Scott Schroeder Portfolio
Invests via Longaeva Partners LP | Managed by Scott Schroeder
Invests via Longaeva Partners LP
Managed by Scott Schroeder
Automatically Tracked
Investor and operating executive focused on growth-stage technology and fintech companies, with experience in scaling product, commercial teams and capital formation. Scott Schroeder combines hands-on operating roles and board-level oversight to drive revenue expansion and exit readiness. Known for cross-border deal execution, fundraising and integrating sales and product strategy to accelerate unit economics and customer acquisition.
Investor and operating executive focused on growth-stage technology and fintech companies, with experience in scaling product, commercial teams and capital formation. Scott Schroeder combines hands-on operating roles and board-level oversight to drive revenue expansion and exit readiness. Known for cross-border deal execution, fundraising and integrating sales and product strategy to accelerate unit economics and customer acquisition.
Investment Philosophy & Strategy
Hands-on growth investor with a bias toward scaling technology and fintech businesses. Focuses on commercialization-led value creation, aligning product strategy with sales and GTM to improve unit economics and accelerate customer acquisition. Prefers growth-stage equity and structured capital that funds repeatable revenue expansion and exit preparation. Employs board-level governance, cross-border transaction experience, and pragmatic operating playbooks to de-risk execution, emphasize measurable KPIs, and time horizons tied to commercialization inflection points.
Hands-on growth investor with a bias toward scaling technology and fintech businesses. Focuses on commercialization-led value creation, aligning product strategy with sales and GTM to improve unit economics and accelerate customer acquisition. Prefers growth-stage equity and structured capital that funds repeatable revenue expansion and exit preparation. Employs board-level governance, cross-border transaction experience, and pragmatic operating playbooks to de-risk execution, emphasize measurable KPIs, and time horizons tied to commercialization inflection points.
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:
19.73%
Gain
Monthly
1.16%
Yearly
14.91%
Drawdown
25.36%
$2.48B
Equity
Holdings
$2.48B
Investment
$2.12B
$398.2M
Profit -$17.86M
Realized
$39.21M
Unrealized
$358.99M
Dividends
$13.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$17.86M
Win %
72%
This Week
Compared To Last Week
Gain
-2.53%
Profit
-$64.22M
Win %
72%
This Month
Compared to last month
Gain
-1.7%
Profit
-$42.98M
Win %
72%
This Year
Compared to last year
Gain
19.08%
Profit
$397.28M
Win %
73%
ORKA Oruka Therapeutics, Inc.
+9.07%
+$1.03M 
SION Sionna Therapeutics Inc.
+5.81%
+$33,382.59 
CGEM Cullinan Therapeutics, Inc.
+5.3%
+$159,811.17 
ARWR Arrowhead Pharmaceuticals Inc.
+4.25%
+$589,604.67 
EWTX Edgewise Therapeutics, Inc.
+3.87%
+$54,657.88 
CLYM Climb Biotherapeutics, Inc.
+3.74%
+$102,350.96 
HLXC Helix Acquisition Corp. III
+3.63%
+$91,575 
IMTX Immatics N.V.
+3.4%
+$249,909.44 
ERAS Erasca, Inc.
+3.37%
+$109,589.12 
NOC Northrop Grumman Corporation
+3.32%
+$107,955.26 
XENE Xenon Pharmaceuticals Inc.
+3.31%
+$13,875 
RLAY Relay Therapeutics Inc.
+3.25%
+$296,442.72 
RANI Rani Therapeutics Holdings Inc.
+3.18%
+$49,617.48 
COGT Cogent Biosciences, Inc.
+3.16%
+$402,000 
SEPN Septarna Inc.
+3.01%
+$70,838.65 
ELVN Enliven Therapeutics, Inc.
+2.95%
+$169,382.68 
MLTX MoonLake Immunotherapeutics
+2.82%
+$219,924 
SNDA Sonida Senior Living Inc.
+2.57%
+$12,321.92 
OFRM Once Upon a Farm PBC
+2.56%
+$47,000 
CBRL Cracker Barrel Old Country Store, Inc.
+2.51%
+$102,640.14 
BNTC Benitec Biopharma Inc.
+2.37%
+$37,500 
PMVP PMV Pharmaceuticals, Inc.
+2.31%
+$16,560.81 
FHN First Horizon Corporation
+2.09%
+$211,754.61 
MMED MiniMed Group, Inc.
+1.89%
+$953,596.2 
VOYG Voyager Technologies, Inc.
+1.84%
+$18,985.58 
HEI Heico Corporation
+1.81%
+$177,351.24 
BAH Booz Allen Hamilton Holding Corporation
+1.76%
+$141,893.9 
CTNM Contineum Therapeutics, Inc.
+1.64%
+$168,380.24 
NRIX Nurix Therapeutics Inc.
+1.58%
+$543,923.73 
PYXS Pyxis Oncology, Inc.
+1.57%
+$17,612.49 
TGT Target Corporation
+1.51%
+$524,700 
STX Seagate Technology Holdings plc
+1.41%
+$225,986.02 
TRDA Entrada Therapeutics Inc.
+1.39%
+$19,513.91 
WFC Wells Fargo & Company
+1.33%
+$74,941.5 
TDG TransDigm Group Inc.
+1.33%
+$13,774.58 
ANNX Annexon, Inc.
+1.27%
+$46,530.07 
RAL Ralliant Corporation
+1.25%
+$61,472.04 
SMMT Summit Therapeutics Inc.
+1.2%
+$9,451.53 
CNC Centene Corporation
+1.17%
+$149,250 
SVRA Savara Inc.
+1.16%
+$81,600 
WMT Walmart Inc.
+1.08%
+$49,596 
VRTX Vertex Pharmaceuticals Incorporated
+0.98%
+$119,423.69 
PH Parker-Hannifin Corporation
+0.96%
+$92,525.16 
ARVN Arvinas Inc.
+0.93%
+$3,765.37 
HUBB Hubbell Inc.
+0.91%
+$27,873.12 
UNP Union Pacific Corporation
+0.85%
+$37,813.76 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+0.83%
+$72,400.23 
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
+0.75%
+$4,321.44 
GEV GE Vernova Inc.
+0.71%
+$47,019.6 
PFE Pfizer Inc.
+0.62%
+$86,895.32 
BAC Bank of America Corporation
+0.6%
+$575,594.57 
PCSC Perceptive Capital Solutions, Inc.
+0.6%
+$2,625.22 
ROST Ross Stores, Inc.
+0.59%
+$101,060.79 
UNH UnitedHealth Group Incorporated
+0.57%
+$47,899.8 
BA Boeing Company
+0.56%
+$17,223.14 
GWW W.W. Grainger, Inc.
+0.51%
+$79,995.7 
VSTM Verastem Inc.
+0.43%
+$20,193.87 
TSCO Tractor Supply Company
+0.42%
+$1,050.4 
KNTK Kinetik Holdings Inc.
+0.36%
+$55,980 
USB U.S. Bancorp
+0.28%
+$135,601.02 
IEX IDEX Corporation
+0.24%
+$39,394.08 
DOCN DigitalOcean Holdings Inc.
+0.2%
+$4,852.56 
OIMAU OneIM Acquisition Corp.
+0.2%
+$1,000 
AMGN Amgen Inc.
+0.18%
+$12,715.51 
BETA BETA Technologies, Inc. - Class A Common Stock
+0.17%
+$2,887.34 
AZN AstraZeneca PLC American Depositary Shares
+0.14%
+$18,429.9 
UPS United Parcel Service, Inc.
+0.12%
+$1,599.35 
ROKU Roku, Inc.
+0.11%
+$2,264.24 
COST Costco Wholesale Corporation
+0.1%
+$2,352.7 
ACAAU Averin Capital Acquisition Corp.
0%
$0 
H5919C104
0%
$0 
SNPS Synopsys, Inc.
-10.76%
-$790,238.72 
VNET VNET Group Inc. American Depositary Receipt
-5.38%
-$178,259.93 
UCTT Ultra Clean Holdings, Inc.
-4.91%
-$204,768.2 
GDS GDS Holdings Ltd. - ADR
-4.81%
-$214,014.15 
AMAT Applied Materials, Inc.
-4.69%
-$1.28M 
RELY Remitly Global, Inc.
-4.69%
-$1.33M 
BTDR Bitdeer Technologies Group
-4.67%
-$890,540.7 
AFRM Affirm Holdings, Inc.
-4.64%
-$1.06M 
META Meta Platforms Inc Class A
-4.6%
-$900,153.17 
MRAM Everspin Technologies Inc.
-3.95%
-$100,208.92 
MTZ MasTec, Inc. Common Stock
-3.93%
-$174,387.6 
PRCT Procept BioRobotics Corporation
-3.75%
-$126,000 
SERV Serve Robotics Inc.
-3.7%
-$25,226.56 
CHYM Chime Financial, Inc. – Class A Common Stock
-3.65%
-$108,951.2 
AAL American Airlines Group Inc.
-3.17%
-$77,800.14 
PXED Phoenix Education Partners, Inc.
-2.86%
-$17,894.16 
FPS Forgent Power Solutions, Inc.
-2.58%
-$120,779.22 
VRT Vertiv Holdings Co
-2.57%
-$75,243.3 
GENI Genius Sports Ltd.
-2.47%
-$595,377.47 
DKNG DraftKings Inc.
-2.37%
-$6,462.27 
SHOP Shopify Inc.
-2.37%
-$23,097.35 
BEN Franklin Resources Inc.
-2.35%
-$677,248.55 
IBM International Business Machines Corporation
-2.35%
-$1,956.96 
INSP Inspire Medical Systems, Inc.
-2.31%
-$165,125.59 
PTON Peloton Interactive, Inc.
-2.31%
-$11,180.95 
APO Apollo Global Management, Inc.
-2.25%
-$19,457.22 
EQPT EquipmentShare.com Inc.
-2.2%
-$56,570.95 
FISV Fiserv, Inc.
-2.19%
-$139,652.67 
ASML ASML Holding N.V. New York Registry Shares
-2.11%
-$741,067.46 
TMDX TransMedics Group Inc.
-2.09%
-$109,690.14 
LUV Southwest Airlines Co.
-2.04%
-$156,080.35 
PNR Pentair plc
-2.04%
-$67,550.74 
BNY BlackRock New York Municipal Income Trust
-2.03%
-$310,273.76 
WH Wyndham Hotels & Resorts, Inc.
-2.01%
-$126,723 
DXCM DexCom, Inc.
-2.01%
-$211,423.5 
NVDA NVIDIA Corporation
-2.01%
-$408,212.48 
FLG Flagstar Bank, National Association
-1.99%
-$702,272.87 
USAR USA Rare Earth, Inc.
-1.98%
-$39,276.4 
VSH Vishay Intertechnology Inc.
-1.94%
-$1.34M 
IBKR Interactive Brokers Group Inc.
-1.9%
-$406,275.48 
CCL Carnival Corporation Ltd.
-1.9%
-$104,550 
JBHT J.B. Hunt Transport Services, Inc.
-1.9%
-$33,589.23 
DIOD Diodes Inc.
-1.83%
-$154,656.03 
CRL Charles River Laboratories International, Inc.
-1.75%
-$147,618.42 
CFG Citizens Financial Group, Inc.
-1.72%
-$1.01M 
MTD Mettler-Toledo International Inc.
-1.71%
-$210,668.75 
GS The Goldman Sachs Group, Inc.
-1.64%
-$1.21M 
WU Western Union Co.
-1.62%
-$20,007.4 
KNX Knight-Swift Transportation Holdings Inc.
-1.55%
-$13,536.96 
RARE Ultragenyx Pharmaceutical Inc.
-1.54%
-$106,366.29 
SPGI S&P Global Inc.
-1.54%
-$653,207.44 
MA Mastercard Incorporated
-1.53%
-$722,284.44 
ROK Rockwell Automation, Inc.
-1.53%
-$40,461.91 
LEN Lennar Corporation
-1.46%
-$4,058.46 
ALGT Allegiant Travel Company
-1.43%
-$43,982.98 
MSCI MSCI Inc.
-1.42%
-$704,557.6 
WBI WaterBridge Infrastructure LLC
-1.39%
-$5,456.25 
TOST Toast Inc.
-1.39%
-$395,220.42 
LII Lennox International Inc.
-1.36%
-$3,779.52 
SAIA Saia, Inc.
-1.35%
-$101,166.88 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$2,317.32 
EVR Evercore Inc.
-1.31%
-$719,869.81 
BURL Burlington Stores Inc.
-1.26%
-$111,704.32 
JKHY Jack Henry & Associates, Inc.
-1.23%
-$243,178.34 
BSX Boston Scientific Corporation
-1.23%
-$526,518.3 
ASB Associated Banc-Corp
-1.23%
-$158,071.29 
MH McGraw Hill, Inc.
-1.23%
-$14,273.28 
GLBE Global-E Online Ltd.
-1.23%
-$160,982.52 
KKR KKR & Co. Inc.
-1.22%
-$436,658.75 
WERN Werner Enterprises Inc.
-1.21%
-$74,194.07 
TROW T. Rowe Price Group, Inc.
-1.2%
-$5,524.09 
NVT nVent Electric plc
-1.14%
-$245,416.5 
MS Morgan Stanley
-1.06%
-$727,285.2 
MAR Marriott International Inc. - Class A
-1.05%
-$86,190 
AERO Aero Grow International, Inc.
-1.04%
-$24,750 
LECO Lincoln Electric Holdings, Inc.
-1.01%
-$4,366.46 
AS Amer Sports, Inc.
-1%
-$251,464.68 
TT Trane Technologies plc
-0.99%
-$54,821.41 
C Citigroup Inc.
-0.96%
-$229,387.4 
ACMR Acm Research Inc.
-0.95%
-$567,624.09 
EWBC East West Bancorp Inc.
-0.95%
-$47,617.77 
ARES Ares Management Corporation
-0.92%
-$3,536.25 
BANC Banc of California Inc.
-0.91%
-$55,730.22 
QGEN QIAGEN N.V.
-0.89%
-$85,100 
PIPR Piper Sandler Companies
-0.86%
-$140,714.67 
AEO American Eagle Outfitters, Inc.
-0.83%
-$26,599.24 
MDLN Medline Inc.
-0.83%
-$216,090.5 
FAST Fastenal Co.
-0.82%
-$511.52 
FTRE Fortrea Holdings Inc.
-0.8%
-$292,681.96 
ONB Old National Bancorp
-0.77%
-$97,538.49 
BLTE Belite Bio, Inc.
-0.75%
-$37,845.96 
MWH SOLV Energy Inc Class A
-0.73%
-$4,896.57 
MTB M&T Bank Corporation
-0.7%
-$9,417.19 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.69%
-$55,935.36 
SBUX Starbucks Corporation
-0.62%
-$156,692.9 
BEAM Beam Therapeutics Inc.
-0.56%
-$2,482.88 
KEY KeyCorp
-0.56%
-$401,350.95 
PLXS Plexus Corp.
-0.56%
-$19,852.59 
CTSH Cognizant Technology Solutions Corporation
-0.49%
-$120,736 
SCHW Charles Schwab Corporation
-0.49%
-$174,576.5 
KYIV Kyivstar Group Ltd.
-0.48%
-$32,089.26 
VRSN Verisign Inc.
-0.46%
-$78,105.84 
SHAK Shake Shack Inc.
-0.41%
-$9,684.85 
LMRI Lumexa Imaging Holdings, Inc.
-0.39%
-$24,526.61 
RBC RBC Bearings Incorporated
-0.38%
-$25,032.6 
BOBS Bob's Discount Furniture, Inc.
-0.36%
-$12,000 
ALH Alliance Laundry Holdings Inc.
-0.35%
-$19,698.84 
RH RH
-0.33%
-$928.14 
JCI Johnson Controls International plc
-0.27%
-$56,620.76 
LNTH Lantheus Holdings, Inc.
-0.25%
-$101,630.24 
WEX Wex Inc.
-0.22%
-$58,059 
PNC The PNC Financial Services Group, Inc.
-0.21%
-$176,415.3 
PAYX Paychex Inc.
-0.2%
-$1,058.23 
YSS York Space Systems, Inc.
-0.16%
-$6,300 
AME Ametek Inc.
-0.11%
-$12,648.18 
AMZN Amazon.com Inc
-0.1%
-$29,991.26 
CTMX CytomX Therapeutics Inc.
-0.1%
-$1,980 
BWXT Bwx Technologies Inc.
-0.09%
-$785.44 
HD The Home Depot, Inc.
-0.08%
-$12,420 
TJX The TJX Companies, Inc.
-0.08%
-$3,395.76 
BNTX BioNTech SE
-0.05%
-$5,364.18 
PJT PJT Partners Inc.
-0.04%
-$10,074.16 Events
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Dividends
Dividend Analysis
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| Trades 448 | Longs Won 234/448 52% | Profit Factor 4.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.45M |
| Average Win $2.2M | Best Trade (Jul 10) $49.4M | Sharpe Ratio -5.81 |
| Average Loss -$546,524.73 | Worst Trade (Jul 15) -$19.4M | Z-Score 1.13 (74.25%) |
| Commissions $0 | Avg. Trade Length 4m 2w | Expectancy $888,846.17 |
| 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 | 4,545 | 4,091 | 3,636 | 3,182 | 2,727 | 2,273 | 1,818 | 1,364 | 909 | 455 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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