PK
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:
31.19%
Gain +1.37%
Monthly
0.35%
Yearly
4.31%
Drawdown
17.99%
$353.57M
Equity
Holdings
$353.57M
Investment
$348.31M
$15.09M
Profit +$4.95M
Realized
$9.84M
Unrealized
$5.25M
Dividends
$20.84M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.37%
Profit
$4.95M
Win %
54%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$4.63M
Win %
54%
This Month
Compared to last month
Gain
-1.98%
Profit
-$7.13M
Win %
54%
This Year
Compared to last year
Gain
-2.5%
Profit
-$9.06M
Win %
54%
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.14%
+$1.84M 
REAL The RealReal, Inc.
+8.11%
+$290,743.78 
BETA BETA Technologies, Inc. - Class A Common Stock
+7.7%
+$24,200 
LOAR Loar Holdings Inc.
+6%
+$272,300 
TEX Terex Corporation
+5.8%
+$448,500 
AS Amer Sports, Inc.
+5.36%
+$41,268 
KSPI JSC Kaspi.kz American Depositary Receipt
+4.73%
+$63,155 
ROIV Roivant Sciences Ltd
+4.63%
+$585,832.5 
NUVB Nuvation Bio Inc.
+4.26%
+$309,826.53 
GPCR Structure Therapeutics Inc.
+4.14%
+$434,472 
BTSG BrightSpring Health Services, Inc.
+4.09%
+$248,000 
TSHA Taysha Gene Therapies Inc.
+3.8%
+$61,500 
TDG TransDigm Group Inc.
+3.77%
+$91,540.02 
JAZZ Jazz Pharmaceuticals plc
+2.85%
+$65,400 
IBIT iShares Bitcoin Trust
+2.74%
+$33,216.89 
BORR Borr Drilling Ltd.
+2.54%
+$12,650 
PFE Pfizer Inc.
+2.29%
+$96,857.87 
WBD Warner Bros. Discovery, Inc.
+2.23%
+$95,745.78 
DNLI Denali Therapeutics Inc.
+1.99%
+$25,500.77 
TARS Tarsus Pharmaceuticals Inc.
+1.93%
+$25,938.76 
DIS The Walt Disney Company
+1.92%
+$19,579.14 
AXTA Axalta Coating Systems Ltd.
+1.87%
+$48,000 
GKOS Glaukos Corporation
+1.54%
+$113,400 
AMZN Amazon.com Inc
+1.54%
+$174,399 
PYPL PayPal Holdings Inc
+1.38%
+$11,290.72 
UBER Uber Technologies, Inc.
+1.32%
+$15,242.92 
LIN Linde plc
+1.29%
+$53,227.84 
HEPS D-Market Elektronik Hizmetler ve Ticaret A.S. American Depositary Receipt
+1.24%
+$1,021.48 
KGS Kodiak Gas Services Inc.
+1.16%
+$77,000 
BAC Bank of America Corporation
+1.07%
+$14,897.02 
WH Wyndham Hotels & Resorts, Inc.
+1.02%
+$10,857.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$10,355.01 
QSR Restaurant Brands International Inc.
+0.81%
+$38,402.51 
BN Brookfield Corporation
+0.74%
+$9,276.96 
SHC Sotera Health Company
+0.68%
+$49,489 
EVMN Evommune, Inc.
+0.63%
+$7,800 
UNP Union Pacific Corporation
+0.56%
+$25,503.92 
ZYME Zymeworks Inc.
+0.53%
+$122,740.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.52%
+$12,992.82 
NSC Norfolk Southern Corporation
+0.47%
+$36,250.25 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$3,266.23 
MDGL Madrigal Pharmaceuticals, Inc.
+0.37%
+$11,484 
GOOGL Alphabet Inc
+0.35%
+$38,832.5 
CWAN Clearwater Analytics Holdings Inc.
+0.33%
+$9,968.88 
GH Guardant Health Inc.
+0.28%
+$39,881.19 
CCEP Coca-Cola Europacific Partners PLC
+0.27%
+$3,276 
PAHC Phibro Animal Health Corporation
+0.23%
+$12,887.07 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$6,875.32 
BUR Burford Capital Limited
+0.12%
+$675 
KVUE Kenvue Inc.
+0.08%
+$4,237.56 
GTLS Chart Industries Inc.
+0.05%
+$3,338.3 
CFLT Confluent, Inc. Class A Common Stock
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
DAY Dayforce Inc.
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
FYBR Frontier Communications Parent, Inc.
0%
$0 
HI Hillenbrand Inc.
0%
$0 
MYTE Luxexperience B.V.
0%
$0 
OS OneStream, Inc.
0%
$0 
RNAM Avidity Biosciences, Inc.
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
TGNA Tegna Inc.
0%
$0 
WISH ContextLogic Inc.
0%
$0 
CHWY Chewy Inc.
-5.71%
-$75,180.72 
TALO Talos Energy Inc.
-3.64%
-$7,000 
APP AppLovin Corporation Class A Common Stock
-2.83%
-$83,640.06 
OXY Occidental Petroleum Corporation
-2.79%
-$122,234.43 
CVX Chevron Corporation
-2.08%
-$64,470.22 
MSFT Microsoft Corp.
-1.81%
-$206,589.98 
WAY Waystar Holding Corp.
-1.57%
-$217,787.58 
KVYO Klaviyo Inc.
-1.48%
-$4,300 
V Visa Inc. Class A
-1.13%
-$82,650.37 
HQY HealthEquity Inc.
-0.78%
-$52,921.4 
SCHW Charles Schwab Corporation
-0.73%
-$10,078.9 
KARO Karooooo Ltd.
-0.7%
-$76,184.96 
TXNM TxnM Energy Inc.
-0.44%
-$22,574.9 
ASC Ardmore Shipping Corporation
-0.43%
-$980 
META Meta Platforms Inc Class A
-0.4%
-$20,653.33 
PEP PepsiCo, Inc.
-0.37%
-$14,129.9 
BLFS Biolife Solutions Inc.
-0.28%
-$28,391.25 
EA Electronic Arts Inc.
-0.11%
-$8,288.03 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 965 | Longs Won 407/965 42% | Profit Factor 1.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.01M |
| Average Win $448,145.15 | Best Trade (Jun 11) $10.07M | Sharpe Ratio -57.92 |
| Average Loss -$299,832.78 | Worst Trade (Jun 11) -$9.91M | Z-Score -5.49 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $15,635.64 |
| 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% | 0.06% | 0.41% | 2.14% | 9.02% | 32.11% |
| Consecutive Losing Trades | 1,179 | 1,061 | 943 | 825 | 708 | 590 | 472 | 354 | 236 | 118 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
