and listed capital into energy, infrastructure and selective private equity opportunities across the Gulf. Prefers concentrated, control-oriented positions or structured joint ventures that enable operational turnarounds and board influence; emphasizes downside protection via rigorous due diligence, covenants and staged capital deployment. Targets long-term value creation through active portfolio oversight, cross-border project execution and partnerships with sovereign and institutional co-investors.
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:
32.17%
Gain +1.03%
Monthly
1.5%
Yearly
19.55%
Drawdown
24.15%
$188.56M
Equity
Holdings
$188.56M
Investment
$224.91M
-$103.22M
Profit +$1.56M
Realized
-$66.87M
Unrealized
-$36.35M
Dividends
$4.58M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.03%
Profit
$1.56M
Win %
30%
This Week
Compared To Last Week
Gain
1.21%
Profit
$2.25M
Win %
30%
This Month
Compared to last month
Gain
-1.59%
Profit
-$3.04M
Win %
30%
This Year
Compared to last year
Gain
-2.43%
Profit
-$4.69M
Win %
46%
MSDL Morgan Stanley Direct Lending Fund
+2.33%
+$331,144.2 
GSBD Goldman Sachs BDC, Inc.
+2.16%
+$405,592.52 
BXSL Blackstone Secured Lending Fund
+1.88%
+$440,359.92 
OBDC Blue Owl Capital Corporation
+1.87%
+$222,045.14 
NMRA Neumora Therapeutics, Inc. Common Stock
+1.54%
+$13,594.49 
LINE Lineage, Inc.
+1.31%
+$270,000 
FIG Figma Inc. Class A Common Stock
+1.3%
+$3,987 
NAVN Navan, Inc. Class A Common Stock
+0.98%
+$51,980 
BIRK Birkenstock Holding plc
+0.93%
+$303,000 
SAIL SailPoint, Inc.
-0.81%
-$480,000 Events
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Dividends
Dividend Analysis
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| Trades 21 | Longs Won 9/21 42% | Profit Factor 0.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $38.4M |
| Average Win $17.25M | Best Trade (Mar 31) $101.94M | Sharpe Ratio -0.99 |
| Average Loss -$21.54M | Worst Trade (Dec 30) -$109.68M | Z-Score -0.82 (58.62%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy -$4.92M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 1,331.28% | 610.71% | 387.13% | 280.15% | 217.99% | 177.59% | 149.33% | 128.51% | 112.58% |
| Consecutive Losing Trades | 9 | 8 | 7 | 6 | 5 | 4 | 4 | 3 | 2 | 1 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BIRK Birkenstock Holding plc | 1.01M | $43.46M | $32.95M | - | -$10.51M | -24.19% | +0.928% |
| BXSL Blackstone Secured Lending Fund | 1M | $23.73M | $23.83M | - | $100,081.6 | 0.42% | +1.883% |
| FIG Figma Inc. Class A Common Stock | 13,290 | $240,416 | $309,391.2 | - | $68,975.2 | 28.69% | +1.305% |
| GSBD Goldman Sachs BDC, Inc. | 2.19M | $20.78M | $19.17M | - | -$1.61M | -7.75% | +2.161% |
| LINE Lineage, Inc. | 600,000 | $35.18M | $20.83M | - | -$14.35M | -40.8% | +1.313% |
| MSDL Morgan Stanley Direct Lending Fund | 1.1M | $16.69M | $14.56M | - | -$2.13M | -12.76% | +2.327% |
| NAVN Navan, Inc. Class A Common Stock | 200,000 | $3.42M | $5.38M | - | $1.96M | 57.38% | +0.976% |
| NMRA Neumora Therapeutics, Inc. Common Stock | 2.12M | $2.12M | $897,238 | - | -$1.23M | -57.76% | +1.538% |
| OBDC Blue Owl Capital Corporation | 1.2M | $13.05M | $12.08M | - | -$966,196.18 | -7.41% | +1.872% |
| SAIL SailPoint, Inc. | 3M | $66.24M | $58.56M | - | -$7.68M | -11.59% | -0.813% |
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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 Khalifa Sultan Sultan Hazim?
The largest contributions to the portfolio's profits come from the following stocks: Revolution Medicines, Inc - $135.92M, Chime Financial Inc. Class A - $9.05M, Figure Technology Solutions, Inc. Class A Common Stock - $3.04M, Lineage, Inc - $1.91M, and Blackstone Secured Lending Fund - $770,629.86. 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: Webull Corporation Class A Ordinary Shares - $109.68M, CoreWeave Inc. Class A Common Stock - $66.01M, SailPoint, Inc - $34.76M, National CineMedia, Inc - $4.81M, and Samsara Inc. Class A Common Stock - $57,560.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Khalifa Sultan Sultan Hazim's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.58M earned over time. The largest contributors to dividend income include Lineage, Inc - $1.91M, Blackstone Secured Lending Fund - $770,629.86, Goldman Sachs BDC, Inc - $767,337.2, Morgan Stanley Direct Lending Fund - $496,716.3, and Blue Owl Capital Corporation - $396,080.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Khalifa Sultan Sultan Hazim's monthly returns?
Khalifa Sultan Sultan Hazim'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 Khalifa Sultan Sultan Hazim's strategy be considered aggressive or moderate?
Khalifa Sultan Sultan Hazim's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Khalifa Sultan Sultan Hazim's strategy?
Khalifa Sultan Sultan Hazim'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.
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