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:
50.01%
Gain -0.88%
Monthly
0.52%
Yearly
6.43%
Drawdown
20.66%
$1.21B
Equity
Holdings
$1.21B
Investment
$1.15B
$78.87M
Profit -$6.14M
Realized
$23.26M
Unrealized
$55.61M
Dividends
$24.64M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$6.14M
Win %
57%
This Week
Compared To Last Week
Gain
-2.49%
Profit
-$30.84M
Win %
57%
This Month
Compared to last month
Gain
-2.2%
Profit
-$27.21M
Win %
57%
This Year
Compared to last year
Gain
0.43%
Profit
$5.2M
Win %
58%
BLTE Belite Bio, Inc.
+13.16%
+$144,128 
CBRS Cerebras Systems Inc.
+10.3%
+$307,524.02 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+9.75%
+$92,641.22 
BETA BETA Technologies, Inc. - Class A Common Stock
+6.68%
+$107,794.5 
NRG NRG Energy, Inc.
+6.42%
+$1.08M 
LIFE Ethos Technologies Inc.
+5.67%
+$43,300.76 
FRMI Fermi Inc.
+5.35%
+$227,500 
EROC ERock, Inc.
+5.29%
+$86,800 
FIVE Five Below, Inc.
+5.1%
+$520,200 
BOOT Boot Barn Holdings, Inc.
+4.7%
+$280,665 
BRUN Boost Run Inc. Class A Common Stock
+4.13%
+$525,000 
OLLI Ollie's Bargain Outlet Holdings Inc.
+3.9%
+$115,000 
CRDO Credo Technology Group Holding Ltd.
+3.9%
+$10,790.4 
AS Amer Sports, Inc.
+3.58%
+$306,000 
VST Vistra Corp
+3.52%
+$406,400 
ETN Eaton Corporation plc
+3.46%
+$108,823.98 
AADX Applied Aerospace & Defense, Inc.
+3.19%
+$124,000 
MSM MSC Industrial Direct Co., Inc.
+2.99%
+$70,400 
NOK Nokia Corporation Sponsored ADR
+2.82%
+$15,318.05 
BURL Burlington Stores Inc.
+2.62%
+$88,010 
WLTH Wealthfront Corporation
+2.52%
+$26,508 
AXGN Axogen Inc.
+2.5%
+$548,538.34 
FPS Forgent Power Solutions, Inc.
+2.45%
+$37,242.75 
INIO INNIO N.V.
+2.42%
+$22,344 
CRH CRH plc
+2.41%
+$66,600 
KWY Kingsway Financial Services Inc.
+2.38%
+$338,526.24 
APP AppLovin Corporation Class A Common Stock
+2.23%
+$427,706.48 
MTZ MasTec, Inc. Common Stock
+2.11%
+$4,320.8 
RL Ralph Lauren Corporation
+2.03%
+$69,174 
ANGX Angel Studios, Inc.
+2%
+$11,772.54 
BLND Blend Labs Inc.
+1.99%
+$339,439.47 
QNT Quantinuum Inc.
+1.95%
+$14,250 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.93%
+$95,680 
BFH Bread Financial Holdings Inc.
+1.91%
+$50,190.4 
LEVI Levi Strauss & Co.
+1.74%
+$60,732 
MXCT MaxCyte, Inc.
+1.59%
+$164,000 
CVNA Carvana Co.
+1.58%
+$551,000 
LUXE Luxexperience B.V.
+1.58%
+$109,244.64 
DECK Deckers Outdoor Corporation
+1.55%
+$70,740 
LAZ Lazard Ltd.
+1.51%
+$81,673 
ROIV Roivant Sciences Ltd
+1.51%
+$20,852 
KGS Kodiak Gas Services Inc.
+1.45%
+$54,921.68 
LCLN Lincoln International Inc.
+1.34%
+$7,970.04 
NXT Nextracker Inc.
+1.2%
+$2,250 
BUR Burford Capital Limited
+1.16%
+$6,750 
PVLA Pavella Therapeutics Inc.
+1.14%
+$24,935.76 
AMG Affiliated Managers Group Inc.
+1.1%
+$278,941.8 
INGM Ingram Micro Holding Corporation
+1.02%
+$12,538.15 
META Meta Platforms Inc Class A
+1%
+$82,215 
WFC Wells Fargo & Company
+0.86%
+$37,653 
TEX Terex Corporation
+0.75%
+$19,121.48 
SARO StandardAero, Inc.
+0.69%
+$39,183.47 
SHEL Shell plc
+0.67%
+$284,704 
TT Trane Technologies plc
+0.61%
+$13,550 
EAT Brinker International Inc.
+0.58%
+$53,600 
A Agilent Technologies Inc.
+0.57%
+$26,416.62 
BP BP p.l.c. Sponsored ADR
+0.53%
+$226,366.69 
URBN Urban Outfitters Inc.
+0.48%
+$11,700 
SHW The Sherwin-Williams Company
+0.44%
+$2,215.6 
RIO Rio Tinto Plc Sponsored ADR
+0.42%
+$68,918.25 
EVR Evercore Inc.
+0.34%
+$4,747 
FLG Flagstar Bank, National Association
+0.3%
+$15,928 
MIRM Mirum Pharmaceuticals Inc.
+0.27%
+$27,334.8 
TGT Target Corporation
+0.26%
+$11,180 
ING ING Groep N.V. Sponsored ADR
+0.24%
+$81,000 
GH Guardant Health Inc.
+0.23%
+$11,756.75 
AVGO Broadcom Inc.
+0.21%
+$34,912.5 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+0.2%
+$32,274.38 
KR Kroger Co.
+0.14%
+$2,800 
ECL Ecolab Inc.
+0.11%
+$4,181.28 
LFTO Liftoff Mobile, Inc.
+0.11%
+$10,171.02 
COCO The Vita Coco Company, Inc.
+0.09%
+$750 
TOST Toast Inc.
+0.06%
+$1,336 
LQDA Liquidia Corporation
+0.04%
+$5,466.15 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UROY Uranium Royalty Corp.
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
0%
$0 BAM
BAM
0%
$0 G364
G3643J108
0%
$0 H591
H5919C104
0%
$0 NE
NE
0%
$0 
PATH Uipath Inc.
-16.63%
-$396,930 
WAY Waystar Holding Corp.
-3.87%
-$34,055.18 
ROP Roper Technologies Inc.
-3.57%
-$632,940 
FDS FactSet Research Systems Inc.
-3.52%
-$819,500 
VEEV Veeva Systems Inc.
-3.27%
-$71,997.5 
CELH Celsius Holdings Inc.
-3%
-$66,500 
SDGR Schrödinger, Inc.
-2.99%
-$269,279.02 
PTCT PTC Therapeutics, Inc.
-2.94%
-$134,190 
LOAR Loar Holdings Inc.
-2.71%
-$136,078.11 
HMH HMH Holding Inc. Class A
-2.6%
-$10,920 
IBIT iShares Bitcoin Trust
-2.42%
-$33,600 
ZYME Zymeworks Inc.
-2.37%
-$345,435.59 
B BARRICK MINING CORP Common Stock (ABR0)
-2.21%
-$55,550 
HOOD Robinhood Markets, Inc.
-2.09%
-$87,957 
MSFT Microsoft Corp.
-2.04%
-$337,014.06 
REAL The RealReal, Inc.
-1.99%
-$116,314.2 
GSK GSK plc Sponsored ADR
-1.93%
-$417,887.68 
TVTX Travere Therapeutics Inc.
-1.89%
-$405,368.46 
KKR KKR & Co. Inc.
-1.85%
-$934,003 
WTI W&T Offshore Inc.
-1.8%
-$700 
DOC Healthpeak Properties, Inc.
-1.78%
-$85,575 
CIGI Colliers International Group Inc.
-1.76%
-$14,160 
OVV Ovintiv Inc.
-1.75%
-$6,210 
SKIN The Beauty Health Company
-1.72%
-$267,323.22 
PEP PepsiCo, Inc.
-1.71%
-$80,055.44 
CYTK Cytokinetics, Incorporated
-1.66%
-$100,711.17 
CRL Charles River Laboratories International, Inc.
-1.65%
-$151,678.9 
DEO Diageo plc Sponsored ADR
-1.64%
-$80,460 
SPGI S&P Global Inc.
-1.57%
-$14,140 
ILMN Illumina, Inc.
-1.55%
-$41,280 
BRKR Bruker Corporation
-1.53%
-$77,441 
BORR Borr Drilling Ltd.
-1.52%
-$6,300 
ABBV AbbVie Inc.
-1.49%
-$106,026.39 
AVTR Avantor Inc.
-1.45%
-$66,154 
BKD Brookdale Senior Living Inc.
-1.42%
-$266,900 
MRK Merck & Co., Inc.
-1.31%
-$8,000 
SYY Sysco Corporation
-1.27%
-$123,600 
PFE Pfizer Inc.
-1.25%
-$7,966.8 
MLTX MoonLake Immunotherapeutics
-1.19%
-$67,475.88 
ADPT Adaptive Biotechnologies Corporation
-1.18%
-$1,645.24 
GOOGL Alphabet Inc
-1.17%
-$124,889.34 
JNJ Johnson & Johnson
-1.15%
-$5,440 
RKT Rocket Companies, Inc. Class A
-1.12%
-$2,975.04 
NVST Envista Holdings Corporation
-1.12%
-$98,898.68 
BTI British American Tobacco p.l.c. ADR
-1.11%
-$269,856.24 
XENE Xenon Pharmaceuticals Inc.
-1.08%
-$13,585 
SN SharkNinja, Inc.
-1.04%
-$161,040 
TROW T. Rowe Price Group, Inc.
-0.99%
-$170,830 
SCHW Charles Schwab Corporation
-0.99%
-$80,333 
RDDT Reddit Inc Class A
-0.98%
-$183,600 
V Visa Inc. Class A
-0.97%
-$75,642.4 
ARES Ares Management Corporation
-0.97%
-$12,741 
LIN Linde plc
-0.96%
-$29,281.56 
SE Sea Ltd.
-0.89%
-$151,500 
KO The Coca-Cola Company
-0.83%
-$37,000 
MTD Mettler-Toledo International Inc.
-0.81%
-$62,638.7 
WST West Pharmaceutical Services, Inc.
-0.81%
-$51,612 
EQT EQT Corporation
-0.79%
-$2,860 
SHC Sotera Health Company
-0.68%
-$13,497.9 
EGY Vaalco Energy Inc.
-0.66%
-$2,400 
EHC Encompass Health Corporation
-0.65%
-$14,675.2 
APO Apollo Global Management, Inc.
-0.61%
-$25,215.82 
BAC Bank of America Corporation
-0.57%
-$164,683.8 
COGT Cogent Biosciences, Inc.
-0.54%
-$7,847 
AXTA Axalta Coating Systems Ltd.
-0.53%
-$3,205.11 
KARO Karooooo Ltd.
-0.52%
-$108,577.64 
XRAY Dentsply Sirona Inc.
-0.44%
-$9,235 
ROST Ross Stores, Inc.
-0.42%
-$18,130 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$47,182.8 
COF Capital One Financial Corporation
-0.41%
-$45,527.4 
TPR Tapestry Inc.
-0.37%
-$19,320 
PNFP Pinnacle Financial Partners Inc.
-0.35%
-$18,424.44 
TDW Tidewater Inc.
-0.34%
-$1,760 
LYG Lloyds Banking Group Plc ADR
-0.33%
-$9,000 
LPLA LPL Financial Holdings Inc.
-0.31%
-$218,189.44 
JAZZ Jazz Pharmaceuticals plc
-0.3%
-$4,605.5 
MSCI MSCI Inc.
-0.28%
-$13,423.4 
BN Brookfield Corporation
-0.27%
-$7,425 
SFD Smithfield Foods, Inc.
-0.27%
-$3,034.62 
KSPI JSC Kaspi.kz American Depositary Receipt
-0.26%
-$33,292 
HEPS D-Market Elektronik Hizmetler ve Ticaret A.S. American Depositary Receipt
-0.19%
-$145.93 
AMZN Amazon.com Inc
-0.15%
-$17,412.72 
GILD Gilead Sciences Inc.
-0.15%
-$7,020 
QSR Restaurant Brands International Inc.
-0.11%
-$458.01 
NWG NatWest Group plc Sponsored ADR
-0.05%
-$5,872.9 Events
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Dividends
Dividend Analysis
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| Trades 1223 | Longs Won 611/1223 49% | Profit Factor 1.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $601,089.16 | Best Trade (Aug 14) $18.17M | Sharpe Ratio -24.63 |
| Average Loss -$471,220.76 | Worst Trade (Aug 25) -$13.27M | Z-Score -3.49 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $64,485.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 2,571 | 2,314 | 2,057 | 1,799 | 1,542 | 1,285 | 1,028 | 771 | 514 | 257 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 30,717 | $3.5M | $4.63M | - | $1.13M | 32.34% | +0.573% |
| AADX Applied Aerospace & Defense, Inc. | 310,000 | $6.43M | $4.01M | - | -$2.42M | -37.63% | +3.192% |
| ABBV AbbVie Inc. | 27,397 | $5.96M | $7.02M | - | $1.06M | 17.86% | -1.487% |
| ADPT Adaptive Biotechnologies Corporation | 5,673.25 | $314,978.84 | $137,746.51 | - | -$177,232.33 | -56.27% | -1.18% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 3,359 | $558,803.24 | $1.04M | - | $483,830.36 | 86.58% | +9.752% |
| AMG Affiliated Managers Group Inc. | 69,045 | $23.36M | $25.56M | - | $2.2M | 9.4% | +1.103% |
| AMZN Amazon.com Inc | 44,648 | $9.83M | $11.54M | - | $1.71M | 17.39% | -0.151% |
| ANGX Angel Studios, Inc. | 130,806 | $465,669.36 | $599,091.48 | - | $133,422.12 | 28.65% | +2.004% |
| APO Apollo Global Management, Inc. | 30,751 | $3.74M | $4.11M | - | $369,346.79 | 9.87% | -0.61% |
| APP AppLovin Corporation Class A Common Stock | 61,276 | $31.57M | $19.64M | - | -$11.93M | -37.78% | +2.226% |
| ARES Ares Management Corporation | 9,300 | $1.04M | $1.3M | - | $268,212 | 25.91% | -0.968% |
| AS Amer Sports, Inc. | 300,000 | $10.05M | $8.86M | - | -$1.19M | -11.88% | +3.578% |
| AVGO Broadcom Inc. | 47,500 | $17.94M | $17M | - | -$943,112.5 | -5.26% | +0.206% |
| AVTR Avantor Inc. | 300,700 | $3.02M | $4.5M | - | $1.49M | 49.25% | -1.448% |
| AXGN Axogen Inc. | 464,863 | $15.4M | $22.44M | - | $7.04M | 45.73% | +2.505% |
| AXTA Axalta Coating Systems Ltd. | 16,869 | $545,037.39 | $603,572.82 | - | $58,535.43 | 10.74% | -0.528% |
| B BARRICK MINING CORP Common Stock (ABR0) | 55,000 | $2.02M | $2.46M | - | $441,100 | 21.84% | -2.207% |
| BAC Bank of America Corporation | 457,455 | $22.3M | $28.67M | - | $6.37M | 28.57% | -0.571% |
| BAM BAM | 82,400 | $3,695.64 | $3,695.64 | - | - | - | 0.0 |
| BETA BETA Technologies, Inc. - Class A Common Stock | 77,550 | $1.33M | $1.72M | - | $394,457.46 | 29.72% | +6.679% |
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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 Parth Karia?
The largest contributions to the portfolio's profits come from the following stocks: The RealReal, Inc - $17.73M, Vera Therapeutics Inc - $9.74M, Adaptive Biotechnologies Corporation - $9.54M, New Oriental Education & Technology Group Inc - $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 - $8.03M, Nuvation Bio Inc - $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 $24.64M 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, Woodside Energy Group Ltd American Depositary Receipt - $783,025.12, and Pfizer Inc - $733,852.22. 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.
