NM
Nina Mathur Portfolio
Invests via WGI DM LLC | Managed by Nina Mathur
Invests via WGI DM LLC
Managed by Nina Mathur
Automatically Tracked
Investor and operator with a focus on growth-stage technology and consumer sectors, active in early venture allocations and corporate development roles. Nina Mathur blends operating experience leading cross-functional teams with deal-making in venture and private equity, advising founders on go-to-market and scaling strategies. Known for sector diligence, LP relations, and portfolio company governance, with prior roles spanning startup operating leadership and investment platforms.
Investor and operator with a focus on growth-stage technology and consumer sectors, active in early venture allocations and corporate development roles. Nina Mathur blends operating experience leading cross-functional teams with deal-making in venture and private equity, advising founders on go-to-market and scaling strategies. Known for sector diligence, LP relations, and portfolio company governance, with prior roles spanning startup operating leadership and investment platforms.
Investment Philosophy & Strategy
Combines operator-driven diligence with growth-stage venture and growth-equity investing, prioritizing founder-led technology and consumer businesses with clear go-to-market traction. Deploys capital to support scaling and follow-on rounds, emphasizes operational KPIs, capital efficiency and governance discipline, and favors pragmatic, data-informed decisions that align incentives with founders and LPs over a multi‑year growth horizon.
Combines operator-driven diligence with growth-stage venture and growth-equity investing, prioritizing founder-led technology and consumer businesses with clear go-to-market traction. Deploys capital to support scaling and follow-on rounds, emphasizes operational KPIs, capital efficiency and governance discipline, and favors pragmatic, data-informed decisions that align incentives with founders and LPs over a multi‑year growth 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:
-6.62%
Gain -1.2%
Monthly
-0.39%
Yearly
-4.56%
Drawdown
17.48%
$1.26B
Equity
Holdings
$1.26B
Investment
$1.25B
-$87.92M
Profit -$15.12M
Realized
-$103.35M
Unrealized
$15.42M
Dividends
$9.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.2%
Profit
-$15.12M
Win %
44%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$15.45M
Win %
44%
This Month
Compared to last month
Gain
-2.4%
Profit
-$31.08M
Win %
44%
This Year
Compared to last year
Gain
9.32%
Profit
$107.75M
Win %
42%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 22 | Longs Won 8/22 36% | Profit Factor 0.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $32.03M |
| Average Win $12.39M | Best Trade (Sep 16) $97.6M | Sharpe Ratio -13.39 |
| Average Loss -$13.82M | Worst Trade (Mar 30) -$99.9M | Z-Score 0.62 (46.79%) |
| Commissions $0 | Avg. Trade Length 5m 2w 4d | Expectancy -$4M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 91 | 82 | 73 | 64 | 55 | 46 | 37 | 27 | 18 | 9 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AER AerCap Holdings N.V. | 2.38M | $342.82M | $336.96M | - | -$5.85M | -1.71% | -1.413% |
 ALC Alcon Inc. | 3.46M | $232.38M | $224.51M | - | -$7.86M | -3.38% | -0.537% |
 CHKP Check Point Software Technologies Ltd. | 1.22M | $226.08M | $161.28M | - | -$64.81M | -28.66% | -2.833% |
 CP Canadian Pacific Kansas City Limited | 431,324 | $31.79M | $37.89M | - | $6.1M | 19.19% | -1.048% |
| G364 G3643J108 | 475,369 | $102.22M | $102.22M | - | - | - | 0.0 |
 SHEL Shell plc | 4.11M | $301.72M | $389.62M | - | $87.89M | 29.13% | -0.976% |
 SUNB Sunbelt Rentals Holdings, Inc. | 151,448 | $11.12M | $11.07M | - | -$50,831.84 | -0.46% | -0.814% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Nina Mathur?
The largest contributions to the portfolio's profits come from the following stocks: Shell plc - $11.22M, AerCap Holdings N.V - $2.36M, Canadian Pacific Kansas City Limited - $322,210.81, and Sunbelt Rentals Holdings, Inc - $113,586. 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: ICON plc - $99.9M, 000000000 - $6.5M, Check Point Software Technologies Ltd - $4.86M, and g3643j108 - $2.73M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nina Mathur's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.88M earned over time. The largest contributors to dividend income include Shell plc - $6.63M, AerCap Holdings N.V - $2.98M, Canadian Pacific Kansas City Limited - $156,127.67, and Sunbelt Rentals Holdings, Inc - $113,586. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nina Mathur's monthly returns?
Nina Mathur'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 Nina Mathur's strategy be considered aggressive or moderate?
Nina Mathur'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 Nina Mathur's strategy?
Nina Mathur'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.
