Matthew Wright Portfolio
Invests via Disciplina Capital Management LLC | Managed by Matthew Wright
Invests via Disciplina Capital Management LLC
Managed by Matthew Wright
Automatically Tracked
Matthew Wright Profile
Sector-focused investor and operating executive with expertise in growth-stage tech, fintech, and SaaS investing, active in strategic capital allocation and board-level governance. Matthew Wright leverages prior founder/operator roles and M&A experience to source, diligence and scale portfolio companies, emphasizing unit economics and go-to-market efficiency. Known to work with venture and private equity sponsors on minority growth investments and operational turnarounds.
Sector-focused investor and operating executive with expertise in growth-stage tech, fintech, and SaaS investing, active in strategic capital allocation and board-level governance. Matthew Wright leverages prior founder/operator roles and M&A experience to source, diligence and scale portfolio companies, emphasizing unit economics and go-to-market efficiency. Known to work with venture and private equity sponsors on minority growth investments and operational turnarounds.
Investment Philosophy & Strategy
Sector-focused investor emphasizing growth-stage technology, fintech and SaaS opportunities, prioritizing companies with durable unit economics and scalable go-to-market models. Capital allocation favors minority growth stakes and structured commitments that preserve board influence to drive operational improvements and M&A optionality. Investment horizon is medium-to-long, balancing acceleration of customer acquisition with disciplined margin expansion. Risk management centers on quantifiable unit economics, repeatable sales motion, and hands-on operator governance to execute turnarounds and value-creating exits.
Sector-focused investor emphasizing growth-stage technology, fintech and SaaS opportunities, prioritizing companies with durable unit economics and scalable go-to-market models. Capital allocation favors minority growth stakes and structured commitments that preserve board influence to drive operational improvements and M&A optionality. Investment horizon is medium-to-long, balancing acceleration of customer acquisition with disciplined margin expansion. Risk management centers on quantifiable unit economics, repeatable sales motion, and hands-on operator governance to execute turnarounds and value-creating exits.
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:
12.19%
Gain
Monthly
0.31%
Yearly
3.83%
Drawdown
27.16%
$994.18M
Equity
Holdings
$994.18M
Investment
$870.32M
$228.75M
Profit -$2.23M
Realized
$104.88M
Unrealized
$123.87M
Dividends
$96.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.23M
Win %
75%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$1.98M
Win %
75%
This Month
Compared to last month
Gain
-0.28%
Profit
-$2.76M
Win %
75%
This Year
Compared to last year
Gain
6.52%
Profit
$60.84M
Win %
75%
MCK McKesson Corporation
+4.79%
+$572.63 
WM Waste Management, Inc.
+3.91%
+$1,812.91 
SYK Stryker Corporation
+3.6%
+$1,342.84 
BSX Boston Scientific Corporation
+3.25%
+$884.8 
PYPL PayPal Holdings Inc
+2.76%
+$452.88 
CRM Salesforce Inc
+2.53%
+$740.25 
ISRG Intuitive Surgical, Inc.
+2.53%
+$1,002.15 
ADBE Adobe Inc.
+2.4%
+$656.36 
AJG Arthur J. Gallagher & Co.
+2.27%
+$805.09 
URI United Rentals, Inc.
+2.03%
+$2,151.3 
SPGI S&P Global Inc.
+1.94%
+$854.86 
USRT iShares Core U.S. REIT ETF
+1.89%
+$1.09M 
MRP Millrose Properties Inc.
+1.88%
+$12.96 
V Visa Inc. Class A
+1.79%
+$1,011.24 
LLY Eli Lilly and Company
+1.75%
+$80.84 
NVO Novo Nordisk A/S Sponsored ADR
+1.72%
+$361.92 
HD The Home Depot, Inc.
+1.66%
+$17,877.51 
VNQ Vanguard Real Estate ETF
+1.6%
+$4,121.25 
VTWV Vanguard Russell 2000 Value Index Fund
+1.23%
+$2,055.66 
AAPL Apple Inc.
+1.12%
+$868.48 
XLE Energy Select Sector SPDR Fund
+1.11%
+$15,815.62 
EMLP First Trust North American Energy Infrastructure Fund
+0.76%
+$287,473.55 
TRGP Targa Resources Corp.
+0.74%
+$395.52 
VONV Vanguard Russell 1000 Value Index Fund
+0.6%
+$1,300.17 
LEN Lennar Corporation
+0.47%
+$119.2 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
+0.35%
+$39,189.15 
AMZN Amazon.com Inc
+0.31%
+$244 
GOOGL Alphabet Inc
+0.18%
+$227.7 
NFLX Netflix, Inc.
+0.16%
+$4.72 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$6,704.27 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$7.1 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$6,657.97 
ORCL Oracle Corporation
-4.61%
-$2,639.52 
PWR Quanta Services Inc.
-3.43%
-$5,629.24 
ADI Analog Devices, Inc.
-2.82%
-$2,290.08 
NVDA NVIDIA Corporation
-2.42%
-$4,351.75 
AMAT Applied Materials, Inc.
-2.22%
-$3,497.92 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$716,724.61 
NOW ServiceNow, Inc.
-1.82%
-$685.8 
META Meta Platforms Inc Class A
-1.75%
-$1,654.31 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$161,511.39 
VONG Vanguard Russell 1000 Growth Fund
-1.45%
-$1,030.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$11,873.38 
IXUS iShares Core International Stock ETF
-1.16%
-$49,236 
VTWG Vanguard Russell 2000 Growth ETF
-1.14%
-$1,592.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$71,036.5 
RCL Royal Caribbean Group
-1.06%
-$473.54 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.99%
-$110,941.62 
AVDE Avantis International Equity ETF
-0.92%
-$193,252.22 
VUG Vanguard Growth ETF
-0.89%
-$659.4 
SLB Schlumberger Limited
-0.85%
-$63.59 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$705,569.66 
AXON Axon Enterprise, Inc.
-0.77%
-$506.98 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.72%
-$80,671.08 
VT Vanguard Total World Stock ETF
-0.62%
-$89,092.78 
JPM JPMorgan Chase & Co.
-0.47%
-$383.94 
VOO Vanguard S&P 500 ETF
-0.39%
-$60,299.28 
IVV iShares Core S&P 500 ETF
-0.38%
-$69,252 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$846,675.9 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$206,910.59 
PANW Palo Alto Networks, Inc.
-0.24%
-$288.1 
AVUS Avantis U.S. Equity ETF
-0.2%
-$109,171.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$156,648.94 
SCHW Charles Schwab Corporation
-0.06%
-$49.59 
BLK BlackRock, Inc.
-0.06%
-$50.56 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$8,064.85 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$8,030.82 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$43.5 Events
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Dividends
Dividend Analysis
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| Trades 1048 | Longs Won 696/1048 66% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.78M |
| Average Win $435,446.26 | Best Trade (Sep 30) $34.19M | Sharpe Ratio -9.05 |
| Average Loss -$211,149.31 | Worst Trade (Jul 13) -$7.69M | Z-Score -1.39 (83.8%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $218,269.12 |
| 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 | 4,717 | 4,245 | 3,774 | 3,302 | 2,830 | 2,358 | 1,887 | 1,415 | 943 | 472 |
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Returns
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