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
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.
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.
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:
21.5%
Gain -0.01%
Monthly
1%
Yearly
12.76%
Drawdown
21.84%
$810.48M
Equity
Holdings
$810.48M
Investment
$739.24M
$163.64M
Profit -$70,072.07
Realized
$92.39M
Unrealized
$71.25M
Dividends
$10.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$70,072.07
Win %
65%
This Week
Compared To Last Week
Gain
3.15%
Profit
$24.77M
Win %
65%
This Month
Compared to last month
Gain
7.94%
Profit
$59.61M
Win %
65%
This Year
Compared to last year
Gain
5.39%
Profit
$41.44M
Win %
52%
NBIS Nebius Group N.V.
+8.88%
+$237,969.01 
SNDK SanDisk Corporation
+7.39%
+$302,840 
AMD Advanced Micro Devices, Inc.
+6.5%
+$1.03M 
TSEM Tower Semiconductor Ltd.
+4.95%
+$839,097.18 
SPOT Spotify Technology S.A.
+2.93%
+$438,669.06 
TXN Texas Instruments Inc
+2.25%
+$779,617.05 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$679,029.12 
OUT OUTFRONT Media Inc.
+1.58%
+$460,783.3 
AMT American Tower Corporation
+0.8%
+$154,665.3 
W Wayfair Inc.
+0.49%
+$165,821 
DASH DoorDash, Inc.
+0.35%
+$139,565.17 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.2%
+$93,624.93 
ROST Ross Stores, Inc.
+0.16%
+$17,422.76 
LOW Lowe's Companies Inc.
+0.12%
+$22,021.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$827,634.23 
AMAT Applied Materials, Inc.
-5.12%
-$578,636.43 
TWLO Twilio Inc.
-4.5%
-$1.26M 
ZM Zoom Video Communications, Inc.
-3.53%
-$498,781.76 
SHOP Shopify Inc.
-2.66%
-$834,260.04 
NOW ServiceNow, Inc.
-2.55%
-$83,967 
MDB MongoDB Inc.
-2.53%
-$898,364.94 
SNOW Snowflake Inc.
-2.51%
-$1.42M 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$251,023.71 
BURL Burlington Stores Inc.
-2.15%
-$499,086 
ONTO Onto Innovation Inc.
-1.81%
-$231,374.24 
TJX The TJX Companies, Inc.
-1.1%
-$119,630.7 
AMZN Amazon.com Inc
-0.94%
-$276,166.47 
WH Wyndham Hotels & Resorts, Inc.
-0.92%
-$274,872.32 
HD The Home Depot, Inc.
-0.83%
-$202,215.1 
BKNG Booking Holdings Inc.
-0.6%
-$209,576.01 
SBAC SBA Communications Corporation
-0.53%
-$112,717.44 
WMT Walmart Inc.
-0.39%
-$100,814.4 
AKAM Akamai Technologies Inc.
-0.24%
-$56,001 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$52,938.45 
GOOGL Alphabet Inc
-0.13%
-$34,247 Events
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Dividends
Dividend Analysis
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| Trades 250 | Longs Won 106/250 42% | Profit Factor 1.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.35M |
| Average Win $3.78M | Best Trade (Jun 30) $25.9M | Sharpe Ratio -9.38 |
| Average Loss -$1.64M | Worst Trade (Mar 30) -$12.22M | Z-Score -1.51 (87.34%) |
| Commissions $0 | Avg. Trade Length 5m 1w 1d | Expectancy $654,565.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.28% |
| Consecutive Losing Trades | 493 | 444 | 395 | 345 | 296 | 247 | 197 | 148 | 99 | 49 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AKAM Akamai Technologies Inc. | 186,670 | $21.44M | $23.33M | - | $1.89M | 8.83% | -0.239% |
| AMAT Applied Materials, Inc. | 21,149 | $7.23M | $10.73M | - | $3.5M | 48.39% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 32,906 | $19.12M | $16.93M | - | -$2.19M | -11.45% | +6.497% |
| AMT American Tower Corporation | 111,270 | $18.2M | $19.54M | - | $1.34M | 7.34% | +0.798% |
| AMZN Amazon.com Inc | 111,357 | $25.68M | $29.25M | - | $3.56M | 13.88% | -0.935% |
| ASML ASML Holding N.V. New York Registry Shares | 13,858 | $15.54M | $25.56M | - | $10.02M | 64.5% | -0.207% |
| AVGO Broadcom Inc. | 33,332 | $10.32M | $13.1M | - | $2.78M | 26.97% | -5.943% |
| BKNG Booking Holdings Inc. | 163,731 | $30.3M | $34.72M | - | $4.42M | 14.58% | -0.6% |
| BURL Burlington Stores Inc. | 65,240 | $19.29M | $22.68M | - | $3.39M | 17.57% | -2.153% |
| CRDO Credo Technology Group Holding Ltd. | 41,219 | $11.21M | $10.71M | - | -$496,689.31 | -4.43% | -2.29% |
| DASH DoorDash, Inc. | 183,635 | $38.38M | $39.85M | - | $1.48M | 3.85% | +0.351% |
| FWONK Liberty Media Corporation Series C Formula One Group Common Stock | 445,833 | $42.39M | $46.32M | - | $3.94M | 9.29% | +0.203% |
| GOOGL Alphabet Inc | 74,450 | $21.41M | $25.75M | - | $4.34M | 20.29% | -0.133% |
| HD The Home Depot, Inc. | 71,202 | $26.71M | $24.13M | - | -$2.58M | -9.68% | -0.831% |
| LOW Lowe's Companies Inc. | 88,087 | $19.42M | $19.24M | - | -$177,936.11 | -0.92% | +0.115% |
| MDB MongoDB Inc. | 75,114 | $25.23M | $34.58M | - | $9.35M | 37.04% | -2.532% |
| NBIS Nebius Group N.V. | 10,511 | $2.74M | $2.92M | - | $173,746.83 | 6.33% | +8.877% |
| NOW ServiceNow, Inc. | 25,836 | $2.56M | $3.2M | - | $638,666 | 24.9% | -2.554% |
| ONTO Onto Innovation Inc. | 37,868 | $10.78M | $12.56M | - | $1.79M | 16.58% | -1.809% |
| OUT OUTFRONT Media Inc. | 980,390 | $28.42M | $29.65M | - | $1.22M | 4.3% | +1.579% |
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Option values are updated at end of day.
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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 John Thomas Shields?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $33.67M, Broadcom Inc - $26.16M, Netflix, Inc - $25.18M, Datadog, Inc. Class A Common Stock - $15.47M, and Ross Stores, Inc - $11.08M. 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: Six Flags Entertainment Corporation - $15.68M, ON Semiconductor Corporation - $12.5M, Atlassian Corporation Class A - $11.62M, Wayfair Inc - $10.23M, and The Walt Disney Company - $9.73M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Thomas Shields's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.66M earned over time. The largest contributors to dividend income include Taiwan Semiconductor Manufacturing Company Limited - $1.24M, American Tower Corporation - $1.24M, AT&T Inc - $981,047.97, McDonald's Corporation - $755,485.26, and The Home Depot, Inc - $489,619.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Thomas Shields's monthly returns?
John Thomas Shields'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 John Thomas Shields's strategy be considered aggressive or moderate?
John Thomas Shields's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John Thomas Shields's strategy?
John Thomas Shields's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
