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:
2.5%
Gain
Monthly
0.13%
Yearly
1.61%
Drawdown
34.2%
$250.74M
Equity
Holdings
$250.74M
Investment
$199.62M
$53.98M
Profit -$2.17M
Realized
$2.86M
Unrealized
$51.12M
Dividends
$3.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.17M
Win %
77%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.63M
Win %
77%
This Month
Compared to last month
Gain
0.3%
Profit
$753,410.01
Win %
77%
This Year
Compared to last year
Gain
15.94%
Profit
$34.48M
Win %
76%
GE General Electric Company
+2.67%
+$7,558.32 
BMY Bristol-Myers Squibb Company
+2.53%
+$5,307.57 
CSCO Cisco Systems, Inc.
+2.17%
+$18,679.32 
ABBV AbbVie Inc.
+1.9%
+$6,601.76 
JNJ Johnson & Johnson
+1.87%
+$5,837.5 
LLY Eli Lilly and Company
+1.56%
+$12,350.48 
XOM Exxon Mobil Corporation
+1.51%
+$5,516.16 
ORCL Oracle Corporation
+1.36%
+$13,651.82 
ZS Zscaler Inc.
+1.12%
+$2,499.91 
WMT Walmart Inc.
+1.08%
+$14,774.6 
GEV GE Vernova Inc.
+0.88%
+$2,243.51 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$4,238.53 
JPM JPMorgan Chase & Co.
+0.64%
+$3,671.8 
BAC Bank of America Corporation
+0.42%
+$1,250.86 
MU Micron Technology, Inc.
+0.4%
+$6,681 
AAPL Apple Inc.
+0.4%
+$28,241.19 
VTV Vanguard Value ETF
+0.35%
+$8,747.31 
SPMC Sound Point Meridian Capital Mutual Fund
+0.3%
+$2,904.57 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.17%
+$1,471.04 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.14%
+$910.86 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$567.45 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$518.66 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$651.11 
COST Costco Wholesale Corporation
+0.03%
+$125.85 
PAAA PGIM AAA CLO ETF
+0.02%
+$94.87 
BNDX Vanguard Total International Bond ETF
+0.01%
+$54.41 
AAEQ Alpha Architect US Equity 2 ETF
0%
$0 
NFLX Netflix, Inc.
-8.51%
-$16,939.08 
META Meta Platforms Inc Class A
-5.24%
-$45,270.16 
AMAT Applied Materials, Inc.
-5.1%
-$263,692 
KLAC KLA Corporation
-4.37%
-$13,507.81 
AMD Advanced Micro Devices, Inc.
-2.9%
-$32,194.29 
TSLA Tesla, Inc.
-2.64%
-$19,895.58 
EWX SPDR S&P Emerging Markets Small Cap ETF
-2.61%
-$7,538.53 
MSFT Microsoft Corp.
-2.49%
-$94,849.82 
PLTR Palantir Technologies Inc.
-2.04%
-$5,044.34 
GOOGL Alphabet Inc
-2.03%
-$313,934.4 
ANET Arista Networks, Inc.
-2.03%
-$14,381.1 
GOOG Alphabet Inc
-2.02%
-$313,392.02 
V Visa Inc. Class A
-1.81%
-$32,491.8 
WDC Western Digital Corporation
-1.8%
-$6,388.59 
NVDA NVIDIA Corporation
-1.65%
-$160,309.08 
MA Mastercard Incorporated
-1.58%
-$4,251.87 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.55%
-$12,630.24 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.52%
-$4,407.44 
VUG Vanguard Growth ETF
-1.5%
-$9,383.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.49%
-$6,131.76 
AVGO Broadcom Inc.
-1.47%
-$119,674.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$4,406.64 
VGT Vanguard Information Technology ETF
-1.29%
-$4,979.6 
CRM Salesforce Inc
-1.2%
-$7,512.03 
INTU Intuit Inc.
-1.15%
-$5,548.02 
IXUS iShares Core International Stock ETF
-0.85%
-$41,082.42 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.84%
-$2,618.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.83%
-$35,912.1 
IJS iShares S&P Small-Cap 600 Value ETF
-0.77%
-$8,750.04 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$383,819.62 
IVV iShares Core S&P 500 ETF
-0.71%
-$9,232.08 
VOO Vanguard S&P 500 ETF
-0.7%
-$50,428.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$31,669.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.62%
-$18,277.69 
ARES Ares Management Corporation
-0.6%
-$168,115.5 
DUHP Dimensional US High Profitability ETF
-0.56%
-$13,909.65 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$27,012.25 
JQUA JPMorgan U.S. Quality Factor ETF
-0.48%
-$6,035.05 
SCHF Schwab International Equity ETF
-0.48%
-$1,432.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$2,085.04 
AMZN Amazon.com Inc
-0.48%
-$30,324.77 
DIHP Dimensional International High Profitability Portfolio
-0.29%
-$4,733.6 
HD The Home Depot, Inc.
-0.27%
-$670 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$5,813.42 
AAUA Alpha Architect US Equity 3 ETF
0%
-$158.6 Events
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Dividends
Dividend Analysis
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| Trades 312 | Longs Won 225/312 72% | Profit Factor 19.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $780,905.67 |
| Average Win $252,715.53 | Best Trade (Jul 14) $9.71M | Sharpe Ratio -14.2 |
| Average Loss -$33,079.57 | Worst Trade (Jul 10) -$841,344.82 | Z-Score 11.29 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $173,022.67 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
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