RS
Ranga Srinivasan Portfolio
Invests via Everest Management Corp | Managed by Ranga Srinivasan, Ramprasad Satagopan
Invests via Everest Management Corp
Managed by Ranga Srinivasan, Ramprasad Satagopan
Automatically Tracked
Seasoned fintech investor and operator with deep experience in payments, merchant services and early-stage venture investing. Ranga Srinivasan has led strategy and product teams, advised founders on go-to-market and scaling, and participated in multiple seed-to-growth equity rounds. Regular commentator to institutional investors, active on board and advisory roles, with a practical focus on monetization, regulatory pathways and cross-border payments expansion.
Seasoned fintech investor and operator with deep experience in payments, merchant services and early-stage venture investing. Ranga Srinivasan has led strategy and product teams, advised founders on go-to-market and scaling, and participated in multiple seed-to-growth equity rounds. Regular commentator to institutional investors, active on board and advisory roles, with a practical focus on monetization, regulatory pathways and cross-border payments expansion.
Investment Philosophy & Strategy
Prioritizes early-to-growth fintech opportunities where payments, merchant services and cross-border flows intersect with clear monetization paths. Capital allocation favors concentrated, staged investments with follow-on reserves to support rapid scaling and regulatory navigation. Underwriting emphasizes founder-operating experience, unit economics, product-market fit and repeatable GTM playbooks. Investment horizon is growth-oriented multi-year, driven by KPI-focused decision-making and operational involvement in pricing, compliance pathways and partner distribution to accelerate customer acquisition and margin expansion.
Prioritizes early-to-growth fintech opportunities where payments, merchant services and cross-border flows intersect with clear monetization paths. Capital allocation favors concentrated, staged investments with follow-on reserves to support rapid scaling and regulatory navigation. Underwriting emphasizes founder-operating experience, unit economics, product-market fit and repeatable GTM playbooks. Investment horizon is growth-oriented multi-year, driven by KPI-focused decision-making and operational involvement in pricing, compliance pathways and partner distribution to accelerate customer acquisition and margin expansion.
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:
50.91%
Gain -0.34%
Monthly
2.08%
Yearly
28.02%
Drawdown
18.89%
$272.46M
Equity
Holdings
$272.46M
Investment
$222.62M
$57.88M
Profit -$495,469.31
Realized
$8.03M
Unrealized
$49.84M
Dividends
$3.25M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$495,469.31
Win %
75%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$495,469.31
Win %
75%
This Month
Compared to last month
Gain
1.97%
Profit
$5.25M
Win %
75%
This Year
Compared to last year
Gain
1.64%
Profit
$4.41M
Win %
74%
ZS Zscaler Inc.
+3.75%
+$13,151.58 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$12,684 
CRM Salesforce Inc
+3.19%
+$19,932.5 
TSLA Tesla, Inc.
+2.83%
+$27,853.15 
KLAC KLA Corporation
+2.53%
+$6,675.85 
SNPS Synopsys, Inc.
+2.47%
+$36,723.26 
ORCL Oracle Corporation
+2.42%
+$36,452.35 
NVDA NVIDIA Corporation
+2.28%
+$263,890.63 
AMAT Applied Materials, Inc.
+2.24%
+$51,712.54 
SOXX iShares Semiconductor ETF
+2.01%
+$6,431.98 
SPMC Sound Point Meridian Capital Mutual Fund
+1.88%
+$20,087.4 
INTC Intel Corporation
+1.84%
+$5,884.32 
LRCX Lam Research Corporation
+1.82%
+$3,691.84 
AVGO Broadcom Inc.
+1.65%
+$90,880.72 
IBM International Business Machines Corporation
+1.59%
+$2,990.88 
VGT Vanguard Information Technology ETF
+1.51%
+$6,834.56 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$32,088.28 
MS Morgan Stanley
+1.18%
+$2,668.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$4,854.72 
EQAL Invesco Russell 1000 Equal Weight ETF
+1.04%
+$10,705.59 
SCHF Schwab International Equity ETF
+1.04%
+$3,192.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$57,903.4 
INTU Intuit Inc.
+1.02%
+$5,402.02 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$3,262.3 
IXUS iShares Core International Stock ETF
+1.01%
+$50,125.72 
JQUA JPMorgan U.S. Quality Factor ETF
+0.92%
+$11,564.08 
IJS iShares S&P Small-Cap 600 Value ETF
+0.91%
+$10,270 
JNJ Johnson & Johnson
+0.88%
+$3,240 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.86%
+$25,731.92 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$3,541.63 
ABBV AbbVie Inc.
+0.83%
+$2,529.04 
AMZN Amazon.com Inc
+0.8%
+$56,631.78 
VUG Vanguard Growth ETF
+0.8%
+$5,125.49 
UNH UnitedHealth Group Incorporated
+0.77%
+$2,329.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$34,609.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$16,413.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$2,335.76 
DFUS Dimensional U.S. Equity Market ETF
+0.66%
+$381,051.34 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$32,414.7 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.64%
+$2,709.53 
AAEQ Alpha Architect US Equity 2 ETF
+0.63%
+$129,812.77 
IVV iShares Core S&P 500 ETF
+0.6%
+$7,996.53 
AAUA Alpha Architect US Equity 3 ETF
+0.6%
+$39,052.3 
VOO Vanguard S&P 500 ETF
+0.59%
+$43,578.78 
NFLX Netflix, Inc.
+0.58%
+$1,307.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$1,860.1 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.55%
+$4,751.99 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.55%
+$1,588.86 
CSCO Cisco Systems, Inc.
+0.45%
+$4,547.34 
VTV Vanguard Value ETF
+0.43%
+$10,785.77 
JPM JPMorgan Chase & Co.
+0.33%
+$2,024.12 
META Meta Platforms Inc Class A
+0.33%
+$3,741.87 
AAPL Apple Inc.
+0.29%
+$24,405.76 
DUHP Dimensional US High Profitability ETF
+0.27%
+$6,879.3 
BAC Bank of America Corporation
+0.25%
+$789.6 
CDNS Cadence Design Systems, Inc.
+0.22%
+$662.25 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$1,178.76 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.17%
+$11,092.49 
MRK Merck & Co., Inc.
+0.16%
+$353.82 
BNDX Vanguard Total International Bond ETF
+0.12%
+$652.92 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$250.84 
PAAA PGIM AAA CLO ETF
+0.04%
+$138.88 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$9,198.25 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$173.49 
MSFT Microsoft Corp.
+0.01%
+$404.88 
STX Seagate Technology Holdings plc
-4.73%
-$9,643.66 
WDC Western Digital Corporation
-3.83%
-$14,921.25 
SNDK SanDisk Corporation
-3.59%
-$6,640 
MA Mastercard Incorporated
-2.29%
-$6,230.4 
V Visa Inc. Class A
-2.18%
-$58,289.68 
ANET Arista Networks, Inc.
-1.93%
-$113,597.64 
CAT Caterpillar Inc.
-1.72%
-$4,006.57 
CVX Chevron Corporation
-1.42%
-$3,234.76 
XOM Exxon Mobil Corporation
-1.22%
-$4,872.02 
GE General Electric Company
-1.2%
-$3,325.5 
AMD Advanced Micro Devices, Inc.
-1.19%
-$13,780.78 
GEV GE Vernova Inc.
-1.02%
-$2,799.5 
GOOGL Alphabet Inc
-0.98%
-$155,011.5 
GOOG Alphabet Inc
-0.91%
-$161,715.91 
PG Procter & Gamble Co
-0.82%
-$1,862.93 
LLY Eli Lilly and Company
-0.58%
-$3,505.45 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$3,459.11 
MU Micron Technology, Inc.
-0.44%
-$4,316.61 
WMT Walmart Inc.
-0.22%
-$1,428.75 
COST Costco Wholesale Corporation
-0.14%
-$617.46 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 384 | Longs Won 282/384 73% | Profit Factor 18.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $721,658.66 |
| Average Win $217,202.73 | Best Trade (Aug 14) $11.24M | Sharpe Ratio -13.95 |
| Average Loss -$33,063.5 | Worst Trade (Aug 08) -$754,718.29 | Z-Score 12.41 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $150,725.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 375,942 | $18.54M | $20.76M | - | $2.21M | 11.94% | +0.629% |
| AAPL Apple Inc. | 26,528 | $6.59M | $8.31M | - | $1.72M | 26.05% | +0.294% |
| AAUA Alpha Architect US Equity 3 ETF | 111,578 | $5.46M | $6.59M | - | $1.13M | 20.74% | +0.596% |
| ABBV AbbVie Inc. | 1,252 | $263,475.59 | $307,854.28 | - | $44,378.69 | 16.84% | +0.828% |
| AMAT Applied Materials, Inc. | 4,375 | $1.5M | $2.36M | - | $864,106.12 | 57.79% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 2,376 | $424,766.07 | $1.15M | - | $723,982.43 | 170.44% | -1.185% |
| AMZN Amazon.com Inc | 25,978 | $5.85M | $7.13M | - | $1.28M | 21.79% | +0.801% |
| ANET Arista Networks, Inc. | 30,537 | $4.94M | $5.76M | - | $816,054.98 | 16.51% | -1.934% |
| AVGO Broadcom Inc. | 13,067 | $3.74M | $5.59M | - | $1.85M | 49.48% | +1.654% |
| BAC Bank of America Corporation | 4,935 | $253,066.96 | $311,694.6 | - | $58,627.64 | 23.17% | +0.254% |
| BNDX Vanguard Total International Bond ETF | 10,882 | $533,501.38 | $521,791.9 | - | -$11,709.48 | -2.19% | +0.125% |
| BRK-B Berkshire Hathaway Inc. | 1,231 | $580,758.9 | $642,335.8 | - | $61,576.9 | 10.6% | -0.536% |
| CAT Caterpillar Inc. | 272 | $289,653 | $229,086.55 | - | -$60,566.45 | -20.91% | -1.719% |
| CDNS Cadence Design Systems, Inc. | 883 | $331,408 | $299,487.12 | - | -$31,920.88 | -9.63% | +0.222% |
| COST Costco Wholesale Corporation | 454 | $424,317.91 | $430,296.65 | - | $5,978.74 | 1.41% | -0.143% |
| CPAG F/m Compoundr U.S. Aggregate Bond ETF | 65,135 | $6.68M | $6.63M | - | -$52,707.18 | -0.79% | +0.168% |
| CRM Salesforce Inc | 3,350 | $972,102.6 | $645,612 | - | -$326,490.6 | -33.59% | +3.186% |
| CRWD CrowdStrike Holdings, Inc. | 1,812 | $345,702.42 | $388,474.68 | - | $42,772.26 | 12.37% | +3.375% |
| CSCO Cisco Systems, Inc. | 8,421 | $672,483.06 | $1.02M | - | $349,994.76 | 52.05% | +0.447% |
| CVX Chevron Corporation | 1,207 | $224,284.75 | $225,165.85 | - | $881.1 | 0.39% | -1.416% |
No 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
FAQ
Which stocks have generated the highest profits for Ranga Srinivasan?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $2.66M, Applied Materials, Inc - $1.85M, Dimensional U.S. Equity Market ETF - $1.65M, Ares Management Corporation - $797,988.69, and Micron Technology, Inc - $746,191.73. 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: Intuit Inc - $120,956, UnitedHealth Group Incorporated - $88,026.7, Salesforce Inc - $74,119.7, Palantir Technologies Inc - $47,969.78, and Synopsys, Inc - $45,001.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ranga Srinivasan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.25M earned over time. The largest contributors to dividend income include Dimensional U.S. Equity Market ETF - $703,810.66, Ares Management Corporation - $302,607.9, Goldman Sachs Access Treasury 0-1 Year ETF - $299,369.53, Sound Point Meridian Capital Mutual Fund - $269,424.45, and iShares Core International Stock ETF - $205,374.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ranga Srinivasan's monthly returns?
Ranga Srinivasan'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 Ranga Srinivasan's strategy be considered aggressive or moderate?
Ranga Srinivasan'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 Ranga Srinivasan's strategy?
Ranga Srinivasan'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.
