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:
35.73%
Gain -1.7%
Monthly
1.02%
Yearly
12.98%
Drawdown
15.85%
$13.55B
Equity
Holdings
$13.55B
Investment
$12.51B
$2.87B
Profit -$223.16M
Realized
$1.84B
Unrealized
$1.03B
Dividends
$426.38M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.7%
Profit
-$223.16M
Win %
46%
This Week
Compared To Last Week
Gain
-2.42%
Profit
-$336.2M
Win %
46%
This Month
Compared to last month
Gain
-2.89%
Profit
-$403.4M
Win %
46%
This Year
Compared to last year
Gain
-0.89%
Profit
-$120.89M
Win %
43%
AMZN Amazon.com Inc
+15.32%
+$100.26M 
GOOGL Alphabet Inc
+6.73%
+$103.54M 
FND Floor & Decor Holdings, Inc.
+4.11%
+$32,461 
EXPO Exponent Inc.
+3.53%
+$26,890.32 
MSFT Microsoft Corp.
+3.02%
+$35.23M 
MTD Mettler-Toledo International Inc.
+2.58%
+$11.64M 
DCI Donaldson Company, Inc.
+1.71%
+$13,158.24 
KLAC KLA Corporation
+1.38%
+$5.4M 
CARR Carrier Global Corporation
+0.68%
+$2.66M 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$2,150.72 
OTIS Otis Worldwide Corporation
+0.36%
+$1.12M 
AZO AutoZone Inc.
+0.32%
+$2.36M 
FSS Federal Signal Corp.
+0.32%
+$6,394.4 
CME CME Group Inc.
+0.21%
+$1.55M 
JNJ Johnson & Johnson
+0.21%
+$918,937.32 
ADI Analog Devices, Inc.
+0.2%
+$654,145.98 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LIN Linde plc
-5.95%
-$23.29M 
HLI Houlihan Lokey Inc.
-2.22%
-$25,062.9 
STVN Stevanato Group S.p.A.
-1.73%
-$13,347.25 
UNH UnitedHealth Group Incorporated
-1.68%
-$5.71M 
AON Aon plc
-1.64%
-$4.81M 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$8,312.5 
HAYW Hayward Holdings Inc.
-1.56%
-$15,736.32 
CPRT Copart Inc.
-1.52%
-$3.56M 
JBTM JBT Marel Corporation
-1.35%
-$15,635.1 
TREX Trex Company, Inc.
-1.3%
-$6,879.33 
TJX The TJX Companies, Inc.
-1.21%
-$7.21M 
SHW The Sherwin-Williams Company
-1.16%
-$6.24M 
LOW Lowe's Companies Inc.
-1.08%
-$1.75M 
HDB HDFC Bank Limited ADR
-0.87%
-$919,767.66 
IPAR Inter Parfums, Inc.
-0.81%
-$9,895.02 
MCO Moody's Corporation
-0.81%
-$8.86M 
GGG Graco Inc.
-0.76%
-$1.94M 
SPGI S&P Global Inc.
-0.74%
-$2.03M 
MA Mastercard Incorporated
-0.74%
-$7.79M 
MSCI MSCI Inc.
-0.61%
-$3.3M 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1.01M 
PEP PepsiCo, Inc.
-0.46%
-$1.4M 
CL Colgate-Palmolive Company
-0.33%
-$438,839.7 
WDFC WD-40 Company
-0.27%
-$2,132.15 
MEDP Medpace Holdings Inc.
-0.21%
-$2,094.4 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$1,300.11 Events
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Dividends
Dividend Analysis
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| Trades 561 | Longs Won 302/561 53% | Profit Factor 2.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $29.37M |
| Average Win $14.5M | Best Trade (Aug 05) $479.76M | Sharpe Ratio -11.55 |
| Average Loss -$5.82M | Worst Trade (Sep 01) -$145.56M | Z-Score -4.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $5.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,331 | 2,098 | 1,865 | 1,632 | 1,399 | 1,166 | 932 | 699 | 466 | 233 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 883,993 | $200.97M | $324.79M | - | $123.82M | 61.61% | +0.202% |
| AMZN Amazon.com Inc | 2.78M | $640.85M | $754.67M | - | $113.82M | 17.76% | +15.321% |
| AON Aon plc | 799,293 | $265.12M | $288.19M | - | $23.07M | 8.7% | -1.642% |
| AZO AutoZone Inc. | 244,260 | $785.7M | $736.75M | - | -$48.95M | -6.23% | +0.322% |
| CARR Carrier Global Corporation | 6.33M | $387.39M | $391.47M | - | $4.07M | 1.05% | +0.684% |
| CDNMF EGR Exploration Ltd. | 2.03M | $203,435.5 | $203,435.5 | - | - | - | 0.0 |
| CL Colgate-Palmolive Company | 1.46M | $127.36M | $133.55M | - | $6.19M | 4.86% | -0.328% |
| CME CME Group Inc. | 2.72M | $613.22M | $728.21M | - | $114.99M | 18.75% | +0.213% |
| CPRT Copart Inc. | 7.91M | $402.11M | $230.45M | - | -$171.66M | -42.69% | -1.522% |
| DCI Donaldson Company, Inc. | 8,328 | $613,773.61 | $784,830.72 | - | $171,057.11 | 27.87% | +1.705% |
| EXPO Exponent Inc. | 11,794 | $819,283.1 | $788,428.9 | - | -$30,854.2 | -3.77% | +3.531% |
| FND Floor & Decor Holdings, Inc. | 14,300 | $870,727 | $823,251 | - | -$47,476 | -5.45% | +4.105% |
| FSS Federal Signal Corp. | 15,986 | $1.7M | $2M | - | $296,220.6 | 17.41% | +0.321% |
| GGG Graco Inc. | 3.19M | $258.01M | $252.89M | - | -$5.13M | -1.99% | -0.763% |
| GOOGL Alphabet Inc | 4.61M | $795.45M | $1.64B | - | $845.54M | 106.3% | +6.734% |
| HAYW Hayward Holdings Inc. | 65,568 | $991,388.16 | $992,043.84 | - | $655.68 | 0.07% | -1.561% |
| HDB HDFC Bank Limited ADR | 4.38M | $140.48M | $104.81M | - | -$35.67M | -25.39% | -0.87% |
| HLI Houlihan Lokey Inc. | 8,794 | $1.51M | $1.1M | - | -$410,766.95 | -27.13% | -2.221% |
| HLT Hilton Worldwide Holdings Inc. | 660,714 | $157.39M | $211.75M | - | $54.36M | 34.54% | -0.475% |
| IPAR Inter Parfums, Inc. | 9,701 | $954,384.4 | $1.21M | - | $253,875.15 | 26.6% | -0.812% |
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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 - $487.77M, Microsoft Corp - $342.48M, Oracle Corporation - $317.17M, Moody's Corporation - $247.82M, and The TJX Companies, Inc - $162.29M. 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 - $57.05M, Taiwan Semiconductor Manufacturing Company Limited - $56.74M, Adobe Inc - $51.72M, and HDFC Bank Limited ADR - $31.41M. 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 $426.38M earned over time. The largest contributors to dividend income include CME Group Inc - $59.75M, Taiwan Semiconductor Manufacturing Company Limited - $36.62M, PepsiCo, Inc - $34.52M, Johnson & Johnson - $31.21M, and Microsoft Corp - $27.24M. 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.
