BRIANNE SHERGILL Portfolio
Invests via Exome Asset Management LLC | Managed by BRIANNE SHERGILL
Invests via Exome Asset Management LLC
Managed by BRIANNE SHERGILL
Automatically Tracked
BRIANNE SHERGILL Profile
Operating executive and investor focused on growth-stage technology and consumer companies, with experience scaling product, marketing and commercial teams across digital platforms. BRIANNE SHERGILL brings a cross-functional background in product-led growth, go-to-market strategy and M&A integration, and is often active in advisory and board roles for startups and venture firms. Market relevance: expertise in SaaS and direct-to-consumer monetization and customer acquisition economics.
Operating executive and investor focused on growth-stage technology and consumer companies, with experience scaling product, marketing and commercial teams across digital platforms. BRIANNE SHERGILL brings a cross-functional background in product-led growth, go-to-market strategy and M&A integration, and is often active in advisory and board roles for startups and venture firms. Market relevance: expertise in SaaS and direct-to-consumer monetization and customer acquisition economics.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer companies, prioritizing product-led SaaS and direct-to-consumer models where unit economics improve with scalable customer acquisition. Capital allocation favors follow-on rounds and strategic seed-to-Series B investments paired with active advisory or board participation to drive GTM, product-market fit and M&A readiness. Emphasizes metric-driven decisions, short-to-medium horizon value creation, disciplined downside protection and operational hands-on execution as the primary edge.
Focuses on growth-stage technology and consumer companies, prioritizing product-led SaaS and direct-to-consumer models where unit economics improve with scalable customer acquisition. Capital allocation favors follow-on rounds and strategic seed-to-Series B investments paired with active advisory or board participation to drive GTM, product-market fit and M&A readiness. Emphasizes metric-driven decisions, short-to-medium horizon value creation, disciplined downside protection and operational hands-on execution as the primary edge.
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:
176.17%
Gain +2.43%
Monthly
3.36%
Yearly
48.86%
Drawdown
22.4%
$196.42M
Equity
Holdings
$196.42M
Investment
$110.07M
$147.52M
Profit +$4.05M
Realized
$61.16M
Unrealized
$86.35M
Dividends
$547,133.02
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.43%
Profit
$4.05M
Win %
78%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.24M
Win %
78%
This Month
Compared to last month
Gain
-0.41%
Profit
-$815,668.19
Win %
78%
This Year
Compared to last year
Gain
15.83%
Profit
$26.91M
Win %
85%
ZBIO Zenas BioPharma, Inc.
+7.61%
+$188,504.55 
CBIO Crescent Biopharma, Inc.
+6.45%
+$148,595.27 
TXG 10x Genomics Inc.
+6.11%
+$407,072.16 
FDMT 4D Molecular Therapeutics, Inc.
+5.14%
+$74,421.48 
LQDA Liquidia Corporation
+4.54%
+$160,286 
ELVN Enliven Therapeutics, Inc.
+4%
+$454,487.91 
ALMS Alumis Inc.
+3.98%
+$311,281.24 
PRAX Praxis Precision Medicines Inc.
+3.7%
+$512,435.63 
COGT Cogent Biosciences, Inc.
+3.54%
+$377,412.22 
RLAY Relay Therapeutics Inc.
+3.34%
+$178,113.28 
PALI Palisade Bio Inc.
+3.14%
+$36,000 
ESTA Establishment Labs Holdings Inc.
+3.09%
+$37,859 
ARWR Arrowhead Pharmaceuticals Inc.
+2.94%
+$96,471.31 
LPCN Lipocine Inc.
+2.79%
+$3,651.66 
GH Guardant Health Inc.
+2.77%
+$339,052.13 
UNH UnitedHealth Group Incorporated
+2.61%
+$141,354.67 
MAZE Maze Therapeutics Inc.
+2.56%
+$64,249.41 
VSTM Verastem Inc.
+2.44%
+$89,138 
ADAG Adagene Inc.
+2.21%
+$59,021.28 
GLUE Monte Rosa Therapeutics, Inc.
+2.06%
+$86,780.51 
CYTK Cytokinetics, Incorporated
+1.96%
+$160,669.55 
ELV Elevance Health, Inc.
+1.72%
+$96,501.13 
MLTX MoonLake Immunotherapeutics
+1.57%
+$64,612.8 
RYTM Rhythm Pharmaceuticals Inc.
+1.44%
+$61,074.4 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.38%
+$67,660.34 
LLY Eli Lilly and Company
+1.31%
+$105,250.12 
BBIO BridgeBio Pharma, Inc.
+1.25%
+$68,166.92 
ABUS Arbutus Biopharma Corporation
+1.16%
+$3,857.23 
ISRG Intuitive Surgical, Inc.
+1.06%
+$23,778.92 
AVTX Avalo Therapeutics Inc.
+1.02%
+$29,494.02 
ALKS Alkermes plc
+0.91%
+$39,528.41 
CRBP Corbus Pharmaceuticals Holdings, Inc.
+0.79%
+$16,389.52 
NBP NovaBridge Biosciences American Depositary Shares
+0.28%
+$2,884.8 
IONS Ionis Pharmaceuticals, Inc.
+0.23%
+$13,207.68 
UTHR United Therapeutics Corporation
+0.21%
+$7,938.15 
INSM Insmed Inc.
+0.17%
+$4,797.18 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
SLNO Soleno Therapeutics, Inc.
0%
$0 
AGIO Agios Pharmaceuticals Inc.
-6.62%
-$331,409 
NXTC NextCure, Inc.
-5.55%
-$34,626.9 
CTMX CytomX Therapeutics Inc.
-3.27%
-$59,968.82 
BSX Boston Scientific Corporation
-0.95%
-$20,064.01 
GKOS Glaukos Corporation
-0.65%
-$21,082.74 
VERA Vera Therapeutics Inc.
-0.39%
-$16,673.69 
PEN Penumbra Inc.
-0.07%
-$1,512 Events
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Dividends
Dividend Analysis
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| Trades 458 | Longs Won 215/458 46% | Profit Factor 5.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $835,189.83 | Best Trade (Jul 21) $11.29M | Sharpe Ratio -47.45 |
| Average Loss -$131,896.14 | Worst Trade (Sep 30) -$2.87M | Z-Score -5.32 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 2d | Expectancy $322,085.27 |
| 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 | 1,490 | 1,341 | 1,192 | 1,043 | 894 | 745 | 596 | 447 | 298 | 149 |
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Returns
Overall, MonthlyNo Data
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 BRIANNE SHERGILL?
The largest contributions to the portfolio's profits come from the following stocks: Praxis Precision Medicines Inc - $14.63M, Cogent Biosciences, Inc - $5.81M, Scholar Rock Holding Corporation - $4.05M, BridgeBio Pharma, Inc - $3.95M, and Alpine Immune Sciences Inc - $3.57M. 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: Geron Corporation - $3.98M, Structure Therapeutics Inc - $3.15M, Arvinas Inc - $2.66M, Replimune Group Inc - $2.29M, and Relay Therapeutics Inc - $1.23M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does BRIANNE SHERGILL's portfolio generate?
The portfolio generates substantial dividend income, with a total of $547,133.02 earned over time. The largest contributors to dividend income include Eli Lilly and Company - $115,293.32, Bristol-Myers Squibb Company - $87,224, The Cigna Group - $77,000, Gilead Sciences Inc - $61,963, and Elevance Health, Inc - $54,812.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are BRIANNE SHERGILL's monthly returns?
BRIANNE SHERGILL'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 BRIANNE SHERGILL's strategy be considered aggressive or moderate?
BRIANNE SHERGILL'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 BRIANNE SHERGILL's strategy?
BRIANNE SHERGILL'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.
