Andrew Whiting Portfolio
Invests via Katamaran Capital LLP | Managed by Priya Kodeeswaran
Invests via Katamaran Capital LLP
Managed by Priya Kodeeswaran
Automatically Tracked
Andrew Whiting Profile
Growth-focused investor and operator specializing in technology and software companies, active across seed to growth-stage private financings.
Andrew Whiting is known for sourcing deals, leading diligence and working with management on go-to-market and scaling operations; experience spans board advisory, capital raising and operational value creation, positioning him as a strategic partner for VC and PE-backed portfolios.
Growth-focused investor and operator specializing in technology and software companies, active across seed to growth-stage private financings.
Andrew Whiting is known for sourcing deals, leading diligence and working with management on go-to-market and scaling operations; experience spans board advisory, capital raising and operational value creation, positioning him as a strategic partner for VC and PE-backed portfolios.
Investment Philosophy & Strategy
Growth-oriented operator-investor focusing on software and technology companies from seed through growth-stage. Favors hands-on capital that pairs strategic diligence with operational scaling — go-to-market acceleration, revenue operations, and fundraising support. Allocates concentrated, stage-flexible capital to high-velocity teams, privileging unit-economics improvement and repeatable SaaS motions. Employs active board engagement and milestone-driven capital tranches, balancing upside capture with pragmatic risk controls tied to growth KPIs.
Growth-oriented operator-investor focusing on software and technology companies from seed through growth-stage. Favors hands-on capital that pairs strategic diligence with operational scaling — go-to-market acceleration, revenue operations, and fundraising support. Allocates concentrated, stage-flexible capital to high-velocity teams, privileging unit-economics improvement and repeatable SaaS motions. Employs active board engagement and milestone-driven capital tranches, balancing upside capture with pragmatic risk controls tied to growth KPIs.
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:
41.13%
Gain +0.1%
Monthly
1.7%
Yearly
22.4%
Drawdown
23.17%
$109.59M
Equity
Holdings
$109.59M
Investment
$94.86M
$39.47M
Profit +$96,705.12
Realized
$24.74M
Unrealized
$14.73M
Dividends
$1.13M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$96,705.12
Win %
68%
This Week
Compared To Last Week
Gain
0.09%
Profit
$96,705.12
Win %
68%
This Month
Compared to last month
Gain
-2.84%
Profit
-$3.2M
Win %
68%
This Year
Compared to last year
Gain
-1.74%
Profit
-$1.94M
Win %
61%
BE Bloom Energy Corporation
+11.82%
+$100,430.4 
SMTC Semtech Corporation
+10.3%
+$175,964.37 
GLW Corning Incorporated
+8.97%
+$346,705.84 
COHR Coherent Corp.
+8.69%
+$109,980.5 
STX Seagate Technology Holdings plc
+7.87%
+$321,181.63 
NOK Nokia Corporation Sponsored ADR
+7.83%
+$54,516.68 
HPE Hewlett Packard Enterprise Company
+6.12%
+$113,627.76 
AMBA Ambarella, Inc.
+4.15%
+$86,192.64 
LRCX Lam Research Corporation
+3.94%
+$145,996.8 
RKLB Rocket Lab Corporation
+3.02%
+$31,654.98 
MTSI MACOM Technology Solutions Holdings, Inc.
+2.86%
+$29,021.71 
AVGO Broadcom Inc.
+2.64%
+$50,842.49 
FIX Comfort Systems USA, Inc.
+2.58%
+$75,207.34 
GNRC Generac Holdings Inc.
+1.88%
+$26,909.19 
VMI Valmont Industries, Inc.
+0.4%
+$6,807.46 
TSEM Tower Semiconductor Ltd.
+0.34%
+$7,764.03 
META Meta Platforms Inc Class A
+0.22%
+$7,540.37 
APH Amphenol Corporation
+0.16%
+$5,045.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKNG Booking Holdings Inc.
-6.18%
-$434,093.24 
GTLB GitLab Inc.
-5.04%
-$234,612.25 
VGNT Versigent plc
-4.94%
-$124,746.48 
PODD Insulet Corporation
-4.18%
-$136,608.98 
SPOT Spotify Technology S.A.
-2.17%
-$87,190.2 
MA Mastercard Incorporated
-1.83%
-$175,031.06 
V Visa Inc. Class A
-1.69%
-$226,468.66 
CDNS Cadence Design Systems, Inc.
-1.54%
-$17,630.96 
MSFT Microsoft Corp.
-1.41%
-$31,976.15 
MSI Motorola Solutions, Inc.
-1.36%
-$70,456.14 
AMZN Amazon.com Inc
-0.63%
-$33,695.57 
ROKU Roku, Inc.
-0.54%
-$4,209.27 
TXN Texas Instruments Inc
-0.52%
-$7,378.04 
TENB Tenable Holdings Inc.
-0.44%
-$16,179.45 
ADI Analog Devices, Inc.
-0.17%
-$8,986.52 
SITM SiTime Corporation
-0.13%
-$1,944.22 Events
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Dividends
Dividend Analysis
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| Trades 207 | Longs Won 107/207 51% | Profit Factor 2.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $758,644.1 |
| Average Win $592,209.51 | Best Trade (Jun 29) $4.91M | Sharpe Ratio -51.97 |
| Average Loss -$239,007.2 | Worst Trade (Aug 02) -$2.94M | Z-Score -0.4 (31.23%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $190,655.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 459 | 413 | 367 | 321 | 275 | 229 | 183 | 138 | 92 | 46 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 14,732 | $3.7M | $5.33M | - | $1.63M | 43.94% | -0.168% |
| AMBA Ambarella, Inc. | 33,024 | $2.21M | $2.16M | - | -$49,866.31 | -2.25% | +4.15% |
| AMZN Amazon.com Inc | 20,672 | $4.31M | $5.31M | - | $998,394.18 | 23.15% | -0.631% |
| APH Amphenol Corporation | 38,808 | $1.23M | $3.22M | - | $1.99M | 162.47% | +0.157% |
| AVGO Broadcom Inc. | 5,383 | $1.67M | $1.98M | - | $311,325.71 | 18.69% | +2.639% |
| BE Bloom Energy Corporation | 3,360 | $455,246.33 | $950,073.6 | - | $494,827.27 | 108.69% | +11.82% |
| BKNG Booking Holdings Inc. | 36,341 | $6.48M | $6.59M | - | $112,838.64 | 1.74% | -6.18% |
| CDNS Cadence Design Systems, Inc. | 3,922 | $1.47M | $1.13M | - | -$341,666.56 | -23.21% | -1.536% |
| COHR Coherent Corp. | 4,489 | $1.07M | $1.38M | - | $305,924.96 | 28.61% | +8.692% |
| FIX Comfort Systems USA, Inc. | 1,807 | $2.17M | $2.99M | - | $818,350.29 | 37.77% | +2.585% |
| GLW Corning Incorporated | 25,051 | $6.4M | $4.21M | - | -$2.19M | -34.17% | +8.97% |
| GNRC Generac Holdings Inc. | 7,623 | $2.23M | $1.46M | - | -$777,012.76 | -34.81% | +1.884% |
| GTLB GitLab Inc. | 93,352 | $2.85M | $4.42M | - | $1.57M | 54.98% | -5.044% |
| HPE Hewlett Packard Enterprise Company | 35,732 | $1.61M | $1.97M | - | $359,820.76 | 22.32% | +6.115% |
| LRCX Lam Research Corporation | 12,036 | $1.31M | $3.85M | - | $2.54M | 193.51% | +3.943% |
| MA Mastercard Incorporated | 16,489 | $8.24M | $9.38M | - | $1.14M | 13.8% | -1.833% |
| META Meta Platforms Inc Class A | 5,504 | $3.46M | $3.4M | - | -$58,836.77 | -1.7% | +0.222% |
| MSFT Microsoft Corp. | 4,555 | $2.2M | $2.24M | - | $41,268.29 | 1.87% | -1.405% |
| MSI Motorola Solutions, Inc. | 11,026 | $4.58M | $5.09M | - | $511,275.16 | 11.17% | -1.365% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 3,777 | $646,924.65 | $1.04M | - | $397,921.21 | 61.51% | +2.857% |
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Option values are updated at end of day.
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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 Andrew Whiting?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $5.04M, Tower Semiconductor Ltd - $4.02M, Seagate Technology Holdings plc - $3.92M, Lam Research Corporation - $3.08M, and SanDisk Corporation - $2.96M. 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: Microsoft Corp - $1.66M, Alibaba Group Holding Limited SP ADR - $1M, Shopify Inc - $894,051.18, BellRing Brands Inc - $765,934.52, and Insulet Corporation - $761,064.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Whiting's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.13M earned over time. The largest contributors to dividend income include The Coca-Cola Company - $113,823.16, Visa Inc. Class A - $97,180.65, Taiwan Semiconductor Manufacturing Company Limited - $96,395.02, Analog Devices, Inc - $96,155.18, and SS&C Technologies Holdings Inc - $89,095.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Whiting's monthly returns?
Andrew Whiting's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Andrew Whiting's strategy be considered aggressive or moderate?
Andrew Whiting'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 Andrew Whiting's strategy?
Andrew Whiting'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.
