MRF
Malcolm R. Fobes III Portfolio
Invests via BERKSHIRE CAPITAL HOLDINGS Inc. | Managed by Malcolm R. Fobes III
Invests via BERKSHIRE CAPITAL HOLDINGS Inc.
Managed by Malcolm R. Fobes III
Automatically Tracked
Malcolm R. Fobes III Profile
Malcolm R. Fobes III is a distinguished entrepreneur and investor known for his impactful contributions in the technology sector. With extensive experience spanning over two decades, he has co-founded multiple startups that emphasize innovation and scalability within their respective markets. His leadership in emerging companies has garnered recognition, especially as they navigate complex market dynamics to achieve substantial growth trajectories. Fobes leverages his insights from both startup development and operational excellence to foster collaboration between visionary leaders and financial backers. As an influential figure in venture capital circles, he actively supports the evolution of promising technologies while contributing to industry discourse on entrepreneurship.
Malcolm R. Fobes III is a distinguished entrepreneur and investor known for his impactful contributions in the technology sector. With extensive experience spanning over two decades, he has co-founded multiple startups that emphasize innovation and scalability within their respective markets. His leadership in emerging companies has garnered recognition, especially as they navigate complex market dynamics to achieve substantial growth trajectories. Fobes leverages his insights from both startup development and operational excellence to foster collaboration between visionary leaders and financial backers. As an influential figure in venture capital circles, he actively supports the evolution of promising technologies while contributing to industry discourse on entrepreneurship.
Investment Philosophy & Strategy
Innovation in technology presents a transformative landscape for investors. Malcolm R. Fobes III leverages his entrepreneurial spirit and deep operational insight to identify disruptive ventures poised for remarkable growth. His focus lies on nurturing startups that not only demonstrate scalability but also address evolving market needs through innovative solutions. By fostering strategic collaborations between emerging leaders and investors, he plays a vital role in accelerating the development of groundbreaking technologies while enhancing their market presence. Fobes' ability to discern high-potential opportunities positions him as a key player in shaping the future of venture capital.
Innovation in technology presents a transformative landscape for investors. Malcolm R. Fobes III leverages his entrepreneurial spirit and deep operational insight to identify disruptive ventures poised for remarkable growth. His focus lies on nurturing startups that not only demonstrate scalability but also address evolving market needs through innovative solutions. By fostering strategic collaborations between emerging leaders and investors, he plays a vital role in accelerating the development of groundbreaking technologies while enhancing their market presence. Fobes' ability to discern high-potential opportunities positions him as a key player in shaping the future of venture capital.
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:
1,532.22%
Gain +148.22%
Monthly
0.62%
Yearly
7.64%
Drawdown
64.93%
$590.19M
Equity
Holdings
$590.19M
Investment
$504.08M
$299.08M
Profit +$58.32M
Realized
$212.97M
Unrealized
$86.11M
Dividends
$17.32M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
148.22%
Profit
$58.32M
Win %
59%
This Week
Compared To Last Week
Gain
10.78%
Profit
$57.45M
Win %
59%
This Month
Compared to last month
Gain
13.9%
Profit
$72.04M
Win %
59%
This Year
Compared to last year
Gain
-4.91%
Profit
$39.84M
Win %
58%
MSTR Strategy Inc.
+7.18%
+$94.9 
BMNR Bitmine Immersion Technologies, Inc.
+5.67%
+$13.55 
CRCL Circle Internet Group, Inc.
+5.54%
+$47.1 
COHR Coherent Corp.
+5.2%
+$153.8 
COIN Coinbase Global, Inc.
+4.62%
+$80.3 
LITE Lumentum Holdings Inc.
+4.5%
+$402.2 
RIOT Riot Platforms, Inc.
+4.18%
+$9.15 
AXTI AXT, Inc.
+3.98%
+$27 
AVGO Broadcom Inc.
+3.89%
+$135.1 
LRCX Lam Research Corporation
+3.7%
+$210,747.56 
AAOI Applied Optoelectronics, Inc.
+3.66%
+$35.85 
GLW Corning Incorporated
+3.58%
+$1.73M 
CRDO Credo Technology Group Holding Ltd.
+3.32%
+$387,487.3 
MXL MaxLinear Inc.
+3.22%
+$177,430.05 
SNDK SanDisk Corporation
+3.2%
+$516.2 
SITM SiTime Corporation
+3.15%
+$188.65 
HOOD Robinhood Markets, Inc.
+3.08%
+$33.8 
SMTC Semtech Corporation
+3.07%
+$54.7 
CBRS Cerebras Systems Inc.
+2.97%
+$57.7 
STX Seagate Technology Holdings plc
+2.97%
+$467,025.6 
CLS Celestica Inc.
+2.78%
+$91.85 
GOOGL Alphabet Inc
+2.64%
+$91.8 
WDC Western Digital Corporation
+2.47%
+$378,718.2 
AMAT Applied Materials, Inc.
+2.47%
+$320,395.96 
CLSK CleanSpark, Inc.
+2.4%
+$3.2 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+2.37%
+$265,901.4 
CORZ Core Scientific, Inc.
+2.36%
+$4.05 
TER Teradyne, Inc.
+2.35%
+$238,912.5 
VRT Vertiv Holdings Co
+2.33%
+$56.3 
STM STMicroelectronics N.V.
+2.33%
+$11.3 
GEV GE Vernova Inc.
+2.27%
+$210.1 
ETN Eaton Corporation plc
+2.21%
+$90.4 
HUT Hut 8 Corp.
+2%
+$18.2 
Q Qnity Electronics Inc.
+1.97%
+$218,421.8 
KLAC KLA Corporation
+1.72%
+$89,220.6 
MPWR Monolithic Power Systems, Inc.
+1.51%
+$176.9 
AMKR Amkor Technology Inc.
+1.48%
+$114,878 
MU Micron Technology, Inc.
+1.42%
+$454,304.79 
HIMX Himax Technologies Inc.
+1.39%
+$1.9 
JBL Jabil Inc.
+1.3%
+$38.4 
AGX Argan Inc.
+1.16%
+$44.6 
AEHR Aehr Test Systems
+1.14%
+$146,919.2 
ASML ASML Holding N.V. New York Registry Shares
+1.14%
+$185.1 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+1.07%
+$103,572 
SMH VanEck Semiconductor ETF
+1.06%
+$59.3 
KLIC Kulicke & Soffa Industries, Inc.
+1.04%
+$8.5 
DRAM Roundhill Memory ETF
+0.99%
+$5.75 
CIEN Ciena Corporation
+0.98%
+$101,782.45 
INTC Intel Corporation
+0.88%
+$153,602.2 
TSLA Tesla, Inc.
+0.81%
+$29.7 
P Everpure Inc.
+0.77%
+$7.95 
APH Amphenol Corporation
+0.7%
+$22 
DASH DoorDash, Inc.
+0.59%
+$11.5 
AMZN Amazon.com Inc
+0.52%
+$13.11 
AMD Advanced Micro Devices, Inc.
+0.48%
+$165,490 
TPL Texas Pacific Land Corporation
+0.47%
+$16.4 
OPEN Opendoor Technologies Inc.
+0.39%
+$0.1 
AFRM Affirm Holdings, Inc.
+0.34%
+$2.4 
ANET Arista Networks, Inc.
+0.34%
+$6.8 
EXTR Extreme Networks, Inc.
+0.34%
+$10,993.65 
ARM Arm Holdings plc American Depositary Receipt
+0.31%
+$32,237.2 
BWXT Bwx Technologies Inc.
+0.28%
+$4.1 
QQQ Invesco QQQ Trust, Series 1
+0.26%
+$18.75 
MRVL Marvell Technology, Inc.
+0.23%
+$42,605.56 
CSCO Cisco Systems, Inc.
+0.22%
+$87,475.92 
NVDA NVIDIA Corporation
+0.18%
+$3.9 
QCOM QUALCOMM Incorporated
+0.16%
+$3 
SOFI SoFi Technologies, Inc.
+0.09%
+$0.15 
NBIS Nebius Group N.V.
+0.09%
+$19,424.58 
DELL Dell Technologies Inc.
+0.05%
+$2.9 
DOCN DigitalOcean Holdings Inc.
+0.03%
+$0.4 
JNPR Juniper Networks Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BRCM
BRCM
0%
$0 BEAS
BEAS
0%
$0 SEBL
SEBL
0%
$0 PMCS
PMCS
0%
$0 VRTS
VRTSE
0%
$0 EMC
EMC
0%
$0 JDSU
JDSU
0%
$0 ITWO
ITWO
0%
$0 7840
784076101
0%
$0 AMCC
AMCC
0%
$0 VTSS
VTSS
0%
$0 BRCD
BRCD
0%
$0 ARBA
ARBA
0%
$0 3020
302088109
0%
$0 IDTI
IDTI
0%
$0 TQNT
TQNT
0%
$0 PWAV
PWAV
0%
$0 NTAP
NTAP
0%
$0 NEWP
NEWP
0%
$0 2187
218735108
0%
$0 0038
003819207
0%
$0 0000
000018599
0%
$0 0010
001082379
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$2,841.3 
SUNW Sunworks Inc
-40.48%
-$3.19 
NFLX Netflix, Inc.
-5.17%
-$389 
RKLB Rocket Lab Corporation
-4.13%
-$382,732 
NET Cloudflare Inc.
-3.63%
-$121.1 
TEM Tempus AI, Inc.
-3.33%
-$26.75 
IONQ IonQ, Inc.
-3.32%
-$13.4 
PANW Palo Alto Networks, Inc.
-3.15%
-$495.6 
OKLO Oklo Inc.
-3.03%
-$12 
OKTA Okta Inc.
-2.76%
-$52.5 
QBTS D-Wave Quantum Inc.
-2.66%
-$4.7 
ORCL Oracle Corporation
-2.65%
-$39.9 
SMCI Super Micro Computer Inc
-2.37%
-$9.55 
CRWD CrowdStrike Holdings, Inc.
-2.24%
-$219.8 
PLTR Palantir Technologies Inc.
-2.2%
-$38.8 
RGTI Rigetti Computing Inc
-2.13%
-$3.4 
FSLY Fastly, Inc.
-2.08%
-$5.1 
AKAM Akamai Technologies Inc.
-1.8%
-$19.3 
META Meta Platforms Inc Class A
-1.53%
-$104.6 
ZS Zscaler Inc.
-1.48%
-$29.2 
RBLX Roblox Corporation
-1.46%
-$6.95 
DDOG Datadog, Inc. Class A Common Stock
-1.44%
-$33.9 
IGV iShares Expanded Tech-Software Sector ETF
-1.42%
-$15 
SE Sea Ltd.
-1.32%
-$13.4 
MELI MercadoLibre, Inc.
-1.31%
-$239.4 
MDB MongoDB Inc.
-1.25%
-$49.1 
SNOW Snowflake Inc.
-1.24%
-$42 
RDDT Reddit Inc Class A
-1.24%
-$18.95 
U Unity Software Inc.
-1.2%
-$5 
BE Bloom Energy Corporation
-1.18%
-$302,418.8 
QUBT Quantum Computing Inc.
-1.07%
-$0.9 
CEG Constellation Energy Corporation
-0.94%
-$24.8 
NOW ServiceNow, Inc.
-0.92%
-$63.5 
MSFT Microsoft Corp.
-0.86%
-$42.6 
ROKU Roku, Inc.
-0.73%
-$11.2 
UBER Uber Technologies, Inc.
-0.72%
-$5.1 
APP AppLovin Corporation Class A Common Stock
-0.7%
-$22.54 
SPCX Space Exploration Technologies Corp. Class A
-0.61%
-$9.4 
GE General Electric Company
-0.58%
-$18.25 
RKT Rocket Companies, Inc. Class A
-0.52%
-$0.65 
CVNA Carvana Co.
-0.5%
-$16.5 
VST Vistra Corp
-0.5%
-$7.15 
ZG Zillow Group, Inc.
-0.47%
-$1.44 
NTAP NetApp, Inc.
-0.37%
-$7.3 
AAPL Apple Inc.
-0.36%
-$12.1 
SHOP Shopify Inc.
-0.32%
-$4.1 
EQIX Equinix, Inc.
-0.07%
-$7.2 Events
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Dividends
Dividend Analysis
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| Trades 1528 | Longs Won 767/1528 50% | Profit Factor 1.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.09M |
| Average Win $1.61M | Best Trade (Sep 10) $27.65M | Sharpe Ratio -16.86 |
| Average Loss -$1.23M | Worst Trade (Mar 30) -$15.76M | Z-Score -8.47 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 3d | Expectancy $195,733.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.46% | 7.84% |
| Consecutive Losing Trades | 478 | 430 | 383 | 335 | 287 | 239 | 191 | 143 | 96 | 48 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0000 000018599 | 10 | $378 | $378 | - | - | - | 0.0 |
| 0010 001082379 | 10 | $1,754.8 | $1,754.8 | - | - | - | 0.0 |
| 0038 003819207 | 10 | $245.2 | $245.2 | - | - | - | 0.0 |
| 2187 218735108 | 10 | $1,368.5 | $1,368.5 | - | - | - | 0.0 |
| 3020 302088109 | 558,527 | $11.17M | $11.17M | - | - | - | 0.0 |
| 7840 784076101 | 75,078 | $11.13M | $11.13M | - | - | - | 0.0 |
| AAOI Applied Optoelectronics, Inc. | 10 | $846 | $1,016.45 | - | $170.45 | 20.15% | +3.656% |
| AAPL Apple Inc. | 10 | $2,106.2 | $3,357.9 | - | $1,251.7 | 59.43% | -0.359% |
| AEHR Aehr Test Systems | 142,640 | $13.7M | $13.06M | - | -$639,026.8 | -4.66% | +1.137% |
| AFRM Affirm Holdings, Inc. | 10 | $691.4 | $705.2 | - | $13.8 | 2% | +0.341% |
| AGX Argan Inc. | 10 | $2,700.5 | $3,874.6 | - | $1,174.1 | 43.48% | +1.164% |
| AKAM Akamai Technologies Inc. | 10 | $1,182 | $1,051.5 | - | -$130.5 | -11.04% | -1.802% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 32,880 | $15.88M | $9.76M | - | -$6.12M | -38.56% | +1.073% |
| AMAT Applied Materials, Inc. | 31,120 | $10.64M | $13.31M | - | $2.67M | 25.13% | +2.467% |
| AMCC AMCC | 310,684 | $1.26M | $2.17M | - | $914,754.48 | 72.85% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 63,650 | $36.97M | $34.86M | - | -$2.11M | -5.71% | +0.477% |
| AMKR Amkor Technology Inc. | 161,800 | $13.95M | $7.87M | - | -$6.08M | -43.57% | +1.481% |
| AMZN Amazon.com Inc | 10 | $2,308.2 | $2,525.01 | - | $216.81 | 9.39% | +0.522% |
| ANET Arista Networks, Inc. | 10 | $1,105.3 | $2,002.1 | - | $896.8 | 81.14% | +0.341% |
| APH Amphenol Corporation | 40 | $1,351 | $3,156.8 | - | $1,805.8 | 133.66% | +0.702% |
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FAQ
Which stocks have generated the highest profits for Malcolm R. Fobes III?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $95.46M, Tesla, Inc - $82.04M, Shopify Inc - $49.24M, The Trade Desk, Inc. Class A - $39.99M, and Robinhood Markets, Inc - $29.81M. 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: Roku, Inc - $26.25M, AMCC - $21.66M, Ciena Corporation - $21.47M, Juniper Networks Inc - $20.41M, and BRCD - $17.5M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Malcolm R. Fobes III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.32M earned over time. The largest contributors to dividend income include Cisco Systems, Inc - $7.03M, Corning Incorporated - $2.93M, Juniper Networks Inc - $1.43M, Microsoft Corp - $835,901.3, and Microchip Technology Incorporated - $760,336.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Malcolm R. Fobes III's monthly returns?
Malcolm R. Fobes III'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 Malcolm R. Fobes III's strategy be considered aggressive or moderate?
Malcolm R. Fobes III'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 Malcolm R. Fobes III's strategy?
Malcolm R. Fobes III'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.
