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:
37.48%
Gain +0.75%
Monthly
1.72%
Yearly
22.74%
Drawdown
20.85%
$105.18M
Equity
Holdings
$105.18M
Investment
$94.86M
$33.31M
Profit +$772,901.99
Realized
$22.99M
Unrealized
$10.32M
Dividends
$1.09M
Goals
Avg. 36% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$772,901.99
Win %
66%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$1.65M
Win %
66%
This Month
Compared to last month
Gain
-5.62%
Profit
-$6.27M
Win %
66%
This Year
Compared to last year
Gain
-5.69%
Profit
-$6.35M
Win %
65%
TSEM Tower Semiconductor Ltd.
+10.43%
+$241,005.2 
SITM SiTime Corporation
+6.31%
+$83,056.08 
GLW Corning Incorporated
+6.08%
+$233,224.56 
LRCX Lam Research Corporation
+4.97%
+$183,428.52 
APH Amphenol Corporation
+4.85%
+$70,824.7 
AVGO Broadcom Inc.
+2.21%
+$44,894.22 
GNRC Generac Holdings Inc.
+1.11%
+$17,990.28 
NOK Nokia Corporation Sponsored ADR
+0.2%
+$1,388.96 
HPE Hewlett Packard Enterprise Company
+0.04%
+$607.44 
ADI Analog Devices, Inc.
0%
$0 
AMBA Ambarella, Inc.
0%
$0 
BE Bloom Energy Corporation
0%
+$0.01 
CDNS Cadence Design Systems, Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
GTLB GitLab Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTSI MACOM Technology Solutions Holdings, Inc.
0%
+$0.04 
PODD Insulet Corporation
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
ROKU Roku, Inc.
0%
$0 
SMTC Semtech Corporation
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TENB Tenable Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
V Visa Inc. Class A
0%
$0 
VGNT Versigent plc
0%
$0 
VMI Valmont Industries, Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 207 | Longs Won 92/207 44% | Profit Factor 3.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $592,098.93 |
| Average Win $515,160.67 | Best Trade (Jun 30) $3.91M | Sharpe Ratio -10.97 |
| Average Loss -$122,498.77 | Worst Trade (Jul 22) -$2.33M | Z-Score -0.67 (49.47%) |
| Commissions $0 | Avg. Trade Length 5m 3w | Expectancy $160,905.42 |
| 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% | <0.01% |
| Consecutive Losing Trades | 858 | 773 | 687 | 601 | 515 | 429 | 343 | 258 | 172 | 86 |
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Returns
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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: Tower Semiconductor Ltd - $4.02M, Seagate Technology Holdings plc - $3.92M, Lam Research Corporation - $3.08M, Semtech Corporation - $2.66M, and Bloom Energy Corporation - $2.37M. 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, Salesforce Inc - $720,235.12, Oracle Corporation - $541,728.87, SS&C Technologies Holdings Inc - $506,544.04, and Alibaba Group Holding Limited SP ADR - $498,357.55. 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 $1.09M earned over time. The largest contributors to dividend income include The Coca-Cola Company - $155,273.41, SS&C Technologies Holdings Inc - $89,095.95, Taiwan Semiconductor Manufacturing Company Limited - $85,547.83, Analog Devices, Inc - $79,949.98, and Verizon Communications Inc - $77,985.87. 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.
