AS
Adam Sappern Portfolio
Invests via Mbb Public Markets I LLC | Managed by Adam Sappern
Invests via Mbb Public Markets I LLC
Managed by Adam Sappern
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Adam Sappern Profile
With a career centered on strategic business development, Adam Sappern has cultivated a reputation for driving growth in dynamic market environments. His extensive experience encompasses founding and scaling ventures that bridge technology and consumer engagement. Leveraging insights gained through leadership roles, he successfully navigates the complexities of entrepreneurship while forging partnerships that enhance operational efficiency and market reach. His innovative mindset has positioned him as a key player in capitalizing on emerging opportunities within the digital landscape, making him a relevant figure for investors seeking actionable intelligence in evolving markets.
With a career centered on strategic business development, Adam Sappern has cultivated a reputation for driving growth in dynamic market environments. His extensive experience encompasses founding and scaling ventures that bridge technology and consumer engagement. Leveraging insights gained through leadership roles, he successfully navigates the complexities of entrepreneurship while forging partnerships that enhance operational efficiency and market reach. His innovative mindset has positioned him as a key player in capitalizing on emerging opportunities within the digital landscape, making him a relevant figure for investors seeking actionable intelligence in evolving markets.
Investment Philosophy & Strategy
Opportunities in the intersection of technology and consumer engagement shape Adam Sappern's investment philosophy. His entrepreneurial background informs a growth-oriented approach, focusing on scalable ventures poised to disrupt traditional markets. With an emphasis on strategic partnerships, he seeks out companies that leverage innovative solutions for competitive advantage. This mindset is complemented by operational expertise, allowing him to assess businesses for their potential impact on evolving market dynamics. As a proactive investor, he targets high-growth sectors while remaining adaptable to shifts in consumer preferences and technological advancements.
Opportunities in the intersection of technology and consumer engagement shape Adam Sappern's investment philosophy. His entrepreneurial background informs a growth-oriented approach, focusing on scalable ventures poised to disrupt traditional markets. With an emphasis on strategic partnerships, he seeks out companies that leverage innovative solutions for competitive advantage. This mindset is complemented by operational expertise, allowing him to assess businesses for their potential impact on evolving market dynamics. As a proactive investor, he targets high-growth sectors while remaining adaptable to shifts in consumer preferences and technological advancements.
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:
27.87%
Gain 0%
Monthly
0.17%
Yearly
2.09%
Drawdown
20.52%
$824.04M
Equity
Holdings
$824.04M
Investment
$802.34M
-$141.84M
Profit -$18,384.64
Realized
-$163.53M
Unrealized
$21.69M
Dividends
$216.36M
Goals
Avg. 20.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$18,384.64
Win %
82%
This Week
Compared To Last Week
Gain
-0.002%
Profit
-$18,384.64
Win %
82%
This Month
Compared to last month
Gain
-1.73%
Profit
-$14.53M
Win %
82%
This Year
Compared to last year
Gain
-11.73%
Profit
-$108.24M
Win %
86%
AMG Affiliated Managers Group Inc.
+2.99%
+$9,199.26 
KYTX Kyverna Therapeutics, Inc.
+2.35%
+$113,678.24 
TECK Teck Resources Ltd.
+1.95%
+$400,802.72 
ESI Element Solutions Inc.
+1.82%
+$5,806.32 
AER AerCap Holdings N.V.
+1.52%
+$2.38M 
BG Bunge Global S.A.
+1.51%
+$146,286 
RUSHA Rush Enterprises Inc.
+1.29%
+$2,847.11 
JBI Janus International Group, Inc.
+1.13%
+$1,188.48 
FERG Ferguson Enterprises Inc
+0.9%
+$1.08M 
IMXI International Money Express Inc.
+0.74%
+$1,559.69 
AHCO AdaptHealth Corp.
+0.59%
+$1,087.92 
GOOGL Alphabet Inc
+0.53%
+$171,900 
GTX Garrett Motion Inc.
+0.48%
+$2,522.88 
PGR Progressive Corporation
+0.42%
+$756,974.3 
VMD Viemed Healthcare Inc.
+0.29%
+$701.52 
HLMN Hillman Solutions Corp.
+0.13%
+$216.5 
EQT
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 3547 | Longs Won 1907/3547 53% | Profit Factor 0.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.28M |
| Average Win $426,319.53 | Best Trade (Sep 30) $23.18M | Sharpe Ratio -9.01 |
| Average Loss -$582,213.58 | Worst Trade (Mar 31) -$265.16M | Z-Score -30.67 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy -$39,988.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 23,808.03% | 4,584.15% | 1,748.79% | 882.66% | 519.36% | 336.72% | 233.43% | 169.95% | 128.46% |
| Consecutive Losing Trades | 1,414 | 1,273 | 1,132 | 990 | 849 | 707 | 566 | 424 | 283 | 141 |
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Returns
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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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