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:
49.34%
Gain -0.68%
Monthly
0.4%
Yearly
4.9%
Drawdown
27.07%
$1.15B
Equity
Holdings
$1.15B
Investment
$1.15B
$20.62M
Profit -$6.41M
Realized
$20.45M
Unrealized
$165,364.73
Dividends
$27.91M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$6.41M
Win %
55%
This Week
Compared To Last Week
Gain
0.69%
Profit
$7.92M
Win %
55%
This Month
Compared to last month
Gain
0.54%
Profit
$6.15M
Win %
55%
This Year
Compared to last year
Gain
-4.17%
Profit
-$50.22M
Win %
56%
WTI W&T Offshore Inc.
+8.23%
+$3,200 
BORR Borr Drilling Limited
+7.33%
+$26,910 
TDW Tidewater Inc.
+6.09%
+$26,675 
BLND Blend Labs, Inc. Class A Common Stock
+5.41%
+$678,878.94 
REAL The RealReal Inc.
+5.15%
+$314,048.34 
EGY VAALCO Energy, Inc.
+5.14%
+$19,200 
OVV Ovintiv Inc.
+4.86%
+$18,171 
HMH HMH Holding Inc. Class A
+4.51%
+$16,380 
SDGR Schrödinger, Inc.
+3.67%
+$360,486.43 
NOK Nokia Corporation Sponsored ADR
+3.55%
+$15,596.56 
MSM MSC Industrial Direct Co., Inc. Class A
+3.52%
+$79,200 
CBRS Cerebras Systems Inc. Class A Common Stock
+3.42%
+$58,337.04 
AXGN Axogen, Inc.
+3.19%
+$543,889.71 
LQDA Liquidia Corporation
+3.07%
+$222,290.1 
BP BP Plc Sponsored ADR
+2.69%
+$1.32M 
KGS Kodiak Gas Services Inc.
+2.54%
+$68,728.8 
GH Guardant Health, Inc.
+2.39%
+$123,922.5 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.36%
+$1.15M 
EQT EQT Corporation
+2.23%
+$7,930 
UROY Uranium Royalty Corp.
+1.63%
+$5,500 
ADPT Adaptive Biotechnologies Corporation Common Stock
+1.56%
+$2,155.84 
CRL Charles River Laboratories International, Inc.
+1.49%
+$157,777.33 
ALAB Astera Labs, Inc.
+1.47%
+$12,730.58 
KARO Karooooo Ltd.
+1.3%
+$264,833.64 
KSPI Kaspi.kz JSC ADR
+1.29%
+$139,410.25 
BETA BETA Technologies Inc. Class A Common Stock
+1.24%
+$17,836.5 
QNT Quantinuum Inc. Class A Common Stock
+1.17%
+$6,300 
AVGO Broadcom Inc.
+0.92%
+$141,074.52 
INGM Ingram Micro Holding Corporation Common Stock
+0.84%
+$9,944.05 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+0.81%
+$125,240.34 
CELH Celsius Holdings Inc.
+0.76%
+$15,050 
LIFE Ethos Technologies Inc. Class A Common Stock
+0.69%
+$6,070.2 
MSFT Microsoft Corporation Common Stock
+0.69%
+$116,111.37 
PNFP Pinnacle Financial Partners Inc.
+0.6%
+$30,707.4 
VEEV Veeva Systems Inc.
+0.11%
+$2,673.83 
TROW T. Rowe Price Group Inc.
+0.09%
+$13,977 
COCO The Vita Coco Company, Inc.
+0.05%
+$450 
AVTR Avantor, Inc.
+0.03%
+$1,503.5 
ABBV AbbVie Inc.
+0.03%
+$2,191.76 
LAZ Lazard, Inc.
+0.03%
+$1,219 
ROP Roper Technologies Inc.
+0.01%
+$1,680 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
TLX Telix Pharmaceuticals Limited American Depositary Shares
0%
$0 BAM
BAM
0%
$0 G364
G3643J108
0%
$0 H591
H5919C104
0%
$0 NE
NE
0%
$0 
FLG Flagstar Bank, National Association
-9.22%
-$420,101 
CRDO Credo Technology Group Holding Ltd
-6.86%
-$18,815.76 
MLTX MoonLake Immunotherapeutics Class A Ordinary Shares
-6.56%
-$303,641.46 
OLLI Ollie's Bargain Outlet Holdings Inc.
-5.91%
-$219,000 
DECK Deckers Outdoor Corporation
-4.99%
-$229,770 
LCLN Lincoln International Inc. Class A Common Stock
-3.74%
-$20,367.88 
PTCT PTC Therapeutics, Inc.
-3.71%
-$149,526.06 
CIGI Colliers International Group Inc.
-3.66%
-$28,240 
ANGX Angel Studios, Inc. Class A Common Stock
-3.59%
-$16,350.75 
TVTX Travere Therapeutics Inc.
-3.57%
-$601,618.27 
BOOT Boot Barn Holdings, Inc.
-3.56%
-$172,935 
LOAR Loar Holdings Inc.
-3.24%
-$151,197.9 
LUXE LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share
-3.23%
-$282,215.32 
TGT Target Corp.
-2.88%
-$118,560 
SKIN SkinHealth Systems Inc. Class A Common Stock
-2.84%
-$350,861.73 
ROST Ross Stores Inc.
-2.69%
-$117,832.05 
XENE Xenon Pharmaceuticals Inc.
-2.66%
-$20,273 
PEP PepsiCo, Inc.
-2.62%
-$121,925.44 
BURL Burlington Stores Inc.
-2.58%
-$84,630 
SYY Sysco Corp.
-2.51%
-$252,600 
AS Amer Sports, Inc.
-2.5%
-$217,500 
MXCT MaxCyte, Inc.
-2.45%
-$287,000 
CVNA Carvana Co. Class A Common Stock
-2.38%
-$665,000 
FPS Forgent Power Solutions Inc. Class A Common Stock
-2.25%
-$27,807.92 
EAT Brinker International Inc.
-2.22%
-$168,800 
VOD Vodafone Group plc Sponsored ADR
-2.14%
-$103,155 
FIVE Five Below, Inc.
-2.06%
-$198,262.5 
TOST Toast, Inc. Class A Common Stock
-2.05%
-$45,758 
MIRM Mirum Pharmaceuticals, Inc.
-2.03%
-$171,095.6 
KO The Coca-Cola Company
-2.01%
-$95,940 
SHW The Sherwin-Williams Company
-1.99%
-$10,512.64 
AXTA Axalta Coating Systems Ltd.
-1.98%
-$11,723.94 
A AgileThought, Inc. Class A Common Stock
-1.98%
-$105,666.48 
EROC ERock, Inc. Class A Common Stock
-1.93%
-$22,358 
ING ING Groep N.V. Sponsored ADR
-1.91%
-$558,000 
SFD Smithfield Foods, Inc.
-1.89%
-$17,954.83 
WLTH Wealthfront Corporation
-1.83%
-$23,124 
BTI British American Tobacco plc ADR
-1.82%
-$478,777.2 
FRMI Fermi Inc.
-1.74%
-$40,250 
QSR Restaurant Brands International Inc.
-1.7%
-$6,590.26 
TPR Tapestry Inc.
-1.62%
-$77,700 
JNJ Johnson & Johnson
-1.61%
-$7,327 
AMG Affiliated Managers Group, Inc.
-1.6%
-$437,054.85 
TEX Terex Corporation Common Stock
-1.57%
-$33,360.88 
MRK Merck & Co., Inc.
-1.57%
-$9,240.04 
ZYME Zymeworks Inc.
-1.56%
-$216,505.4 
RDDT Reddit Inc. Class A Common Stock
-1.54%
-$278,398.8 
BLTE Belite Bio, Inc. ADR
-1.51%
-$14,528 
CRH CRH plc Ordinary Shares
-1.45%
-$37,500 
BFH Bread Financial Holdings, Inc.
-1.36%
-$33,661.35 
BN Brookfield Corporation
-1.36%
-$35,100 
V Visa Inc. Class A
-1.36%
-$115,519.1 
PVLA Palvella Therapeutics, Inc.
-1.34%
-$23,938.33 
ROIV Roivant Sciences Ltd.
-1.33%
-$20,050 
KR The Kroger Co.
-1.33%
-$31,675 
BKD Brookdale Senior Living Inc.
-1.32%
-$211,950 
NWG NatWest Group plc Sponsored ADR
-1.32%
-$132,140.25 
SE Sea Limited Sponsored ADR
-1.31%
-$148,500 
LPLA LPL Financial Holdings Inc.
-1.28%
-$793,858.9 
EHC Encompass Health Corporation
-1.26%
-$29,167 
URBN Urban Outfitters Inc.
-1.24%
-$32,934 
LEVI Levi Strauss & Co. Class A Common Stock
-1.24%
-$44,705.5 
XRAY Dentsply Sirona Inc.
-1.21%
-$21,240.5 
NRG NRG Energy, Inc.
-1.21%
-$172,140 
GSK GSK plc ADR
-1.19%
-$260,113.76 
CYTK Cytokinetics, Incorporated
-1.17%
-$59,771.67 
MSCI MSCI Inc.
-1.16%
-$59,013.77 
SCHW The Charles Schwab Corporation
-1.16%
-$78,122 
BRKR Bruker Corp.
-1.15%
-$56,166 
COGT Cogent Biosciences, Inc.
-1.15%
-$14,868 
EVR Evercore Inc. Class A Common Stock
-1.12%
-$13,395 
COF Capital One Financial Corp.
-1.11%
-$114,323.85 
RL Ralph Lauren Corp. Class A Common Stock
-1.11%
-$41,949.19 
RKT Rocket Companies Inc. Class A Common Stock
-1.11%
-$2,417.22 
KKR Korro Bio, Inc.
-1.06%
-$455,499 
NVST Envista Holdings Corp.
-1.02%
-$78,161.86 
PFE Pfizer Inc.
-1.02%
-$6,860.3 
MTD Mettler-Toledo International Inc.
-1.02%
-$97,755.2 
APO Apollo Global Management Inc.
-0.99%
-$35,056.14 
DEO Diageo plc Sponsored ADR
-0.95%
-$49,680 
ECL Ecolab Inc.
-0.95%
-$37,496.51 
TT Trane Technologies plc
-0.9%
-$20,075 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.88%
-$28,645 
FDS FactSet Research Systems Inc.
-0.86%
-$215,305.74 
SARO StandardAero Inc.
-0.83%
-$41,488.38 
LFTO Liftoff Mobile, Inc.
-0.83%
-$68,756.1 
B BARRICK MINING CORP Common Stock (ABR0)
-0.75%
-$15,950 
SPGI S&P Global Inc.
-0.68%
-$6,180.02 
WFC Wells Fargo & Company
-0.65%
-$26,406 
APP AppLovin Corporation Class A Common Stock
-0.63%
-$102,025.15 
AADX Applied Aerospace & Defense, Inc.
-0.61%
-$18,600 
MTZ MasTec, Inc.
-0.6%
-$906.4 
RIO Rio Tinto plc ADR
-0.58%
-$78,534.75 
ARES Ares Management Corp. Class A Common Stock
-0.57%
-$6,603 
BAC Bank of America Corporation
-0.57%
-$132,661.95 
LYG Lloyds Banking Group plc ADR
-0.56%
-$13,500 
HEPS D-Market Electronic Services & Trading ADR
-0.54%
-$437.77 
META Meta Platforms Inc Class A
-0.53%
-$46,170 
AMZN Amazon.com Inc
-0.52%
-$57,595.92 
NXT Nextpower Inc. Class A Common Stock
-0.42%
-$742.5 
JAZZ Jazz Pharmaceuticals plc
-0.42%
-$5,444.25 
SHC Sotera Health Company
-0.41%
-$7,787.25 
KWY Kingsway Corporation
-0.41%
-$56,421.04 
INIO Innio N.V.
-0.4%
-$2,736 
WST West Pharmaceutical Services Inc.
-0.36%
-$26,927.98 
DOC Healthpeak Properties, Inc.
-0.36%
-$15,974 
VST Vistra Corp.
-0.35%
-$40,000 
WAY Waystar Holding Corp.
-0.34%
-$3,371.8 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$40,217.72 
ETN Eaton Corporation plc
-0.32%
-$9,312.97 
GOOGL Alphabet Inc
-0.24%
-$24,232.26 
SN SharkNinja, Inc.
-0.24%
-$41,800 
GILD Gilead Sciences Inc.
-0.23%
-$11,543.69 
PATH UiPath, Inc. Class A Common Stock
-0.21%
-$3,930 
BUR Burford Capital Limited
-0.15%
-$675 
ILMN Illumina Inc.
-0.15%
-$4,799.88 
LIN Linde plc
-0.09%
-$2,788.66 
BRUN Boost Run Inc. Class A Common Stock
-0.07%
-$3,750 
IBIT iShares Bitcoin Trust ETF
-0.01%
-$150 Events
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Dividends
Dividend Analysis
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| Trades 1223 | Longs Won 607/1223 49% | Profit Factor 1.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.53M |
| Average Win $592,024.99 | Best Trade (Oct 23) $14.22M | Sharpe Ratio -24.66 |
| Average Loss -$549,901.8 | Worst Trade (Oct 23) -$20.43M | Z-Score -7.72 (100%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy $16,859.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.23% | 2.23% | 16.59% |
| Consecutive Losing Trades | 2,101 | 1,891 | 1,681 | 1,471 | 1,261 | 1,050 | 840 | 630 | 420 | 210 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 30,717 | $3.5M | $5.24M | - | $1.73M | 49.54% | -1.978% |
| AADX Applied Aerospace & Defense, Inc. | 310,000 | $6.43M | $3.05M | - | -$3.38M | -52.53% | -0.606% |
| ABBV AbbVie Inc. | 27,397 | $5.96M | $7.82M | - | $1.86M | 31.16% | +0.028% |
| ADPT Adaptive Biotechnologies Corporation Common Stock | 5,673.25 | $314,978.84 | $140,639.87 | - | -$174,338.97 | -55.35% | +1.557% |
| ALAB Astera Labs, Inc. | 3,359 | $558,803.24 | $878,747.99 | - | $319,944.75 | 57.26% | +1.47% |
| AMG Affiliated Managers Group, Inc. | 69,045 | $23.36M | $26.87M | - | $3.51M | 15.01% | -1.6% |
| AMZN Amazon.com Inc | 44,648 | $9.83M | $11.12M | - | $1.29M | 13.11% | -0.515% |
| ANGX Angel Studios, Inc. Class A Common Stock | 130,806 | $465,669.36 | $438,854.13 | - | -$26,815.23 | -5.76% | -3.592% |
| APO Apollo Global Management Inc. | 30,751 | $3.74M | $3.5M | - | -$245,058.19 | -6.55% | -0.993% |
| APP AppLovin Corporation Class A Common Stock | 61,276 | $31.57M | $16.09M | - | -$15.48M | -49.03% | -0.63% |
| ARES Ares Management Corp. Class A Common Stock | 9,300 | $1.04M | $1.14M | - | $108,624 | 10.49% | -0.574% |
| AS Amer Sports, Inc. | 300,000 | $10.05M | $8.48M | - | -$1.58M | -15.68% | -2.502% |
| AVGO Broadcom Inc. | 47,500 | $17.94M | $15.49M | - | -$2.45M | -13.64% | +0.919% |
| AVTR Avantor, Inc. | 300,700 | $3.02M | $5.16M | - | $2.14M | 71.04% | +0.029% |
| AXGN Axogen, Inc. | 464,863 | $15.4M | $17.6M | - | $2.19M | 14.25% | +3.19% |
| AXTA Axalta Coating Systems Ltd. | 16,869 | $545,037.39 | $579,534.49 | - | $34,497.1 | 6.33% | -1.983% |
| B BARRICK MINING CORP Common Stock (ABR0) | 55,000 | $2.02M | $2.11M | - | $89,650 | 4.44% | -0.75% |
| BAC Bank of America Corporation | 457,455 | $22.3M | $23.23M | - | $933,208.2 | 4.18% | -0.568% |
| BAM BAM | 82,400 | $3,695.64 | $3,695.64 | - | - | - | 0.0 |
| BETA BETA Technologies Inc. Class A Common Stock | 77,550 | $1.33M | $1.46M | - | $133,113.96 | 10.03% | +1.237% |
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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, Vera Therapeutics, Inc. Class A Common Stock - $9.74M, Adaptive Biotechnologies Corporation Common Stock - $9.54M, New Oriental Education & Technology Group Inc. Sponsored ADR - $6.4M, and Tarsus Pharmaceuticals Inc - $5.13M. 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 - $10.68M, Waystar Holding Corp - $8.75M, ZipRecruiter Inc. Class A Common Stock - $8.03M, Nuvation Bio Inc. Class A Common Stock - $7.42M, and AngloGold Ashanti plc - $7.11M. 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 $27.91M earned over time. The largest contributors to dividend income include BHP Group Ltd. Sponsored ADR - $3M, iShares 0-3 Month Treasury Bond ETF - $1.54M, Kaspi.kz JSC ADR - $1.43M, British American Tobacco plc ADR - $932,084.51, and Woodside Energy Group Ltd ADR - $783,025.12. 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.
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