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:
32.74%
Gain +0.02%
Monthly
1.5%
Yearly
19.66%
Drawdown
19.37%
$1.87B
Equity
Holdings
$1.87B
Investment
$1.57B
$386.09M
Profit -$1.01M
Realized
$86.61M
Unrealized
$299.48M
Dividends
$14.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
-$1.01M
Win %
70%
This Week
Compared To Last Week
Gain
1.2%
Profit
$22.06M
Win %
70%
This Month
Compared to last month
Gain
0.6%
Profit
$11.1M
Win %
70%
This Year
Compared to last year
Gain
22.75%
Profit
$345.7M
Win %
69%
COIN Coinbase Global, Inc.
+11.52%
+$1.47M 
CRWV CoreWeave, Inc.
+8.79%
+$1.6M 
INTC Intel Corporation
+7.64%
+$4.54M 
MRVL Marvell Technology, Inc.
+7.35%
+$1.53M 
TWST Twist Bioscience Corporation
+7.29%
+$1.53M 
AMD Advanced Micro Devices, Inc.
+7.16%
+$5.34M 
TXG 10x Genomics Inc.
+6.5%
+$1.47M 
HPE Hewlett Packard Enterprise Company
+5.12%
+$1.96M 
CDNS Cadence Design Systems, Inc.
+3.82%
+$647,087.72 
TSLA Tesla, Inc.
+3.03%
+$1.62M 
ILMN Illumina, Inc.
+2.78%
+$1.61M 
SNPS Synopsys, Inc.
+2.2%
+$217,850.88 
ELV Elevance Health, Inc.
+2.04%
+$685,106.25 
WAT Waters Corporation
+1.83%
+$1.36M 
CHYM Chime Financial, Inc. – Class A Common Stock
+1.64%
+$304,030.08 
THC Tenet Healthcare Corporation
+1.32%
+$462,036.48 
A Agilent Technologies Inc.
+1.19%
+$286,590.35 
ISRG Intuitive Surgical, Inc.
+1.18%
+$95,082.69 
AKAM Akamai Technologies Inc.
+1.09%
+$156,703.26 
NET Cloudflare Inc.
+0.64%
+$189,767.88 
CSCO Cisco Systems, Inc.
+0.48%
+$96,762.1 
CDNA CareDx Inc.
+0.43%
+$52,296.75 
AAPL Apple Inc.
+0.41%
+$262,815.54 
META Meta Platforms Inc Class A
+0.34%
+$155,140.96 
CAH Cardinal Health Inc.
+0.23%
+$59,871.84 
ROKU Roku, Inc.
+0.14%
+$44,231.8 
WGS GeneDx Holdings Corp.
+0.13%
+$4,446.8 
T AT&T Inc.
+0.02%
+$9,361.77 
MSCI MSCI Inc.
-8.64%
-$2.68M 
TWLO Twilio Inc.
-4.58%
-$762,881.16 
DT Dynatrace, Inc.
-4.15%
-$318,414.46 
TRU TransUnion
-3.99%
-$2.67M 
CHKP Check Point Software Technologies Ltd.
-3.67%
-$145,523.73 
BILL Bill Holdings Inc.
-3.1%
-$273,466.2 
W Wayfair Inc.
-2.81%
-$395,491.46 
DDOG Datadog, Inc. Class A Common Stock
-2.72%
-$840,120.81 
CRM Salesforce Inc
-2.54%
-$758,859.88 
TMUS T-Mobile US, Inc.
-2.37%
-$707,519.56 
PANW Palo Alto Networks, Inc.
-2.29%
-$868,892.2 
CTSH Cognizant Technology Solutions Corporation
-2.22%
-$191,017.53 
SQ Block, Inc.
-1.94%
-$1.15M 
INTU Intuit Inc.
-1.78%
-$313,776.92 
PYPL PayPal Holdings Inc
-1.73%
-$699,826.82 
EW Edwards Lifesciences Corporation
-1.64%
-$324,132.71 
ZM Zoom Video Communications, Inc.
-1.61%
-$225,222.52 
EBAY eBay Inc.
-1.37%
-$197,593.92 
BKNG Booking Holdings Inc.
-1.23%
-$81,199.12 
NFLX Netflix, Inc.
-1.16%
-$349,177.42 
FTNT Fortinet Inc.
-1.15%
-$185,000 
CHTR Charter Communications Inc
-1.1%
-$92,782.8 
SYK Stryker Corporation
-1.04%
-$770,881.68 
PLTR Palantir Technologies Inc.
-1.02%
-$62,061.36 
CPAY Corpay, Inc.
-1.01%
-$298,158.75 
MA Mastercard Incorporated
-0.99%
-$480,461.32 
AMZN Amazon.com Inc
-0.92%
-$959,590.17 
DXCM DexCom, Inc.
-0.82%
-$73,373.9 
EXPE Expedia Group, Inc.
-0.68%
-$56,204.62 
ICLR ICON plc
-0.57%
-$88,817.98 
SPOT Spotify Technology S.A.
-0.31%
-$28,291.8 
CRL Charles River Laboratories International, Inc.
-0.09%
-$68,798.62 
TECH Bio-Techne Corporation
-0.08%
-$22,122.49 
FFIV F5 Inc.
-0.07%
-$40,343.09 Events
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Dividends
Dividend Analysis
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| Trades 376 | Longs Won 147/376 39% | Profit Factor 3.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $3.77M | Best Trade (Jul 22) $52.34M | Sharpe Ratio -36.72 |
| Average Loss -$733,347.07 | Worst Trade (Jul 19) -$13.44M | Z-Score -3.42 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 2d | Expectancy $1.03M |
| 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 | 2,545 | 2,290 | 2,036 | 1,781 | 1,527 | 1,272 | 1,018 | 763 | 509 | 254 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Yatrik Munshi?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $15.53M, Netflix, Inc - $15.44M, Micron Technology, Inc - $15.12M, NVIDIA Corporation - $13.23M, and Carvana Co - $10.03M. 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: Booking Holdings Inc - $9.26M, Alphabet Inc - $8.64M, Circle Internet Group, Inc - $6.44M, Block, Inc - $6.03M, and Boston Scientific Corporation - $4.96M. 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 $14.54M earned over time. The largest contributors to dividend income include Western Union Co - $2.06M, 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Yatrik Munshi's strategy be considered aggressive or moderate?
Yatrik Munshi's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Yatrik Munshi's strategy?
Yatrik Munshi's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
