Sam Tedawes Portfolio
Invests via Quantessence Capital LLC | Managed by Amit Manwani, Taha Mohammed Patel, Sam Tedawes
Invests via Quantessence Capital LLC
Managed by Amit Manwani, Taha Mohammed Patel, Sam Tedawes
Automatically Tracked
Sam Tedawes Profile
Veteran growth-equity and operational investor with experience in scaling technology and consumer businesses across Europe and the U.S. Sam Tedawes brings a background in deal execution, portfolio operations and capital advisory, having led buyouts and minority investments focused on SaaS, marketplace and fintech companies. Known for hands-on growth initiatives, board oversight and exit planning to drive value creation for institutional investors.
Veteran growth-equity and operational investor with experience in scaling technology and consumer businesses across Europe and the U.S. Sam Tedawes brings a background in deal execution, portfolio operations and capital advisory, having led buyouts and minority investments focused on SaaS, marketplace and fintech companies. Known for hands-on growth initiatives, board oversight and exit planning to drive value creation for institutional investors.
Investment Philosophy & Strategy
Growth-equity and operational investor focused on scaling SaaS, marketplace and fintech businesses via minority and buyout stakes. Deploys multi‑year capital to accelerate go‑to‑market, product‑led growth and unit‑economics improvement while retaining active board oversight. Emphasizes hands‑on portfolio operations, metrics‑driven underwriting, disciplined follow‑on capital and exit planning to maximize value for institutional backers.
Growth-equity and operational investor focused on scaling SaaS, marketplace and fintech businesses via minority and buyout stakes. Deploys multi‑year capital to accelerate go‑to‑market, product‑led growth and unit‑economics improvement while retaining active board oversight. Emphasizes hands‑on portfolio operations, metrics‑driven underwriting, disciplined follow‑on capital and exit planning to maximize value for institutional backers.
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:
18.03%
Gain -0.98%
Monthly
0.83%
Yearly
10.45%
Drawdown
17.84%
$32.5M
Equity
Holdings
$32.5M
Investment
$33.22M
$41.04M
Profit -$312,148.73
Realized
$41.76M
Unrealized
-$723,212.83
Dividends
$4.13M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$312,148.73
Win %
45%
This Week
Compared To Last Week
Gain
-2.26%
Profit
-$752,639.04
Win %
45%
This Month
Compared to last month
Gain
-0.95%
Profit
-$312,148.73
Win %
45%
This Year
Compared to last year
Gain
-4.69%
Profit
-$1.6M
Win %
48%
BYND Beyond Meat Inc.
+10.32%
+$676.22 
STX Seagate Technology Holdings plc
+5.65%
+$45,405.04 
SMTC Semtech Corporation
+5.07%
+$10,344.58 
GLW Corning Incorporated
+4.7%
+$29,323.28 
POWL Powell Industries Inc.
+4.63%
+$7,750.25 
WDC Western Digital Corporation
+4.41%
+$30,802.29 
STRL Sterling Infrastructure, Inc.
+4.22%
+$13,735.49 
SITM SiTime Corporation
+3.49%
+$8,201.15 
NEM Newmont Corporation
+3.13%
+$10,563.63 
MOD Modine Manufacturing Company
+2.94%
+$5,313.14 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$13,810.99 
IONQ IonQ, Inc.
+2.85%
+$9,239.04 
CVNA Carvana Co.
+2.56%
+$9,391.41 
SPXC Spx Technologies Inc.
+2.43%
+$5,552.17 
SNPS Synopsys, Inc.
+2.37%
+$5,177.25 
DY Dycom Industries Inc.
+2.36%
+$5,274.36 
VRT Vertiv Holdings Co
+2.36%
+$19,653.29 
CVS CVS Health Corporation
+2.28%
+$4,774 
HWM Howmet Aerospace Inc.
+2.25%
+$18,997.26 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$12,907.76 
PWR Quanta Services Inc.
+1.93%
+$10,725 
RMBS Rambus Inc.
+1.53%
+$2,670.64 
LYV Live Nation Entertainment, Inc.
+1.29%
+$3,460.82 
CVX Chevron Corporation
+1.16%
+$9,351.8 
SCHW Charles Schwab Corporation
+0.94%
+$3,051.88 
TTMI TTM Technologies, Inc.
+0.81%
+$2,031.68 
WFC Wells Fargo & Company
+0.81%
+$2,665.34 
TKO Tko Group Holdings Inc.
+0.8%
+$2,878.42 
NWSA News Corporation
+0.76%
+$1,931.6 
PDD PDD Holdings Inc. American Depositary Shares
+0.74%
+$3,720 
FN Fabrinet
+0.66%
+$2,342.43 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$2,176.04 
JHX James Hardie Industries plc
+0.49%
+$5,347.39 
MDLN Medline Inc.
+0.45%
+$1,277.44 
C Citigroup Inc.
+0.43%
+$2,442 
WTS Watts Water Technologies Inc.
+0.36%
+$843.93 
KO The Coca-Cola Company
+0.33%
+$1,552.37 
ADT ADT Inc.
+0.27%
+$430.76 
KRE SPDR S&P Regional Banking ETF
+0.23%
+$1,340.28 
CAT Caterpillar Inc.
+0.23%
+$1,201.72 
AAPL Apple Inc.
+0.22%
+$2,284.7 
AEIS Advanced Energy Industries Inc.
+0.22%
+$450 
EWC iShares MSCI Canada ETF
+0.21%
+$1,300.02 
FORM FormFactor Inc.
0%
$0 
PATH Uipath Inc.
-4.02%
-$8,782.36 
OWL Blue Owl Capital Inc.
-3.48%
-$7,230.08 
FTNT Fortinet Inc.
-3.28%
-$8,047.27 
NXT Nextracker Inc.
-2.95%
-$10,071.6 
BE Bloom Energy Corporation
-2.66%
-$19,279.6 
CRM Salesforce Inc
-2.56%
-$31,780.38 
QXO Qxo Inc.
-2.55%
-$13,364.98 
ZS Zscaler Inc.
-2.43%
-$12,906.38 
LLY Eli Lilly and Company
-2.38%
-$10,757.31 
VRSK Verisk Analytics Inc.
-2.3%
-$12,361.65 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$17,283.42 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$8,979.6 
INSM Insmed Inc.
-2.05%
-$8,808.59 
JBL Jabil Inc.
-1.96%
-$3,804.23 
CSCO Cisco Systems, Inc.
-1.58%
-$6,909.4 
RCL Royal Caribbean Group
-1.57%
-$4,899.52 
GH Guardant Health Inc.
-1.46%
-$4,217.26 
BLD TopBuild Corp
-1.45%
-$8,629.5 
CHTR Charter Communications Inc
-1.44%
-$6,802.6 
LRCX Lam Research Corporation
-1.38%
-$6,263.58 
EBAY eBay Inc.
-1.38%
-$2,581.92 
AMZN Amazon.com Inc
-0.94%
-$10,589.64 
OMC Omnicom Group Inc.
-0.89%
-$4,847.44 
SATS EchoStar Corporation
-0.89%
-$1,850.74 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$4,440 
TMUS T-Mobile US, Inc.
-0.42%
-$1,647.8 
VLO Valero Energy Corporation
-0.36%
-$996.25 
V Visa Inc. Class A
-0.36%
-$2,694.94 
GS The Goldman Sachs Group, Inc.
-0.31%
-$1,361.02 
COST Costco Wholesale Corporation
-0.08%
-$705 
JPM JPMorgan Chase & Co.
-0.07%
-$471.4 Events
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Dividends
Dividend Analysis
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| Trades 1063 | Longs Won 515/1063 48% | Profit Factor 1.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $363,635.98 |
| Average Win $188,552.3 | Best Trade (Sep 29) $6.24M | Sharpe Ratio -8.75 |
| Average Loss -$92,463.13 | Worst Trade (Sep 29) -$2.55M | Z-Score -2.98 (100%) |
| Commissions $0 | Avg. Trade Length 3m 1w 3d | Expectancy $38,604.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 1.48% | 13.7% |
| Consecutive Losing Trades | 351 | 316 | 281 | 246 | 211 | 176 | 141 | 105 | 70 | 35 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,410 | $986,718 | $1.04M | - | $56,503.3 | 5.73% | +0.219% |
| ADT ADT Inc. | 21,538 | $139,997 | $161,319.62 | - | $21,322.62 | 15.23% | +0.268% |
| AEIS Advanced Energy Industries Inc. | 625 | $233,044 | $206,412.51 | - | -$26,631.49 | -11.43% | +0.218% |
| AMZN Amazon.com Inc | 4,270 | $1.02M | $1.12M | - | $103,803.46 | 10.2% | -0.935% |
| BE Bloom Energy Corporation | 3,070 | $929,289 | $705,915.8 | - | -$223,373.2 | -24.04% | -2.659% |
| BLD TopBuild Corp | 1,650 | $676,236 | $584,974.5 | - | -$91,261.5 | -13.5% | -1.454% |
| BNY BlackRock New York Municipal Income Trust | 2,198 | $317,853 | $358,801.54 | - | $40,948.54 | 12.88% | +0.61% |
| BYND Beyond Meat Inc. | 536.68 | $12,197.1 | $7,229.07 | - | -$4,968.03 | -40.73% | +10.319% |
| C Citigroup Inc. | 4,070 | $569,637 | $567,073.1 | - | -$2,563.9 | -0.45% | +0.432% |
| CAT Caterpillar Inc. | 610 | $649,589 | $522,507.71 | - | -$127,081.29 | -19.56% | +0.231% |
| CHTR Charter Communications Inc | 3,010 | $428,052 | $464,352.7 | - | $36,300.7 | 8.48% | -1.444% |
| COST Costco Wholesale Corporation | 940 | $879,342 | $903,433.98 | - | $24,091.98 | 2.74% | -0.078% |
| CRDO Credo Technology Group Holding Ltd. | 2,838 | $771,794 | $737,596.17 | - | -$34,197.83 | -4.43% | -2.29% |
| CRM Salesforce Inc | 6,159 | $964,869 | $1.21M | - | $243,588.45 | 25.25% | -2.562% |
| CSCO Cisco Systems, Inc. | 3,860 | $299,497.46 | $431,084.8 | - | $131,587.34 | 43.94% | -1.578% |
| CTSH Cognizant Technology Solutions Corporation | 8,880 | $343,922 | $522,055.2 | - | $178,133.2 | 51.79% | -0.843% |
| CVNA Carvana Co. | 4,969 | $327,060 | $375,606.71 | - | $48,546.71 | 14.84% | +2.564% |
| CVS CVS Health Corporation | 2,200 | $227,590 | $213,752 | - | -$13,838 | -6.08% | +2.284% |
| CVX Chevron Corporation | 4,066 | $755,544.16 | $813,200 | - | $57,655.84 | 7.63% | +1.163% |
| DY Dycom Industries Inc. | 546 | $276,052 | $228,812.22 | - | -$47,239.78 | -17.11% | +2.359% |
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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 Sam Tedawes?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $6.24M, Opendoor Technologies Inc - $3.56M, Insmed Inc - $3.28M, Alphabet Inc - $2.94M, and VanEck Junior Gold Miners ETF - $2.29M. 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: Sprouts Farmers Market, Inc - $2.55M, Nebius Group N.V - $1.64M, T-Mobile US, Inc - $969,823.56, Meta Platforms Inc Class A - $963,921.95, and PayPal Holdings Inc - $956,538.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sam Tedawes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.13M earned over time. The largest contributors to dividend income include Pfizer Inc - $180,600, Chevron Corporation - $178,149.51, VanEck Oil Services ETF - $130,143.5, Exxon Mobil Corporation - $129,053.43, and Altria Group, Inc - $124,877.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sam Tedawes's monthly returns?
Sam Tedawes'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 Sam Tedawes's strategy be considered aggressive or moderate?
Sam Tedawes'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 Sam Tedawes's strategy?
Sam Tedawes'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.
