Matthew Smith Portfolio
Invests via Ravenswood Partners LP | Managed by Ashraf Haque
Invests via Ravenswood Partners LP
Managed by Ashraf Haque
Automatically Tracked
Matthew Smith Profile
Veteran private markets executive focused on growth-stage technology and fintech investments, with experience in deal sourcing, portfolio operations and exits. Matthew Smith brings operational background scaling SaaS businesses and leading corporate development for mid-market firms. Known for hands-on post-investment involvement, strategic M&A, and board-level governance. Prior roles span operating leadership and investment roles at sector-focused PE and venture platforms. Frequently directs diligence on revenue models, unit economics and go-to-market expansion. Active in co-investments and secondary transactions; engages LPs on fund strategy and performance metrics. Investment style emphasizes repeatable growth, margin expansion and customer retention.
Veteran private markets executive focused on growth-stage technology and fintech investments, with experience in deal sourcing, portfolio operations and exits. Matthew Smith brings operational background scaling SaaS businesses and leading corporate development for mid-market firms. Known for hands-on post-investment involvement, strategic M&A, and board-level governance. Prior roles span operating leadership and investment roles at sector-focused PE and venture platforms. Frequently directs diligence on revenue models, unit economics and go-to-market expansion. Active in co-investments and secondary transactions; engages LPs on fund strategy and performance metrics. Investment style emphasizes repeatable growth, margin expansion and customer retention.
Investment Philosophy & Strategy
Seasoned growth-stage investor who prioritizes scaling repeatable SaaS and fintech business models through hands‑on operational support and governance. Investment decisions emphasize durable unit economics, predictable revenue retention, and go‑to‑market scalability, with capital allocated in concentrated, milestone-driven tranches. Underwriting favors B2B software, fintech infrastructure and SaaS-enabled services where margin expansion and customer economics are attainable. Active in co-investments and secondary deals, employs KPI-led monitoring and board engagement to de-risk execution and accelerate exits via strategic M&A or growth buyouts on a multi-year horizon.
Seasoned growth-stage investor who prioritizes scaling repeatable SaaS and fintech business models through hands‑on operational support and governance. Investment decisions emphasize durable unit economics, predictable revenue retention, and go‑to‑market scalability, with capital allocated in concentrated, milestone-driven tranches. Underwriting favors B2B software, fintech infrastructure and SaaS-enabled services where margin expansion and customer economics are attainable. Active in co-investments and secondary deals, employs KPI-led monitoring and board engagement to de-risk execution and accelerate exits via strategic M&A or growth buyouts on a multi-year horizon.
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:
-2.58%
Gain -0.43%
Monthly
-0.23%
Yearly
-2.58%
Drawdown
21.55%
$291.49M
Equity
Holdings
$291.49M
Investment
$299.13M
-$8.12M
Profit -$1.22M
Realized
-$484,055.05
Unrealized
-$7.64M
Dividends
$963,815.02
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$1.22M
Win %
40%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$4.67M
Win %
40%
This Month
Compared to last month
Gain
-2.95%
Profit
-$8.86M
Win %
40%
This Year
Compared to last year
Gain
-0.1%
Profit
-$281,234.44
Win %
38%
BE Bloom Energy Corporation
+5.6%
+$173,906.85 
WING Wingstop Inc.
+4.54%
+$227,840.87 
SHOP Shopify Inc.
+1.98%
+$210,337.81 
TJX The TJX Companies, Inc.
+1.34%
+$182,997.82 
META Meta Platforms Inc Class A
+0.9%
+$46,173.43 
NOW ServiceNow, Inc.
+0.79%
+$53,438.2 
HOOD Robinhood Markets, Inc.
+0.77%
+$116,689.92 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BN Brookfield Corporation
0%
$0 
CCJ Cameco Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
PWR Quanta Services Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AS Amer Sports, Inc.
0%
$0 
MDLN Medline Inc.
0%
$0 
NBIS Nebius Group N.V.
-10.11%
-$190,672.17 
Z Zillow Group Inc.
-7.4%
-$269,392.12 
XYZ Block, Inc.
-5.39%
-$765,861.68 
DRAM Roundhill Memory ETF
-3.84%
-$78.47 
MU Micron Technology, Inc.
-2.6%
-$559,004 
INTU Intuit Inc.
-1.84%
-$105,476.76 
SPOT Spotify Technology S.A.
-1.49%
-$32,134.12 
NFLX Netflix, Inc.
-1.43%
-$112,827.46 
GOOGL Alphabet Inc
-1.29%
-$186,722.24 
NU Nu Holdings Ltd.
-1.04%
-$145,806.6 
INDA ISHARES MSCI INDIA ETF
-0.38%
-$33.63 
AMZN Amazon.com Inc
-0.14%
-$26,130.5 
NVDA NVIDIA Corporation
-0.1%
-$25,350.6 Events
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Dividends
Dividend Analysis
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| Trades 122 | Longs Won 44/122 36% | Profit Factor 0.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.59M |
| Average Win $1.39M | Best Trade (Sep 05) $20.46M | Sharpe Ratio -402.05 |
| Average Loss -$891,008.46 | Worst Trade (Sep 14) -$7.68M | Z-Score 0.64 (47.7%) |
| Commissions $0 | Avg. Trade Length 6m 3w 4d | Expectancy -$66,568.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 327 | 294 | 262 | 229 | 196 | 164 | 131 | 98 | 65 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 67,003 | $14.71M | $18.24M | - | $3.54M | 24.05% | -0.143% |
| AS Amer Sports, Inc. | 76,352 | $2.58M | $2.8M | - | $220,656.96 | 8.54% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 3,321 | $3.22M | $5.57M | - | $2.36M | 73.35% | 0.0 |
| AXON Axon Enterprise, Inc. | 25,087 | $14.33M | $15.29M | - | $962,702.61 | 6.72% | 0.0 |
| BE Bloom Energy Corporation | 13,245 | $4.01M | $3.28M | - | -$731,654.3 | -18.25% | +5.603% |
| BN Brookfield Corporation | 51,365 | $2.34M | $2.29M | - | -$55,008.96 | -2.35% | 0.0 |
| CCJ Cameco Corporation | 117,796 | $9.88M | $11.1M | - | $1.23M | 12.41% | 0.0 |
| DRAM Roundhill Memory ETF | 38 | $2,806 | $1,963.65 | - | -$842.35 | -30.02% | -3.843% |
| GOOGL Alphabet Inc | 39,898 | $13.02M | $14.27M | - | $1.26M | 9.67% | -1.291% |
| HOOD Robinhood Markets, Inc. | 164,352 | $21.19M | $15.37M | - | -$5.83M | -27.49% | +0.765% |
| INDA ISHARES MSCI INDIA ETF | 177 | $9,214.63 | $8,871.24 | - | -$343.39 | -3.73% | -0.378% |
| INTU Intuit Inc. | 17,492 | $11.94M | $5.63M | - | -$6.31M | -52.84% | -1.839% |
| LRCX Lam Research Corporation | 30,741 | $4.12M | $9.45M | - | $5.33M | 129.59% | 0.0 |
| MDLN Medline Inc. | 115,917 | $4.57M | $4.25M | - | -$321,669.2 | -7.04% | 0.0 |
| MELI MercadoLibre, Inc. | 4,804 | $11.19M | $9.24M | - | -$1.95M | -17.44% | 0.0 |
| META Meta Platforms Inc Class A | 8,712 | $4.98M | $5.18M | - | $191,140.84 | 3.83% | +0.9% |
| MSFT Microsoft Corp. | 18,506 | $8.61M | $9.02M | - | $408,291.88 | 4.74% | 0.0 |
| MU Micron Technology, Inc. | 24,095 | $4.03M | $20.96M | - | $16.93M | 419.96% | -2.597% |
| NBIS Nebius Group N.V. | 8,616 | $2.25M | $1.7M | - | -$553,922.55 | -24.62% | -10.105% |
| NFLX Netflix, Inc. | 106,441 | $12.71M | $7.79M | - | -$4.92M | -38.74% | -1.429% |
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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 Matthew Smith?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $15.91M, Lam Research Corporation - $2.84M, Cameco Corporation - $596,262.04, The TJX Companies, Inc - $406,784.63, and ASML Holding N.V. New York Registry Shares - $156,579.14. 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: Commvault Systems Inc - $4.58M, Uber Technologies, Inc - $2.08M, Block, Inc - $2.02M, Nike, Inc. - Class B - $1.94M, and GitLab Inc - $1.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $963,815.02 earned over time. The largest contributors to dividend income include Nike, Inc. - Class B - $163,309.15, The TJX Companies, Inc - $157,614.99, Intuit Inc - $88,766.4, Microsoft Corp - $74,535.37, and Match Group, Inc - $72,867.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Smith's monthly returns?
Matthew Smith'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 Matthew Smith's strategy be considered aggressive or moderate?
Matthew Smith's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew Smith's strategy?
Matthew Smith's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
