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:
2.44%
Gain
Monthly
0.13%
Yearly
1.58%
Drawdown
26.43%
$1.64B
Equity
Holdings
$1.64B
Investment
$1.28B
$398.7M
Profit -$14.31M
Realized
$30.76M
Unrealized
$367.93M
Dividends
$20.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$14.31M
Win %
63%
This Week
Compared To Last Week
Gain
-1.89%
Profit
-$31.6M
Win %
63%
This Month
Compared to last month
Gain
-2.02%
Profit
-$33.86M
Win %
63%
This Year
Compared to last year
Gain
17.86%
Profit
$249.08M
Win %
62%
CB Chubb Limited
+2.99%
+$35,945 
DAR Darling Ingredients Inc.
+2.79%
+$53,010 
BE Bloom Energy Corporation
+2.79%
+$12,786.32 
MRK Merck & Co., Inc.
+2.78%
+$684,042.4 
UTHR United Therapeutics Corporation
+2.69%
+$48,466.97 
ABT Abbott Laboratories
+2.43%
+$57,600 
CSCO Cisco Systems, Inc.
+2.17%
+$231,822 
ABBV AbbVie Inc.
+1.9%
+$114,224 
JNJ Johnson & Johnson
+1.87%
+$530,129.06 
CVS CVS Health Corporation
+1.82%
+$219,123 
UNH UnitedHealth Group Incorporated
+1.66%
+$59,585.08 
PGR Progressive Corporation
+1.63%
+$96,480 
LITE Lumentum Holdings Inc.
+1.61%
+$47,651.67 
WELL Welltower Inc.
+1.6%
+$57,605.9 
EMR Emerson Electric Co.
+1.58%
+$185,633.35 
MCK McKesson Corporation
+1.57%
+$55,334.96 
LLY Eli Lilly and Company
+1.56%
+$899,100.29 
COR Cencora, Inc.
+1.4%
+$137,376 
RTX RTX Corporation
+1.37%
+$172,900 
ORCL Oracle Corporation
+1.36%
+$31,265 
GILD Gilead Sciences Inc.
+1.36%
+$29,600 
AMT American Tower Corporation
+1.28%
+$32,978.88 
NSC Norfolk Southern Corporation
+1.2%
+$16,160 
EQIX Equinix, Inc.
+1.18%
+$53,730 
WMT Walmart Inc.
+1.08%
+$386,282.32 
DD DuPont de Nemours, Inc.
+0.98%
+$17,899.76 
HON Honeywell International Inc.
+0.96%
+$42,163.1 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.93%
+$3,936.3 
WFC Wells Fargo & Company
+0.92%
+$21,060 
NEE NextEra Energy, Inc.
+0.87%
+$55,064.53 
IBN ICICI Bank Limited Sponsored ADR
+0.8%
+$19,124.06 
PFE Pfizer Inc.
+0.78%
+$61,756.5 
XP Xp Inc.
+0.69%
+$6,903.8 
DE Deere & Company
+0.66%
+$11,055.09 
JPM JPMorgan Chase & Co.
+0.64%
+$311,685 
REGN Regeneron Pharmaceuticals, Inc.
+0.64%
+$12,975 
SNDK SanDisk Corporation
+0.61%
+$88,168.49 
PLD Prologis Inc.
+0.5%
+$32,165.25 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$8,349.03 
CEG Constellation Energy Corporation
+0.48%
+$419.68 
FN Fabrinet
+0.44%
+$6,197.52 
TJX The TJX Companies, Inc.
+0.43%
+$6,164.09 
BAC Bank of America Corporation
+0.42%
+$29,073.2 
MU Micron Technology, Inc.
+0.4%
+$287,646.8 
AAPL Apple Inc.
+0.4%
+$430,901.5 
BIIB Biogen Inc.
+0.35%
+$9,072.44 
AMGN Amgen Inc.
+0.28%
+$4,252.5 
AZN AstraZeneca PLC American Depositary Shares
+0.28%
+$17,210.09 
MDT Medtronic plc
+0.28%
+$11,291.62 
HDB HDFC Bank Limited ADR
+0.27%
+$4,253.9 
CAT Caterpillar Inc.
+0.23%
+$39,462.5 
LIN Linde plc
+0.07%
+$2,582.6 
COST Costco Wholesale Corporation
+0.03%
+$782.95 
009158BE5
0%
$0 
00B8KQN82
0%
$0 
09857LAV0
0%
$0 
09857LAW8
0%
$0 
20030NDC2
0%
$0 
291011BU7
0%
$0 
31620MBM7
0%
$0 
693506BK2
0%
$0 
92343VEC4
0%
$0 
AN6306376
0%
$0 
AW8986852
0%
$0 
BJ5954919
0%
$0 
BW7615659
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YO2559475
0%
$0 
YO4254265
0%
$0 
ZB5613359
0%
$0 
ZD7645157
0%
$0 
ZF8255225
0%
$0 
ZM7431376
0%
$0 
ZP5639635
0%
$0 
ZR4416981
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.67%
-$230,384.45 
NFLX Netflix, Inc.
-8.51%
-$1.39M 
CRDO Credo Technology Group Holding Ltd.
-6.79%
-$28,220 
HSAI Hesai Group American Depositary Share
-5.33%
-$40,555.95 
META Meta Platforms Inc Class A
-5.24%
-$3.02M 
AMAT Applied Materials, Inc.
-5.1%
-$505,190.4 
BIDU Baidu Inc.
-4.86%
-$7,639.12 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.49%
-$155,360.42 
KLAC KLA Corporation
-4.37%
-$566,178.59 
TCEHY Tencent Holdings Ltd UNS ADR
-4.07%
-$216,735.66 
IREN IREN Limited
-3.67%
-$32,523.52 
INTC Intel Corporation
-3.55%
-$268,021 
CIEN Ciena Corporation
-3.52%
-$30,140 
LRCX Lam Research Corporation
-3.51%
-$452,676.5 
TEM Tempus AI, Inc.
-3.49%
-$28,050 
UEC Uranium Energy Corp.
-3.21%
-$6,997.2 
COIN Coinbase Global, Inc.
-3.13%
-$18,323 
TER Teradyne, Inc.
-3.12%
-$11,268.31 
TXN Texas Instruments Inc
-2.96%
-$128,438 
AMD Advanced Micro Devices, Inc.
-2.9%
-$539,029.41 
SE Sea Ltd.
-2.78%
-$118,823.05 
CCJ Cameco Corporation
-2.75%
-$9,247.2 
FIX Comfort Systems USA, Inc.
-2.73%
-$32,130.03 
LSCC Lattice Semiconductor Corporation
-2.66%
-$9,410.33 
TSLA Tesla, Inc.
-2.64%
-$786,856.76 
QCOM QUALCOMM Incorporated
-2.6%
-$66,028.28 
UBER Uber Technologies, Inc.
-2.56%
-$274,536.23 
FSLR First Solar, Inc.
-2.53%
-$92,675.46 
MELI MercadoLibre, Inc.
-2.5%
-$19,698.75 
MSFT Microsoft Corp.
-2.49%
-$2.4M 
NXT Nextracker Inc.
-2.46%
-$11,222.21 
KO The Coca-Cola Company
-2.14%
-$70,781.62 
SEI Solaris Energy Infrastructure Inc.
-2.12%
-$9,444.5 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.07%
-$2,297.68 
PLTR Palantir Technologies Inc.
-2.04%
-$32,606 
GOOGL Alphabet Inc
-2.03%
-$1.65M 
ANET Arista Networks, Inc.
-2.03%
-$29,070 
GOOG Alphabet Inc
-2.02%
-$856,598.2 
ADI Analog Devices, Inc.
-1.98%
-$19,935.52 
BABA Alibaba Group Holding Limited SP ADR
-1.98%
-$125,813.6 
HCA HCA Healthcare Inc.
-1.86%
-$30,543.16 
TTEK Tetra Tech, Inc.
-1.81%
-$8,911.12 
V Visa Inc. Class A
-1.81%
-$378,180 
WDC Western Digital Corporation
-1.8%
-$156,986.31 
DXCM DexCom, Inc.
-1.79%
-$25,900 
MRVL Marvell Technology, Inc.
-1.75%
-$66,000.2 
VRT Vertiv Holdings Co
-1.73%
-$128,076.3 
NVDA NVIDIA Corporation
-1.65%
-$2.74M 
EW Edwards Lifesciences Corporation
-1.64%
-$26,006.4 
RUN Sunrun Inc.
-1.61%
-$2,938.07 
TMO Thermo Fisher Scientific Inc.
-1.59%
-$181,860 
MA Mastercard Incorporated
-1.58%
-$227,496.76 
DIS The Walt Disney Company
-1.57%
-$128,893.4 
SPOT Spotify Technology S.A.
-1.54%
-$43,980 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$22,166.94 
AVGO Broadcom Inc.
-1.47%
-$939,013.29 
GS The Goldman Sachs Group, Inc.
-1.43%
-$686,451.1 
ELV Elevance Health, Inc.
-1.42%
-$21,239.96 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.32%
-$5,355 
BSX Boston Scientific Corporation
-1.27%
-$16,667.5 
RL Ralph Lauren Corporation
-1.25%
-$187,353 
CRM Salesforce Inc
-1.2%
-$10,350 
NU Nu Holdings Ltd.
-1.2%
-$16,665 
CRH CRH plc
-1.19%
-$12,600 
RACE Ferrari N.V.
-1.16%
-$84.17 
VEEV Veeva Systems Inc.
-1.02%
-$9,090 
COHR Coherent Corp.
-0.95%
-$12,299.71 
GM General Motors Company
-0.75%
-$22,633.92 
LOW Lowe's Companies Inc.
-0.73%
-$54,718.56 
DHR Danaher Corporation
-0.72%
-$8,820 
IVV iShares Core S&P 500 ETF
-0.71%
-$39,838.9 
MS Morgan Stanley
-0.71%
-$31,234.05 
C Citigroup Inc.
-0.71%
-$33,185.19 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$58,949.42 
DELL Dell Technologies Inc.
-0.61%
-$31,199.87 
RMD ResMed Inc.
-0.6%
-$7,808.06 
NOW ServiceNow, Inc.
-0.58%
-$3,300 
BMRN Biomarin Pharmaceutical Inc.
-0.48%
-$4,785 
AMZN Amazon.com Inc
-0.48%
-$542,094.98 
PEP PepsiCo, Inc.
-0.42%
-$3,221.26 
PWR Quanta Services Inc.
-0.38%
-$58,682.58 
HD The Home Depot, Inc.
-0.27%
-$30,731.07 
VRSK Verisk Analytics Inc.
-0.24%
-$1,134.24 
IEV iShares Europe ETF
-0.21%
-$12,543 
FDX FedEx Corporation
-0.15%
-$2,806.08 
XYL Xylem Inc.
-0.1%
-$322.66 
NBIX Neurocrine Biosciences Inc.
-0.09%
-$1,395 
MCD McDonald's Corporation
-0.08%
-$7,647.96 
YUMC Yum China Holdings Inc.
-0.07%
-$590.4 
AVY Avery Dennison Corporation
-0.05%
-$638.4 
CLH Clean Harbors Inc.
-0.03%
-$120.18 Events
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Dividends
Dividend Analysis
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No Data
| Trades 666 | Longs Won 365/666 54% | Profit Factor 5.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.1M |
| Average Win $1.33M | Best Trade (Jul 15) $47.99M | Sharpe Ratio -326.78 |
| Average Loss -$284,556.18 | Worst Trade (Mar 31) -$7.89M | Z-Score -0.42 (32.89%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $598,642.71 |
| 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 | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
Hover over the desired column for a detailed explanation.
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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