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:
13.38%
Gain +0.09%
Monthly
0.59%
Yearly
7.27%
Drawdown
17.84%
$31.27M
Equity
Holdings
$31.27M
Investment
$33.22M
$39.71M
Profit +$50,005.58
Realized
$41.67M
Unrealized
-$1.95M
Dividends
$4.18M
Goals
Avg. 29.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$50,005.58
Win %
42%
This Week
Compared To Last Week
Gain
-3.06%
Profit
-$986,400.7
Win %
42%
This Month
Compared to last month
Gain
-1.67%
Profit
-$529,953.18
Win %
42%
This Year
Compared to last year
Gain
-8.29%
Profit
-$2.83M
Win %
47%
IONQ IonQ, Inc.
+5.95%
+$13,496.94 
JHX James Hardie Industries plc
+5.74%
+$50,265.09 
EBAY eBay Inc.
+5.62%
+$11,780.01 
QXO Qxo Inc.
+5.42%
+$19,695.76 
BYND Beyond Meat Inc.
+5.16%
+$187.84 
CVNA Carvana Co.
+4.88%
+$14,062.27 
CTSH Cognizant Technology Solutions Corporation
+4.87%
+$26,997.86 
LLY Eli Lilly and Company
+4.56%
+$20,574.68 
HLT Hilton Worldwide Holdings Inc.
+4.46%
+$29,552.6 
ADT ADT Inc.
+4.32%
+$6,138.33 
VRSK Verisk Analytics Inc.
+4.24%
+$22,161.22 
CRM Salesforce Inc
+3.66%
+$53,152.17 
BNY BlackRock New York Municipal Income Trust
+3.21%
+$9,715.16 
CHTR Charter Communications Inc
+2.62%
+$8,277.5 
PATH Uipath Inc.
+2.6%
+$4,456.72 
WFC Wells Fargo & Company
+2.53%
+$7,695.7 
VRTX Vertex Pharmaceuticals Incorporated
+2.52%
+$10,567.2 
LYV Live Nation Entertainment, Inc.
+2.52%
+$6,142.92 
V Visa Inc. Class A
+2.41%
+$19,569.14 
NEM Newmont Corporation
+2.34%
+$7,737.78 
OMC Omnicom Group Inc.
+2.08%
+$10,001.68 
RCL Royal Caribbean Group
+1.96%
+$5,391.48 
MDLN Medline Inc.
+1.93%
+$5,533.71 
CVS CVS Health Corporation
+1.87%
+$3,718 
NWSA News Corporation
+1.78%
+$4,609.5 
OWL Blue Owl Capital Inc.
+1.76%
+$2,546.96 
TKO Tko Group Holdings Inc.
+1.62%
+$5,037.2 
KRE SPDR S&P Regional Banking ETF
+1.58%
+$8,078.91 
GH Guardant Health Inc.
+1.53%
+$4,506.9 
INSM Insmed Inc.
+1.4%
+$4,659.37 
PDD PDD Holdings Inc. American Depositary Shares
+1.36%
+$6,630 
EWC iShares MSCI Canada ETF
+1.3%
+$7,700 
NXT Nextracker Inc.
+0.84%
+$2,256.3 
GS The Goldman Sachs Group, Inc.
+0.71%
+$2,664.85 
RMBS Rambus Inc.
+0.57%
+$922.42 
COST Costco Wholesale Corporation
+0.57%
+$5,226.4 
AAPL Apple Inc.
+0.4%
+$4,671.73 
C Citigroup Inc.
+0.37%
+$1,831.5 
KO The Coca-Cola Company
+0.36%
+$1,766.49 
WTS Watts Water Technologies Inc.
+0.26%
+$560.56 
AMZN Amazon.com Inc
+0.2%
+$2,177.69 
HWM Howmet Aerospace Inc.
+0.08%
+$537.69 
FORM FormFactor Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
SMTC Semtech Corporation
-14.87%
-$36,419.86 
SITM SiTime Corporation
-7.32%
-$13,143.06 
AEIS Advanced Energy Industries Inc.
-6.37%
-$10,387.49 
VRT Vertiv Holdings Co
-6.03%
-$39,016.32 
TTMI TTM Technologies, Inc.
-5.44%
-$10,194.68 
STX Seagate Technology Holdings plc
-5.34%
-$33,223.18 
WDC Western Digital Corporation
-4.71%
-$24,558.81 
MOD Modine Manufacturing Company
-4.5%
-$6,297.7 
LRCX Lam Research Corporation
-4.3%
-$16,621.99 
STRL Sterling Infrastructure, Inc.
-4.13%
-$11,014.3 
PWR Quanta Services Inc.
-3.89%
-$21,186 
GLW Corning Incorporated
-3.88%
-$21,529.92 
FN Fabrinet
-3.46%
-$8,547.09 
VLO Valero Energy Corporation
-3.44%
-$12,624.48 
JBL Jabil Inc.
-3.4%
-$5,237.38 
CSCO Cisco Systems, Inc.
-3.39%
-$14,861 
SCHW Charles Schwab Corporation
-3.2%
-$9,170.49 
BE Bloom Energy Corporation
-3.1%
-$22,810.1 
SNPS Synopsys, Inc.
-2.91%
-$7,412.75 
CAT Caterpillar Inc.
-2.67%
-$12,218.29 
FTNT Fortinet Inc.
-2.27%
-$6,191.35 
CRDO Credo Technology Group Holding Ltd.
-1.98%
-$10,089.12 
ZS Zscaler Inc.
-1.89%
-$11,751.03 
BLD TopBuild Corp
-1.45%
-$8,629.5 
POWL Powell Industries Inc.
-1.37%
-$1,912.93 
CVX Chevron Corporation
-1.22%
-$10,998.5 
DY Dycom Industries Inc.
-0.72%
-$1,023.74 
SPXC Spx Technologies Inc.
-0.52%
-$936.12 
TMUS T-Mobile US, Inc.
-0.35%
-$1,191.98 
MPWR Monolithic Power Systems, Inc.
-0.31%
-$1,365 
JPM JPMorgan Chase & Co.
-0.23%
-$1,326.96 Events
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Dividends
Dividend Analysis
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| Trades 1063 | Longs Won 511/1063 48% | Profit Factor 1.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $364,064.61 |
| Average Win $189,187.11 | Best Trade (Sep 29) $6.24M | Sharpe Ratio -8.76 |
| Average Loss -$93,193.22 | Worst Trade (Sep 29) -$2.55M | Z-Score -2.66 (100%) |
| Commissions $0 | Avg. Trade Length 3m 1w 6d | Expectancy $37,361.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.19% | 2% | 15.78% |
| Consecutive Losing Trades | 335 | 302 | 268 | 235 | 201 | 168 | 134 | 101 | 67 | 34 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,410 | $986,718 | $1.17M | - | $187,447.3 | 19% | +0.399% |
| ADT ADT Inc. | 21,538 | $139,997 | $148,289.13 | - | $8,292.13 | 5.92% | +4.318% |
| AEIS Advanced Energy Industries Inc. | 625 | $233,044 | $152,593.75 | - | -$80,450.25 | -34.52% | -6.373% |
| AMZN Amazon.com Inc | 4,270 | $1.02M | $1.09M | - | $69,387.3 | 6.82% | +0.201% |
| BE Bloom Energy Corporation | 3,070 | $929,289 | $711,963.7 | - | -$217,325.3 | -23.39% | -3.104% |
| 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 | $312,258.87 | - | -$5,594.13 | -1.76% | +3.211% |
| BYND Beyond Meat Inc. | 536.68 | $12,197.1 | $3,826.52 | - | -$8,370.58 | -68.63% | +5.162% |
| C Citigroup Inc. | 4,070 | $569,637 | $499,470.4 | - | -$70,166.6 | -12.32% | +0.368% |
| CAT Caterpillar Inc. | 610 | $649,589 | $444,659.5 | - | -$204,929.5 | -31.55% | -2.674% |
| CHTR Charter Communications Inc | 3,010 | $428,052 | $324,748.9 | - | -$103,303.1 | -24.13% | +2.616% |
| COST Costco Wholesale Corporation | 940 | $879,342 | $928,306.4 | - | $48,964.4 | 5.57% | +0.566% |
| CRDO Credo Technology Group Holding Ltd. | 2,838 | $771,794 | $498,551.46 | - | -$273,242.54 | -35.4% | -1.984% |
| CRM Salesforce Inc | 6,159 | $964,869 | $1.51M | - | $541,499.22 | 56.12% | +3.658% |
| CSCO Cisco Systems, Inc. | 3,860 | $299,497.46 | $423,789.4 | - | $124,291.94 | 41.5% | -3.388% |
| CTSH Cognizant Technology Solutions Corporation | 8,880 | $343,922 | $581,731.46 | - | $237,809.46 | 69.15% | +4.867% |
| CVNA Carvana Co. | 4,969 | $327,060 | $302,065.51 | - | -$24,994.49 | -7.64% | +4.883% |
| CVS CVS Health Corporation | 2,200 | $227,590 | $202,576 | - | -$25,014 | -10.99% | +1.87% |
| CVX Chevron Corporation | 4,066 | $755,544.16 | $891,816.11 | - | $136,271.95 | 18.04% | -1.218% |
| DY Dycom Industries Inc. | 546 | $276,052 | $140,914.41 | - | -$135,137.59 | -48.95% | -0.721% |
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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 - $967,640.76, 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 $4.18M earned over time. The largest contributors to dividend income include Chevron Corporation - $185,386.99, Pfizer Inc - $180,600, 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.
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