John Thomas Shields Portfolio

Invests via Benchstone Capital Management LP | Managed by Tommaso Trento

Invests via Benchstone Capital Management LP

Managed by Tommaso Trento

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 06:15 PM

John Thomas Shields Profile

Seasoned investment professional with a background in growth equity and operational value creation across technology and services sectors. John Thomas Shields is known for leading deal sourcing, portfolio company strategy and governance at mid-market buyouts and venture growth rounds, with experience deploying capital into SaaS, fintech and business services. Often focuses on revenue-driven scaling, go-to-market optimization and board-level performance improvement. Market-facing skills include LP relations, fund formation and exit planning, positioning him as a pragmatic operator-investor for institutional and family office allocations.

Investment Philosophy & Strategy

Focuses on growth-oriented, operationally grounded equity investments in software, fintech and business services, prioritizing scalable revenue models and repeatable go-to-market plays. Prefers mid‑market growth rounds and buyouts where active board-level engagement can accelerate customer acquisition, unit economics and margin expansion. Capital deployment emphasizes staged financing tied to KPIs, clear exit pathways and alignment with institutional or family-office LPs. Risk is managed via diversified sector exposure, rigorous diligence on commercial traction and hands-on post‑close value creation.

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:

0.22%

Gain

Monthly

0.01%

Yearly

0.14%

Drawdown

19.25%

$961.12M

Equity

Holdings

$961.12M

Investment

$821.44M

$142.6M

Profit -$12.77M

Realized

$2.92M

Unrealized

$139.68M

Dividends

$10.07M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$12.77M

Win %

63%

This Week

Compared To Last Week

Gain

-1.25%

Profit

-$12.17M

Win %

63%

This Month

Compared to last month

Gain

-1.53%

Profit

-$14.94M

Win %

63%

This Year

Compared to last year

Gain

18.15%

Profit

$147.66M

Win %

60%

Gainers
Losers

INTU Intuit Inc.

+6.69%

+$195,845.1

TMUS T-Mobile US, Inc.

+3.22%

+$418,100.88

ROST Ross Stores, Inc.

+3.13%

+$601,159

BURL Burlington Stores Inc.

+3.12%

+$1.05M

TJX The TJX Companies, Inc.

+2.59%

+$367,661.21

WMT Walmart Inc.

+2.59%

+$354,170.28

ZM Zoom Video Communications, Inc.

+1.92%

+$405,985.96

TGT Target Corporation

+1.89%

+$491,217.66

HD The Home Depot, Inc.

+1.24%

+$128,933.26

BKNG Booking Holdings Inc.

+0.47%

+$117,193.75

ROKU Roku, Inc.

+0.27%

+$85,752.98

NET Cloudflare Inc.

+0.2%

+$44,000.82

OUT OUTFRONT Media Inc.

+0.18%

+$35,401.74

LYV Live Nation Entertainment, Inc.

+0.04%

+$11,499.32

TSMWF Taiwan Semiconductor Manufacturing Company Limited

ONTO Onto Innovation Inc.

-8.18%

-$401,896.53

SATS EchoStar Corporation

-5.7%

-$2.14M

AVGO Broadcom Inc.

-4.73%

-$2.76M

FIX Comfort Systems USA, Inc.

-4.61%

-$560,274.66

HPE Hewlett Packard Enterprise Company

-4.47%

-$808,235.16

AMAT Applied Materials, Inc.

-3.2%

-$1.61M

ADI Analog Devices, Inc.

-2.91%

-$1.19M

CSCO Cisco Systems, Inc.

-2.6%

-$659,097.5

H Hyatt Hotels Corporation

-2.26%

-$1.05M

GOOGL Alphabet Inc

-1.91%

-$820,305.91

META Meta Platforms Inc Class A

-1.69%

-$219,340.53

EQIX Equinix, Inc.

-1.66%

-$583,851.24

SPOT Spotify Technology S.A.

-1.39%

-$493,803.3

DASH DoorDash, Inc.

-1.26%

-$256,038.04

ASML ASML Holding N.V. New York Registry Shares

-1.23%

-$501,467.52

SNPS Synopsys, Inc.

-0.88%

-$273,372.67

CMG Chipotle Mexican Grill, Inc.

-0.81%

-$90,765.64

AKAM Akamai Technologies Inc.

-0.8%

-$210,242.3

TTWO Take-Two Interactive Software, Inc.

-0.72%

-$87,872.98

AMZN Amazon.com Inc

-0.55%

-$143,857.55

DDOG Datadog, Inc. Class A Common Stock

-0.44%

-$153,571.86

FWONK Liberty Media Corporation Series C Formula One Group Common Stock

-0.33%

-$144,609.73

WH Wyndham Hotels & Resorts, Inc.

-0.11%

-$24,126.93

Events

Dividends

Dividend Analysis

No Data

Trades 214	Longs Won 73/214 34%	Profit Factor 2.03
Profitability	Shorts Won 0/0 0%	Standard Deviation $3.72M
Average Win $3.85M	Best Trade (Jun 30) $23.19M	Sharpe Ratio -9.32
Average Loss -$984,126.75	Worst Trade (Jun 30) -$10.77M	Z-Score 1.72 (91.53%)
Commissions $0	Avg. Trade Length 5m 2w 5d	Expectancy $666,351.4

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	977	879	781	684	586	488	391	293	195	98