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
Automatically Tracked
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:
219.53%
Gain +1.41%
Monthly
1.05%
Yearly
13.41%
Drawdown
50%
$634.37M
Equity
Holdings
$634.37M
Investment
$580.9M
$727.26M
Profit +$856,177.86
Realized
$673.78M
Unrealized
$53.47M
Dividends
$23.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.41%
Profit
$856,177.86
Win %
50%
This Week
Compared To Last Week
Gain
0.74%
Profit
$4.67M
Win %
50%
This Month
Compared to last month
Gain
-1.49%
Profit
-$9.56M
Win %
50%
This Year
Compared to last year
Gain
-11.89%
Profit
$25.04M
Win %
48%
CBRS Cerebras Systems Inc.
+3.52%
+$2.72M 
TDG TransDigm Group Inc.
+0.52%
+$328,364.12 
RMNI Rimini Street Inc.
+0.47%
+$485,447.92 
INFN Infinera Corporation
0%
$0 
CTXS Citrix Systems Inc
0%
$0 PCS
PCS
0%
$0 SVVS
SVVS
0%
$0 PHRM
PHRM
0%
$0 SPRD
SPRD
0%
$0 ARUN
ARUN
0%
$0 CRXX
CRXX
0%
$0 CAVM
CAVM
0%
$0 CYCL
CYCL
0%
$0 CBEY
CBEY
0%
$0 FTWR
FTWR
0%
$0 DDUP
DDUP
0%
$0 NXTM
NXTM
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 564 | Longs Won 200/564 35% | Profit Factor 3.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.63M |
| Average Win $5.19M | Best Trade (Jun 30) $70.34M | Sharpe Ratio -2.29 |
| Average Loss -$851,671.46 | Worst Trade (Sep 18) -$46.31M | Z-Score -5.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2d | Expectancy $1.29M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.77% | 10.04% |
| Consecutive Losing Trades | 745 | 670 | 596 | 521 | 447 | 372 | 298 | 223 | 149 | 74 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ARUN ARUN | 97,415 | $1.21M | $1.45M | - | $242,212.08 | 20.02% | 0.0 |
 BLLN BillionToOne, Inc. | 1.71M | $140.06M | $185.98M | - | $45.92M | 32.78% | -1.807% |
| CAVM CAVM | 126,173 | $2.9M | $2.9M | - | - | - | 0.0 |
| CBEY CBEY | 700,000 | $10.27M | $11.21M | - | $940,067.77 | 9.15% | 0.0 |
| CBRS Cerebras Systems Inc. | 398,144 | $87.99M | $80.02M | - | -$7.97M | -9.06% | +3.523% |
 CRVS Corvus Pharmaceuticals Inc. | 3.28M | $45.63M | $40.36M | - | -$5.28M | -11.56% | -1.833% |
| CRXX CRXX | 720,674 | $2.56M | $2.56M | - | - | - | 0.0 |
| CTXS Citrix Systems Inc | 93,022.8 | $2.72M | $3.54M | - | $816,013.33 | 30% | 0.0 |
| CYCL CYCL | 30,000 | $279,000 | $279,000 | - | - | - | 0.0 |
| DDUP DDUP | 17,426 | $459,000 | $459,000 | - | - | - | 0.0 |
| FTWR FTWR | 17,797 | $41,000 | $41,000 | - | - | - | 0.0 |
| INFN Infinera Corporation | 41,173 | $611,000 | $611,000 | - | - | - | 0.0 |
 JAZZ Jazz Pharmaceuticals plc | 397,588 | $2.58M | $96.17M | - | $93.59M | 3,627.13% | -0.798% |
| NXTM NXTM | 746,903 | $2.91M | $2.87M | - | -$46,503.08 | -1.6% | 0.0 |
| PCS PCS | 1.74M | $33.28M | $33.9M | - | $613,478.67 | 1.84% | 0.0 |
| PHRM PHRM | 63,921 | $4.02M | $4.02M | - | - | - | 0.0 |
| RMNI Rimini Street Inc. | 23.57M | $192.12M | $103.23M | - | -$88.89M | -46.27% | +0.472% |
 SCOR Comscore Inc. | 85,057.8 | $39.99M | $423,162.55 | - | -$39.57M | -98.94% | -2.642% |
| SPRD SPRD | 57,688 | $707,000 | $707,000 | - | - | - | 0.0 |
| SVVS SVVS | 42,779 | $837,160.92 | $552,000 | - | -$285,160.92 | -34.06% | 0.0 |
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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: Paylocity Holding Corporation - $450.41M, Q2 Holdings Inc - $183.54M, Five9 Inc - $66.01M, TransDigm Group Inc - $29.5M, and Coinbase Global, Inc - $21.72M. 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: Robinhood Markets, Inc - $36.01M, CBEY - $20.16M, Comscore Inc - $15.89M, Rimini Street Inc - $13.54M, and Mineralys Therapeutics, Inc - $8.32M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sara R. Dasse's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.82M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $23.01M, Citrix Systems Inc - $430,695.58, Sabre Corporation - $198,136.51, Fidelity National Information Services, Inc - $40,752.14, and Buckeye Partners LP - $31,827. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
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.
