SRD
Sara R. Dasse Portfolio
Invests via Adams Street Partners LLC | Managed by Jeffrey Diehl, Miguel Gonzalo, CFA, Ervis Vukaj
Invests via Adams Street Partners LLC
Managed by Jeffrey Diehl, Miguel Gonzalo, CFA, Ervis Vukaj
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Sara R. Dasse Profile
As a seasoned entrepreneur, Sara R. Dasse has established herself as a pivotal figure in the tech landscape. With deep expertise in product innovation and market strategy, she has successfully launched multiple startups that leverage cutting-edge technology to enhance user experiences. Her journey reflects a commitment to driving growth through creative solutions and adaptive leadership. Recognized for her strategic insights, Dasse is also engaged in mentoring emerging founders, fostering an environment where innovative ideas can thrive. Through these endeavors, she continues to influence the entrepreneurial ecosystem and create meaningful connections within the industry.
As a seasoned entrepreneur, Sara R. Dasse has established herself as a pivotal figure in the tech landscape. With deep expertise in product innovation and market strategy, she has successfully launched multiple startups that leverage cutting-edge technology to enhance user experiences. Her journey reflects a commitment to driving growth through creative solutions and adaptive leadership. Recognized for her strategic insights, Dasse is also engaged in mentoring emerging founders, fostering an environment where innovative ideas can thrive. Through these endeavors, she continues to influence the entrepreneurial ecosystem and create meaningful connections within the industry.
Investment Philosophy & Strategy
Innovation drives the investments and business decisions of Sara R. Dasse, who thrives at the intersection of technology and entrepreneurship. Her extensive background in product innovation informs her approach to identifying transformative opportunities within emerging markets. Focused on harnessing disruptive ideas, she often seeks to align capital with ventures that have the potential for significant user impact. By fostering collaboration among nascent tech leaders, she cultivates a rich ecosystem that enhances competitive positioning and accelerates growth trajectories across sectors. Dasse's commitment to mentoring exemplifies her belief in empowering others to realize their vision through strategic execution.
Innovation drives the investments and business decisions of Sara R. Dasse, who thrives at the intersection of technology and entrepreneurship. Her extensive background in product innovation informs her approach to identifying transformative opportunities within emerging markets. Focused on harnessing disruptive ideas, she often seeks to align capital with ventures that have the potential for significant user impact. By fostering collaboration among nascent tech leaders, she cultivates a rich ecosystem that enhances competitive positioning and accelerates growth trajectories across sectors. Dasse's commitment to mentoring exemplifies her belief in empowering others to realize their vision through strategic execution.
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:
34.38%
Gain +0.43%
Monthly
0.21%
Yearly
2.61%
Drawdown
34.35%
$261.91M
Equity
Holdings
$261.91M
Investment
$162.39M
$99.52M
Profit +$1.11M
Realized
$0
Unrealized
$99.52M
Dividends
$23.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$1.11M
Win %
61%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.11M
Win %
61%
This Month
Compared to last month
Gain
-0.69%
Profit
-$1.83M
Win %
61%
This Year
Compared to last year
Gain
10.68%
Profit
$25.27M
Win %
61%
TDG TransDigm Group Inc.
+0.82%
+$582,950.71 
JAZZ Jazz Pharmaceuticals plc
+0.52%
+$512,888.52 
SCOR Comscore Inc.
+0.4%
+$2,551.73 
ARUN
0%
$0 
CAVM
0%
$0 
CBEY
0%
$0 
CRXX
0%
$0 
CTXS Citrix Systems Inc
0%
$0 
CYCL
0%
$0 
DDUP
0%
$0 
FTWR
0%
$0 
INFN Infinera Corporation
0%
$0 
NXTM
0%
$0 
PCS
0%
$0 
PHRM
0%
$0 
SPRD
0%
$0 
SVVS
0%
$0 
XTNT Xtant Medical Holdings Inc.
-1.42%
-$44.76 Events
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Dividends
Dividend Analysis
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| Trades 18 | Longs Won 3/18 16% | Profit Factor 2.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $30.61M |
| Average Win $54.23M | Best Trade (Jul 20) $93.08M | Sharpe Ratio 0 |
| Average Loss -$4.21M | Worst Trade (Jul 20) -$54.87M | Z-Score -2.3 (100%) |
| Commissions $0 | Avg. Trade Length 18y 6m 3w 5d | Expectancy $5.53M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.12% | 0.93% | 3.02% | 6.97% | 13.33% | 22.65% | 35.45% | 52.27% | 73.62% |
| Consecutive Losing Trades | 62 | 56 | 50 | 44 | 37 | 31 | 25 | 19 | 12 | 6 |
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Returns
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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 Sara R. Dasse?
The largest contributions to the portfolio's profits come from the following stocks: TransDigm Group Inc - $23.01M and Citrix Systems Inc - $430,695.58. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Sara R. Dasse's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.44M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $23.01M and Citrix Systems Inc - $430,695.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sara R. Dasse's monthly returns?
Sara R. Dasse'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 Sara R. Dasse's strategy be considered aggressive or moderate?
Sara R. Dasse's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Sara R. Dasse's strategy?
Sara R. Dasse's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
