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:
37.58%
Gain -0.47%
Monthly
1.49%
Yearly
19.49%
Drawdown
21.54%
$1.86B
Equity
Holdings
$1.86B
Investment
$1.48B
$445.5M
Profit -$7.36M
Realized
$66.83M
Unrealized
$378.67M
Dividends
$23.79M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$7.36M
Win %
64%
This Week
Compared To Last Week
Gain
-2.2%
Profit
-$41.78M
Win %
64%
This Month
Compared to last month
Gain
-0.52%
Profit
-$9.79M
Win %
64%
This Year
Compared to last year
Gain
0.7%
Profit
$12.85M
Win %
61%
PCT PureCycle Technologies, Inc.
+4.22%
+$2,881.03 
HONA Honeywell Aerospace Inc.
+2.89%
+$91,709.6 
FDXF FedEx Freight Holding Company Inc.
+2.77%
+$9,339.12 
C Citigroup Inc.
+2.7%
+$210,103.42 
JPM JPMorgan Chase & Co.
+2.4%
+$1.2M 
IBN ICICI Bank Limited Sponsored ADR
+2.29%
+$54,930.82 
GM General Motors Company
+2.25%
+$77,437.68 
CRH CRH plc
+2.22%
+$50,604.99 
WFC Wells Fargo & Company
+1.9%
+$50,711 
HDB HDFC Bank Limited ADR
+1.57%
+$22,484.9 
KO The Coca-Cola Company
+1.56%
+$58,391.58 
TJX The TJX Companies, Inc.
+1.56%
+$35,403.5 
LOW Lowe's Companies Inc.
+1.54%
+$19,151.28 
LIN Linde plc
+1.53%
+$62,770.44 
BAC Bank of America Corporation
+1.51%
+$142,959.18 
NXPI NXP Semiconductors N.V.
+1.4%
+$2,584 
HD The Home Depot, Inc.
+1.39%
+$184,556.23 
JNJ Johnson & Johnson
+1.38%
+$294,567 
DIS The Walt Disney Company
+1.34%
+$122,304.6 
BAP Credicorp Ltd.
+1.31%
+$20,399.96 
LLY Eli Lilly and Company
+1.31%
+$870,802.39 
AMT American Tower Corporation
+1.31%
+$37,871.75 
TD The Toronto-Dominion Bank
+1.25%
+$118,500 
RY Royal Bank of Canada
+1.15%
+$248,328.8 
IEV iShares Europe ETF
+1.14%
+$68,125.04 
FDX FedEx Corporation
+1.14%
+$20,488.99 
TXN Texas Instruments Inc
+1.13%
+$47,084 
NEE NextEra Energy, Inc.
+1.08%
+$77,514.9 
COST Costco Wholesale Corporation
+1.01%
+$50,831.01 
DD DuPont de Nemours, Inc.
+0.97%
+$18,155.38 
AAPL Apple Inc.
+0.97%
+$1.15M 
ISRG Intuitive Surgical, Inc.
+0.96%
+$18,577.25 
NXT Nextracker Inc.
+0.96%
+$2,654.4 
ADI Analog Devices, Inc.
+0.92%
+$33,858.61 
MRK Merck & Co., Inc.
+0.9%
+$253,538.71 
V Visa Inc. Class A
+0.88%
+$281,663.36 
GS The Goldman Sachs Group, Inc.
+0.86%
+$342,349.7 
AMGN Amgen Inc.
+0.83%
+$14,661 
ABBV AbbVie Inc.
+0.83%
+$111,384.48 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.8%
+$4,329.93 
NSC Norfolk Southern Corporation
+0.8%
+$13,700.55 
YUMC Yum China Holdings Inc.
+0.77%
+$6,789.6 
WMT Walmart Inc.
+0.76%
+$271,796.87 
CVS CVS Health Corporation
+0.7%
+$72,852.75 
NBIX Neurocrine Biosciences Inc.
+0.69%
+$8,550 
CB Chubb Limited
+0.69%
+$8,522.47 
RACE Ferrari N.V.
+0.64%
+$48.26 
EMR Emerson Electric Co.
+0.64%
+$84,615.32 
GEV GE Vernova Inc.
+0.62%
+$2,890 
UNP Union Pacific Corporation
+0.59%
+$22,780.13 
DXCM DexCom, Inc.
+0.53%
+$8,602.5 
MS Morgan Stanley
+0.53%
+$34,390.68 
DY Dycom Industries Inc.
+0.46%
+$1,342.84 
TEL TE Connectivity plc
+0.41%
+$4,839.94 
ABT Abbott Laboratories
+0.38%
+$8,000 
MA Mastercard Incorporated
+0.38%
+$26,489.66 
PFE Pfizer Inc.
+0.37%
+$36,663.3 
CAT Caterpillar Inc.
+0.37%
+$67,144 
BIIB Biogen Inc.
+0.29%
+$8,823.55 
BSX Boston Scientific Corporation
+0.28%
+$3,687.5 
NU Nu Holdings Ltd.
+0.27%
+$5,440 
PLD Prologis Inc.
+0.21%
+$11,718 
ELV Elevance Health, Inc.
+0.21%
+$3,560.04 
MCD McDonald's Corporation
+0.18%
+$4,838.79 
UEC Uranium Energy Corp.
+0.12%
+$192.53 
WELL Welltower Inc.
+0.11%
+$3,484.83 
REGN Regeneron Pharmaceuticals, Inc.
+0.1%
+$2,309.91 
NVDA NVIDIA Corporation
+0.06%
+$102,510.62 
FORM FormFactor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 2003
20030NDC2
0%
$0 BJ59
BJ5954919
0%
$0 ZR44
ZR4416981
0%
$0 00B8
00B8KQN82
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 ZF82
ZF8255225
0%
$0 YO25
YO2559475
0%
$0 0985
09857LAV0
0%
$0 0985
09857LAW8
0%
$0 3162
31620MBM7
0%
$0 ZD76
ZD7645157
0%
$0 
TWST Twist Bioscience Corporation
-8.46%
-$215,255.48 
IREN IREN Limited
-7.03%
-$64,923.21 
APLD Applied Digital Corporation
-6.33%
-$13,630.14 
TEM Tempus AI, Inc.
-6.02%
-$64,200 
COHR Coherent Corp.
-5.03%
-$117,332.21 
PANW Palo Alto Networks, Inc.
-5.02%
-$167,220 
STX Seagate Technology Holdings plc
-4.93%
-$103,959.25 
FLEX Flex Ltd.
-4.26%
-$8,809.5 
ACMR Acm Research Inc.
-4.1%
-$6,578.32 
HPE Hewlett Packard Enterprise Company
-4.08%
-$62,140 
WDC Western Digital Corporation
-4.08%
-$74,103 
RVMD Revolution Medicines Inc.
-4.04%
-$16,080.28 
SNDK SanDisk Corporation
-3.81%
-$254,710.4 
CIEN Ciena Corporation
-3.63%
-$20,833.38 
NOW ServiceNow, Inc.
-3.62%
-$70,005.13 
LITE Lumentum Holdings Inc.
-3.37%
-$60,100 
PTGX Protagonist Therapeutics Inc.
-3.37%
-$13,785.9 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.34%
-$122,537.8 
AMD Advanced Micro Devices, Inc.
-3.3%
-$1.47M 
MU Micron Technology, Inc.
-3.27%
-$2.03M 
INTC Intel Corporation
-3.16%
-$202,534.08 
LRCX Lam Research Corporation
-3.15%
-$823,034.73 
FN Fabrinet
-3.14%
-$31,473 
PLTR Palantir Technologies Inc.
-3.06%
-$186,352 
ONTO Onto Innovation Inc.
-3.04%
-$4,928 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.01%
-$93,972.79 
ORCL Oracle Corporation
-3%
-$157,560 
HSAI Hesai Group American Depositary Share
-2.99%
-$19,428 
NUVB Nuvation Bio Inc.
-2.95%
-$9,807.42 
CRM Salesforce Inc
-2.88%
-$49,700 
BE Bloom Energy Corporation
-2.87%
-$44,208.1 
HUM Humana Inc.
-2.85%
-$10,955.91 
KLAC KLA Corporation
-2.58%
-$234,450.52 
MRVL Marvell Technology, Inc.
-2.4%
-$454,991.04 
VRT Vertiv Holdings Co
-2.15%
-$119,140.56 
GLW Corning Incorporated
-2.12%
-$59,657.73 
NFLX Netflix, Inc.
-2.11%
-$410,396.49 
AMAT Applied Materials, Inc.
-2.08%
-$242,372.61 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.06%
-$2,361.55 
AMKR Amkor Technology Inc.
-2.05%
-$2,131.28 
ANET Arista Networks, Inc.
-2.02%
-$60,962 
META Meta Platforms Inc Class A
-1.88%
-$1.11M 
AVGO Broadcom Inc.
-1.85%
-$1.27M 
STRL Sterling Infrastructure, Inc.
-1.81%
-$4,839 
TER Teradyne, Inc.
-1.74%
-$7,068.47 
JAZZ Jazz Pharmaceuticals plc
-1.72%
-$4,107.99 
DELL Dell Technologies Inc.
-1.61%
-$93,910.5 
COIN Coinbase Global, Inc.
-1.57%
-$14,841.78 
UNH UnitedHealth Group Incorporated
-1.45%
-$148,932.25 
PONY Pony AI Inc.
-1.45%
-$6,000 
SE Sea Ltd.
-1.45%
-$59,038.11 
GOOGL Alphabet Inc
-1.27%
-$1.03M 
CSCO Cisco Systems, Inc.
-1.24%
-$170,272 
GOOG Alphabet Inc
-1.16%
-$456,842.79 
QCOM QUALCOMM Incorporated
-1.15%
-$55,710.78 
Q Qnity Electronics Inc.
-1.13%
-$4,455 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$143,639.79 
QQQ Invesco QQQ Trust, Series 1
-0.98%
-$14,850.55 
RMD ResMed Inc.
-0.96%
-$14,848 
APH Amphenol Corporation
-0.93%
-$12,768 
EW Edwards Lifesciences Corporation
-0.89%
-$14,177.06 
LSCC Lattice Semiconductor Corporation
-0.87%
-$3,347.99 
MSFT Microsoft Corp.
-0.86%
-$1.27M 
DHR Danaher Corporation
-0.8%
-$11,160 
PWR Quanta Services Inc.
-0.78%
-$78,878.54 
RL Ralph Lauren Corporation
-0.75%
-$101,922.74 
BMRN Biomarin Pharmaceutical Inc.
-0.7%
-$6,434.98 
TCEHY Tencent Holdings Ltd UNS ADR
-0.67%
-$32,567.4 
IBM International Business Machines Corporation
-0.65%
-$26,752 
DE Deere & Company
-0.56%
-$10,645.83 
CCJ Cameco Corporation
-0.55%
-$1,084.68 
UTHR United Therapeutics Corporation
-0.54%
-$9,996.03 
GILD Gilead Sciences Inc.
-0.49%
-$12,348.8 
NVT nVent Electric plc
-0.47%
-$2,055 
SPOT Spotify Technology S.A.
-0.44%
-$12,690 
MELI MercadoLibre, Inc.
-0.44%
-$3,446.74 
BABA Alibaba Group Holding Limited SP ADR
-0.4%
-$26,083.2 
FIX Comfort Systems USA, Inc.
-0.39%
-$8,642.25 
TSLA Tesla, Inc.
-0.33%
-$96,869.61 
FSLR First Solar, Inc.
-0.31%
-$12,346.88 
AZN AstraZeneca PLC American Depositary Shares
-0.26%
-$16,842.82 
UBER Uber Technologies, Inc.
-0.24%
-$26,520 
SOFI SoFi Technologies, Inc.
-0.2%
-$4,557.84 
DAR Darling Ingredients Inc.
-0.18%
-$3,410 
GIL Gildan Activewear Inc.
-0.15%
-$13,609.7 
EQIX Equinix, Inc.
-0.14%
-$6,624.05 
VRTX Vertex Pharmaceuticals Incorporated
-0.08%
-$1,380 
VEEV Veeva Systems Inc.
-0.07%
-$1,035 
IVV iShares Core S&P 500 ETF
-0.07%
-$3,991.14 
XP Xp Inc.
-0.07%
-$2,000.76 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$5,732.27 
MDT Medtronic plc
-0.05%
-$2,495.45 
AMZN Amazon.com Inc
-0.05%
-$58,077.84 Events
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Dividends
Dividend Analysis
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| Trades 799 | Longs Won 457/799 57% | Profit Factor 4.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.17M |
| Average Win $1.24M | Best Trade (Oct 15) $58.34M | Sharpe Ratio -72.48 |
| Average Loss -$357,902.85 | Worst Trade (Oct 16) -$8.87M | Z-Score 2.26 (97.63%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $557,574.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0091 009158BE5 | 1M | $859,070 | $859,070 | - | - | - | 0.0 |
| 00B8 00B8KQN82 | 28,455 | $9.27M | $12.12M | - | $2.85M | 30.74% | 0.0 |
| 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% | 0.0 |
| 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 | $120.02M | - | $32.01M | 36.38% | +0.968% |
| ABBV AbbVie Inc. | 47,600 | $11.5M | $13.6M | - | $2.1M | 18.23% | +0.826% |
| ABT Abbott Laboratories | 20,000 | $2.26M | $2.1M | - | -$160,600 | -7.1% | +0.382% |
| ACMR Acm Research Inc. | 2,764 | $350,724 | $153,982.44 | - | -$196,741.56 | -56.1% | -4.097% |
| ADI Analog Devices, Inc. | 9,151 | $3.23M | $3.73M | - | $497,449.22 | 15.39% | +0.916% |
| AMAT Applied Materials, Inc. | 27,111 | $10.93M | $11.42M | - | $488,406.94 | 4.47% | -2.079% |
| AMD Advanced Micro Devices, Inc. | 78,986 | $29.64M | $42.94M | - | $13.31M | 44.9% | -3.301% |
| AMGN Amgen Inc. | 4,050 | $1.06M | $1.77M | - | $716,890.5 | 67.91% | +0.834% |
| AMKR Amkor Technology Inc. | 2,355 | $203,072 | $101,606.47 | - | -$101,465.53 | -49.97% | -2.054% |
| AMT American Tower Corporation | 15,946 | $2.82M | $2.93M | - | $104,898.36 | 3.71% | +1.31% |
| AMZN Amazon.com Inc | 483,982 | $105.9M | $123.24M | - | $17.34M | 16.37% | -0.047% |
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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 - $23.08M, SanDisk Corporation - $10.49M, Palantir Technologies Inc - $7.34M, Broadcom Inc - $6.09M, and JPMorgan Chase & Co - $5.2M. 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 - $8.72M, 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 $23.79M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.04M, Microsoft Corp - $1.49M, The Goldman Sachs Group, Inc - $1.29M, Pfizer Inc - $1M, and Merck & Co., Inc - $768,064.17. 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.
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