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:
1.9%
Gain
Monthly
0.1%
Yearly
1.23%
Drawdown
16.8%
$22.56M
Equity
Holdings
$22.56M
Investment
$20.54M
$9.04M
Profit -$67,822.81
Realized
$7.02M
Unrealized
$2.02M
Dividends
$4.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$67,822.81
Win %
57%
This Week
Compared To Last Week
Gain
-1.61%
Profit
-$367,951.72
Win %
57%
This Month
Compared to last month
Gain
-3.09%
Profit
-$720,238.71
Win %
57%
This Year
Compared to last year
Gain
9.83%
Profit
$2.02M
Win %
57%
ATAI AtaiBeckley Inc.
+32.84%
+$44,547.36 
MCK McKesson Corporation
+5.34%
+$10,041.8 
NWL Newell Brands Inc.
+5.31%
+$7,172.19 
XPO XPO Inc.
+5.24%
+$11,926.57 
COTY Coty Inc.
+4.01%
+$1,506.22 
UPS United Parcel Service, Inc.
+3.52%
+$18,627.24 
CLVT Clarivate Plc
+3.42%
+$1,200.4 
ABBV AbbVie Inc.
+3.14%
+$20,783.33 
AMCR Amcor plc
+3.06%
+$11,868.92 
KR Kroger Co.
+2.85%
+$6,681.26 
MO Altria Group, Inc.
+2.72%
+$16,570.49 
VLO Valero Energy Corporation
+2.63%
+$18,951.18 
HCA HCA Healthcare Inc.
+2.58%
+$4,154.37 
MDLN Medline Inc.
+2.57%
+$15,222.97 
FAST Fastenal Co.
+2.46%
+$7,821.27 
MPC Marathon Petroleum Corporation
+2.38%
+$6,409.87 
MA Mastercard Incorporated
+2.27%
+$10,762.56 
GFL GFL Environmental Inc.
+2.23%
+$5,922.96 
SPGI S&P Global Inc.
+2.18%
+$5,478.88 
TGT Target Corporation
+2.1%
+$8,634.86 
OKE ONEOK, Inc.
+2.04%
+$5,874.78 
PKG Packaging Corporation of America
+2%
+$8,946.02 
BMY Bristol-Myers Squibb Company
+1.8%
+$9,620.55 
AFL Aflac Inc.
+1.53%
+$5,222.55 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
+1.36%
+$5,247 
ADM Archer-Daniels-Midland Co
+1.34%
+$4,618.9 
TRV The Travelers Companies, Inc.
+1.3%
+$4,047.96 
CF CF Industries Holdings, Inc.
+1.04%
+$2,409.57 
SUNB Sunbelt Rentals Holdings, Inc.
+0.81%
+$6,592.07 
OVV Ovintiv Inc.
+0.75%
+$1,556.52 
EOG EOG Resources, Inc.
+0.69%
+$2,891.74 
LYB LyondellBasell Industries N.V.
+0.67%
+$2,428.92 
COP ConocoPhillips
+0.65%
+$3,221.18 
LXRX Lexicon Pharmaceuticals, Inc.
+0.51%
+$208.11 
LMT Lockheed Martin Corporation
+0.14%
+$654.13 
OGN Organon & Co.
+0.11%
+$192.5 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
STX Seagate Technology Holdings plc
-9.16%
-$88,252.51 
ARM Arm Holdings plc American Depositary Receipt
-7.78%
-$36,263.92 
LWLG Lightwave Logic Inc.
-7.11%
-$7,854.72 
MRNA Moderna, Inc.
-6.65%
-$18,454.96 
GE General Electric Company
-5.52%
-$25,366.88 
MTZ MasTec, Inc. Common Stock
-4.97%
-$17,096.18 
LRCX Lam Research Corporation
-4.45%
-$35,733.13 
OCGN Ocugen Inc.
-4.2%
-$1,557.12 
PAAS Pan American Silver Corp.
-4.15%
-$20,033.08 
IAUX I-80 Gold Corp.
-4.1%
-$4,458.52 
NEM Newmont Corporation
-3.89%
-$15,536.3 
URG Ur-Energy Inc.
-3.8%
-$1,319.5 
SMRT Smartrent Inc.
-3.49%
-$534.29 
SBET Sharplink Gaming Inc.
-2.8%
-$2,186.71 
CSCO Cisco Systems, Inc.
-2.65%
-$21,110.72 
WWD Woodward Inc.
-2.39%
-$6,355.99 
KLAC KLA Corporation
-2.3%
-$10,827.39 
AMAT Applied Materials, Inc.
-2.24%
-$20,352.04 
RGLD Royal Gold Inc.
-2.08%
-$8,096.28 
KNSA Kiniksa Pharmaceuticals International, plc
-1.77%
-$5,198.06 
LCTX Lineage Cell Therapeutics Inc.
-1.63%
-$325.62 
JCI Johnson Controls International plc
-1.32%
-$4,728.78 
SLB Schlumberger Limited
-1.04%
-$3,556.08 
HAL Halliburton Company
-0.92%
-$4,927.98 
IVVD Invivyd Inc.
-0.82%
-$127.6 
CHYM Chime Financial, Inc. – Class A Common Stock
-0.77%
-$2,855.28 
FTI TechnipFMC plc
-0.46%
-$2,655.18 Events
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Dividends
Dividend Analysis
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| Trades 988 | Longs Won 148/988 14% | Profit Factor 3.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $135,258.09 |
| Average Win $149,899.86 | Best Trade (Dec 30) $2.46M | Sharpe Ratio -11.5 |
| Average Loss -$7,023.61 | Worst Trade (Mar 31) -$523,501.6 | Z-Score -16.66 (100%) |
| Commissions $0 | Avg. Trade Length 3m 1w 6d | Expectancy $9,149.77 |
| 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% | 0.03% | 0.66% | 9.32% |
| Consecutive Losing Trades | 3,215 | 2,894 | 2,572 | 2,251 | 1,929 | 1,608 | 1,286 | 965 | 643 | 322 |
Hover over the desired column for a detailed explanation.
Returns
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