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
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.
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.
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:
22.54%
Gain +1.56%
Monthly
0.61%
Yearly
7.56%
Drawdown
19.02%
$12.83B
Equity
Holdings
$12.83B
Investment
$11.28B
$2.13B
Profit +$174.7M
Realized
$582.58M
Unrealized
$1.54B
Dividends
$426.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.56%
Profit
$174.7M
Win %
68%
This Week
Compared To Last Week
Gain
1.5%
Profit
$190.05M
Win %
68%
This Month
Compared to last month
Gain
3.49%
Profit
$432.75M
Win %
68%
This Year
Compared to last year
Gain
9.46%
Profit
$1.11B
Win %
66%
INTU Intuit Inc.
+6.5%
+$29.96M 
AJG Arthur J. Gallagher & Co.
+6.01%
+$9.12M 
LLY Eli Lilly and Company
+5.23%
+$474,300 
ZTS Zoetis Inc.
+4.73%
+$5.34M 
UNH UnitedHealth Group Incorporated
+4.33%
+$5.14M 
HONA Honeywell Aerospace Inc.
+3.37%
+$10.96M 
SPGI S&P Global Inc.
+3.23%
+$28.16M 
ORLY O'Reilly Automotive Inc.
+3.16%
+$276,466 
NFLX Netflix, Inc.
+3.02%
+$1.98M 
TMO Thermo Fisher Scientific Inc.
+2.82%
+$39.16M 
DHR Danaher Corporation
+2.78%
+$5.06M 
BLK BlackRock, Inc.
+2.73%
+$26.8M 
HSY The Hershey Company
+2.65%
+$104,280 
WMT Walmart Inc.
+2.34%
+$407,010 
USFD US Foods Holding Corp
+2.25%
+$781,895 
V Visa Inc. Class A
+2.16%
+$8.1M 
BSX Boston Scientific Corporation
+2.1%
+$2.16M 
MCHP Microchip Technology Incorporated
+2.08%
+$254,677.5 
RSG Republic Services, Inc.
+2.06%
+$4.05M 
MDLN Medline Inc.
+2%
+$2.65M 
MA Mastercard Incorporated
+1.99%
+$462,192.89 
WST West Pharmaceutical Services, Inc.
+1.96%
+$170,520 
PFE Pfizer Inc.
+1.78%
+$7.62M 
ORCL Oracle Corporation
+1.72%
+$108,080 
GRAB Grab Holdings Limited
+1.37%
+$158,213.24 
KKR KKR & Co. Inc.
+1.37%
+$1.29M 
WFC Wells Fargo & Company
+1.37%
+$111,494.5 
TJX The TJX Companies, Inc.
+1.24%
+$2.43M 
ISRG Intuitive Surgical, Inc.
+1.15%
+$42,680.88 
MSFT Microsoft Corp.
+1.14%
+$11.99M 
XLF Financial Select Sector SPDR Fund
+0.99%
+$162,000 
CMG Chipotle Mexican Grill, Inc.
+0.93%
+$783,750 
LIN Linde plc
+0.66%
+$1.84M 
BAC Bank of America Corporation
+0.47%
+$40,680 
EUFN iShares MSCI Europe Financials ETF
+0.44%
+$64,260 
CARR Carrier Global Corporation
+0.33%
+$10,980 
AAPL Apple Inc.
+0.33%
+$111,712.5 
GOOGL Alphabet Inc
+0.01%
+$159,680 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
-4.57%
-$1.29M 
AVGO Broadcom Inc.
-2.5%
-$5.56M 
NVDA NVIDIA Corporation
-2.36%
-$11.52M 
CDNS Cadence Design Systems, Inc.
-2.25%
-$2.22M 
SNOW Snowflake Inc.
-2.12%
-$174,413.68 
CBRS Cerebras Systems Inc.
-2.11%
-$591,381 
TSLA Tesla, Inc.
-1.99%
-$169,823.77 
XLE Energy Select Sector SPDR Fund
-1.37%
-$372,000 
ADI Analog Devices, Inc.
-1.28%
-$2.06M 
GMRS GMR Solutions Inc.
-1.07%
-$109,250 
MU Micron Technology, Inc.
-0.8%
-$173,992 
PCG PG&E Corporation
-0.65%
-$15,300 
AMZN Amazon.com Inc
-0.53%
-$2M 
META Meta Platforms Inc Class A
-0.47%
-$742,063.26 
JPM JPMorgan Chase & Co.
-0.42%
-$6.77M 
C Citigroup Inc.
-0.33%
-$21,840 Events
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Dividends
Dividend Analysis
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| Trades 476 | Longs Won 301/476 63% | Profit Factor 2.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $44.03M |
| Average Win $12.74M | Best Trade (Oct 15) $773.81M | Sharpe Ratio -9.79 |
| Average Loss -$9.76M | Worst Trade (Oct 14) -$202.79M | Z-Score 2.68 (99.27%) |
| Commissions $0 | Avg. Trade Length 1y 3w 3d | Expectancy $4.47M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 1,314 | 1,183 | 1,051 | 920 | 788 | 657 | 526 | 394 | 263 | 131 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 99,300 | $23M | $34.17M | - | $11.17M | 48.55% | +0.328% |
| ADI Analog Devices, Inc. | 400,000 | $158.87M | $159.37M | - | $500,000 | 0.31% | -1.276% |
| AJG Arthur J. Gallagher & Co. | 639,700 | $178.19M | $160.75M | - | -$17.44M | -9.79% | +6.012% |
| AMZN Amazon.com Inc | 1.49M | $297.52M | $375.49M | - | $77.97M | 26.21% | -0.529% |
| AVGO Broadcom Inc. | 641,600 | $133.18M | $216.6M | - | $83.42M | 62.64% | -2.501% |
| BAC Bank of America Corporation | 169,500 | $9.32M | $8.75M | - | -$571,215 | -6.13% | +0.467% |
| BLK BlackRock, Inc. | 915,500 | $917.85M | $1.01B | - | $92M | 10.02% | +2.726% |
| BSX Boston Scientific Corporation | 2.39M | $158.58M | $104.84M | - | -$53.74M | -33.89% | +2.105% |
| C Citigroup Inc. | 54,600 | $7.64M | $6.65M | - | -$987,714 | -12.93% | -0.327% |
| CARR Carrier Global Corporation | 61,000 | $4.47M | $3.32M | - | -$1.15M | -25.81% | +0.332% |
| CBRS Cerebras Systems Inc. | 198,450 | $43.86M | $27.49M | - | -$16.37M | -37.33% | -2.106% |
| CDNS Cadence Design Systems, Inc. | 300,000 | $83.36M | $96.61M | - | $13.25M | 15.9% | -2.249% |
| CMG Chipotle Mexican Grill, Inc. | 2.75M | $123M | $84.71M | - | -$38.28M | -31.13% | +0.934% |
| DHR Danaher Corporation | 809,000 | $174.44M | $186.83M | - | $12.4M | 7.11% | +2.784% |
| EUFN iShares MSCI Europe Financials ETF | 378,000 | $12.55M | $14.61M | - | $2.06M | 16.44% | +0.442% |
| GMRS GMR Solutions Inc. | 950,000 | $11.41M | $10.07M | - | -$1.33M | -11.7% | -1.073% |
| GOOGL Alphabet Inc | 3.19M | $722.61M | $1.11B | - | $387.78M | 53.66% | +0.014% |
| GRAB Grab Holdings Limited | 3.96M | $13.33M | $11.67M | - | -$1.66M | -12.46% | +1.375% |
| HONA Honeywell Aerospace Inc. | 2.08M | $458.74M | $336.17M | - | -$122.57M | -26.72% | +3.369% |
| HONIV Honeywell International Inc. | 2.05M | $459M | $459M | - | - | - | 0.0 |
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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 Samer T. Yaghnam?
The largest contributions to the portfolio's profits come from the following stocks: Honeywell International Inc - $152.9M, BlackRock, Inc - $150.49M, JPMorgan Chase & Co - $136M, International Business Machines Corporation - $110.03M, and Alphabet Inc - $100.27M. 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: Zoetis Inc - $301.38M, Intuit Inc - $96.26M, Workday Inc - $63.76M, Boeing Company - $39.76M, and UnitedHealth Group Incorporated - $23.88M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samer T. Yaghnam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $426.62M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $82.18M, Pfizer Inc - $62.19M, BlackRock, Inc - $46.85M, Honeywell International Inc - $42.6M, and Zoetis Inc - $21.91M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samer T. Yaghnam's monthly returns?
Samer T. Yaghnam's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Samer T. Yaghnam's strategy be considered aggressive or moderate?
Samer T. Yaghnam's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Samer T. Yaghnam's strategy?
Samer T. Yaghnam's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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