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:
204.29%
Gain -0.21%
Monthly
3.51%
Yearly
51.23%
Drawdown
25.49%
$157.61M
Equity
Holdings
$157.61M
Investment
$103.75M
$159.96M
Profit -$408,102.5
Realized
$106.1M
Unrealized
$53.85M
Dividends
$569,401.88
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$408,102.5
Win %
75%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$276,866.95
Win %
75%
This Month
Compared to last month
Gain
-2.92%
Profit
-$4.74M
Win %
75%
This Year
Compared to last year
Gain
-1.2%
Profit
-$1.82M
Win %
78%
EQ Equillium, Inc.
+17.41%
+$193,534.6 
VERA Vera Therapeutics Inc.
+9.48%
+$266,536.24 
ESTA Establishment Labs Holdings Inc.
+5.13%
+$50,828 
ALMS Alumis Inc.
+3.69%
+$183,976.2 
QURE uniQure N.V.
+3.31%
+$126,447.28 
LQDA Liquidia Corporation
+3.25%
+$91,784.24 
NBP NovaBridge Biosciences American Depositary Shares
+3.16%
+$34,617.6 
CBIO Crescent Biopharma, Inc.
+3.07%
+$65,162.19 
IONS Ionis Pharmaceuticals, Inc.
+2.45%
+$120,802.49 
ABUS Arbutus Biopharma Corporation
+1.97%
+$4,514.94 
TGTX TG Therapeutics, Inc.
+1.67%
+$131,932 
COGT Cogent Biosciences, Inc.
+1.66%
+$130,524.26 
ELVN Enliven Therapeutics, Inc.
+1.31%
+$76,154.18 
ARWR Arrowhead Pharmaceuticals Inc.
+1.23%
+$33,824.7 
ZBIO Zenas BioPharma, Inc.
+1.06%
+$16,257.33 
CYTK Cytokinetics, Incorporated
+0.93%
+$40,838.08 
ASND Ascendis Pharma A/S
+0.92%
+$14,920.71 
VKTX Viking Therapeutics Inc.
+0.76%
+$11,965.25 
UNH UnitedHealth Group Incorporated
+0.67%
+$25,664.16 
CTMX CytomX Therapeutics Inc.
+0.3%
+$4,600.67 
BSX Boston Scientific Corporation
+0.27%
+$6,768.58 
AGIO Agios Pharmaceuticals Inc.
+0.27%
+$6,345 
CRBP Corbus Pharmaceuticals Holdings, Inc.
+0.1%
+$1,849.14 
PEN Penumbra Inc.
+0.08%
+$1,700.93 
GERN Geron Corporation
-4.54%
-$43,683.22 
NKTR Nektar Therapeutics Inc.
-3.82%
-$65,009.37 
TXG 10x Genomics Inc.
-3.54%
-$211,415.74 
GKOS Glaukos Corporation
-2.6%
-$97,721.04 
LLY Eli Lilly and Company
-2.38%
-$158,389.12 
GLUE Monte Rosa Therapeutics, Inc.
-2.15%
-$46,619.1 
INSM Insmed Inc.
-2.05%
-$35,931.07 
ABVX Abivax SA ADR
-2.05%
-$116,726.22 
DRUG Bright Minds Biosciences Inc.
-2%
-$15,771.6 
MAZE Maze Therapeutics Inc.
-1.75%
-$55,625.62 
CAI Caris Life Sciences, Inc.
-1.71%
-$29,708.4 
ISRG Intuitive Surgical, Inc.
-1.69%
-$33,177.98 
BBIO BridgeBio Pharma, Inc.
-1.66%
-$24,784.65 
GH Guardant Health Inc.
-1.46%
-$157,273.65 
REPL Replimune Group Inc.
-1.45%
-$8,879.42 
VSTM Verastem Inc.
-1.35%
-$38,613.69 
ALKS Alkermes plc
-0.79%
-$23,920.98 
OCUL Ocular Therapeutix Inc.
-0.59%
-$10,895.28 
ADAG Adagene Inc.
-0.54%
-$9,765.86 
CLPT ClearPoint Neuro Inc.
-0.52%
-$6,690.88 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$9,515.67 
RYTM Rhythm Pharmaceuticals Inc.
-0.47%
-$17,392.76 
PRAX Praxis Precision Medicines Inc.
-0.45%
-$44,887.98 
CMPX Compass Therapeutics Inc.
-0.44%
-$2,761.65 
RLAY Relay Therapeutics Inc.
-0.35%
-$3,327.17 
UTHR United Therapeutics Corporation
-0.31%
-$8,331.29 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.27%
-$11,730.14 
MLTX MoonLake Immunotherapeutics
-0.18%
-$4,994.79 Events
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Dividends
Dividend Analysis
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No Data
| Trades 506 | Longs Won 294/506 58% | Profit Factor 3.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $740,312.38 | Best Trade (Dec 31) $11.09M | Sharpe Ratio -52.32 |
| Average Loss -$272,133.06 | Worst Trade (Mar 30) -$4.11M | Z-Score -0.81 (58.17%) |
| Commissions $0 | Avg. Trade Length 7m 1d | Expectancy $316,125.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 579 | 521 | 463 | 405 | 347 | 290 | 232 | 174 | 116 | 58 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABUS Arbutus Biopharma Corporation | 50,166 | $155,013.23 | $234,275.22 | - | $79,261.99 | 51.13% | +1.965% |
| ABVX Abivax SA ADR | 46,878 | $6.25M | $5.58M | - | -$670,355.12 | -10.73% | -2.05% |
| ADAG Adagene Inc. | 488,293 | $922,873.92 | $1.81M | - | $883,810.18 | 95.77% | -0.538% |
| AGIO Agios Pharmaceuticals Inc. | 70,500 | $1.92M | $2.37M | - | $446,970.13 | 23.29% | +0.269% |
| ALKS Alkermes plc | 61,336 | $2.17M | $3.01M | - | $840,303.32 | 38.74% | -0.789% |
| ALMS Alumis Inc. | 204,418 | $815,627.62 | $5.17M | - | $4.36M | 534.34% | +3.687% |
| ARWR Arrowhead Pharmaceuticals Inc. | 32,214 | $1.11M | $2.79M | - | $1.68M | 151.2% | +1.227% |
| ASND Ascendis Pharma A/S | 6,573 | $1.75M | $1.63M | - | -$119,760.5 | -6.83% | +0.922% |
| AZN AstraZeneca PLC American Depositary Shares | 12,045 | $2.25M | $1.88M | - | -$369,687.75 | -16.4% | -0.502% |
| BBIO BridgeBio Pharma, Inc. | 18,359 | $503,770.96 | $1.47M | - | $962,378.78 | 191.03% | -1.662% |
| BSX Boston Scientific Corporation | 48,347 | $3.03M | $2.51M | - | -$527,948.99 | -17.4% | +0.271% |
| CAI Caris Life Sciences, Inc. | 78,180 | $1.39M | $1.7M | - | $311,156 | 22.33% | -1.713% |
| CBIO Crescent Biopharma, Inc. | 127,769 | $2.35M | $2.19M | - | -$157,156.15 | -6.7% | +3.067% |
| CLPT ClearPoint Neuro Inc. | 83,636 | $1.49M | $1.28M | - | -$209,089.76 | -14.01% | -0.519% |
| CMPX Compass Therapeutics Inc. | 276,165 | $544,045.05 | $621,371.25 | - | $77,326.2 | 14.21% | -0.442% |
| COGT Cogent Biosciences, Inc. | 210,523 | $1.26M | $7.99M | - | $6.72M | 533.22% | +1.662% |
| CRBP Corbus Pharmaceuticals Holdings, Inc. | 184,914 | $1.37M | $1.87M | - | $497,949.16 | 36.4% | +0.099% |
| CTMX CytomX Therapeutics Inc. | 460,067 | $1.47M | $1.55M | - | $78,211.34 | 5.33% | +0.299% |
| CYTK Cytokinetics, Incorporated | 60,056 | $2.72M | $4.45M | - | $1.73M | 63.77% | +0.926% |
| DRUG Bright Minds Biosciences Inc. | 10,110 | $709,722 | $772,808.4 | - | $63,086.4 | 8.89% | -2% |
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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 - $19.8M, Gracell Biotechnologies Inc - $9.34M, Cogent Biosciences, Inc - $8.04M, BridgeBio Pharma, Inc - $6.32M, and Enliven Therapeutics, Inc - $4.62M. 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 - $3.01M, Arvinas Inc - $2.82M, Wave Life Sciences Ltd - $2.52M, and Replimune Group Inc - $2.29M. 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 $569,401.88 earned over time. The largest contributors to dividend income include Eli Lilly and Company - $124,794.48, 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.
