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:
20.82%
Gain -1.04%
Monthly
0.59%
Yearly
7.35%
Drawdown
19.02%
$12.67B
Equity
Holdings
$12.67B
Investment
$11.28B
$1.97B
Profit -$119.73M
Realized
$582.58M
Unrealized
$1.39B
Dividends
$400.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$119.73M
Win %
68%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$21.17M
Win %
68%
This Month
Compared to last month
Gain
-0.94%
Profit
-$119.73M
Win %
68%
This Year
Compared to last year
Gain
8.1%
Profit
$949.37M
Win %
66%
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$2.45M 
MU Micron Technology, Inc.
+2.3%
+$521,735.8 
PCG PG&E Corporation
+2.18%
+$68,400 
ADI Analog Devices, Inc.
+2.16%
+$3.29M 
MCHP Microchip Technology Incorporated
+1.91%
+$253,820 
XLE Energy Select Sector SPDR Fund
+1.39%
+$339,999.6 
LIN Linde plc
+0.95%
+$2.55M 
WST West Pharmaceutical Services, Inc.
+0.94%
+$75,632.23 
WFC Wells Fargo & Company
+0.81%
+$71,639 
TSLA Tesla, Inc.
+0.68%
+$53,592 
UNH UnitedHealth Group Incorporated
+0.67%
+$801,003.6 
BAC Bank of America Corporation
+0.62%
+$67,800.68 
MDLN Medline Inc.
+0.45%
+$589,200 
C Citigroup Inc.
+0.43%
+$32,760 
EUFN iShares MSCI Europe Financials ETF
+0.42%
+$68,040 
MA Mastercard Incorporated
+0.4%
+$86,625.08 
CDNS Cadence Design Systems, Inc.
+0.32%
+$315,006 
BSX Boston Scientific Corporation
+0.27%
+$334,292 
AAPL Apple Inc.
+0.22%
+$66,531 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$15.93M 
CBRS Cerebras Systems Inc.
-5.21%
-$2.39M 
GMRS GMR Solutions Inc.
-4.66%
-$617,500 
ORCL Oracle Corporation
-3.65%
-$275,025 
INTU Intuit Inc.
-3.52%
-$18.76M 
ZTS Zoetis Inc.
-2.7%
-$3.08M 
SNOW Snowflake Inc.
-2.51%
-$208,115.75 
LLY Eli Lilly and Company
-2.38%
-$216,299.77 
GRAB Grab Holdings Limited
-2.16%
-$316,426.48 
HONA Honeywell Aerospace Inc.
-2.03%
-$7.16M 
ISRG Intuitive Surgical, Inc.
-1.69%
-$59,487.82 
ORLY O'Reilly Automotive Inc.
-1.65%
-$154,376.7 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$15.66M 
KKR KKR & Co. Inc.
-1.12%
-$1.42M 
TJX The TJX Companies, Inc.
-1.1%
-$2.33M 
USFD US Foods Holding Corp
-1.06%
-$413,008.59 
HSY The Hershey Company
-1.02%
-$45,600 
AMZN Amazon.com Inc
-0.94%
-$3.68M 
SPGI S&P Global Inc.
-0.92%
-$8.26M 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$238,648.15 
CARR Carrier Global Corporation
-0.9%
-$34,770 
AJG Arthur J. Gallagher & Co.
-0.9%
-$1.46M 
META Meta Platforms Inc Class A
-0.86%
-$1.11M 
BLK BlackRock, Inc.
-0.77%
-$8.34M 
DHR Danaher Corporation
-0.71%
-$1.16M 
WMT Walmart Inc.
-0.39%
-$67,500 
V Visa Inc. Class A
-0.36%
-$1.25M 
MSFT Microsoft Corp.
-0.3%
-$2.92M 
RSG Republic Services, Inc.
-0.24%
-$446,088.25 
XLF Financial Select Sector SPDR Fund
-0.17%
-$30,000 
GOOGL Alphabet Inc
-0.13%
-$1.47M 
NFLX Netflix, Inc.
-0.1%
-$74,016 
JPM JPMorgan Chase & Co.
-0.07%
-$1.3M 
NVDA NVIDIA Corporation
-0.06%
-$309,372 
PFE Pfizer Inc.
-0.04%
-$146,500 Events
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Dividends
Dividend Analysis
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| Trades 476 | Longs Won 300/476 63% | Profit Factor 2.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $46.89M |
| Average Win $12.13M | Best Trade (Aug 15) $910.7M | Sharpe Ratio -9.79 |
| Average Loss -$9.5M | Worst Trade (Aug 15) -$177.4M | Z-Score -1.61 (90.07%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $4.13M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.67% |
| Consecutive Losing Trades | 1,333 | 1,200 | 1,067 | 933 | 800 | 667 | 533 | 400 | 267 | 133 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 99,300 | $23M | $30.38M | - | $7.38M | 32.08% | +0.219% |
| ADI Analog Devices, Inc. | 400,000 | $158.87M | $155.76M | - | -$3.11M | -1.96% | +2.157% |
| AJG Arthur J. Gallagher & Co. | 639,700 | $178.19M | $160.7M | - | -$17.49M | -9.81% | -0.899% |
| AMZN Amazon.com Inc | 1.49M | $297.52M | $390.22M | - | $92.7M | 31.16% | -0.935% |
| AVGO Broadcom Inc. | 641,600 | $133.18M | $252.14M | - | $118.97M | 89.33% | -5.943% |
| BAC Bank of America Corporation | 169,500 | $9.32M | $10.93M | - | $1.61M | 17.25% | +0.624% |
| BLK BlackRock, Inc. | 915,500 | $917.85M | $1.07B | - | $156.7M | 17.07% | -0.77% |
| BSX Boston Scientific Corporation | 2.39M | $158.58M | $123.76M | - | -$34.82M | -21.96% | +0.271% |
| C Citigroup Inc. | 54,600 | $7.64M | $7.61M | - | -$34,398 | -0.45% | +0.432% |
| CARR Carrier Global Corporation | 61,000 | $4.47M | $3.83M | - | -$644,770 | -14.41% | -0.9% |
| CBRS Cerebras Systems Inc. | 198,450 | $43.86M | $43.46M | - | -$400,869 | -0.91% | -5.208% |
| CDNS Cadence Design Systems, Inc. | 300,000 | $83.36M | $97.45M | - | $14.09M | 16.9% | +0.324% |
| CMG Chipotle Mexican Grill, Inc. | 2.75M | $123M | $92.12M | - | -$30.87M | -25.1% | +2.729% |
| DHR Danaher Corporation | 809,000 | $174.44M | $163.78M | - | -$10.65M | -6.11% | -0.706% |
| EUFN iShares MSCI Europe Financials ETF | 378,000 | $12.55M | $16.09M | - | $3.54M | 28.25% | +0.425% |
| GMRS GMR Solutions Inc. | 950,000 | $11.41M | $12.64M | - | $1.24M | 10.82% | -4.656% |
| GOOGL Alphabet Inc | 3.19M | $722.61M | $1.1B | - | $382.06M | 52.87% | -0.133% |
| GRAB Grab Holdings Limited | 3.96M | $13.33M | $14.32M | - | $988,833.15 | 7.42% | -2.162% |
| HONA Honeywell Aerospace Inc. | 2.08M | $458.74M | $345.2M | - | -$113.54M | -24.75% | -2.032% |
| HONIV Honeywell International Inc. | 2.05M | $459M | $459M | - | - | - | 0.0 |
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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 - $145.24M, JPMorgan Chase & Co - $128.08M, International Business Machines Corporation - $110.03M, and Alphabet Inc - $99.57M. 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 - $98.31M, Workday Inc - $63.76M, Boeing Company - $39.76M, and UnitedHealth Group Incorporated - $24.58M. 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 $400.93M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $74.26M, Pfizer Inc - $62.19M, Honeywell International Inc - $42.6M, BlackRock, Inc - $41.61M, 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.
