David Doumani Portfolio
Invests via PineStone Asset Management Inc. | Managed by Nadim Rizk, Thomas Horvath
Invests via PineStone Asset Management Inc.
Managed by Nadim Rizk, Thomas Horvath
Automatically Tracked
David Doumani Profile
David Doumani is an accomplished investor-operator known for his strategic initiatives in the technology sector. With a diverse background that spans both entrepreneurship and corporate leadership, he has successfully launched and scaled multiple tech ventures while fostering innovation within established organizations. His expertise encompasses identifying disruptive technologies and leveraging market opportunities to drive growth and operational efficiencies. As a seasoned professional with significant experience in managing cross-functional teams, he plays a vital role in guiding companies through pivotal transformations, ensuring they remain competitive in fast-evolving markets.
David Doumani is an accomplished investor-operator known for his strategic initiatives in the technology sector. With a diverse background that spans both entrepreneurship and corporate leadership, he has successfully launched and scaled multiple tech ventures while fostering innovation within established organizations. His expertise encompasses identifying disruptive technologies and leveraging market opportunities to drive growth and operational efficiencies. As a seasoned professional with significant experience in managing cross-functional teams, he plays a vital role in guiding companies through pivotal transformations, ensuring they remain competitive in fast-evolving markets.
Investment Philosophy & Strategy
David Doumani leverages his extensive background in technology to unearth transformational opportunities within the sector. His entrepreneurial mindset coupled with operational expertise positions him uniquely to identify and support emerging trends that have the potential to disrupt markets. Prioritizing scalability, he emphasizes innovation as a vehicle for driving significant growth and improving organizational efficiency. Through strategic partnerships and an adaptable approach, he fosters environments conducive to creative solutions, enabling teams to navigate competitive landscapes effectively. In his leadership role, cultivating agility becomes paramount as he guides investments toward ventures poised for rapid development.
David Doumani leverages his extensive background in technology to unearth transformational opportunities within the sector. His entrepreneurial mindset coupled with operational expertise positions him uniquely to identify and support emerging trends that have the potential to disrupt markets. Prioritizing scalability, he emphasizes innovation as a vehicle for driving significant growth and improving organizational efficiency. Through strategic partnerships and an adaptable approach, he fosters environments conducive to creative solutions, enabling teams to navigate competitive landscapes effectively. In his leadership role, cultivating agility becomes paramount as he guides investments toward ventures poised for rapid development.
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:
29.21%
Gain -0.52%
Monthly
1.07%
Yearly
13.71%
Drawdown
15.85%
$13.67B
Equity
Holdings
$13.67B
Investment
$12.51B
$2.98B
Profit -$64.58M
Realized
$1.82B
Unrealized
$1.16B
Dividends
$406.94M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$64.58M
Win %
52%
This Week
Compared To Last Week
Gain
2.01%
Profit
$269.09M
Win %
52%
This Month
Compared to last month
Gain
0.15%
Profit
$20.75M
Win %
52%
This Year
Compared to last year
Gain
0.04%
Profit
$5.65M
Win %
46%
MSFT Microsoft Corp.
+2.03%
+$20.72M 
GOOGL Alphabet Inc
+1.77%
+$28.35M 
AMZN Amazon.com Inc
+1.42%
+$9.73M 
EXPO Exponent Inc.
+1.12%
+$8,314.77 
IPAR Inter Parfums, Inc.
+0.84%
+$9,992.03 
JKHY Jack Henry & Associates, Inc.
+0.78%
+$7,637.5 
TJX The TJX Companies, Inc.
+0.56%
+$3.27M 
MA Mastercard Incorporated
+0.55%
+$5.44M 
ADI Analog Devices, Inc.
+0.47%
+$1.56M 
CME CME Group Inc.
+0.43%
+$2.88M 
OTIS Otis Worldwide Corporation
+0.33%
+$1.03M 
HLT Hilton Worldwide Holdings Inc.
+0.32%
+$687,142.56 
CPRT Copart Inc.
+0.02%
+$39,568.54 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HDB HDFC Bank Limited ADR
-10.1%
-$11.67M 
FND Floor & Decor Holdings, Inc.
-4.19%
-$34,034 
TREX Trex Company, Inc.
-3.35%
-$18,224.19 
WDFC WD-40 Company
-2.85%
-$24,176.17 
MTD Mettler-Toledo International Inc.
-2.3%
-$9.83M 
SSD Simpson Manufacturing Co., Inc.
-1.97%
-$7,497.32 
LOW Lowe's Companies Inc.
-1.96%
-$3.15M 
HAYW Hayward Holdings Inc.
-1.92%
-$18,031.2 
PEP PepsiCo, Inc.
-1.89%
-$5.65M 
CL Colgate-Palmolive Company
-1.8%
-$2.44M 
CARR Carrier Global Corporation
-1.63%
-$7.09M 
AZO AutoZone Inc.
-1.47%
-$10.91M 
SHW The Sherwin-Williams Company
-1.46%
-$7.56M 
JNJ Johnson & Johnson
-1.42%
-$6.22M 
GGG Graco Inc.
-1.25%
-$2.96M 
KLAC KLA Corporation
-1.2%
-$5.53M 
FSS Federal Signal Corp.
-1.13%
-$21,021.59 
AON Aon plc
-1.01%
-$2.97M 
MCO Moody's Corporation
-0.69%
-$8.02M 
STVN Stevanato Group S.p.A.
-0.68%
-$4,957.55 
MEDP Medpace Holdings Inc.
-0.59%
-$5,610 
HLI Houlihan Lokey Inc.
-0.43%
-$5,320.37 
UNH UnitedHealth Group Incorporated
-0.43%
-$1.48M 
MSCI MSCI Inc.
-0.39%
-$2.34M 
WH Wyndham Hotels & Resorts, Inc.
-0.37%
-$1,862 
LIN Linde plc
-0.26%
-$1.04M 
JBTM JBT Marel Corporation
-0.25%
-$2,715.57 
DCI Donaldson Company, Inc.
-0.06%
-$416.4 
SPGI S&P Global Inc.
-0.02%
-$49,585.26 Events
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Dividends
Dividend Analysis
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| Trades 561 | Longs Won 309/561 55% | Profit Factor 3.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $28.91M |
| Average Win $14.13M | Best Trade (Jul 20) $419.07M | Sharpe Ratio -11.3 |
| Average Loss -$5.48M | Worst Trade (Jul 29) -$138.56M | Z-Score -5.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $5.32M |
| 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 | 2,494 | 2,244 | 1,995 | 1,746 | 1,496 | 1,247 | 998 | 748 | 499 | 249 |
Hover over the desired column for a detailed explanation.
Returns
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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 David Doumani?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $486.76M, Microsoft Corp - $340.13M, Oracle Corporation - $317.17M, Moody's Corporation - $245.47M, and AutoZone Inc - $161.17M. 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: FactSet Research Systems Inc - $83.56M, Nike, Inc. - Class B - $57.2M, Taiwan Semiconductor Manufacturing Company Limited - $55.35M, Adobe Inc - $51.72M, and HDFC Bank Limited ADR - $33.01M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Doumani's portfolio generate?
The portfolio generates substantial dividend income, with a total of $406.94M earned over time. The largest contributors to dividend income include CME Group Inc - $62.62M, Taiwan Semiconductor Manufacturing Company Limited - $38M, PepsiCo, Inc - $35.11M, Johnson & Johnson - $28.89M, and Microsoft Corp - $24.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Doumani's monthly returns?
David Doumani's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Doumani's strategy be considered aggressive or moderate?
David Doumani's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Doumani's strategy?
David Doumani's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
