DP
Devin Peterson Portfolio
Invests via Haven Capital Group Inc. | Managed by Devin Peterson
Invests via Haven Capital Group Inc.
Managed by Devin Peterson
Automatically Tracked
Operator-turned-investor with a focus on early-stage software, fintech and marketplace businesses, active in seed and Series A deals and portfolio governance. Devin Peterson brings prior startup operating experience and angel investing history, often advising product and go-to-market teams from a U.S. base.
Operator-turned-investor with a focus on early-stage software, fintech and marketplace businesses, active in seed and Series A deals and portfolio governance. Devin Peterson brings prior startup operating experience and angel investing history, often advising product and go-to-market teams from a U.S. base.
Investment Philosophy & Strategy
Focuses on early-stage software, fintech and marketplace investments with a pragmatic, operator’s lens; prioritizes seed and Series A opportunities where product-market fit is nascent and GTM clarity can be accelerated. Prefers concentrated, hands-on stakes with active governance, product and go-to-market advisory, and disciplined follow-on reserves. Investment decisions emphasize founder quality, measurable early traction, unit economics pathway, and capital-efficient scaling. Time horizon is long-form venture with loss-limiting conviction sizing and opportunistic pro-rata participation.
Focuses on early-stage software, fintech and marketplace investments with a pragmatic, operator’s lens; prioritizes seed and Series A opportunities where product-market fit is nascent and GTM clarity can be accelerated. Prefers concentrated, hands-on stakes with active governance, product and go-to-market advisory, and disciplined follow-on reserves. Investment decisions emphasize founder quality, measurable early traction, unit economics pathway, and capital-efficient scaling. Time horizon is long-form venture with loss-limiting conviction sizing and opportunistic pro-rata participation.
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:
33.05%
Gain -0.03%
Monthly
1.35%
Yearly
17.54%
Drawdown
23.01%
$127.7M
Equity
Holdings
$127.7M
Investment
$99.45M
$32.73M
Profit -$28,129.54
Realized
$4.47M
Unrealized
$28.26M
Dividends
$1.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$28,129.54
Win %
77%
This Week
Compared To Last Week
Gain
1.67%
Profit
$2.09M
Win %
77%
This Month
Compared to last month
Gain
2.17%
Profit
$2.72M
Win %
77%
This Year
Compared to last year
Gain
5.35%
Profit
$6.49M
Win %
75%
AAPL Apple Inc.
+0.91%
+$124,567.04 
ABBV AbbVie Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
-$0.01 
AMZN Amazon.com Inc
0%
-$0.08 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
ECL Ecolab Inc.
0%
$0 
EMR Emerson Electric Co.
0%
+$0.02 
EQIX Equinix, Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOGL Alphabet Inc
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
+$0.13 
IDXX IDEXX Laboratories, Inc.
0%
+$0.34 
INCY Incyte Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
-$0.05 
KGC Kinross Gold Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MSFT Microsoft Corp.
0%
+$0.1 
NEE NextEra Energy, Inc.
0%
$0 
NICE Nice Ltd. Sponsored ADR
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
SO The Southern Company
0%
$0 
SWKS Skyworks Solutions Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VST Vistra Corp
0%
$0 
ZBRA Zebra Technologies Corporation
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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No Data
| Trades 212 | Longs Won 127/212 59% | Profit Factor 4.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $917,068.89 |
| Average Win $324,937.13 | Best Trade (Oct 08) $10.26M | Sharpe Ratio -232.37 |
| Average Loss -$100,432.66 | Worst Trade (Oct 08) -$1.81M | Z-Score 3.68 (99.98%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $154,387.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.73% |
| Consecutive Losing Trades | 1,272 | 1,145 | 1,018 | 891 | 763 | 636 | 509 | 382 | 254 | 127 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,976 | $10.25M | $13.8M | - | $3.54M | 34.53% | +0.911% |
| ABBV AbbVie Inc. | 22,119 | $3.96M | $5.9M | - | $1.94M | 48.86% | 0.0 |
| ADBE Adobe Inc. | 11,398 | $3.87M | $2.71M | - | -$1.16M | -29.92% | 0.0 |
| AMAT Applied Materials, Inc. | 360 | $260,280 | $190,897.2 | - | -$69,382.8 | -26.66% | 0.0 |
 AMD Advanced Micro Devices, Inc. | 1,864 | $265,974.01 | $1.2M | - | $937,909.03 | 352.63% | -0.548% |
| AMZN Amazon.com Inc | 7,927 | $1.74M | $2.03M | - | $288,892.53 | 16.58% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 17,246 | $2.13M | $5.22M | - | $3.09M | 145.27% | 0.0 |
| AVGO Broadcom Inc. | 71,266 | $16.52M | $26.78M | - | $10.26M | 62.1% | 0.0 |
| BMY Bristol-Myers Squibb Company | 5,958 | $336,984.77 | $355,037.22 | - | $18,052.45 | 5.36% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,410 | $675,672 | $712,811.4 | - | $37,139.4 | 5.5% | 0.0 |
| CRWV CoreWeave, Inc. | 2,436 | $242,479 | $223,429.92 | - | -$19,049.08 | -7.86% | 0.0 |
| ECL Ecolab Inc. | 9,302 | $2.18M | $2.61M | - | $432,543.13 | 19.84% | 0.0 |
| EMR Emerson Electric Co. | 1,517 | $217,159 | $244,843.8 | - | $27,684.8 | 12.75% | 0.0 |
| EQIX Equinix, Inc. | 486 | $476,396 | $509,016.96 | - | $32,620.96 | 6.85% | 0.0 |
| EW Edwards Lifesciences Corporation | 43,932 | $3.25M | $3.8M | - | $546,953.71 | 16.82% | 0.0 |
| EXPD Expeditors International of Washington, Inc. | 1,670 | $205,000 | $320,306 | - | $115,306 | 56.25% | 0.0 |
| GILD Gilead Sciences Inc. | 2,730 | $252,169.95 | $393,747.9 | - | $141,577.95 | 56.14% | 0.0 |
| GOOGL Alphabet Inc | 24,330 | $7.01M | $8.46M | - | $1.45M | 20.64% | 0.0 |
| HLT Hilton Worldwide Holdings Inc. | 12,661 | $3.12M | $4.08M | - | $968,864.61 | 31.1% | 0.0 |
| IDXX IDEXX Laboratories, Inc. | 11,492 | $4.75M | $5.92M | - | $1.17M | 24.59% | 0.0 |
No 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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FAQ
Which stocks have generated the highest profits for Devin Peterson?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $2.95M, Broadcom Inc - $1.4M, Alphabet Inc - $763,129.7, IDEXX Laboratories, Inc - $577,074.87, and Nv5 Global Inc - $432,383.61. 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: Iovance Biotherapeutics, Inc - $566,532.7, Skyworks Solutions Inc - $210,936.86, Nice Ltd. Sponsored ADR - $207,446.91, TransDigm Group Inc - $174,693.49, and Target Corporation - $98,099.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Devin Peterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.33M earned over time. The largest contributors to dividend income include Broadcom Inc - $339,174.5, AbbVie Inc - $259,031.77, Roper Technologies Inc - $87,626.9, Apple Inc - $80,602.77, and Ecolab Inc - $60,849.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Devin Peterson's monthly returns?
Devin Peterson'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 Devin Peterson's strategy be considered aggressive or moderate?
Devin Peterson'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 Devin Peterson's strategy?
Devin Peterson'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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