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Philip Rice Portfolio
Invests via Warm Springs Advisors Inc. | Managed by Philip Rice
Invests via Warm Springs Advisors Inc.
Managed by Philip Rice
Automatically Tracked
Veteran investor and operating executive focused on growth-stage technology and business services, active across direct investments and board roles. Philip Rice leverages experience in corporate strategy, capital raising and M&A to advise founders and lead crossover rounds. Known for sector-focused diligence, portfolio governance and exit planning, often working with PE sponsors and growth funds to scale revenue and prepare companies for later-stage liquidity events.
Veteran investor and operating executive focused on growth-stage technology and business services, active across direct investments and board roles. Philip Rice leverages experience in corporate strategy, capital raising and M&A to advise founders and lead crossover rounds. Known for sector-focused diligence, portfolio governance and exit planning, often working with PE sponsors and growth funds to scale revenue and prepare companies for later-stage liquidity events.
Investment Philosophy & Strategy
Focuses on growth-stage technology and business services, prioritizing companies with repeatable revenue models, clear unit economics and founder-market fit. Uses hands-on board engagement, operational playbooks and targeted capital raises to accelerate go-to-market and margin expansion. Underwrites opportunities with sector-focused diligence, milestone-driven financing and a bias toward scalable SaaS, data and fintech businesses. Time horizon oriented to multi-year value creation, with exit planning integrated from initial investment and active governance to de-risk outcomes.
Focuses on growth-stage technology and business services, prioritizing companies with repeatable revenue models, clear unit economics and founder-market fit. Uses hands-on board engagement, operational playbooks and targeted capital raises to accelerate go-to-market and margin expansion. Underwrites opportunities with sector-focused diligence, milestone-driven financing and a bias toward scalable SaaS, data and fintech businesses. Time horizon oriented to multi-year value creation, with exit planning integrated from initial investment and active governance to de-risk outcomes.
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:
3.36%
Gain
Monthly
0.18%
Yearly
2.17%
Drawdown
39.11%
$148.73M
Equity
Holdings
$148.73M
Investment
$109.84M
$42.39M
Profit -$2.28M
Realized
$3.5M
Unrealized
$38.89M
Dividends
$1.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.28M
Win %
70%
This Week
Compared To Last Week
Gain
-4.01%
Profit
-$6.22M
Win %
70%
This Month
Compared to last month
Gain
-3.29%
Profit
-$5.06M
Win %
70%
This Year
Compared to last year
Gain
26.3%
Profit
$30.97M
Win %
69%
MRK Merck & Co., Inc.
+2.78%
+$13,433.2 
ABBV AbbVie Inc.
+1.9%
+$42,045.08 
NET Cloudflare Inc.
+1.45%
+$87,904.3 
CVX Chevron Corporation
+1.36%
+$9,757.94 
IRM Iron Mountain Inc.
+1.32%
+$3,408.37 
CRWD CrowdStrike Holdings, Inc.
+1.18%
+$73,061.86 
FIG Figma Inc. Class A Common Stock
+0.9%
+$12,600 
DUK Duke Energy Corporation
+0.89%
+$2,565.92 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$12,258.01 
JPM JPMorgan Chase & Co.
+0.64%
+$17,747.4 
ATAI AtaiBeckley Inc.
+0.49%
+$4,774 
PG Procter & Gamble Co
+0.47%
+$1,236.11 
BAC Bank of America Corporation
+0.42%
+$3,542.24 
AAPL Apple Inc.
+0.4%
+$30,924.73 
CRWV CoreWeave, Inc.
+0.18%
+$4,550 
COST Costco Wholesale Corporation
+0.07%
+$2,495.32 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.63%
-$106,650.17 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-6.17%
-$523,800.63 
GRAB Grab Holdings Limited
-5.36%
-$91,700 
META Meta Platforms Inc Class A
-5.24%
-$46,106.56 
AMAT Applied Materials, Inc.
-5.11%
-$42,632.28 
SOUN SoundHound AI Inc.
-3.88%
-$33,344.5 
TTD The Trade Desk, Inc. Class A
-3.48%
-$35,112 
AMD Advanced Micro Devices, Inc.
-2.92%
-$367,967.46 
ETHA iShares Ethereum Trust
-2.83%
-$17,600 
SYK Stryker Corporation
-2.74%
-$25,065.18 
QCOM QUALCOMM Incorporated
-2.54%
-$26,503.93 
MSFT Microsoft Corp.
-2.49%
-$158,033.14 
ANET Arista Networks, Inc.
-2.04%
-$70,516.56 
GOOGL Alphabet Inc
-2.03%
-$207,007.2 
SOFI SoFi Technologies, Inc.
-1.93%
-$53,600 
V Visa Inc. Class A
-1.81%
-$59,373.6 
IYW iShares U.S. Technology ETF
-1.77%
-$9,918.48 
RDDT Reddit Inc Class A
-1.77%
-$32,749.9 
NVDA NVIDIA Corporation
-1.65%
-$323,593.56 
MA Mastercard Incorporated
-1.57%
-$8,824.52 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$32,484.72 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$78,427.76 
AVGO Broadcom Inc.
-1.45%
-$163,933.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.42%
-$7,247.8 
BLK BlackRock, Inc.
-1.4%
-$11,064.98 
BSX Boston Scientific Corporation
-1.25%
-$3,715.6 
CRM Salesforce Inc
-1.19%
-$5,867.07 
DHR Danaher Corporation
-0.73%
-$2,360.99 
IVV iShares Core S&P 500 ETF
-0.71%
-$25,872.42 
AMZN Amazon.com Inc
-0.48%
-$30,335.48 
HD The Home Depot, Inc.
-0.27%
-$3,315.97 Events
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Dividends
Dividend Analysis
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| Trades 192 | Longs Won 127/192 66% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $950,272.33 |
| Average Win $416,406.45 | Best Trade (Jul 10) $8.17M | Sharpe Ratio -10.76 |
| Average Loss -$161,383.53 | Worst Trade (Jul 17) -$1.6M | Z-Score 3.15 (99.84%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $220,800.47 |
| 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% | 0.05% |
| Consecutive Losing Trades | 922 | 829 | 737 | 645 | 553 | 461 | 369 | 276 | 184 | 92 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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