Parth Karia Portfolio
Invests via Capricorn Fund Managers Ltd. | Managed by Parth R. Karia
Invests via Capricorn Fund Managers Ltd.
Managed by Parth R. Karia
Automatically Tracked
Parth Karia Profile
With a diverse background in entrepreneurship and strategic investment, Parth Karia has established himself as a key player in the technology sector. His leadership experience spans several successful startups, where he has driven innovation and market expansion. Notably, he is recognized for his role in developing disruptive technologies that enhance business processes. Leveraging his operational insights, Karia plays a crucial role in identifying high-potential ventures within competitive landscapes. His focus on scalability and sustainable growth positions him as a thought leader at the intersection of technology and finance.
With a diverse background in entrepreneurship and strategic investment, Parth Karia has established himself as a key player in the technology sector. His leadership experience spans several successful startups, where he has driven innovation and market expansion. Notably, he is recognized for his role in developing disruptive technologies that enhance business processes. Leveraging his operational insights, Karia plays a crucial role in identifying high-potential ventures within competitive landscapes. His focus on scalability and sustainable growth positions him as a thought leader at the intersection of technology and finance.
Investment Philosophy & Strategy
Innovation remains at the core of Parth Karia's investment approach, characterized by a discerning eye for transformative technologies. By fostering operational efficiencies and enhancing scalability, he seeks to capitalize on emerging trends that define the future of business. His entrepreneurial background lends a unique perspective when evaluating startups poised for rapid growth within competitive niches. Strategic insight is applied meticulously to navigate complex market dynamics, allowing him to identify and invest in ventures that promise significant impact and value creation over time.
Innovation remains at the core of Parth Karia's investment approach, characterized by a discerning eye for transformative technologies. By fostering operational efficiencies and enhancing scalability, he seeks to capitalize on emerging trends that define the future of business. His entrepreneurial background lends a unique perspective when evaluating startups poised for rapid growth within competitive niches. Strategic insight is applied meticulously to navigate complex market dynamics, allowing him to identify and invest in ventures that promise significant impact and value creation over time.
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:
45.9%
Gain +0.4%
Monthly
0.55%
Yearly
6.86%
Drawdown
17.96%
$1.21B
Equity
Holdings
$1.21B
Investment
$1.15B
$87.2M
Profit +$2.98M
Realized
$30M
Unrealized
$57.21M
Dividends
$22.84M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$2.98M
Win %
61%
This Week
Compared To Last Week
Gain
-1.68%
Profit
-$20.74M
Win %
61%
This Month
Compared to last month
Gain
0.56%
Profit
$6.79M
Win %
61%
This Year
Compared to last year
Gain
0.56%
Profit
$6.79M
Win %
66%
FRMI Fermi Inc.
+17.09%
+$945,000 
PATH Uipath Inc.
+6.28%
+$83,840 
BKD Brookdale Senior Living Inc.
+4.48%
+$1.02M 
ARES Ares Management Corporation
+4.31%
+$48,639 
WAY Waystar Holding Corp.
+4.31%
+$31,357.74 
FDS FactSet Research Systems Inc.
+4.26%
+$774,799.26 
CIGI Colliers International Group Inc.
+3.83%
+$28,800 
VEEV Veeva Systems Inc.
+3.71%
+$51,615.08 
KKR KKR & Co. Inc.
+3.53%
+$1.56M 
KARO Karooooo Ltd.
+3.51%
+$686,593.9 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+3.48%
+$630,530.39 
ROP Roper Technologies Inc.
+3.44%
+$513,240 
AXTA Axalta Coating Systems Ltd.
+3.41%
+$18,218.52 
BURL Burlington Stores Inc.
+3.09%
+$136,369.87 
APO Apollo Global Management, Inc.
+3.03%
+$111,011.11 
AMG Affiliated Managers Group Inc.
+3.02%
+$726,354.78 
LAZ Lazard Ltd.
+3.02%
+$158,470.12 
OVV Ovintiv Inc.
+2.83%
+$9,396 
ROST Ross Stores, Inc.
+2.8%
+$120,250 
PNFP Pinnacle Financial Partners Inc.
+2.79%
+$142,789.41 
TPR Tapestry Inc.
+2.49%
+$145,740.42 
TOST Toast Inc.
+2.25%
+$42,752.07 
SHW The Sherwin-Williams Company
+2.24%
+$10,650.16 
ECL Ecolab Inc.
+2.13%
+$75,667.55 
RKT Rocket Companies, Inc. Class A
+2.11%
+$5,020.38 
KR Kroger Co.
+1.99%
+$38,850 
TEX Terex Corporation
+1.91%
+$53,296.04 
SN SharkNinja, Inc.
+1.9%
+$243,760.88 
CRH CRH plc
+1.89%
+$55,500.09 
BTI British American Tobacco p.l.c. ADR
+1.87%
+$487,482.24 
AS Amer Sports, Inc.
+1.86%
+$186,000 
LEVI Levi Strauss & Co.
+1.83%
+$74,228 
TGT Target Corporation
+1.71%
+$59,800 
SYY Sysco Corporation
+1.69%
+$165,600 
LPLA LPL Financial Holdings Inc.
+1.66%
+$1.05M 
XRAY Dentsply Sirona Inc.
+1.65%
+$38,787 
EHC Encompass Health Corporation
+1.65%
+$33,569.56 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1.64%
+$42,800 
JNJ Johnson & Johnson
+1.59%
+$7,021 
SARO StandardAero, Inc.
+1.56%
+$101,416.04 
SPGI S&P Global Inc.
+1.52%
+$12,799.98 
BOOT Boot Barn Holdings, Inc.
+1.5%
+$89,910.4 
EVR Evercore Inc.
+1.44%
+$22,701.05 
COF Capital One Financial Corporation
+1.44%
+$145,687.17 
TDW Tidewater Inc.
+1.42%
+$6,050 
TROW T. Rowe Price Group, Inc.
+1.35%
+$240,715 
KO The Coca-Cola Company
+1.33%
+$54,000 
BAC Bank of America Corporation
+1.26%
+$352,239.89 
PEP PepsiCo, Inc.
+1.25%
+$56,608.24 
GSK GSK plc Sponsored ADR
+1.2%
+$260,113.76 
ING ING Groep N.V. Sponsored ADR
+1.2%
+$351,000 
TVTX Travere Therapeutics Inc.
+1.2%
+$218,770.28 
LIN Linde plc
+1.18%
+$37,774.61 
V Visa Inc. Class A
+1.18%
+$85,097.29 
BN Brookfield Corporation
+1.12%
+$31,050 
LOAR Loar Holdings Inc.
+1.11%
+$56,159.22 
HMH HMH Holding Inc. Class A
+1.08%
+$4,830 
EAT Brinker International Inc.
+1.07%
+$79,200 
KWY Kingsway Financial Services Inc.
+1.04%
+$126,947.34 
DEO Diageo plc Sponsored ADR
+1%
+$44,280.11 
ABBV AbbVie Inc.
+0.95%
+$66,848.13 
FIVE Five Below, Inc.
+0.93%
+$79,900 
KSPI JSC Kaspi.kz American Depositary Receipt
+0.93%
+$93,931 
DOC Healthpeak Properties, Inc.
+0.86%
+$43,358 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$91,669.44 
AVTR Avantor Inc.
+0.79%
+$27,063 
BFH Bread Financial Holdings Inc.
+0.7%
+$17,614.9 
GOOGL Alphabet Inc
+0.65%
+$63,687.04 
NWG NatWest Group plc Sponsored ADR
+0.62%
+$64,601.9 
SFD Smithfield Foods, Inc.
+0.61%
+$8,092.32 
NVST Envista Holdings Corporation
+0.61%
+$51,044.48 
URBN Urban Outfitters Inc.
+0.52%
+$10,800 
RL Ralph Lauren Corporation
+0.51%
+$18,676.88 
LUXE Luxexperience B.V.
+0.5%
+$36,414.88 
SE Sea Ltd.
+0.5%
+$75,000 
LYG Lloyds Banking Group Plc ADR
+0.5%
+$13,500 
SHEL Shell plc
+0.49%
+$197,456 
MRK Merck & Co., Inc.
+0.45%
+$2,360.03 
CVNA Carvana Co.
+0.45%
+$128,250 
LCLN Lincoln International Inc.
+0.4%
+$1,992.51 
SCHW Charles Schwab Corporation
+0.35%
+$26,532 
TT Trane Technologies plc
+0.27%
+$6,400 
WFC Wells Fargo & Company
+0.14%
+$5,868 
QSR Restaurant Brands International Inc.
+0.12%
+$458.01 
MSFT Microsoft Corp.
+0.03%
+$3,881.81 
BAM
0%
$0 
BLND Blend Labs Inc.
0%
$0 
BORR Borr Drilling Ltd.
0%
$0 
G3643J108
0%
$0 
H5919C104
0%
$0 
NE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
XENE Xenon Pharmaceuticals Inc.
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.82%
-$118,875.04 
CRDO Credo Technology Group Holding Ltd.
-9.87%
-$39,368.12 
KGS Kodiak Gas Services Inc.
-9.5%
-$380,462.88 
CBRS Cerebras Systems Inc.
-9.49%
-$327,440.16 
BRUN Boost Run Inc. Class A Common Stock
-9.42%
-$1.7M 
EROC ERock, Inc.
-8.21%
-$137,200 
FPS Forgent Power Solutions, Inc.
-7.88%
-$152,446.99 
WST West Pharmaceutical Services, Inc.
-7.67%
-$510,136 
QNT Quantinuum Inc.
-7.39%
-$62,550 
HOOD Robinhood Markets, Inc.
-6.57%
-$224,779 
NOK Nokia Corporation Sponsored ADR
-6.47%
-$35,092.26 
INIO INNIO N.V.
-6.11%
-$77,976 
MTZ MasTec, Inc. Common Stock
-5.86%
-$18,497.59 
FLG Flagstar Bank, National Association
-5.85%
-$342,452 
AADX Applied Aerospace & Defense, Inc.
-5.71%
-$337,900 
WTI W&T Offshore Inc.
-4.93%
-$1,900 
COCO The Vita Coco Company, Inc.
-4.9%
-$51,000 
UROY Uranium Royalty Corp.
-4.52%
-$14,000 
NXT Nextracker Inc.
-4.27%
-$10,035 
PVLA Pavella Therapeutics Inc.
-3.63%
-$73,187.24 
MXCT MaxCyte, Inc.
-3.57%
-$328,000 
VST Vistra Corp
-3.31%
-$448,000 
LQDA Liquidia Corporation
-3.16%
-$511,995.87 
EGY Vaalco Energy Inc.
-2.8%
-$9,600 
LIFE Ethos Technologies Inc.
-2.79%
-$10,724.04 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
-2.76%
-$10,469 
BRKR Bruker Corporation
-2.73%
-$144,670 
AVGO Broadcom Inc.
-2.69%
-$501,124.53 
ETN Eaton Corporation plc
-2.66%
-$87,661.5 
REAL The RealReal, Inc.
-2.11%
-$139,577.04 
PTCT PTC Therapeutics, Inc.
-2.08%
-$104,157 
GH Guardant Health Inc.
-1.91%
-$91,194.25 
PFE Pfizer Inc.
-1.88%
-$10,401.1 
BLTE Belite Bio, Inc.
-1.87%
-$18,688 
META Meta Platforms Inc Class A
-1.8%
-$147,284.68 
MLTX MoonLake Immunotherapeutics
-1.76%
-$127,454.44 
APP AppLovin Corporation Class A Common Stock
-1.73%
-$421,577.65 
CYTK Cytokinetics, Incorporated
-1.44%
-$96,617.22 
ILMN Illumina, Inc.
-1.41%
-$33,240.05 
NRG NRG Energy, Inc.
-1.37%
-$295,961.66 
COGT Cogent Biosciences, Inc.
-1.19%
-$19,824 
GILD Gilead Sciences Inc.
-1.18%
-$48,360 
CRL Charles River Laboratories International, Inc.
-1.18%
-$84,752.23 
MIRM Mirum Pharmaceuticals Inc.
-1.16%
-$134,649.3 
ZYME Zymeworks Inc.
-1.12%
-$126,497.54 
WLTH Wealthfront Corporation
-1.11%
-$11,280 
SDGR Schrödinger, Inc.
-1.06%
-$69,491.36 
SKIN The Beauty Health Company
-1.05%
-$173,759.65 
HEPS D-Market Elektronik Hizmetler ve Ticaret A.S. American Depositary Receipt
-0.88%
-$729.62 
BETA BETA Technologies, Inc. - Class A Common Stock
-0.87%
-$12,408 
A Agilent Technologies Inc.
-0.84%
-$35,938.89 
IBIT iShares Bitcoin Trust
-0.83%
-$9,150 
SHC Sotera Health Company
-0.8%
-$14,536.2 
EQT EQT Corporation
-0.67%
-$2,340.01 
AMZN Amazon.com Inc
-0.66%
-$69,204.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.66%
-$29,900 
AXGN Axogen Inc.
-0.6%
-$111,567.12 
LFTO Liftoff Mobile, Inc.
-0.54%
-$61,026.12 
INGM Ingram Micro Holding Corporation
-0.44%
-$5,620.55 
JAZZ Jazz Pharmaceuticals plc
-0.39%
-$6,100 
MTD Mettler-Toledo International Inc.
-0.35%
-$26,779.61 
RIO Rio Tinto Plc Sponsored ADR
-0.32%
-$46,479.75 
MSCI MSCI Inc.
-0.31%
-$14,078.45 
ROIV Roivant Sciences Ltd
-0.26%
-$3,608.99 
BP BP p.l.c. Sponsored ADR
-0.25%
-$108,262.33 
ANGX Angel Studios, Inc.
-0.25%
-$1,308.06 
BUR Burford Capital Limited
-0.24%
-$1,350 
DECK Deckers Outdoor Corporation
-0.2%
-$10,259.95 
CELH Celsius Holdings Inc.
-0.18%
-$3,500 
ADPT Adaptive Biotechnologies Corporation
-0.18%
-$226.93 
MSM MSC Industrial Direct Co., Inc.
-0.15%
-$3,800 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$2,750 
RDDT Reddit Inc Class A
-0.03%
-$6,000 Events
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Dividends
Dividend Analysis
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| Trades 1223 | Longs Won 527/1223 43% | Profit Factor 1.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $532,218.59 | Best Trade (Jun 30) $9.54M | Sharpe Ratio -9.49 |
| Average Loss -$277,662.93 | Worst Trade (Jul 25) -$9.73M | Z-Score -5.97 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $71,302.11 |
| 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% | <0.01% |
| Consecutive Losing Trades | 4,367 | 3,930 | 3,493 | 3,057 | 2,620 | 2,183 | 1,747 | 1,310 | 873 | 437 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Parth Karia?
The largest contributions to the portfolio's profits come from the following stocks: The RealReal, Inc - $17.73M, Adaptive Biotechnologies Corporation - $9.54M, New Oriental Education & Technology Group Inc - $6.4M, Tarsus Pharmaceuticals Inc - $5.13M, and Alibaba Group Holding Limited SP ADR - $4.87M. 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: Netflix, Inc - $10.13M, Waystar Holding Corp - $8.75M, ZipRecruiter Inc - $8.03M, AngloGold Ashanti plc - $6.99M, and Li Auto Inc - $6.05M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Parth Karia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.84M earned over time. The largest contributors to dividend income include BHP Group Ltd - $3M, iShares 0-3 Month Treasury Bond ETF - $1.54M, JSC Kaspi.kz American Depositary Receipt - $1.18M, Pfizer Inc - $724,336.32, and Karooooo Ltd - $672,464. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Parth Karia's monthly returns?
Parth Karia's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Parth Karia's strategy be considered aggressive or moderate?
Parth Karia's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Parth Karia's strategy?
Parth Karia's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
