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:
28.21%
Gain -0.78%
Monthly
1.46%
Yearly
19.1%
Drawdown
19.38%
$198.61M
Equity
Holdings
$198.61M
Investment
$151.61M
$49.31M
Profit -$1.77M
Realized
$2.3M
Unrealized
$47M
Dividends
$2.25M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$1.77M
Win %
74%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$2.13M
Win %
74%
This Month
Compared to last month
Gain
-1.06%
Profit
-$2.13M
Win %
74%
This Year
Compared to last year
Gain
10.76%
Profit
$19.3M
Win %
74%
META Meta Platforms Inc Class A
+4.24%
+$31,535.4 
AMD Advanced Micro Devices, Inc.
+4.02%
+$40,596.3 
WMT Walmart Inc.
+3.43%
+$11,477.04 
XOM Exxon Mobil Corporation
+2.11%
+$7,339.52 
LLY Eli Lilly and Company
+1.76%
+$7,956 
MU Micron Technology, Inc.
+1.45%
+$12,669.93 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$4,062.65 
COST Costco Wholesale Corporation
+0.79%
+$2,691.36 
ABBV AbbVie Inc.
+0.78%
+$1,771.88 
SPMC Sound Point Meridian Capital Mutual Fund
+0.35%
+$3,191.92 
JNJ Johnson & Johnson
+0.31%
+$818.3 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$286.71 
VTV Vanguard Value ETF
+0.01%
+$112.18 
TSLA Tesla, Inc.
0%
+$26.14 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
PLTR Palantir Technologies Inc.
-6.53%
-$13,345.92 
ORCL Oracle Corporation
-5.76%
-$87,943.68 
CRM Salesforce Inc
-5.04%
-$34,178.62 
NVDA NVIDIA Corporation
-3.55%
-$181,882.8 
INTU Intuit Inc.
-3.32%
-$17,462.4 
MSFT Microsoft Corp.
-3.11%
-$125,702.64 
AMZN Amazon.com Inc
-2.53%
-$154,700 
NFLX Netflix, Inc.
-2.17%
-$4,345.81 
SNPS Synopsys, Inc.
-2.03%
-$4,638.17 
AAPL Apple Inc.
-1.58%
-$60,218.28 
VGT Vanguard Information Technology ETF
-1.49%
-$6,313.12 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$5,094.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.29%
-$9,941.03 
VUG Vanguard Growth ETF
-1.22%
-$10,751.4 
MA Mastercard Incorporated
-1.2%
-$2,715.1 
IJS iShares S&P Small-Cap 600 Value ETF
-1.18%
-$12,816.96 
CSCO Cisco Systems, Inc.
-1.17%
-$15,940.5 
V Visa Inc. Class A
-1.16%
-$17,980.48 
IXUS iShares Core International Stock ETF
-1.01%
-$51,159.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$42,556.05 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$3,262.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$3,274.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$4,083.42 
SCHF Schwab International Equity ETF
-0.91%
-$2,690.25 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.83%
-$2,566.62 
AAEQ Alpha Architect US Equity 2 ETF
-0.83%
-$171,871.2 
GOOGL Alphabet Inc
-0.79%
-$123,223.1 
GOOG Alphabet Inc
-0.76%
-$115,982.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$41,313.09 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$2,959.36 
IVV iShares Core S&P 500 ETF
-0.71%
-$10,641.47 
VOO Vanguard S&P 500 ETF
-0.71%
-$49,935.6 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$398,465.49 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$32,414.7 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.67%
-$19,605.12 
DIHP Dimensional International High Profitability Portfolio
-0.57%
-$8,358.87 
AVGO Broadcom Inc.
-0.49%
-$25,396.02 
ANET Arista Networks, Inc.
-0.47%
-$3,285.97 
DUHP Dimensional US High Profitability ETF
-0.41%
-$4,146.81 
RSP Invesco S&P 500 Equal Weight ETF
-0.4%
-$9,015.46 
BNDX Vanguard Total International Bond ETF
-0.35%
-$1,910.63 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$923.12 
JQUA JPMorgan U.S. Quality Factor ETF
-0.15%
-$1,918.18 
BAC Bank of America Corporation
-0.11%
-$242.22 
MUB iShares National Muni Bond ETF
-0.09%
-$571.42 
PAAA PGIM AAA CLO ETF
-0.02%
-$204.44 Events
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Dividends
Dividend Analysis
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| Trades 248 | Longs Won 174/248 70% | Profit Factor 26.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $941,477.44 |
| Average Win $294,669.73 | Best Trade (Jun 02) $11.21M | Sharpe Ratio -11.32 |
| Average Loss -$26,578.95 | Worst Trade (May 21) -$791,548.43 | Z-Score 6.03 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $198,813.27 |
| 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 | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
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Returns
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