DM
David Morgante Portfolio
Invests via Variant Private Wealth LLC | Managed by David Morgante
Invests via Variant Private Wealth LLC
Managed by David Morgante
Automatically Tracked
Seasoned operator and investor with a focus on growth-stage technology and fintech companies, known for combining hands-on operational leadership with corporate development and M&A execution. David Morgante leverages board-level experience, strategic capital allocation and deal sourcing to drive scale and exit outcomes. Market-facing strengths include go-to-market transformation, KPI-driven performance improvement and cross-border transaction management; engages with PE and VC sponsors as an operating partner.
Seasoned operator and investor with a focus on growth-stage technology and fintech companies, known for combining hands-on operational leadership with corporate development and M&A execution. David Morgante leverages board-level experience, strategic capital allocation and deal sourcing to drive scale and exit outcomes. Market-facing strengths include go-to-market transformation, KPI-driven performance improvement and cross-border transaction management; engages with PE and VC sponsors as an operating partner.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where operational intervention accelerates value creation. Emphasizes hands-on board engagement, KPI-driven performance improvement, and disciplined capital allocation to de-risk scale and drive exit outcomes. Prefers scalable SaaS, payments, and API-enabled platforms with clear go-to-market inflection points. Uses M&A and cross-border transactions as strategic tools, partners with PE/VC sponsors as an operating partner, and targets medium-term growth-to-exit horizons with active governance and milestone-based risk management.
Focuses on growth-stage technology and fintech opportunities where operational intervention accelerates value creation. Emphasizes hands-on board engagement, KPI-driven performance improvement, and disciplined capital allocation to de-risk scale and drive exit outcomes. Prefers scalable SaaS, payments, and API-enabled platforms with clear go-to-market inflection points. Uses M&A and cross-border transactions as strategic tools, partners with PE/VC sponsors as an operating partner, and targets medium-term growth-to-exit horizons with active governance and milestone-based risk management.
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:
2.93%
Gain
Monthly
0.16%
Yearly
1.89%
Drawdown
25.9%
$97.56M
Equity
Holdings
$97.56M
Investment
$78.77M
$21.69M
Profit -$1.07M
Realized
$2.9M
Unrealized
$18.79M
Dividends
$1.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.07M
Win %
82%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$796,990.71
Win %
82%
This Month
Compared to last month
Gain
1.03%
Profit
$994,395.69
Win %
82%
This Year
Compared to last year
Gain
18.16%
Profit
$14.99M
Win %
81%
BRK-B Berkshire Hathaway Inc.
+1.71%
+$35,389.28 
OXY Occidental Petroleum Corporation
+1.53%
+$8,564.08 
JNJ Johnson & Johnson
+1.49%
+$3,646.78 
LLY Eli Lilly and Company
+1.22%
+$3,675.1 
XLE Energy Select Sector SPDR Fund
+1.1%
+$33,556.95 
CACI Caci International Inc.
+1.02%
+$3,744.45 
CRWD CrowdStrike Holdings, Inc.
+0.99%
+$12,421.8 
PG Procter & Gamble Co
+0.66%
+$1,423.08 
SPLV Invesco S&P 500 Low Volatility ETF
+0.61%
+$6,384.01 
FVD First Trust Value Line Dividend Index Fund
+0.42%
+$1,218.42 
IUSV iShares Core S&P U.S. Value ETF
+0.1%
+$5,247.44 
META Meta Platforms Inc Class A
-4.6%
-$39,234.15 
TQQQ ProShares UltraPro QQQ
-4.06%
-$283,840.76 
NAIL Direxion Daily Homebuilders & Supplies Bull 3X Shares
-3.05%
-$33,796.12 
TSLA Tesla, Inc.
-2.86%
-$88,704 
AMD Advanced Micro Devices, Inc.
-2.53%
-$80,835.3 
MSFT Microsoft Corp.
-2.36%
-$145,440.11 
IHI iShares U.S. Medical Devices ETF
-2.29%
-$14,594.53 
GOOG Alphabet Inc
-2.13%
-$34,371.48 
BMNR Bitmine Immersion Technologies, Inc.
-2.07%
-$10,005.44 
NVDA NVIDIA Corporation
-2.01%
-$64,737.92 
ARKK ARK Innovation ETF Fund
-1.9%
-$79,946.68 
PLTR Palantir Technologies Inc.
-1.82%
-$8,327.21 
GBTC Grayscale Bitcoin Trust ETF
-1.61%
-$57,312 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$35,860.65 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$10,493.86 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.22%
-$35,036.2 
FBCG Fidelity Blue Chip Growth Fund
-1.07%
-$50,417.16 
VOO Vanguard S&P 500 ETF
-0.69%
-$1,976 
IVV iShares Core S&P 500 ETF
-0.69%
-$51,439.5 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$5,609.75 
SCHW Charles Schwab Corporation
-0.49%
-$5,021 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$20,267.65 
FNCL Fidelity MSCI Financials Index ETF
-0.4%
-$1,584 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$12,789.6 
SNOW Snowflake Inc.
-0.22%
-$3,127.2 
AMZN Amazon.com Inc
-0.1%
-$6,186.18 
AAPL Apple Inc.
-0.07%
-$7,412.9 Events
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Dividends
Dividend Analysis
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| Trades 223 | Longs Won 174/223 78% | Profit Factor 5.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,138.73 |
| Average Win $153,333.43 | Best Trade (Jul 10) $3.43M | Sharpe Ratio -9.6 |
| Average Loss -$101,828 | Worst Trade (Jul 10) -$1.78M | Z-Score 8.83 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $97,266.57 |
| 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 | 958 | 862 | 766 | 670 | 575 | 479 | 383 | 287 | 192 | 96 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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