Sandeep Sharma Portfolio
Invests via SYNTAX RESEARCH, INC. | Managed by Sandeep Sharma
Invests via SYNTAX RESEARCH, INC.
Managed by Sandeep Sharma
Automatically Tracked
Sandeep Sharma Profile
Seasoned investor and operator focused on early-stage technology and fintech opportunities. Sandeep Sharma has led venture and growth investments, advised scaling SaaS and marketplace companies, and managed portfolio value-creation initiatives. Background blends engineering, product leadership and private markets investing; active in deal sourcing and board-level governance.
Seasoned investor and operator focused on early-stage technology and fintech opportunities. Sandeep Sharma has led venture and growth investments, advised scaling SaaS and marketplace companies, and managed portfolio value-creation initiatives. Background blends engineering, product leadership and private markets investing; active in deal sourcing and board-level governance.
Investment Philosophy & Strategy
Operates with a pragmatic, founder-friendly approach focused on early-stage technology and fintech companies, prioritizing product-market fit, scalable revenue models, and strong engineering-led teams. Allocates capital with a stage-aware mix of seed and Series A checks, complemented by follow-on rounds to support growth. Emphasizes active governance and operational partnering—product roadmap, go-to-market acceleration, and unit-economics discipline. Time horizon is long-term with conviction-weighted positions, seeking asymmetric outcomes through concentrated, hands-on investments.
Operates with a pragmatic, founder-friendly approach focused on early-stage technology and fintech companies, prioritizing product-market fit, scalable revenue models, and strong engineering-led teams. Allocates capital with a stage-aware mix of seed and Series A checks, complemented by follow-on rounds to support growth. Emphasizes active governance and operational partnering—product roadmap, go-to-market acceleration, and unit-economics discipline. Time horizon is long-term with conviction-weighted positions, seeking asymmetric outcomes through concentrated, hands-on investments.
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:
15.37%
Gain
Monthly
0.43%
Yearly
5.25%
Drawdown
30.55%
$180.88M
Equity
Holdings
$180.88M
Investment
$131.29M
$67.83M
Profit -$843,757.46
Realized
$18.25M
Unrealized
$49.59M
Dividends
$8.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$843,757.46
Win %
75%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$745,785.16
Win %
75%
This Month
Compared to last month
Gain
0.06%
Profit
$105,612.33
Win %
75%
This Year
Compared to last year
Gain
15.44%
Profit
$24.2M
Win %
77%
ABT Abbott Laboratories
+10.99%
+$117,780 
ACN Accenture plc Class A
+4.52%
+$557.1 
PAYX Paychex Inc.
+4.2%
+$7,854 
LEVI Levi Strauss & Co.
+4.1%
+$985.88 
SYK Stryker Corporation
+4%
+$25,320 
PLD Prologis Inc.
+3.82%
+$152,861.46 
ZTS Zoetis Inc.
+3.55%
+$804.08 
ADP Automatic Data Processing Inc.
+3.54%
+$341.64 
MDT Medtronic plc
+3.5%
+$18,160.8 
UNP Union Pacific Corporation
+3.45%
+$985.05 
MRK Merck & Co., Inc.
+3.42%
+$5,834.73 
SBUX Starbucks Corporation
+3.34%
+$1,053 
UPS United Parcel Service, Inc.
+3.28%
+$37,003.7 
UNH UnitedHealth Group Incorporated
+3.23%
+$907.18 
MDLZ Mondelez International, Inc.
+3.12%
+$492.27 
ADBE Adobe Inc.
+3.08%
+$359.83 
VZ Verizon Communications Inc.
+2.95%
+$1,116.99 
AMGN Amgen Inc.
+2.92%
+$2,481.39 
WTW Willis Towers Watson Public Limited Company
+2.87%
+$2,042.5 
MCD McDonald's Corporation
+2.83%
+$187.25 
GMED Globus Medical Inc.
+2.79%
+$2,190 
CSX CSX Corporation
+2.78%
+$445.5 
WY Weyerhaeuser Company
+2.76%
+$14,213.76 
ALC Alcon Inc.
+2.75%
+$470 
T AT&T Inc.
+2.73%
+$313.56 
CMCSA Comcast Corp
+2.67%
+$1,124.03 
PEP PepsiCo, Inc.
+2.64%
+$358 
LOW Lowe's Companies Inc.
+2.55%
+$534 
PECO Phillips Edison & Company, Inc.
+2.51%
+$2,678.62 
COST Costco Wholesale Corporation
+2.48%
+$8,929.76 
KO The Coca-Cola Company
+2.4%
+$396 
SAP SAP SE Sponsored ADR
+2.29%
+$1,270.92 
HDV iShares Core High Dividend ETF
+2.21%
+$1,265.75 
WMT Walmart Inc.
+2.18%
+$122.5 
VTR Ventas Inc.
+2.16%
+$458.85 
XLV Health Care Select Sector SPDR Fund
+2.08%
+$41,630.93 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.07%
+$129,365.52 
REGN Regeneron Pharmaceuticals, Inc.
+2%
+$3,254.82 
DXC Dxc Technology Co.
+1.99%
+$29.97 
OKE ONEOK, Inc.
+1.97%
+$633.66 
DRI Darden Restaurants, Inc.
+1.86%
+$1,230.05 
V Visa Inc. Class A
+1.84%
+$7,973.96 
DIS The Walt Disney Company
+1.81%
+$647.68 
SDY SPDR S&P Dividend ETF
+1.8%
+$686.25 
HD The Home Depot, Inc.
+1.78%
+$4,183.03 
USB U.S. Bancorp
+1.6%
+$329.26 
MSFT Microsoft Corp.
+1.59%
+$68,243.99 
WYNN Wynn Resorts, Limited
+1.5%
+$129.94 
SHW The Sherwin-Williams Company
+1.47%
+$190.71 
LVS Las Vegas Sands Corp.
+1.43%
+$82.56 
MNST Monster Beverage Corporation
+1.31%
+$255 
VSNT Versant Media Group, Inc.
+1.29%
+$31.71 
LLY Eli Lilly and Company
+1.27%
+$2,051 
CVX Chevron Corporation
+1.26%
+$12,074.88 
PFE Pfizer Inc.
+1.25%
+$270.1 
ED Consolidated Edison, Inc.
+1.17%
+$1,437.06 
CVS CVS Health Corporation
+1.05%
+$225.33 
DE Deere & Company
+1.04%
+$165.24 
MSI Motorola Solutions, Inc.
+1.03%
+$25.26 
XOM Exxon Mobil Corporation
+1.02%
+$224.96 
JNJ Johnson & Johnson
+0.96%
+$974.07 
CBOE Cboe Global Markets Inc.
+0.94%
+$262 
APD Air Products and Chemicals, Inc.
+0.94%
+$374.68 
AAPL Apple Inc.
+0.9%
+$84,325.4 
EMR Emerson Electric Co.
+0.9%
+$306.22 
WFC Wells Fargo & Company
+0.82%
+$1,455.74 
USMV iShares MSCI USA Min Vol Factor ETF
+0.79%
+$23,069.16 
COP ConocoPhillips
+0.77%
+$899.56 
FDX FedEx Corporation
+0.77%
+$2,046.65 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$35,580.6 
IWD iShares Russell 1000 Value ETF
+0.74%
+$223.26 
LXRX Lexicon Pharmaceuticals, Inc.
+0.68%
+$2.13 
SHEL Shell plc
+0.54%
+$38.18 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$977.9 
BX Blackstone Inc.
+0.52%
+$29.64 
NFLX Netflix, Inc.
+0.47%
+$612.5 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$12,554.64 
LUV Southwest Airlines Co.
+0.44%
+$29.67 
AMT American Tower Corporation
+0.37%
+$8,633.5 
LMT Lockheed Martin Corporation
+0.34%
+$1,853.19 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$6,405.75 
AMZN Amazon.com Inc
+0.33%
+$3,540.6 
SNOW Snowflake Inc.
+0.32%
+$10,971.62 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$12,216.24 
MELI MercadoLibre, Inc.
+0.24%
+$22.55 
DAL Delta Air Lines, Inc.
+0.2%
+$17.25 
HON Honeywell International Inc.
+0.19%
+$41.06 
ALL Allstate Corporation
+0.19%
+$12.88 
GD General Dynamics Corporation
+0.15%
+$56 
DOW Dow Inc.
+0.15%
+$26.64 
VB Vanguard Small-Cap ETF
+0.15%
+$58.05 
AAL American Airlines Group Inc.
+0.13%
+$4 
GOOG Alphabet Inc
+0.12%
+$8,194.16 
GOOGL Alphabet Inc
+0.11%
+$905.26 
XLF Financial Select Sector SPDR Fund
+0.11%
+$104.22 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$293.48 
NTCXF Natcore Technology Inc.
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
QS QuantumScape Corp
-9.48%
-$91.48 
ARM Arm Holdings plc American Depositary Receipt
-8.67%
-$4,802 
INTC Intel Corporation
-6.11%
-$94,350 
TER Teradyne, Inc.
-5.86%
-$13,714.19 
FCX Freeport-McMoRan Inc.
-5.18%
-$164,866.68 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-5.11%
-$280 
ETN Eaton Corporation plc
-4.95%
-$4,594.5 
GS The Goldman Sachs Group, Inc.
-4.57%
-$632.16 
HPE Hewlett Packard Enterprise Company
-4.47%
-$4,021.64 
ORCL Oracle Corporation
-4.37%
-$97,999.24 
NEM Newmont Corporation
-4.02%
-$7,211.89 
CAT Caterpillar Inc.
-3.77%
-$4,656.83 
Q Qnity Electronics Inc.
-3.63%
-$254.5 
AVGO Broadcom Inc.
-3.59%
-$185,811.21 
GDX VanEck Gold Miners ETF
-3.51%
-$472.29 
CSCO Cisco Systems, Inc.
-3.44%
-$7,582.34 
SOLS Sollensys Corp
-3.42%
-$14.63 
ANET Arista Networks, Inc.
-3.31%
-$121,210.5 
QCOM QUALCOMM Incorporated
-3.28%
-$109,493.23 
ELV Elevance Health, Inc.
-3.14%
-$1,496.94 
CEG Constellation Energy Corporation
-3.03%
-$46,893 
AIA iShares Asia 50 ETF
-2.88%
-$137.55 
AMAT Applied Materials, Inc.
-2.55%
-$81,199.22 
NVDA NVIDIA Corporation
-2.5%
-$1,380.6 
KLAC KLA Corporation
-2.48%
-$1,612.4 
UAL United Airlines Holdings, Inc.
-2.35%
-$284 
EEM iShares MSCI Emerging Markets ETF
-2.18%
-$14,897.74 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$49,063.14 
META Meta Platforms Inc Class A
-1.87%
-$2,169.2 
CWB SPDR Bloomberg Convertible Securities ETF
-1.7%
-$202.4 
C Citigroup Inc.
-1.67%
-$402.75 
TSLA Tesla, Inc.
-1.57%
-$1,266.9 
IWP iShares Russell Mid-Cap Growth ETF
-1.49%
-$261.25 
DLR Digital Realty Trust, Inc.
-1.48%
-$30,727.53 
RTX RTX Corporation
-1.48%
-$13,673.55 
VOT Vanguard Mid-Cap Growth ETF
-1.41%
-$3,523.77 
DD DuPont de Nemours, Inc.
-1.39%
-$62.27 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$8,069.56 
IWO iShares Russell 2000 Growth ETF
-1.23%
-$687.66 
GM General Motors Company
-1.22%
-$442.7 
PANW Palo Alto Networks, Inc.
-1.18%
-$67,563.75 
NOW ServiceNow, Inc.
-1.17%
-$153.75 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$34,689.96 
SCHF Schwab International Equity ETF
-1.13%
-$403.62 
SLB Schlumberger Limited
-1.11%
-$1,205.75 
VLUE iShares MSCI USA Value Factor ETF
-1.01%
-$110,065.9 
BKNG Booking Holdings Inc.
-0.96%
-$88.17 
CCL Carnival Corporation Ltd.
-0.94%
-$65 
BA Boeing Company
-0.86%
-$20,859.85 
PEG Public Service Enterprise Group Incorporated
-0.83%
-$207.9 
DT Dynatrace, Inc.
-0.76%
-$15,525 
ABNB Airbnb, Inc.
-0.71%
-$18,018.94 
TTWO Take-Two Interactive Software, Inc.
-0.58%
-$18,456.9 
PFF iShares Preferred and Income Securities ETF
-0.56%
-$43.35 
JPM JPMorgan Chase & Co.
-0.51%
-$13,720.96 
IEUR iShares Core MSCI Europe ETF
-0.4%
-$9,130.5 
IGV iShares Expanded Tech-Software Sector ETF
-0.39%
-$9,229.65 
BLK BlackRock, Inc.
-0.39%
-$2,216.52 
IVV iShares Core S&P 500 ETF
-0.38%
-$53,479.08 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$22,319.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$1,611.21 
NOC Northrop Grumman Corporation
-0.32%
-$1,655 
MGM MGM Resorts International
-0.31%
-$27.55 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$1,413.4 
NEE NextEra Energy, Inc.
-0.24%
-$168.84 
IEF iShares 7-10 Year Treasury Bond ETF
-0.18%
-$15,041.6 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$824.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$7,818.52 
IYF iShares U.S. Financials ETF
-0.1%
-$52.52 
TIP iShares TIPS Bond ETF
-0.1%
-$486.46 
HPQ HP Inc.
-0.06%
-$28.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$2.26 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$2,347.73 
BAC Bank of America Corporation
-0.01%
-$27.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 948 | Longs Won 675/948 71% | Profit Factor 11.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $329,601.09 |
| Average Win $110,519.71 | Best Trade (Jul 17) $4.65M | Sharpe Ratio -9.52 |
| Average Loss -$24,790.07 | Worst Trade (Jun 30) -$941,166.38 | Z-Score 5.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $71,553.92 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
