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Ross Topham Portfolio
Invests via Mount Capital Ltd. | Managed by Ross Topham
Invests via Mount Capital Ltd.
Managed by Ross Topham
Automatically Tracked
Ross Topham Profile
Ross Topham is a seasoned entrepreneur and investor known for his innovative approaches to business development. With a strong background in technology commercialization, he has successfully launched multiple startups that have transformed industry practices. His leadership experience encompasses various sectors, where he effectively identifies growth opportunities and drives operational efficiencies. Beyond entrepreneurship, he actively engages with emerging companies as an investor-operator, providing mentorship and strategic guidance. This dual role allows him to leverage insights from both sides of the capital markets equation, enhancing his ability to navigate challenges faced by startups in today's dynamic environment.
Ross Topham is a seasoned entrepreneur and investor known for his innovative approaches to business development. With a strong background in technology commercialization, he has successfully launched multiple startups that have transformed industry practices. His leadership experience encompasses various sectors, where he effectively identifies growth opportunities and drives operational efficiencies. Beyond entrepreneurship, he actively engages with emerging companies as an investor-operator, providing mentorship and strategic guidance. This dual role allows him to leverage insights from both sides of the capital markets equation, enhancing his ability to navigate challenges faced by startups in today's dynamic environment.
Investment Philosophy & Strategy
With a focus on innovation and growth, Ross Topham approaches investment with an entrepreneurial mindset that prioritizes disruptive technology and operational excellence. His ability to recognize untapped market potential stems from extensive hands-on experience in launching successful startups across diverse sectors. The dual lens of investor and operator informs his strategic direction, enabling him to foster sustainable business models while mentoring emerging talent. By championing agile practices and scalable solutions, he effectively positions his investments for maximum impact in rapidly evolving landscapes.
With a focus on innovation and growth, Ross Topham approaches investment with an entrepreneurial mindset that prioritizes disruptive technology and operational excellence. His ability to recognize untapped market potential stems from extensive hands-on experience in launching successful startups across diverse sectors. The dual lens of investor and operator informs his strategic direction, enabling him to foster sustainable business models while mentoring emerging talent. By championing agile practices and scalable solutions, he effectively positions his investments for maximum impact in rapidly evolving landscapes.
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:
4.31%
Gain +0.03%
Monthly
-0.49%
Yearly
-5.7%
Drawdown
41.46%
$260.12M
Equity
Holdings
$260.12M
Investment
$344.27M
-$82.39M
Profit +$110,771.86
Realized
$1.76M
Unrealized
-$84.14M
Dividends
$17.76M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$110,771.86
Win %
53%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.13M
Win %
53%
This Month
Compared to last month
Gain
0.11%
Profit
$286,162.67
Win %
53%
This Year
Compared to last year
Gain
4.81%
Profit
$11.95M
Win %
55%
NOMD Nomad Foods Ltd.
+2.04%
+$417,919.53 
SCHW Charles Schwab Corporation
+0.8%
+$372,825.18 
KHC The Kraft Heinz Company
+0.35%
+$9,574.2 
SPGI S&P Global Inc.
+0.13%
+$6,507.6 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$9,574.2 
OPTU Altice USA Inc.
-4.53%
-$151,696.9 
KMX CarMax Inc.
-2.2%
-$517,104 
CCK Crown Holdings Inc.
-1.9%
-$635,550 
DCH Dauch Corporation
-1.56%
-$134,002.5 
DIS The Walt Disney Company
-1.22%
-$16,671.44 
WFC Wells Fargo & Company
-1.17%
-$439,870.92 
CHTR Charter Communications Inc
-1.06%
-$137,632.1 
LBRDK Liberty Broadband Corporation
-1.05%
-$117,157.62 
MRNA Moderna, Inc.
-0.65%
-$158,080 
STT State Street Corp
-0.25%
-$4,278.09 
IWM iShares Russell 2000 ETF
-0.21%
-$14,553 
PM Philip Morris International Inc.
-0.15%
-$6,425.9 
URTH iShares MSCI World ETF
-0.14%
-$6,761.62 Events
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Dividends
Dividend Analysis
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| Trades 229 | Longs Won 99/229 43% | Profit Factor 0.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.65M |
| Average Win $988,102.92 | Best Trade (Jul 22) $17.15M | Sharpe Ratio -10.43 |
| Average Loss -$1.39M | Worst Trade (Jul 20) -$50.11M | Z-Score -1.88 (96.1%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy -$359,761.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 188 | 169 | 150 | 131 | 113 | 94 | 75 | 56 | 38 | 19 |
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 Ross Topham?
The largest contributions to the portfolio's profits come from the following stocks: CarGurus, Inc - $14.08M, Wells Fargo & Company - $12.37M, Autoliv, Inc - $5.62M, SPDR S&P 500 ETF Trust - $3.35M, and Charles Schwab Corporation - $3.16M. 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: CarMax Inc - $15.03M, Liberty Broadband Corporation - $2.67M, Optimizerx Corporation - $2.29M, Meta Platforms Inc Class A - $1.7M, and Calix Inc - $1.24M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ross Topham's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.76M earned over time. The largest contributors to dividend income include Wells Fargo & Company - $5.01M, Nomad Foods Ltd - $2.86M, The Kraft Heinz Company - $2.85M, Charles Schwab Corporation - $2.01M, and Autoliv, Inc - $897,883.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ross Topham's monthly returns?
Ross Topham's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Ross Topham's strategy be considered aggressive or moderate?
Ross Topham's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Ross Topham's strategy?
Ross Topham's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
