Yatrik Munshi Portfolio
Invests via Meridiem Capital Partners LP | Managed by Yatrik Munshi
Invests via Meridiem Capital Partners LP
Managed by Yatrik Munshi
Automatically Tracked
Yatrik Munshi Profile
Private-market executive and investor active in India’s technology and growth-stage sectors, with operational experience across product, strategy and capital formation. Yatrik Munshi has founded and advised startups, led business development initiatives, and worked with institutional investors on deal sourcing and portfolio growth. Known for connecting founders to growth capital and scaling go-to-market plans, the profile suits venture, growth equity, and corporate development teams seeking a founder/operator-investor with network and execution focus.
Private-market executive and investor active in India’s technology and growth-stage sectors, with operational experience across product, strategy and capital formation. Yatrik Munshi has founded and advised startups, led business development initiatives, and worked with institutional investors on deal sourcing and portfolio growth. Known for connecting founders to growth capital and scaling go-to-market plans, the profile suits venture, growth equity, and corporate development teams seeking a founder/operator-investor with network and execution focus.
Investment Philosophy & Strategy
Brings a founder/operator lens to backing India’s technology and growth-stage companies, favoring product-led SaaS, fintech and consumer internet businesses with clear go-to-market leverage. Prefers concentrated, stage-aware allocations from seed to growth equity, coupling capital with hands-on execution support in product, GTM and capital formation. Underwriting emphasizes unit economics, founder quality, and scalable distribution; risk managed through staged capital, active follow-ons and strategic introductions to institutional and corporate partners. Horizon is growth-focused and multi-year, targeting durable market share gains and pragmatic exit pathways.
Brings a founder/operator lens to backing India’s technology and growth-stage companies, favoring product-led SaaS, fintech and consumer internet businesses with clear go-to-market leverage. Prefers concentrated, stage-aware allocations from seed to growth equity, coupling capital with hands-on execution support in product, GTM and capital formation. Underwriting emphasizes unit economics, founder quality, and scalable distribution; risk managed through staged capital, active follow-ons and strategic introductions to institutional and corporate partners. Horizon is growth-focused and multi-year, targeting durable market share gains and pragmatic exit pathways.
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:
21.71%
Gain +0.01%
Monthly
1.13%
Yearly
14.49%
Drawdown
20.71%
$1.79B
Equity
Holdings
$1.79B
Investment
$1.57B
$296.72M
Profit +$162,695.26
Realized
$68.79M
Unrealized
$227.93M
Dividends
$14.12M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$162,695.26
Win %
50%
This Week
Compared To Last Week
Gain
0.01%
Profit
$162,695.26
Win %
50%
This Month
Compared to last month
Gain
-0.89%
Profit
-$15.87M
Win %
50%
This Year
Compared to last year
Gain
-57.67%
Profit
-$761.04M
Win %
57%
ROKU Roku, Inc.
+20.08%
+$5.31M 
INTC Intel Corporation
+6.51%
+$4.66M 
CRWV CoreWeave, Inc.
+5.02%
+$1.2M 
CHTR Charter Communications Inc
+4.8%
+$436,471.85 
AMD Advanced Micro Devices, Inc.
+4.73%
+$3.43M 
BILL Bill Holdings Inc.
+3.27%
+$205,099.65 
HPE Hewlett Packard Enterprise Company
+2.93%
+$1.18M 
TWST Twist Bioscience Corporation
+2.86%
+$508,097.56 
T AT&T Inc.
+2.52%
+$1.09M 
SYK Stryker Corporation
+2.15%
+$1.52M 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$191,017.53 
TSLA Tesla, Inc.
+1.82%
+$1.06M 
TMUS T-Mobile US, Inc.
+1.76%
+$501,223.36 
CPAY Corpay, Inc.
+1.5%
+$418,215.75 
ZM Zoom Video Communications, Inc.
+1.47%
+$209,796.32 
CAH Cardinal Health Inc.
+1.22%
+$312,729.8 
DT Dynatrace, Inc.
+0.94%
+$65,227.76 
THC Tenet Healthcare Corporation
+0.86%
+$268,919.67 
FTNT Fortinet Inc.
+0.85%
+$124,000.2 
BKNG Booking Holdings Inc.
+0.82%
+$49,713.75 
MSCI MSCI Inc.
+0.81%
+$239,018.52 
AKAM Akamai Technologies Inc.
+0.79%
+$121,167.15 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$27,495.88 
MA Mastercard Incorporated
+0.71%
+$307,601.62 
PYPL PayPal Holdings Inc
+0.7%
+$207,091.61 
TRU TransUnion
+0.65%
+$364,787.49 
FFIV F5 Inc.
+0.59%
+$301,922.48 
NET Cloudflare Inc.
+0.46%
+$113,424.48 
CDNS Cadence Design Systems, Inc.
+0.32%
+$62,704.34 
A Agilent Technologies Inc.
+0.22%
+$53,620.13 
DXCM DexCom, Inc.
+0.16%
+$14,201.4 
EXPE Expedia Group, Inc.
+0.1%
+$7,223.84 
PANW Palo Alto Networks, Inc.
+0.03%
+$9,805.68 
ANTM Anthem Inc
0%
$0 
SQ Block, Inc.
0%
$0 
CHYM Chime Financial, Inc. – Class A Common Stock
-3.19%
-$464,490.4 
ILMN Illumina, Inc.
-3.15%
-$1.64M 
CDNA CareDx Inc.
-2.92%
-$218,695.5 
ICLR ICON plc
-2.5%
-$351,104.66 
PLTR Palantir Technologies Inc.
-2.36%
-$138,963.57 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$509,678.93 
WGS GeneDx Holdings Corp.
-1.75%
-$59,475.95 
AAPL Apple Inc.
-1.52%
-$882,589.5 
TWLO Twilio Inc.
-1.23%
-$206,359.6 
AMZN Amazon.com Inc
-1.23%
-$1.23M 
WAT Waters Corporation
-1.17%
-$874,894.86 
NFLX Netflix, Inc.
-1.14%
-$413,675.16 
EBAY eBay Inc.
-0.91%
-$125,856 
SPOT Spotify Technology S.A.
-0.82%
-$74,208 
EW Edwards Lifesciences Corporation
-0.76%
-$151,572.85 
TXG 10x Genomics Inc.
-0.72%
-$110,039.06 
CSCO Cisco Systems, Inc.
-0.6%
-$133,276.47 
SNPS Synopsys, Inc.
-0.53%
-$62,841.6 
ISRG Intuitive Surgical, Inc.
-0.45%
-$41,854.3 
COIN Coinbase Global, Inc.
-0.41%
-$51,641.71 
MRVL Marvell Technology, Inc.
-0.36%
-$107,720.43 
CRM Salesforce Inc
-0.34%
-$96,472.32 
CRL Charles River Laboratories International, Inc.
-0.29%
-$199,156.8 
META Meta Platforms Inc Class A
-0.26%
-$101,331.05 
W Wayfair Inc.
-0.12%
-$14,410.62 
INTU Intuit Inc.
-0.07%
-$10,808.94 
TECH Bio-Techne Corporation
-0.04%
-$8,044.54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 376 | Longs Won 133/376 35% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.65M |
| Average Win $3.7M | Best Trade (Jun 14) $49.23M | Sharpe Ratio -24.61 |
| Average Loss -$730,606.18 | Worst Trade (Jun 14) -$10.13M | Z-Score -5.36 (100%) |
| Commissions $0 | Avg. Trade Length 4m 1w 5d | Expectancy $789,152.15 |
| 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 | 2,457 | 2,211 | 1,966 | 1,720 | 1,474 | 1,229 | 983 | 737 | 491 | 246 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
