Sherri Cohen Portfolio
Invests via Breakout Capital Partners LP | Managed by Ruchir Sharma, Steven Quattry, Swanand Kelkar
Invests via Breakout Capital Partners LP
Managed by Ruchir Sharma, Steven Quattry, Swanand Kelkar
Automatically Tracked
Sherri Cohen Profile
Sherri Cohen is an influential operating executive recognized for her extensive leadership within the technology sector. With a career spanning over two decades, she has spearheaded numerous transformative initiatives that have propelled businesses into new growth phases. Her strategic acumen is evident in her track record of optimizing operations and fostering innovative product development across multiple companies. By nurturing high-performing teams and leveraging advanced technologies, she plays a crucial role in enhancing market competitiveness and driving organizational success. In addition to her operational prowess, Sherri's insights contribute significantly to discussions on digital transformation in the corporate landscape.
Sherri Cohen is an influential operating executive recognized for her extensive leadership within the technology sector. With a career spanning over two decades, she has spearheaded numerous transformative initiatives that have propelled businesses into new growth phases. Her strategic acumen is evident in her track record of optimizing operations and fostering innovative product development across multiple companies. By nurturing high-performing teams and leveraging advanced technologies, she plays a crucial role in enhancing market competitiveness and driving organizational success. In addition to her operational prowess, Sherri's insights contribute significantly to discussions on digital transformation in the corporate landscape.
Investment Philosophy & Strategy
Through a focus on innovation, Sherri Cohen seeks to identify and harness disruptive technologies that reshape industry standards. Her extensive experience in technology leadership equips her with a keen sense for market dynamics and competitive positioning. By promoting agile methodologies and fostering collaborative environments, she empowers teams to deliver forward-thinking solutions that meet evolving consumer demands. In this fast-paced landscape, prioritizing operational excellence is vital; thus, strategic improvements are central to her initiatives aimed at creating scalable business models. Sherri's unique perspective is instrumental in navigating the complexities of digital transformation while driving sustained growth.
Through a focus on innovation, Sherri Cohen seeks to identify and harness disruptive technologies that reshape industry standards. Her extensive experience in technology leadership equips her with a keen sense for market dynamics and competitive positioning. By promoting agile methodologies and fostering collaborative environments, she empowers teams to deliver forward-thinking solutions that meet evolving consumer demands. In this fast-paced landscape, prioritizing operational excellence is vital; thus, strategic improvements are central to her initiatives aimed at creating scalable business models. Sherri's unique perspective is instrumental in navigating the complexities of digital transformation while driving sustained growth.
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:
3.04%
Gain -0.81%
Monthly
0.09%
Yearly
1.07%
Drawdown
21.64%
$195.19M
Equity
Holdings
$195.19M
Investment
$174.63M
$10.56M
Profit -$1.5M
Realized
-$10M
Unrealized
$20.56M
Dividends
$10.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.5M
Win %
69%
This Week
Compared To Last Week
Gain
0.68%
Profit
$1.32M
Win %
69%
This Month
Compared to last month
Gain
11.3%
Profit
$19.81M
Win %
69%
This Year
Compared to last year
Gain
19.12%
Profit
$31.34M
Win %
57%
Events
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Dividends
Dividend Analysis
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| Trades 44 | Longs Won 20/44 45% | Profit Factor 1.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.4M |
| Average Win $2.2M | Best Trade (Oct 14) $11.75M | Sharpe Ratio -9.03 |
| Average Loss -$1.4M | Worst Trade (Oct 23) -$11.08M | Z-Score -0.41 (31.49%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $240,082.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.06% | 0.38% | 1.66% | 5.72% | 16.69% | 42.94% |
| Consecutive Losing Trades | 140 | 126 | 112 | 98 | 84 | 70 | 56 | 42 | 28 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ACN Accenture plc | 167,422 | $33.2M | $41.45M | - | $8.26M | 24.87% | -4.305% |
 EWM iShares MSCI Malaysia ETF | 787,278 | $18.96M | $21M | - | $2.04M | 10.78% | +0.207% |
 HDB HDFC Bank Ltd. ADR | 492,385 | $16.53M | $10.83M | - | -$5.71M | -34.51% | -2.005% |
 ITUB Itaú Unibanco Holding S.A. ADR | 3.29M | $20.8M | $31.73M | - | $10.93M | 52.53% | +1.581% |
 MELI MercadoLibre Inc. | 9,400 | $15.96M | $17.1M | - | $1.15M | 7.2% | -0.296% |
 MMYT MakeMyTrip Limited | 591,143 | $34.68M | $25.3M | - | -$9.38M | -27.04% | -5.608% |
 PBR Petróleo Brasileiro S.A. - Petrobras | 999,389 | $15.92M | $26.04M | - | $10.12M | 63.57% | +1.698% |
 VIST Vista Energy, S.A.B. de C.V. ADR | 291,400 | $18.59M | $21.74M | - | $3.15M | 16.94% | +5.665% |
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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 Sherri Cohen?
The largest contributions to the portfolio's profits come from the following stocks: Petróleo Brasileiro S.A. - Petrobras - $3.94M, Global X MSCI Argentina ETF - $2.32M, Credicorp Ltd - $2.08M, iShares MSCI Chile ETF - $1.62M, and Itaú Unibanco Holding S.A. ADR - $1.08M. 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: PDD Holdings Inc. American Depositary Receipt - $3.77M, Kaspi.kz JSC ADR - $3.55M, VanEck Vietnam ETF - $2.69M, KraneShares CSI China Internet ETF - $2.3M, and XP Inc. Class A Common Stock - $2.01M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sherri Cohen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.55M earned over time. The largest contributors to dividend income include Petróleo Brasileiro S.A. - Petrobras - $3.9M, KraneShares CSI China Internet ETF - $1.64M, iShares MSCI Malaysia ETF - $1.04M, Itaú Unibanco Holding S.A. ADR - $1M, and iShares MSCI Chile ETF - $859,786.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sherri Cohen's monthly returns?
Sherri Cohen'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 Sherri Cohen's strategy be considered aggressive or moderate?
Sherri Cohen's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Sherri Cohen's strategy?
Sherri Cohen'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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