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:
35.66%
Gain -0.16%
Monthly
1.51%
Yearly
19.7%
Drawdown
22.52%
$2.33B
Equity
Holdings
$2.33B
Investment
$2.06B
$457.4M
Profit -$3.34M
Realized
$182.57M
Unrealized
$274.83M
Dividends
$16.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$3.34M
Win %
69%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$8.53M
Win %
69%
This Month
Compared to last month
Gain
-1.43%
Profit
-$33.75M
Win %
69%
This Year
Compared to last year
Gain
7.63%
Profit
$165.39M
Win %
59%
RDDT Reddit Inc Class A
+12.63%
+$3.41M 
NBIS Nebius Group N.V.
+8.88%
+$634,236.88 
GLW Corning Incorporated
+4.7%
+$505,334.86 
PINS Pinterest, Inc. Class A
+3.17%
+$197,284.47 
SPOT Spotify Technology S.A.
+2.93%
+$794,027.89 
CVNA Carvana Co.
+2.56%
+$314,367.48 
SNPS Synopsys, Inc.
+2.37%
+$601,526.25 
ROKU Roku, Inc.
+2.34%
+$465,057.25 
MU Micron Technology, Inc.
+2.3%
+$636,954.28 
CVS CVS Health Corporation
+2.28%
+$342,920.76 
LYFT Lyft Inc.
+2.04%
+$544,055.05 
CAH Cardinal Health Inc.
+1.7%
+$160,111.72 
EXPE Expedia Group, Inc.
+1.33%
+$317,979.24 
COR Cencora, Inc.
+1.23%
+$122,701.05 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$689,639.4 
HUM Humana Inc.
+1.06%
+$164,917.19 
BDX Becton, Dickinson and Company
+0.79%
+$175,087.98 
MDT Medtronic plc
+0.76%
+$297,418.98 
TSLA Tesla, Inc.
+0.68%
+$56,022.12 
UNH UnitedHealth Group Incorporated
+0.67%
+$563,506.03 
CCI Crown Castle Inc.
+0.33%
+$77,330.5 
THC Tenet Healthcare Corporation
+0.32%
+$192,561.15 
AAPL Apple Inc.
+0.22%
+$82,370.47 
AFRM Affirm Holdings, Inc.
+0.04%
+$6,031.41 
EHC Encompass Health Corporation
+0.03%
+$8,308.52 
CBRS Cerebras Systems Inc.
-5.21%
-$2.66M 
OKTA Okta Inc.
-4.85%
-$925,765.87 
NET Cloudflare Inc.
-4.55%
-$2.56M 
TWLO Twilio Inc.
-4.5%
-$914,430 
CDNA CareDx Inc.
-4.35%
-$930,075.58 
HOOD Robinhood Markets, Inc.
-3.83%
-$721,610.19 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$405,765.36 
ORCL Oracle Corporation
-3.65%
-$565,069.5 
WEX Wex Inc.
-3.63%
-$1.16M 
TXG 10x Genomics Inc.
-3.54%
-$869,771.14 
ZM Zoom Video Communications, Inc.
-3.53%
-$421,096.4 
DT Dynatrace, Inc.
-3.17%
-$697,307.1 
PANW Palo Alto Networks, Inc.
-2.96%
-$680,528.26 
BE Bloom Energy Corporation
-2.66%
-$672,179.8 
CRM Salesforce Inc
-2.56%
-$605,241.03 
MDB MongoDB Inc.
-2.53%
-$636,584.02 
SNOW Snowflake Inc.
-2.51%
-$1.78M 
ZS Zscaler Inc.
-2.43%
-$661,793.37 
ADBE Adobe Inc.
-2.39%
-$596,747.6 
ANET Arista Networks, Inc.
-2.36%
-$1.05M 
VRSK Verisk Analytics Inc.
-2.3%
-$337,842.4 
PODD Insulet Corporation
-2.12%
-$53,320 
IQV IQVIA Holdings Inc.
-2.01%
-$702,901.8 
NTNX Nutanix, Inc.
-1.98%
-$389,542.93 
INTC Intel Corporation
-1.97%
-$861,955.5 
CHKP Check Point Software Technologies Ltd.
-1.87%
-$144,643.77 
HPE Hewlett Packard Enterprise Company
-1.86%
-$841,081.41 
CPAY Corpay, Inc.
-1.8%
-$777,864.56 
DOCN DigitalOcean Holdings Inc.
-1.79%
-$179,628.65 
TNDM Tandem Diabetes Care Inc.
-1.77%
-$122,284.55 
JKHY Jack Henry & Associates, Inc.
-1.64%
-$476,946.9 
IREN IREN Limited
-1.56%
-$229,507.97 
NAVN Navan, Inc.
-1.53%
-$182,638.82 
GH Guardant Health Inc.
-1.46%
-$226,213.1 
WGS GeneDx Holdings Corp.
-1.35%
-$50,037.39 
IBM International Business Machines Corporation
-1.19%
-$460,958.39 
EW Edwards Lifesciences Corporation
-1.04%
-$824,564.16 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$113,303.69 
META Meta Platforms Inc Class A
-0.86%
-$301,290.93 
MTD Mettler-Toledo International Inc.
-0.82%
-$588,842.68 
TRU TransUnion
-0.8%
-$217,047.35 
DELL Dell Technologies Inc.
-0.75%
-$259,274.5 
MCO Moody's Corporation
-0.71%
-$500,952.08 
DHR Danaher Corporation
-0.71%
-$773,909.28 
QGEN QIAGEN N.V.
-0.65%
-$103,527.2 
SAP SAP SE Sponsored ADR
-0.63%
-$94,627.85 
BKNG Booking Holdings Inc.
-0.6%
-$129,337.8 
RVTY Revvity Inc.
-0.56%
-$127,442.04 
CRL Charles River Laboratories International, Inc.
-0.43%
-$301,314.87 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.36%
-$56,032.95 
V Visa Inc. Class A
-0.36%
-$258,122.87 
WAT Waters Corporation
-0.32%
-$133,008.4 
XYZ Block, Inc.
-0.25%
-$144,406.27 
GOOGL Alphabet Inc
-0.13%
-$66,551.88 
ABT Abbott Laboratories
-0.02%
-$1,770.38 Events
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Dividends
Dividend Analysis
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| Trades 456 | Longs Won 238/456 52% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.19M |
| Average Win $3.56M | Best Trade (Jun 29) $55.94M | Sharpe Ratio -25.39 |
| Average Loss -$1.79M | Worst Trade (Jun 29) -$15.52M | Z-Score 0.75 (54.42%) |
| Commissions $0 | Avg. Trade Length 4m 1w 5d | Expectancy $1M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,304 | 1,173 | 1,043 | 913 | 782 | 652 | 522 | 391 | 261 | 130 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 122,941 | $31.2M | $37.61M | - | $6.41M | 20.54% | +0.219% |
| ABT Abbott Laboratories | 88,519 | $8.03M | $9.85M | - | $1.82M | 22.6% | -0.018% |
| ADBE Adobe Inc. | 92,233 | $18.91M | $24.35M | - | $5.44M | 28.78% | -2.392% |
| AFRM Affirm Holdings, Inc. | 201,047 | $16.4M | $15.75M | - | -$643,350.54 | -3.92% | +0.038% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 47,891 | $23.13M | $15.4M | - | -$7.73M | -33.42% | -0.362% |
| ANET Arista Networks, Inc. | 219,098 | $37.22M | $43.56M | - | $6.34M | 17.04% | -2.357% |
| BDX Becton, Dickinson and Company | 122,440 | $18.53M | $22.46M | - | $3.93M | 21.19% | +0.786% |
| BE Bloom Energy Corporation | 107,035 | $32.4M | $24.61M | - | -$7.79M | -24.04% | -2.659% |
| BKNG Booking Holdings Inc. | 101,045 | $19.4M | $21.43M | - | $2.03M | 10.45% | -0.6% |
| CAH Cardinal Health Inc. | 40,741 | $8.61M | $9.58M | - | $972,080.39 | 11.29% | +1.7% |
| CBRS Cerebras Systems Inc. | 221,522 | $48.96M | $48.51M | - | -$447,474.44 | -0.91% | -5.208% |
| CCI Crown Castle Inc. | 309,322 | $23.42M | $23.5M | - | $77,330.56 | 0.33% | +0.33% |
| CDNA CareDx Inc. | 451,493 | $9.34M | $20.46M | - | $11.12M | 119.15% | -4.348% |
| CHKP Check Point Software Technologies Ltd. | 57,627 | $7.91M | $7.59M | - | -$317,334.43 | -4.01% | -1.87% |
| COR Cencora, Inc. | 32,205 | $9.11M | $10.11M | - | $993,202.42 | 10.9% | +1.229% |
| CPAY Corpay, Inc. | 101,815 | $30.9M | $42.52M | - | $11.62M | 37.61% | -1.797% |
| CRL Charles River Laboratories International, Inc. | 246,979 | $43.08M | $69.17M | - | $26.08M | 60.54% | -0.434% |
| CRM Salesforce Inc | 117,295 | $23.07M | $23.01M | - | -$55,052.31 | -0.24% | -2.562% |
| CRWD CrowdStrike Holdings, Inc. | 47,292 | $9.02M | $10.26M | - | $1.24M | 13.71% | -3.804% |
| CVNA Carvana Co. | 166,332 | $10.95M | $12.57M | - | $1.63M | 14.84% | +2.564% |
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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 Yatrik Munshi?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $65.74M, Applied Materials, Inc - $23.58M, Intel Corporation - $19.7M, Western Digital Corporation - $18.28M, and Datadog, Inc. Class A Common Stock - $16.98M. 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: Block, Inc - $13.98M, ServiceNow, Inc - $12.26M, Bill Holdings Inc - $11.13M, Intuit Inc - $10.91M, and Booking Holdings Inc - $9.24M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yatrik Munshi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.3M earned over time. The largest contributors to dividend income include Western Union Co - $2.86M, AT&T Inc - $1.67M, T-Mobile US, Inc - $712,336.08, NXP Semiconductors N.V - $648,019, and Medtronic plc - $616,404.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yatrik Munshi's monthly returns?
Yatrik Munshi'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 Yatrik Munshi's strategy be considered aggressive or moderate?
Yatrik Munshi'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 Yatrik Munshi's strategy?
Yatrik Munshi'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.
