Charlotte Carter Portfolio
Invests via Mirabaud Asset Management (France) SAS | Managed by Mirabaud Asset Management (France) S.A.S.
Invests via Mirabaud Asset Management (France) SAS
Managed by Mirabaud Asset Management (France) S.A.S.
Automatically Tracked
Charlotte Carter Profile
Growth-oriented investor and operating executive with experience in technology and consumer sectors, specializing in early-stage venture investing, corporate development and scaling commercial teams. Charlotte Carter has led investments and strategic partnerships, focusing on SaaS, marketplaces and consumer platforms; skilled at go-to-market execution, fundraising and board-level governance. Background includes prior operator roles in product and revenue and an MBA-level business education. Active angel investor and advisor to founder-led startups.
Growth-oriented investor and operating executive with experience in technology and consumer sectors, specializing in early-stage venture investing, corporate development and scaling commercial teams. Charlotte Carter has led investments and strategic partnerships, focusing on SaaS, marketplaces and consumer platforms; skilled at go-to-market execution, fundraising and board-level governance. Background includes prior operator roles in product and revenue and an MBA-level business education. Active angel investor and advisor to founder-led startups.
Investment Philosophy & Strategy
Growth-stage, founder-friendly investor who prioritizes early-stage SaaS, marketplace and consumer platform opportunities where product-market fit can be accelerated by commercial playbooks. Focuses on revenue-led scaling, go-to-market optimization and repeatable unit economics, combining capital with hands-on operating support in product, sales and fundraising. Investment horizon is medium-to-long; risk is managed through active board engagement, milestone-based follow-on allocations and concentrated bets in differentiated founder teams.
Growth-stage, founder-friendly investor who prioritizes early-stage SaaS, marketplace and consumer platform opportunities where product-market fit can be accelerated by commercial playbooks. Focuses on revenue-led scaling, go-to-market optimization and repeatable unit economics, combining capital with hands-on operating support in product, sales and fundraising. Investment horizon is medium-to-long; risk is managed through active board engagement, milestone-based follow-on allocations and concentrated bets in differentiated founder teams.
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:
17.79%
Gain +0.05%
Monthly
0.55%
Yearly
6.78%
Drawdown
2.31%
$222.21M
Equity
Holdings
$222.21M
Investment
$214.48M
$25.66M
Profit +$104,284.01
Realized
$17.93M
Unrealized
$7.73M
Dividends
$0
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$104,284.01
Win %
100%
This Week
Compared To Last Week
Gain
-4.43%
Profit
-$9.07M
Win %
100%
This Month
Compared to last month
Gain
-3.05%
Profit
-$6.15M
Win %
100%
This Year
Compared to last year
Gain
-1.23%
Profit
-$1.24M
Win %
100%
8334
833445AD1
+42.01%
+$2.59M 9168
91680MAD9
+18.44%
+$3.82M 6533
65339KCY4
+11.97%
+$1.27M 7695
76954AAD5
+11.4%
+$1.14M 5312
531229AQ5
+8.12%
+$880,673.75 9035
90353TAM2
+3.51%
+$783,548.28 8677
86771WAD7
0%
$0 4270
42703MAF0
0%
$0 5608
56087FAB0
0%
$0 6705
67059NAH1
0%
$0 2328
23282WAC4
0%
$0 5380
53802LAB8
0%
$0 0097
00971TAN1
0%
$0 0160
01609WBG6
0%
$0 4771
477143AR2
0%
$0 1945
19459JAC8
0%
$0 3437
34379VAB9
0%
$0 4582
45826HAB5
0%
$0 4500
450056AB2
0%
$0 5949
594972AN1
0%
$0 8833
88339PAJ0
0%
$0 9132
91325VAB4
0%
$0 1630
163072AC5
0%
$0 5018
501812AD3
0%
$0 8680
86800UAD6
0%
$0 6821
68213NAF6
0%
$0 9133
91332UAH4
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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No Data
| Trades 148 | Longs Won 48/148 32% | Profit Factor 5.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $576,125.9 |
| Average Win $663,851.44 | Best Trade (Mar 31) $2.82M | Sharpe Ratio -10.31 |
| Average Loss -$62,005.86 | Worst Trade (Jun 29) -$1.76M | Z-Score -5.15 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w | Expectancy $173,407.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,584 | 3,226 | 2,867 | 2,509 | 2,151 | 1,792 | 1,434 | 1,075 | 717 | 358 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0097 00971TAN1 | 9.8M | $11.52M | $11.52M | - | - | - | 0.0 |
| 0160 01609WBG6 | 19M | $22.38M | $22.38M | - | - | - | 0.0 |
| 1630 163072AC5 | 370,000 | $472,040.01 | $472,040.01 | - | - | - | 0.0 |
| 1945 19459JAC8 | 1M | $1.24M | $1.24M | - | - | - | 0.0 |
| 2328 23282WAC4 | 4.6M | $8.1M | $8.1M | - | - | - | 0.0 |
| 3437 34379VAB9 | 280,000 | $351,831 | $351,831 | - | - | - | 0.0 |
| 4270 42703MAF0 | 550,000 | $627,555.99 | $627,555.99 | - | - | - | 0.0 |
| 4500 450056AB2 | 11.66M | $12.87M | $12.87M | - | - | - | 0.0 |
| 4582 45826HAB5 | 500,000 | $607,514 | $607,514 | - | - | - | 0.0 |
| 4771 477143AR2 | 420,000 | $467,042.02 | $467,042.02 | - | - | - | 0.0 |
| 5018 501812AD3 | 22.57M | $24.67M | $24.67M | - | - | - | 0.0 |
| 5312 531229AQ5 | 9.5M | $10.84M | $11.73M | - | $880,673.75 | 8.12% | +8.121% |
| 5380 53802LAB8 | 310,000 | $425,034.99 | $425,034.99 | - | - | - | 0.0 |
| 5608 56087FAB0 | 450,000 | $695,281.99 | $695,281.99 | - | - | - | 0.0 |
| 5949 594972AN1 | 7.3M | $7.14M | $7.14M | - | - | - | 0.0 |
| 6533 65339KCY4 | 8.9M | $11.13M | $11.89M | - | $757,228.49 | 6.8% | +11.974% |
| 6705 67059NAH1 | 20.3M | $22.92M | $22.92M | - | - | - | 0.0 |
| 6821 68213NAF6 | 560,000 | $592,802 | $592,802 | - | - | - | 0.0 |
| 7695 76954AAD5 | 10.5M | $10.33M | $11.12M | - | $791,150.64 | 7.66% | +11.399% |
| 8334 833445AD1 | 5M | $6.17M | $8.76M | - | $2.59M | 42.01% | +42.01% |
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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 Charlotte Carter?
The largest contributions to the portfolio's profits come from the following stocks: 50202MAB8 - $5.26M, 29446YAC0 - $3.79M, 40637HAF6 - $3.43M, 531229AQ5 - $2.18M, and 833445AD1 - $1.87M. 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: 26210CAD6 - $1.91M, 94419LAP6 - $1.64M, 04271TAB6 - $1.1M, 682189AU9 - $846,687.5, and 472145AF8 - $325,052. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
How stable are Charlotte Carter's monthly returns?
Charlotte Carter's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Charlotte Carter's strategy be considered aggressive or moderate?
Charlotte Carter's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Charlotte Carter's strategy?
Charlotte Carter's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
