Mark Sheppard Portfolio

Invests via M & L Capital Management Ltd. | Managed by Mark Sheppard, Richard Morgan

Invests via M & L Capital Management Ltd.

Managed by Mark Sheppard, Richard Morgan

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Mark Sheppard Profile

With a rich background in finance and entrepreneurship, Mark Sheppard has built a notable career focused on developing innovative market solutions. Known for his role in founding multiple successful ventures, he leverages substantial industry insight to drive growth and operational excellence. His leadership experience extends across diverse sectors where he has spearheaded initiatives that connect emerging technologies with strategic investment opportunities. Committed to fostering business collaboration and sustainable practices, Sheppard is recognized for his influential contributions at the intersection of innovation and capital deployment, marking him as a relevant figure in today’s dynamic investment landscape.

Investment Philosophy & Strategy

Investment opportunities are continuously evolving, and Mark Sheppard stands at the forefront of this dynamic landscape. With a penchant for identifying innovative solutions, he draws upon his entrepreneurial acumen to shape strategic initiatives that embrace technological advancements. The emphasis on fostering collaboration between stakeholders underscores his approach to building sustainable business models. His commitment to operational efficiency complements a sharp eye for transformative growth prospects across diverse industries. By leveraging insights from both finance and technology sectors, he adeptly navigates complex investment strategies designed to capitalize on future trends.

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:

54.92%

Gain +1.68%

Monthly

2.53%

Yearly

35.03%

Drawdown

37.43%

$518.42M

Equity

Holdings

$518.42M

Investment

$333.5M

$215.54M

Profit +$9.75M

Realized

$30.61M

Unrealized

$184.92M

Dividends

$1.6M

Goals

Avg. 14% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

28%

Today

Compared To Yesterday

Gain

1.68%

Profit

$9.75M

Win %

60%

This Week

Compared To Last Week

Gain

3.69%

Profit

$18.44M

Win %

60%

This Month

Compared to last month

Gain

-0.48%

Profit

-$2.49M

Win %

60%

This Year

Compared to last year

Gain

-14.46%

Profit

-$46.04M

Win %

66%

Gainers
Losers

COHR Coherent Corp.

+7.48%

+$1.08M

LRCX Lam Research Corporation

+6.03%

+$1.73M

BE Bloom Energy Corporation

+5.49%

+$115,668

HOOD Robinhood Markets, Inc.

+5.29%

+$668,015

GEV GE Vernova Inc.

+4.08%

+$192,050.18

CIEN Ciena Corporation

+3.91%

+$971,373.34

LITE Lumentum Holdings Inc.

+3.87%

+$1.86M

ANET Arista Networks, Inc.

+3.58%

+$503,098.8

NVDA NVIDIA Corporation

+3.54%

+$8.5M

AVGO Broadcom Inc.

+3.11%

+$2.06M

VRT Vertiv Holdings Co

+2.99%

+$243,713.73

GOOG Alphabet Inc

+2.5%

+$79,296.91

SITM SiTime Corporation

+1.72%

+$123,186.1

ISRG Intuitive Surgical, Inc.

+1.34%

+$97,172.86

FWONK Liberty Media Corporation Series C Formula One Group Common Stock

+1.25%

+$115,401.25

AVAV AeroVironment Inc.

+0.8%

+$28,633

AXON Axon Enterprise, Inc.

+0.34%

+$266.4

CELH Celsius Holdings Inc.

-1.51%

-$23,496

TKO Tko Group Holdings Inc.

-1.07%

-$43,942.5

Events

Dividends

Dividend Analysis

No Data

Trades 79	Longs Won 42/79 53%	Profit Factor 21.99
Profitability	Shorts Won 0/0 0%	Standard Deviation $10.97M
Average Win $5.38M	Best Trade (Jun 15) $91.59M	Sharpe Ratio -117.13
Average Loss -$277,536.49	Worst Trade (Mar 31) -$2.68M	Z-Score -0.42 (32.46%)
Commissions $0	Avg. Trade Length 7m 1w 3d	Expectancy $2.73M

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%	0.02%	0.55%	8.61%
Consecutive Losing Trades	1,869	1,682	1,495	1,308	1,121	935	748	561	374	187