STY

Samer T. Yaghnam Portfolio

Invests via Unisphere Establishment | Managed by Samer T. Yaghnam

Invests via Unisphere Establishment

Managed by Samer T. Yaghnam

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 06:00 PM

Samer T. Yaghnam Profile

Veteran investor and operator focused on technology, digital transformation, and growth-stage opportunities across MENA and US markets. Samer T. Yaghnam combines operating experience in product and strategy with venture and private equity investing, advising CEOs on scaling, go-to-market and capital formation. Active in board and advisory roles; capital deployment often targets software-enabled services, fintech and cloud infrastructure.

Investment Philosophy & Strategy

Combines operator-led, growth-stage investing with a bias toward technology that accelerates digital transformation across MENA and US. Prefers software-enabled services, fintech, cloud infrastructure and B2B SaaS where product-led growth and clear unit economics enable scalable outcomes. Deploys capital with staged commitments tied to operating milestones, emphasizing active board involvement, go-to-market acceleration and capital formation. Investment horizon is multi-year, focused on value creation through product-market fit, repeatable revenue engines and disciplined operational due diligence to manage downside risk.

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:

6.46%

Gain

Monthly

0.21%

Yearly

2.49%

Drawdown

19.14%

$12.25B

Equity

Holdings

$12.25B

Investment

$11.63B

$1.26B

Profit +$38.82M

Realized

$635.91M

Unrealized

$623.34M

Dividends

$387.39M

Goals

Avg. 82.5% completed goals

Yearly

Gain > 5%

2026

65%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$38.82M

Win %

62%

This Week

Compared To Last Week

Gain

1.87%

Profit

$224.36M

Win %

62%

This Month

Compared to last month

Gain

6.04%

Profit

$697.49M

Win %

62%

This Year

Compared to last year

Gain

3.25%

Profit

$386.01M

Win %

63%

Gainers
Losers

INTU Intuit Inc.

+5.88%

+$29.77M

BSX Boston Scientific Corporation

+4.17%

+$5.03M

ZTS Zoetis Inc.

+3.85%

+$8.04M

RSG Republic Services, Inc.

+3.5%

+$5.29M

ORLY O'Reilly Automotive Inc.

+3.46%

+$288,715.26

IBM International Business Machines Corporation

+3.1%

+$2.39M

MDLN Medline Inc.

+2.96%

+$2.9M

AJG Arthur J. Gallagher & Co.

+2.74%

+$4.32M

BIRK Birkenstock Holding plc

+2.67%

+$162,819

UNH UnitedHealth Group Incorporated

+2.6%

+$4.35M

ISRG Intuitive Surgical, Inc.

+2.54%

+$45,494

SPGI S&P Global Inc.

+2.4%

+$22.73M

TJX The TJX Companies, Inc.

+2.38%

+$4.97M

MA Mastercard Incorporated

+2.37%

+$489,334.23

V Visa Inc. Class A

+1.94%

+$7.05M

MSFT Microsoft Corp.

+1.78%

+$12.67M

LLY Eli Lilly and Company

+1.73%

+$149,625

USFD US Foods Holding Corp

+1.59%

+$543,620

PFE Pfizer Inc.

+1.29%

+$4.69M

AAPL Apple Inc.

+1.25%

+$463,608

ICE Intercontinental Exchange, Inc.

+1.22%

+$116,280

DHR Danaher Corporation

+1.07%

+$1.38M

WST West Pharmaceutical Services, Inc.

+1.02%

+$108,265

SNOW Snowflake Inc.

+0.65%

+$43,296

KKR KKR & Co. Inc.

+0.62%

+$693,000

LIN Linde plc

+0.47%

+$1.36M

TMO Thermo Fisher Scientific Inc.

+0.43%

+$4.76M

WFC Wells Fargo & Company

+0.37%

+$32,288

HON Honeywell International Inc.

+0.26%

+$1.19M

GOOGL Alphabet Inc

+0.17%

+$1.83M

SUNB Sunbelt Rentals Holdings, Inc.

+0.15%

+$256,373.81

XLU Utilities Select Sector SPDR Fund

+0.08%

+$11,900

TSMWF Taiwan Semiconductor Manufacturing Company Limited

MU Micron Technology, Inc.

-6.55%

-$977,790.49

MCHP Microchip Technology Incorporated

-5.36%

-$884,730

AVGO Broadcom Inc.

-4.61%

-$11.66M

SARO StandardAero, Inc.

-3.81%

-$341,250

CSCO Cisco Systems, Inc.

-2.89%

-$392,768

GRAB Grab Holdings Limited

-2.88%

-$435,086.41

NVDA NVIDIA Corporation

-2.73%

-$13.72M

CDNS Cadence Design Systems, Inc.

-2.27%

-$3.49M

META Meta Platforms Inc Class A

-1.85%

-$2.72M

TSLA Tesla, Inc.

-1.41%

-$111,755.8

CMG Chipotle Mexican Grill, Inc.

-1.05%

-$1.04M

JPM JPMorgan Chase & Co.

-1%

-$16.61M

BLK BlackRock, Inc.

-0.94%

-$9.42M

EUFN iShares MSCI Europe Financials ETF

-0.35%

-$61,810

BAC Bank of America Corporation

-0.28%

-$835,450

AMZN Amazon.com Inc

-0.14%

-$394,462.96

XLF Financial Select Sector SPDR Fund

-0.1%

-$137,500

Events

Dividends

Dividend Analysis

No Data

Trades 435	Longs Won 253/435 58%	Profit Factor 1.65
Profitability	Shorts Won 0/0 0%	Standard Deviation $49.43M
Average Win $12.61M	Best Trade (Jul 15) $836.82M	Sharpe Ratio -9.93
Average Loss -$10.61M	Worst Trade (Jul 10) -$338.81M	Z-Score -3.77 (100%)
Commissions $0	Avg. Trade Length 1y 4d	Expectancy $2.89M

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%	0.16%	4.73%
Consecutive Losing Trades	1,156	1,040	925	809	694	578	462	347	231	116