RS
Ruza Susnik Portfolio
Invests via Triglav Investments d.o.o. | Managed by Ruza Susnik
Invests via Triglav Investments d.o.o.
Managed by Ruza Susnik
Automatically Tracked
Investor and entrepreneur focused on early-stage technology and sustainability themes. Ruza Susnik builds portfolios through direct seed investments and strategic angel syndicates, bringing operating experience from founding and scaling startups and serving on boards of growth-stage companies. Offers sector expertise across SaaS, climate tech and consumer digital, with an emphasis on product-market fit and go-to-market execution. Engages with LPs and co-investors on diligence, capital allocation and value-added post-investment support.
Investor and entrepreneur focused on early-stage technology and sustainability themes. Ruza Susnik builds portfolios through direct seed investments and strategic angel syndicates, bringing operating experience from founding and scaling startups and serving on boards of growth-stage companies. Offers sector expertise across SaaS, climate tech and consumer digital, with an emphasis on product-market fit and go-to-market execution. Engages with LPs and co-investors on diligence, capital allocation and value-added post-investment support.
Investment Philosophy & Strategy
Builds concentrated early‑stage portfolios focused on SaaS, climate tech and consumer digital, combining seed checks and angel syndicates to optimize deal flow and co-investor leverage. Emphasizes product‑market fit, repeatable go‑to‑market models and founder execution when allocating capital, with a bias toward active board-level support and operational value creation. Applies a long‑horizon, high-risk/high-reward lens, disciplined stage sizing, staged follow‑on commitments and portfolio diversification across themes to manage downside.
Builds concentrated early‑stage portfolios focused on SaaS, climate tech and consumer digital, combining seed checks and angel syndicates to optimize deal flow and co-investor leverage. Emphasizes product‑market fit, repeatable go‑to‑market models and founder execution when allocating capital, with a bias toward active board-level support and operational value creation. Applies a long‑horizon, high-risk/high-reward lens, disciplined stage sizing, staged follow‑on commitments and portfolio diversification across themes to manage downside.
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:
36.31%
Gain -0.4%
Monthly
1.56%
Yearly
20.44%
Drawdown
21.54%
$1.85B
Equity
Holdings
$1.85B
Investment
$1.48B
$431.63M
Profit -$6.47M
Realized
$64.1M
Unrealized
$367.53M
Dividends
$21.04M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$6.47M
Win %
66%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$6.47M
Win %
66%
This Month
Compared to last month
Gain
3.52%
Profit
$62.69M
Win %
66%
This Year
Compared to last year
Gain
-0.05%
Profit
-$1.02M
Win %
63%
00B8
00B8KQN82
+56.73%
+$4.39M 
ONTO Onto Innovation Inc.
+9.76%
+$19,907.99 
KLAC KLA Corporation
+4.01%
+$402,732.48 
ANET Arista Networks, Inc.
+3.31%
+$103,179 
Q Qnity Electronics Inc.
+2.88%
+$12,771 
APLD Applied Digital Corporation
+2.17%
+$6,656.59 
DD DuPont de Nemours, Inc.
+2.08%
+$41,700.96 
GIL Gildan Activewear Inc.
+1.77%
+$213,567.6 
BSX Boston Scientific Corporation
+1.45%
+$21,535 ZR44
ZR4416981
+1.33%
+$80,594.14 
LOW Lowe's Companies Inc.
+1.08%
+$15,054.24 
ABT Abbott Laboratories
+1.01%
+$22,000 
GLW Corning Incorporated
+0.91%
+$29,116.43 
META Meta Platforms Inc Class A
+0.71%
+$334,758.39 
DY Dycom Industries Inc.
+0.6%
+$2,719.81 
TSLA Tesla, Inc.
+0.58%
+$155,797.32 
DIS The Walt Disney Company
+0.34%
+$28,826 
INTC Intel Corporation
+0.2%
+$12,768 
NSC Norfolk Southern Corporation
+0.2%
+$3,444.95 
NOW ServiceNow, Inc.
+0.08%
+$1,300 
ABBV AbbVie Inc.
0%
$0 
ACMR Acm Research Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.04 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
AVGO Broadcom Inc.
0%
+$2 
BAC Bank of America Corporation
0%
$0 
BAP Credicorp Ltd.
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BIIB Biogen Inc.
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.49 
CB Chubb Limited
0%
+$0.04 
CCJ Cameco Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
+$0.05 
COHR Coherent Corp.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.07 
CRH CRH plc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DAR Darling Ingredients Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.09 
DHR Danaher Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.82 
EQIX Equinix, Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
+$0.02 
FDX FedEx Corporation
0%
+$0.08 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FN Fabrinet
0%
-$0.02 
FORM FormFactor Inc.
0%
$0 
FSLR First Solar, Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
+$0.03 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.44 
HD The Home Depot, Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HUM Humana Inc.
0%
-$0.01 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IREN IREN Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
+$0.01 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LITE Lumentum Holdings Inc.
0%
-$0.02 
LRCX Lam Research Corporation
0%
$0 
LSCC Lattice Semiconductor Corporation
0%
-$0.04 
MA Mastercard Incorporated
0%
+$0.23 
MCD McDonald's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MELI MercadoLibre, Inc.
0%
+$0.01 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.55 
MU Micron Technology, Inc.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
-$0.08 
NVT nVent Electric plc
0%
$0 
NXPI NXP Semiconductors N.V.
0%
+$0.01 
NXT Nextracker Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.08 
PCT PureCycle Technologies, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.33 
PLD Prologis Inc.
0%
+$0.43 
PTGX Protagonist Therapeutics Inc.
0%
$0 
PWR Quanta Services Inc.
0%
+$0.16 
QCOM QUALCOMM Incorporated
0%
$0 
RACE Ferrari N.V.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.04 
RMD ResMed Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.35 
RVMD Revolution Medicines Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SE Sea Ltd.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
-$0.01 
STX Seagate Technology Holdings plc
0%
$0 
TCEHY Tencent Holdings Ltd UNS ADR
0%
$0 
TD The Toronto-Dominion Bank
0%
-$0.16 
TER Teradyne, Inc.
0%
-$0.01 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TWST Twist Bioscience Corporation
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UEC Uranium Energy Corp.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.13 
UNH UnitedHealth Group Incorporated
0%
+$0.25 
UTHR United Therapeutics Corporation
0%
+$0.1 
V Visa Inc. Class A
0%
-$0.8 
VEEV Veeva Systems Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.1 
VRT Vertiv Holdings Co
0%
-$0.26 
WELL Welltower Inc.
0%
+$0.1 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XP Xp Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
IEV iShares Europe ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.07 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
TEM Tempus AI, Inc.
0%
-$0.01 
PLTR Palantir Technologies Inc.
0%
$0 
PONY Pony AI Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 2910
291011BU7
0%
$0 ZB56
ZB5613359
0%
$0 YO42
YO4254265
0%
$0 AW89
AW8986852
0%
$0 AN63
AN6306376
0%
$0 ZM74
ZM7431376
0%
$0 ZP56
ZP5639635
0%
$0 9234
92343VEC4
0%
$0 6935
693506BK2
0%
$0 0091
009158BE5
0%
$0 0985
09857LAV0
0%
$0 0985
09857LAW8
0%
$0 3162
31620MBM7
0%
$0 ZD76
ZD7645157
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.08 
GOOGL Alphabet Inc
-3.84%
-$3.2M 
ORCL Oracle Corporation
-3.69%
-$217,230.12 
NUVB Nuvation Bio Inc.
-3.48%
-$16,112.19 
BABA Alibaba Group Holding Limited SP ADR
-3.38%
-$264,982.19 
AMZN Amazon.com Inc
-2.09%
-$2.82M 2003
20030NDC2
-1.96%
-$42,900.18 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$120,964.8 
TJX The TJX Companies, Inc.
-1.94%
-$48,356.16 
HSAI Hesai Group American Depositary Share
-1.81%
-$16,999.5 
NU Nu Holdings Ltd.
-1.51%
-$28,560 
LLY Eli Lilly and Company
-1.37%
-$897,315.18 
FDXF FedEx Freight Holding Company Inc.
-1.3%
-$5,615.71 YO25
YO2559475
-1.19%
-$60,695 
AAPL Apple Inc.
-1.09%
-$1.16M ZF82
ZF8255225
-0.78%
-$21,889.17 BJ59
BJ5954919
-0.75%
-$3,682.45 
LIN Linde plc
-0.39%
-$16,003.48 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$5,026.34 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$28,318.88 
WDC Western Digital Corporation
-0.09%
-$2,091 
CIEN Ciena Corporation
-0.04%
-$273.72 
NVDA NVIDIA Corporation
-0.02%
-$41,004.25 
ADI Analog Devices, Inc.
0%
-$45.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 799 | Longs Won 463/799 57% | Profit Factor 4.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.07M |
| Average Win $1.18M | Best Trade (Aug 28) $58M | Sharpe Ratio -72.49 |
| Average Loss -$335,122 | Worst Trade (Mar 31) -$7.89M | Z-Score 3.64 (99.97%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $540,212.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,495 | 4,945 | 4,396 | 3,846 | 3,297 | 2,747 | 2,198 | 1,648 | 1,099 | 549 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0091 009158BE5 | 1M | $859,070 | $859,070 | - | - | - | 0.0 |
| 00B8 00B8KQN82 | 28,455 | $9.27M | $12.12M | - | $2.85M | 30.74% | +56.732% |
| 0985 09857LAV0 | 300,000 | $320,310 | $320,310 | - | - | - | 0.0 |
| 0985 09857LAW8 | 1M | $1.06M | $1.06M | - | - | - | 0.0 |
| 2003 20030NDC2 | 2.55M | $2.19M | $2.15M | - | -$42,900.18 | -1.96% | -1.96% |
| 2910 291011BU7 | 200,000 | $203,644 | $203,644 | - | - | - | 0.0 |
| 3162 31620MBM7 | 500,000 | $469,096 | $469,096 | - | - | - | 0.0 |
| 6935 693506BK2 | 2M | $2M | $2M | - | - | - | 0.0 |
| 9234 92343VEC4 | 2M | $1.99M | $1.99M | - | - | - | 0.0 |
| AAPL Apple Inc. | 347,560 | $88M | $105.97M | - | $17.97M | 20.42% | -1.087% |
| ABBV AbbVie Inc. | 47,600 | $11.5M | $11.8M | - | $299,668.14 | 2.6% | 0.0 |
| ABT Abbott Laboratories | 20,000 | $2.26M | $2.19M | - | -$67,800 | -3% | +1.013% |
| ACMR Acm Research Inc. | 2,764 | $350,724 | $219,489.24 | - | -$131,234.76 | -37.42% | 0.0 |
| ADI Analog Devices, Inc. | 9,151 | $3.23M | $3.51M | - | $280,341.65 | 8.67% | -0.001% |
| AMAT Applied Materials, Inc. | 27,111 | $10.93M | $14.16M | - | $3.23M | 29.54% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 78,986 | $29.64M | $37.09M | - | $7.45M | 25.15% | 0.0 |
| AMGN Amgen Inc. | 4,050 | $1.06M | $1.69M | - | $634,068 | 60.07% | 0.0 |
| AMKR Amkor Technology Inc. | 2,355 | $203,072 | $124,508.85 | - | -$78,563.15 | -38.69% | 0.0 |
| AMT American Tower Corporation | 15,946 | $2.82M | $2.7M | - | -$128,311.89 | -4.54% | 0.0 |
| AMZN Amazon.com Inc | 483,982 | $105.9M | $131.77M | - | $25.87M | 24.43% | -2.093% |
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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 Ruza Susnik?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $23.07M, SanDisk Corporation - $10.49M, Palantir Technologies Inc - $7.34M, Broadcom Inc - $5.96M, and Western Digital Corporation - $5.01M. 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: Salesforce Inc - $11.49M, UnitedHealth Group Incorporated - $8.78M, ServiceNow, Inc - $3.37M, Eaton Corporation plc - $2.45M, and Roblox Corporation - $1.32M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ruza Susnik's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.04M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.79M, Microsoft Corp - $1.24M, The Goldman Sachs Group, Inc - $1.06M, Pfizer Inc - $1M, and CVS Health Corporation - $650,233.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ruza Susnik's monthly returns?
Ruza Susnik'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 Ruza Susnik's strategy be considered aggressive or moderate?
Ruza Susnik'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 Ruza Susnik's strategy?
Ruza Susnik'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.
