SK
Sheena Koshy Portfolio
Invests via Steadfast Capital Management LP | Managed by Sheena Koshy
Invests via Steadfast Capital Management LP
Managed by Sheena Koshy
Automatically Tracked
Sheena Koshy Profile
Sheena Koshy stands out as a dynamic investor-operator with significant contributions across the technology and consumer sectors. With a strong background in founding innovative startups, she has leveraged her operational expertise to scale businesses efficiently. Her experience encompasses various stages of company growth, making her an adept strategist in identifying market opportunities and driving organizational development. Active within investment circles, Koshy not only navigates complex deal structures but also champions transformative initiatives that enhance competitive positioning in rapidly evolving landscapes. Her multifaceted approach underscores her commitment to fostering entrepreneurship and sustainable business practices.
Sheena Koshy stands out as a dynamic investor-operator with significant contributions across the technology and consumer sectors. With a strong background in founding innovative startups, she has leveraged her operational expertise to scale businesses efficiently. Her experience encompasses various stages of company growth, making her an adept strategist in identifying market opportunities and driving organizational development. Active within investment circles, Koshy not only navigates complex deal structures but also champions transformative initiatives that enhance competitive positioning in rapidly evolving landscapes. Her multifaceted approach underscores her commitment to fostering entrepreneurship and sustainable business practices.
Investment Philosophy & Strategy
Focusing on innovation and operational improvement, Sheena Koshy employs her unique blend of entrepreneurial spirit and investment acumen to identify disruptive opportunities. By leveraging her extensive network within the technology and consumer sectors, she seeks out ventures with scalable business models that promise significant growth. Her hands-on experience in startup environments informs her approach, allowing for a nuanced understanding of market dynamics and strategic execution. This combination positions Koshy to not only uncover lucrative prospects but also drive value creation through effective management practices.
Focusing on innovation and operational improvement, Sheena Koshy employs her unique blend of entrepreneurial spirit and investment acumen to identify disruptive opportunities. By leveraging her extensive network within the technology and consumer sectors, she seeks out ventures with scalable business models that promise significant growth. Her hands-on experience in startup environments informs her approach, allowing for a nuanced understanding of market dynamics and strategic execution. This combination positions Koshy to not only uncover lucrative prospects but also drive value creation through effective management practices.
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:
54.65%
Gain -0.5%
Monthly
3.66%
Yearly
53.92%
Drawdown
18.04%
$640.98B
Equity
Holdings
$640.98B
Investment
$641.28B
$300.61B
Profit -$192.01M
Realized
$300.91B
Unrealized
-$299.82M
Dividends
$596.3M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$192.01M
Win %
48%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$246.49M
Win %
48%
This Month
Compared to last month
Gain
-0.04%
Profit
-$240.9M
Win %
48%
This Year
Compared to last year
Gain
75.5%
Profit
-$1.63B
Win %
55%
COHR Coherent Corp.
+5.35%
+$1.12M 
LITE Lumentum Holdings Inc.
+4.5%
+$902,295.7 
CIFR Cipher Mining Inc.
+4.07%
+$66,515.31 
AVGO Broadcom Inc.
+3.89%
+$1.15M 
FPS Forgent Power Solutions, Inc.
+3.02%
+$31,050 
CBRS Cerebras Systems Inc.
+2.97%
+$77,237.22 
KEEL Keel Infrastructure Corp.
+2.71%
+$39,562.6 
GOOGL Alphabet Inc
+2.64%
+$1.1M 
BTDR Bitdeer Technologies Group
+2.49%
+$556,199.84 
STM STMicroelectronics N.V.
+2.29%
+$673,014 
STAR iStar Inc
+2%
+$2,072.59 
ZONE Cleancore Solutions Inc.
+1.73%
+$5,742.31 
HUT Hut 8 Corp.
+1.57%
+$755,392.5 
AVX AVAX One Technology Ltd.
+1.48%
+$22,573.49 
ADI Analog Devices, Inc.
+1.35%
+$203,350.42 
EMPD Volcon, Inc.
+1.27%
+$30,068.96 
RRX Regal Rexnord Corporation
+1.23%
+$404,929.98 
KMI Kinder Morgan, Inc.
+1.09%
+$135,214.6 
CFND C1 Fund Inc.
+1.01%
+$9,750 
HLT Hilton Worldwide Holdings Inc.
+0.79%
+$31,656.38 
FRMI Fermi Inc.
+0.71%
+$50,666 
PLNT Planet Fitness Inc.
+0.56%
+$582,565.76 
AMZN Amazon.com Inc
+0.52%
+$977,838.66 
OLED Universal Display Corporation
+0.52%
+$14,712 
EROC ERock, Inc.
+0.47%
+$5,400 
FLS Flowserve Corporation
+0.45%
+$101,541 
WMT Walmart Inc.
+0.38%
+$421,152 
SN SharkNinja, Inc.
+0.32%
+$162,054.9 
JHX James Hardie Industries plc
+0.29%
+$10,860 
SEI Solaris Energy Infrastructure Inc.
+0.27%
+$91,561.19 
CSCO Cisco Systems, Inc.
+0.22%
+$52,758.48 
PFGC Performance Food Group Co.
+0.19%
+$22,304 
NVDA NVIDIA Corporation
+0.18%
+$181,986.87 
THC Tenet Healthcare Corporation
+0.11%
+$1,869.21 
COST Costco Wholesale Corporation
+0.01%
+$16,383.92 
MSGNF Man Sang International Ltd.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CKH SEACOR Holdings Inc
0%
$0 CVG
CVG
0%
$0 4418
441815107
0%
$0 L
L
0%
$0 EP
EP
0%
$0 PTP
PTP
0%
$0 BEAS
BEAS
0%
$0 MXGL
MXGL
0%
$0 MEL
MEL
0%
$0 BBRY
BBRY
0%
$0 PXP
PXP
0%
$0 ROXI
ROXI
0%
$0 TWKG
TWKGQ
0%
$0 2274
22748P105
0%
$0 4335
43357B104
0%
$0 5260
52602Q105
0%
$0 PLX
PLX
0%
$0 FLSH
FLSH
0%
$0 MCGC
MCGC
0%
$0 3021
302125109
0%
$0 ATMI
ATMI
0%
$0 LF
LF
0%
$0 PPD
PPD
0%
$0 WSC
WSC
0%
$0 AFCE
AFCE
0%
$0 CPTS
CPTS
0%
$0 NASD
NASDAQ100
0%
$0 PTZ
PTZ
0%
$0 0266
02660M108
0%
$0 BUCA
BUCA
0%
$0 NTHW
NTHWQ
0%
$0 POOL
POOL
0%
$0 FWHT
FWHT
0%
$0 
REXI Resource America, Inc.
0%
$0 
CLBR-UN Colombier Acquisition Corp.
0%
$0 G200
G2004J103
0%
$0 DPC
DPC
0%
$0 
AN AutoNation Inc.
-2.73%
-$295,382.25 
LILAK Liberty Latin America Ltd.
-2.39%
-$115,289.95 
SPOT Spotify Technology S.A.
-2.35%
-$299,322.72 
MCY Mercury General Corporation
-2%
-$62,806.47 
META Meta Platforms Inc Class A
-1.53%
-$168,406.32 
BE Bloom Energy Corporation
-1.42%
-$842,966.12 
VRSK Verisk Analytics Inc.
-1.38%
-$1.35M 
MHK Mohawk Industries, Inc.
-1.33%
-$71,825.13 
SNOW Snowflake Inc.
-1.24%
-$726,601.73 
HD The Home Depot, Inc.
-1.21%
-$1.2M 
DKNG DraftKings Inc.
-1.2%
-$275,103 
MSGS Madison Square Garden Sports Corp.
-1.2%
-$327,771.69 
U Unity Software Inc.
-1.2%
-$332,200 
SGI Somnigroup International Inc.
-1.14%
-$1.57M 
FTAI FTAI Aviation Ltd.
-1.11%
-$410,882.14 
SAH Sonic Automotive Inc.
-1.1%
-$11,716 
RACE Ferrari N.V.
-1.07%
-$855,144 
HUM Humana Inc.
-0.97%
-$1.15M 
FRVO Fervo Energy Co.
-0.96%
-$16,213.28 
PII Polaris Inc.
-0.95%
-$24,380 
CNA CNA Financial Corporation
-0.87%
-$5,965.26 
AXON Axon Enterprise, Inc.
-0.82%
-$89,160 
CPAY Corpay, Inc.
-0.79%
-$288,320.9 
FDXF FedEx Freight Holding Company Inc.
-0.77%
-$51,479.1 
FSLR First Solar, Inc.
-0.64%
-$49,408 
UNH UnitedHealth Group Incorporated
-0.63%
-$70,917.7 
SPCX Space Exploration Technologies Corp. Class A
-0.61%
-$137,789.34 
AIG American International Group Inc.
-0.58%
-$43,120 
MSCI MSCI Inc.
-0.55%
-$330,876 
PCG PG&E Corporation
-0.52%
-$4,816.91 
CVNA Carvana Co.
-0.47%
-$10,819 
HAL Halliburton Company
-0.47%
-$11,707.77 
BRK-A Berkshire Hathaway Inc.
-0.42%
-$57,780.18 
SBAC SBA Communications Corporation
-0.4%
-$48,240 
USFD US Foods Holding Corp
-0.36%
-$176,395.89 
AS Amer Sports, Inc.
-0.34%
-$83,367 
RCL Royal Caribbean Group
-0.33%
-$23,489.28 
RKT Rocket Companies, Inc. Class A
-0.32%
-$15,360 
CLH Clean Harbors Inc.
-0.31%
-$299,070.09 
VRSN Verisign Inc.
-0.3%
-$75,257 
FLG Flagstar Bank, National Association
-0.28%
-$84,802.65 
LFTO Liftoff Mobile, Inc.
-0.25%
-$2,120.8 
BRRWW Columbus Circle Capital Corp I Warrant
-0.24%
-$62.5 
URBN Urban Outfitters Inc.
-0.22%
-$21,313.92 
LYV Live Nation Entertainment, Inc.
-0.21%
-$250,884 
CNK Cinemark Holdings Inc.
-0.19%
-$179,757.24 
BRKR Bruker Corporation
-0.17%
-$72,016.35 
PTORU Praetorian Acquisition Corp.
-0.1%
-$20,000 
DKS Dick's Sporting Goods, Inc.
-0.06%
-$46,719.07 
QNT Quantinuum Inc.
-0.06%
-$699.6 
COF Capital One Financial Corporation
-0.03%
-$19,174.56 
KNX Knight-Swift Transportation Holdings Inc.
-0.03%
-$5,432.16 
FND Floor & Decor Holdings, Inc.
-0.02%
-$6,353.31 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4364 | Longs Won 2462/4364 56% | Profit Factor 1.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.53B |
| Average Win $320.73M | Best Trade (Dec 31) $127.65B | Sharpe Ratio -10.91 |
| Average Loss -$257.12M | Worst Trade (Jun 30) -$21.07B | Z-Score -16.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $68.88M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.09% | 0.75% | 4.69% | 23.57% |
| Consecutive Losing Trades | 2,494 | 2,244 | 1,995 | 1,746 | 1,496 | 1,247 | 998 | 748 | 499 | 249 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0266 02660M108 | 51,457 | $566,000 | $566,000 | - | - | - | 0.0 |
| 2274 22748P105 | 63,415 | $885,000 | $885,000 | - | - | - | 0.0 |
| 3021 302125109 | 6,363 | $484,515.29 | $484,515.29 | - | - | - | 0.0 |
| 4335 43357B104 | 29,877 | $760,474.13 | $760,474.13 | - | - | - | 0.0 |
| 4418 441815107 | 15,510 | $431,000 | $431,000 | - | - | - | 0.0 |
| 5260 52602Q105 | 34,350 | $833,099.79 | $833,099.79 | - | - | - | 0.0 |
| ADI Analog Devices, Inc. | 41,500 | $16.48M | $15.25M | - | -$1.23M | -7.46% | +1.351% |
| AFCE AFCE | 71,095 | $1.16M | $1.16M | - | - | - | 0.0 |
| AIG American International Group Inc. | 98,000 | $7.64M | $7.37M | - | -$264,239.24 | -3.46% | -0.581% |
| AMZN Amazon.com Inc | 746,100 | $176.77M | $188.39M | - | $11.62M | 6.57% | +0.522% |
| AN AutoNation Inc. | 61,925 | $778,000 | $10.53M | - | $9.76M | 1,253.99% | -2.728% |
| AS Amer Sports, Inc. | 926,300 | $31.35M | $24.25M | - | -$7.1M | -22.64% | -0.343% |
| ATMI ATMI | 10,670 | $198,000 | $198,000 | - | - | - | 0.0 |
| AVGO Broadcom Inc. | 84,950 | $29.4M | $30.65M | - | $1.25M | 4.25% | +3.89% |
| AVX AVAX One Technology Ltd. | 410,427 | $2.34M | $1.54M | - | -$796,228.38 | -34.04% | +1.484% |
| AXON Axon Enterprise, Inc. | 24,000 | $13.45M | $10.79M | - | -$2.66M | -19.77% | -0.819% |
| BBRY BBRY | 22,870 | $1.57B | $1.57B | - | - | - | 0.0 |
| BE Bloom Energy Corporation | 211,800 | $64.11M | $58.62M | - | -$5.49M | -8.56% | -1.418% |
| BEAS BEAS | 31,247 | $376.19M | $376.19M | - | - | - | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 18 | $2.3M | $13.69M | - | $11.39M | 495.61% | -0.42% |
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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 Sheena Koshy?
The largest contributions to the portfolio's profits come from the following stocks: Anaplan Inc - $140.77B, Farfetch Ltd - $111.03B, FST - $31.8B, PPD - $27.16B, and ORLY - $26.37B. 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: PWE - $27.97B, GFIG - $27.51B, LGFTY - $19.99B, DLIAQ - $15.86B, and COCOQ - $14.27B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sheena Koshy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $596.3M earned over time. The largest contributors to dividend income include The Williams Companies, Inc - $56.36M, Microsoft Corp - $38.05M, Marathon Petroleum Corporation - $31.62M, Frontier Communications Corp - $28.1M, and Bank of America Corporation - $22.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheena Koshy's monthly returns?
Sheena Koshy's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Sheena Koshy's strategy be considered aggressive or moderate?
Sheena Koshy's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Sheena Koshy's strategy?
Sheena Koshy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
