PR
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:
43.79%
Gain -1.1%
Monthly
2.15%
Yearly
29.1%
Drawdown
26.98%
$156.19M
Equity
Holdings
$156.19M
Investment
$110.16M
$50.14M
Profit -$1.82M
Realized
$4.1M
Unrealized
$46.04M
Dividends
$850,162.73
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$1.82M
Win %
61%
This Week
Compared To Last Week
Gain
0.67%
Profit
$1.04M
Win %
61%
This Month
Compared to last month
Gain
0.67%
Profit
$1.04M
Win %
61%
This Year
Compared to last year
Gain
10.75%
Profit
$17.84M
Win %
62%
META Meta Platforms Inc Class A
+4.24%
+$33,538.05 
AMD Advanced Micro Devices, Inc.
+4.02%
+$528,402.28 
QCOM QUALCOMM Incorporated
+3.81%
+$56,129.57 
AMAT Applied Materials, Inc.
+2.19%
+$15,940.64 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.19%
+$206,442.3 
ISRG Intuitive Surgical, Inc.
+1.24%
+$10,474.01 
CVX Chevron Corporation
+1.19%
+$8,760.6 
DHR Danaher Corporation
+1.16%
+$3,226.7 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$13,130.99 
COST Costco Wholesale Corporation
+0.79%
+$29,476.44 
ABBV AbbVie Inc.
+0.78%
+$14,507.38 
SYK Stryker Corporation
+0.59%
+$4,805.88 
HD The Home Depot, Inc.
+0.48%
+$5,263.46 
RDDT Reddit Inc Class A
+0.17%
+$2,900 
BSX Boston Scientific Corporation
+0.04%
+$132.7 
DUK Duke Energy Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
YNDX Yandex NV
0%
$0 
SOUN SoundHound AI Inc.
-8.39%
-$100,714 
CRWV CoreWeave, Inc.
-6.99%
-$291,900 
FIG Figma Inc. Class A Common Stock
-6.28%
-$91,500 
SOFI SoFi Technologies, Inc.
-5.97%
-$169,600 
ATAI AtaiBeckley Inc.
-5.82%
-$38,192 
ETHA iShares Ethereum Trust
-5.56%
-$35,200 
GRAB Grab Holdings Limited
-5.28%
-$87,115 
CRM Salesforce Inc
-5.04%
-$28,992.06 
NVDA NVIDIA Corporation
-3.55%
-$749,374.56 
MSFT Microsoft Corp.
-3.11%
-$217,256.2 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$161,735.86 
BLK BlackRock, Inc.
-2.74%
-$20,326.92 
NET Cloudflare Inc.
-2.63%
-$159,381.64 
TTD The Trade Desk, Inc. Class A
-2.56%
-$28,512 
AMZN Amazon.com Inc
-2.53%
-$165,698 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$30,596.3 
AAPL Apple Inc.
-1.58%
-$116,671.67 
MA Mastercard Incorporated
-1.2%
-$5,824.6 
V Visa Inc. Class A
-1.16%
-$33,105.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$5,080.96 
IYW iShares U.S. Technology ETF
-0.91%
-$5,479.44 
GOOGL Alphabet Inc
-0.79%
-$82,227.86 
MRK Merck & Co., Inc.
-0.73%
-$3,216.4 
IVV iShares Core S&P 500 ETF
-0.71%
-$26,016.69 
AVGO Broadcom Inc.
-0.49%
-$70,775.64 
ANET Arista Networks, Inc.
-0.47%
-$17,014.17 
IRM Iron Mountain Inc.
-0.34%
-$910.31 
PG Procter & Gamble Co
-0.26%
-$644.17 
QQQ Invesco QQQ Trust
-0.26%
-$14,233.05 
BAC Bank of America Corporation
-0.11%
-$817.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 192 | Longs Won 120/192 62% | Profit Factor 6.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $493,769.97 | Best Trade (May 14) $9.66M | Sharpe Ratio -11.02 |
| Average Loss -$126,560.3 | Worst Trade (May 01) -$1.37M | Z-Score 0.39 (30.05%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $261,146.12 |
| 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% | 0.09% |
| Consecutive Losing Trades | 1,235 | 1,111 | 988 | 864 | 741 | 617 | 494 | 370 | 247 | 123 |
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
