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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:
48.89%
Gain -1.63%
Monthly
-0.13%
Yearly
-1.59%
Drawdown
42.02%
$321.3M
Equity
Holdings
$321.3M
Investment
$351.48M
-$28.77M
Profit -$4.44M
Realized
$1.41M
Unrealized
-$30.17M
Dividends
$18.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.63%
Profit
-$4.44M
Win %
53%
This Week
Compared To Last Week
Gain
-3.17%
Profit
-$10.51M
Win %
53%
This Month
Compared to last month
Gain
1.32%
Profit
$4.18M
Win %
53%
This Year
Compared to last year
Gain
21%
Profit
$55.77M
Win %
56%
OPTU Optimum Communications, Inc. Class A Common Stock
+9.45%
+$220,543.95 
STT State Street Corporation Common Stock
+0.39%
+$6,091.5 
LBRDK Liberty Broadband Corporation
0%
$0 
KMX CarMax Inc.
-3.51%
-$1.09M 
CHTR Charter Communications Inc. Class A Common Stock
-2.78%
-$306,342.41 
NOMD Nomad Foods Limited
-2%
-$435,703.34 
MRNA Moderna Inc.
-1.6%
-$1.48M 
KHC The Kraft Heinz Company
-1.33%
-$35,637.3 
CCK Crown Holdings Inc.
-1.04%
-$353,400 
SCHW The Charles Schwab Corporation
-1.02%
-$457,725.54 
PM Philip Morris International Inc.
-0.89%
-$40,584.83 
WFC Wells Fargo & Company
-0.88%
-$314,809.58 
SPGI S&P Global Inc.
-0.83%
-$42,187.31 
DIS The Walt Disney Company
-0.5%
-$7,952.07 
URTH iShares MSCI World ETF
-0.48%
-$23,606.37 
SPY State Street SPDR S&P 500 ETF Trust
-0.45%
-$56,052 
IWM iShares Russell 2000 ETF
-0.33%
-$21,252 Events
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Dividends
Dividend Analysis
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| Trades 232 | Longs Won 114/232 49% | Profit Factor 0.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.02M |
| Average Win $1.38M | Best Trade (Oct 20) $72.54M | Sharpe Ratio -10.51 |
| Average Loss -$1.58M | Worst Trade (Oct 22) -$50.82M | Z-Score -2.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy -$124,002.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 203 | 183 | 163 | 142 | 122 | 102 | 81 | 61 | 41 | 20 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| CCK Crown Holdings Inc. | 285,000 | $25.34M | $33.64M | - | $8.3M | 32.76% | -1.04% |
| CHTR Charter Communications Inc. Class A Common Stock | 98,661 | $28.66M | $10.72M | - | -$17.94M | -62.59% | -2.778% |
| DIS The Walt Disney Company | 13,951 | $2.16M | $1.57M | - | -$590,545.83 | -27.33% | -0.504% |
| IWM iShares Russell 2000 ETF | 23,100 | $4.33M | $6.37M | - | $2.04M | 47.25% | -0.333% |
| KHC The Kraft Heinz Company | 106,380 | $3.82M | $2.63M | - | -$1.19M | -31.04% | -1.335% |
| KMX CarMax Inc. | 584,800 | $28.28M | $29.88M | - | $1.6M | 5.67% | -3.512% |
| LBRDK Liberty Broadband Corporation | 360,485 | $53.59M | $12.98M | - | -$40.61M | -75.77% | 0.0 |
| MRNA Moderna Inc. | 457,900 | $24.47M | $91.3M | - | $66.83M | 273.16% | -1.599% |
| NOMD Nomad Foods Limited | 1.78M | $43.32M | $21.31M | - | -$22M | -50.8% | -2.003% |
| OPTU Optimum Communications, Inc. Class A Common Stock | 3.89M | $60.62M | $2.56M | - | -$58.06M | -95.78% | +9.447% |
| PM Philip Morris International Inc. | 22,547 | $2.14M | $4.51M | - | $2.37M | 110.46% | -0.892% |
| SCHW The Charles Schwab Corporation | 492,178 | $35.8M | $44.55M | - | $8.74M | 24.42% | -1.017% |
| SPGI S&P Global Inc. | 11,220 | $5.27M | $5.04M | - | -$228,265.8 | -4.33% | -0.83% |
| SPY State Street SPDR S&P 500 ETF Trust | 16,200 | $8.92M | $12.32M | - | $3.4M | 38.07% | -0.453% |
| STT State Street Corporation Common Stock | 9,300 | $864,900 | $1.57M | - | $702,103.5 | 81.18% | +0.39% |
| URTH iShares MSCI World ETF | 23,725 | $3.21M | $4.87M | - | $1.66M | 51.62% | -0.483% |
| WFC Wells Fargo & Company | 431,246 | $20.69M | $35.48M | - | $14.79M | 71.49% | -0.879% |
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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. Class A Common Stock - $14.08M, Wells Fargo & Company - $12.59M, Autoliv Inc - $5.62M, State Street SPDR S&P 500 ETF Trust - $3.39M, and The Charles Schwab Corporation - $3.32M. 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, Hovnanian Enterprises Inc Class A Common Stock - $2.29M, OptimizeRx Corporation - $2.29M, and Meta Platforms Inc Class A - $1.7M. 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 $18.68M earned over time. The largest contributors to dividend income include Wells Fargo & Company - $5.22M, Nomad Foods Limited - $3.16M, The Kraft Heinz Company - $2.9M, The Charles Schwab Corporation - $2.16M, and Crown Holdings Inc - $907,663. 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.
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