MS
Malgorzata Serafin Portfolio
Invests via PKO Investment Management Joint-Stock Co | Managed by Malgorzata Serafin
Invests via PKO Investment Management Joint-Stock Co
Managed by Malgorzata Serafin
Automatically Tracked
Seasoned investor and operator with cross-border experience in growth-stage technology and healthcare companies. Malgorzata Serafin has led strategy, corporate development and M&A initiatives and worked with buyouts, minority growth investments and operational turnarounds. She brings a finance-oriented approach to portfolio value creation, board-level governance and exit planning, and typically engages with founders, PE sponsors and corporate acquirers.
Seasoned investor and operator with cross-border experience in growth-stage technology and healthcare companies. Malgorzata Serafin has led strategy, corporate development and M&A initiatives and worked with buyouts, minority growth investments and operational turnarounds. She brings a finance-oriented approach to portfolio value creation, board-level governance and exit planning, and typically engages with founders, PE sponsors and corporate acquirers.
Investment Philosophy & Strategy
Combines a finance-driven, operational lens to back growth-stage technology and healthcare companies across borders, prioritizing investments where strategic M&A, corporate development and governance can accelerate scale and exit value. Targets minority growth and control-oriented situations where board engagement, operational turnarounds and disciplined capital allocation unlock EBITDA improvement. Deploys medium-to-long horizon capital with rigorous due diligence, clear value-creation milestones and scenario-based risk sizing. Favors assets with strong founder alignment or sponsor partnerships, differentiated product-market fit and predictable regulatory pathways. Competitive edge lies in marrying dealcraft and execution—crafting integration plans, reinforcing commercial execution and shaping exit routes to capture multiple expansion.
Combines a finance-driven, operational lens to back growth-stage technology and healthcare companies across borders, prioritizing investments where strategic M&A, corporate development and governance can accelerate scale and exit value. Targets minority growth and control-oriented situations where board engagement, operational turnarounds and disciplined capital allocation unlock EBITDA improvement. Deploys medium-to-long horizon capital with rigorous due diligence, clear value-creation milestones and scenario-based risk sizing. Favors assets with strong founder alignment or sponsor partnerships, differentiated product-market fit and predictable regulatory pathways. Competitive edge lies in marrying dealcraft and execution—crafting integration plans, reinforcing commercial execution and shaping exit routes to capture multiple expansion.
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:
24.64%
Gain
Monthly
1.18%
Yearly
15.07%
Drawdown
41.43%
$1.3B
Equity
Holdings
$1.3B
Investment
$927.6M
$950.67M
Profit -$7.45M
Realized
$579.18M
Unrealized
$371.49M
Dividends
$78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$7.45M
Win %
67%
This Week
Compared To Last Week
Gain
-2.54%
Profit
-$33.86M
Win %
67%
This Month
Compared to last month
Gain
-2.96%
Profit
-$39.59M
Win %
67%
This Year
Compared to last year
Gain
9.47%
Profit
$112.36M
Win %
65%
WDS Woodside Energy Group Ltd American Depositary Receipt
+4.44%
+$63,135 
MU Micron Technology, Inc.
+3.72%
+$1.4M 
ADM Archer-Daniels-Midland Co
+2.85%
+$41,475 
CSCO Cisco Systems, Inc.
+2.31%
+$328,900 
ARIS Aris Water Solutions Inc.
+2.28%
+$29,140 
RVMD Revolution Medicines Inc.
+2.18%
+$5,857.52 
BMY Bristol-Myers Squibb Company
+2.05%
+$28,520 
WDC Western Digital Corporation
+2.05%
+$105,160 
PANW Palo Alto Networks, Inc.
+2.04%
+$180,750 
HUM Humana Inc.
+2.04%
+$17,314 
ABT Abbott Laboratories
+1.93%
+$42,975 
UNH UnitedHealth Group Incorporated
+1.89%
+$110,381.08 
CF CF Industries Holdings, Inc.
+1.84%
+$13,678.1 
SU Suncor Energy Inc.
+1.79%
+$45,353 
UTHR United Therapeutics Corporation
+1.68%
+$2,670 
ARM Arm Holdings plc American Depositary Receipt
+1.67%
+$21,925 
JNJ Johnson & Johnson
+1.64%
+$110,970 
OR OR ROYALTIES INC COMMON STOCK
+1.6%
+$28,054.8 
CVS CVS Health Corporation
+1.59%
+$61,528.5 
ABBV AbbVie Inc.
+1.51%
+$80,640 
CNC Centene Corporation
+1.5%
+$4,800 
CVE Cenovus Energy Inc.
+1.41%
+$17,902.5 
FNV Franco-Nevada Corporation
+1.37%
+$191,450.94 
XOM Exxon Mobil Corporation
+1.36%
+$186,940.76 
FANG Diamondback Energy Inc
+1.3%
+$31,986.5 
CAH Cardinal Health Inc.
+1.28%
+$8,775 
INSM Insmed Inc.
+1.22%
+$15,458 
MRK Merck & Co., Inc.
+1.19%
+$44,080 
CVX Chevron Corporation
+1.17%
+$120,905.25 
AGI Alamos Gold Inc.
+1.17%
+$65,162.79 
CNQ Canadian Natural Resources Limited
+1.13%
+$27,984.5 
SA Seabridge Gold Inc.
+1.08%
+$10,186.33 
HON Honeywell International Inc.
+1.01%
+$21,660 
SUNB Sunbelt Rentals Holdings, Inc.
+0.99%
+$2,531.64 
MCK McKesson Corporation
+0.98%
+$11,164.5 
ORLA Orla Mining Ltd.
+0.98%
+$10,348.58 
OXY Occidental Petroleum Corporation
+0.97%
+$13,806 
COR Cencora, Inc.
+0.95%
+$6,446.02 
LLY Eli Lilly and Company
+0.95%
+$111,908 
COP ConocoPhillips
+0.8%
+$39,797.1 
CI The Cigna Group
+0.8%
+$20,566 
AWK American Water Works Company, Inc.
+0.77%
+$9,382.88 
ZS Zscaler Inc.
+0.77%
+$6,215 
AG First Majestic Silver Corp
+0.76%
+$26,724.72 
GILD Gilead Sciences Inc.
+0.76%
+$50,470 
PCAR PACCAR Inc.
+0.75%
+$13,300 
MRVL Marvell Technology, Inc.
+0.75%
+$73,700.7 
IAG Iamgold Corporation
+0.74%
+$22,257.27 
BHP BHP Group Ltd.
+0.72%
+$54,994.68 
FCX Freeport-McMoRan Inc.
+0.72%
+$23,254.56 
CTVA Corteva Inc.
+0.69%
+$18,538.8 
B BARRICK MINING CORP Common Stock (ABR0)
+0.66%
+$146,809.46 
ROST Ross Stores, Inc.
+0.62%
+$12,960 
CEG Constellation Energy Corporation
+0.62%
+$18,660 
GFI Gold Fields Ltd. Sponsored ADR
+0.61%
+$59,467.39 
EQT EQT Corporation
+0.61%
+$6,660 
DVN Devon Energy Corporation
+0.6%
+$6,099.86 
DGX Quest Diagnostics Inc.
+0.59%
+$1,240 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.57%
+$2,035 
BTG B2Gold Corp
+0.55%
+$11,161.07 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+0.53%
+$14,167.04 
NUE Nucor Corporation
+0.51%
+$10,824 
MPWR Monolithic Power Systems, Inc.
+0.5%
+$9,825 
CRWD CrowdStrike Holdings, Inc.
+0.49%
+$36,000 
HL Hecla Mining Company
+0.41%
+$12,234.84 
LH Labcorp Holdings Inc.
+0.41%
+$1,160 
EQX Equinox Gold Corp.
+0.4%
+$12,258.68 
EOG EOG Resources, Inc.
+0.38%
+$10,706 
FTNT Fortinet Inc.
+0.38%
+$13,310 
EGO Eldorado Gold Corporation
+0.36%
+$8,294.7 
MSTR Strategy Inc.
+0.35%
+$1,650 
WST West Pharmaceutical Services, Inc.
+0.32%
+$912 
INCY Incyte Corporation
+0.27%
+$651 
WSM Williams-Sonoma, Inc.
+0.26%
+$3,300 
AEM Agnico Eagle Mines Limited
+0.26%
+$63,964.8 
TMUS T-Mobile US, Inc.
+0.23%
+$15,400 
TPL Texas Pacific Land Corporation
+0.22%
+$1,847.28 
PAAS Pan American Silver Corp.
+0.19%
+$15,743.2 
WMT Walmart Inc.
+0.18%
+$29,400 
STLD Steel Dynamics Inc.
+0.14%
+$2,053.66 
PFE Pfizer Inc.
+0.14%
+$2,275 
SSRM Ssr Mining Inc.
+0.12%
+$2,457.96 
MDLZ Mondelez International, Inc.
+0.1%
+$2,160 
TEAM Atlassian Corporation Class A
+0.09%
+$720 
EL The Estée Lauder Companies Inc. Class A
+0.08%
+$1,105 
VRTX Vertex Pharmaceuticals Incorporated
+0.07%
+$3,849.78 
EXK Endeavour Silver Corp.
+0.07%
+$685 
REGN Regeneron Pharmaceuticals, Inc.
+0.07%
+$2,529.94 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.05%
+$250 
RGLD Royal Gold Inc.
+0.04%
+$1,894.69 
XEL Xcel Energy Inc.
+0.03%
+$200 
CTRA Coterra Energy Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$827,145 
CDNS Cadence Design Systems, Inc.
-9.54%
-$347,875.1 
SNPS Synopsys, Inc.
-8.11%
-$219,830.07 
NFLX Netflix, Inc.
-7.45%
-$775,600 
AXON Axon Enterprise, Inc.
-5.64%
-$91,665 
META Meta Platforms Inc Class A
-4.76%
-$1.3M 
GEHC GE HealthCare Technologies Inc.
-3.85%
-$63,250 
APP AppLovin Corporation Class A Common Stock
-3.46%
-$157,605 
PDD PDD Holdings Inc. American Depositary Shares
-3.36%
-$72,750 
SYK Stryker Corporation
-3.08%
-$43,817 
ALNY Alnylam Pharmaceuticals Inc
-2.92%
-$56,236 
NIO Nio Inc.
-2.81%
-$8,400 
ILMN Illumina, Inc.
-2.8%
-$7,995 
CPRT Copart Inc.
-2.58%
-$25,546.5 
AMAT Applied Materials, Inc.
-2.53%
-$354,375 
A Agilent Technologies Inc.
-2.39%
-$17,875 
BKNG Booking Holdings Inc.
-2.38%
-$110,000 
CSGP CoStar Group, Inc.
-2.26%
-$10,275 
HCA HCA Healthcare Inc.
-2.21%
-$12,757.5 
WAT Waters Corporation
-2.2%
-$10,001.99 
DDOG Datadog, Inc. Class A Common Stock
-2.2%
-$69,240 
MSFT Microsoft Corp.
-2.11%
-$837,045.99 
TSLA Tesla, Inc.
-2.07%
-$584,907 
MELI MercadoLibre, Inc.
-2.05%
-$114,120 
PLTR Palantir Technologies Inc.
-2.04%
-$208,240 
SGI Somnigroup International Inc.
-2.02%
-$15,200 
SHOP Shopify Inc.
-2.02%
-$100,800 
GOOG Alphabet Inc
-1.95%
-$467,840 
GOOGL Alphabet Inc
-1.92%
-$518,320.76 
DXCM DexCom, Inc.
-1.87%
-$28,954.5 
EW Edwards Lifesciences Corporation
-1.86%
-$8,665.5 
FAST Fastenal Co.
-1.78%
-$29,050 
ZBH Zimmer Biomet Holdings, Inc.
-1.77%
-$4,150 
ADP Automatic Data Processing Inc.
-1.77%
-$67,950 
DASH DoorDash, Inc.
-1.76%
-$49,350 
WYNN Wynn Resorts, Limited
-1.74%
-$15,390 
PAYX Paychex Inc.
-1.73%
-$17,865 
WDAY Workday Inc.
-1.71%
-$19,840 
MTD Mettler-Toledo International Inc.
-1.69%
-$5,652.5 
TOL Toll Brothers Inc
-1.69%
-$15,283 
CTAS Cintas Corporation
-1.67%
-$37,950 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$31,680 
CPRI Capri Holdings Ltd.
-1.65%
-$2,100 
CCJ Cameco Corporation
-1.65%
-$24,912 
CTSH Cognizant Technology Solutions Corporation
-1.64%
-$10,220 
ELV Elevance Health, Inc.
-1.57%
-$16,422 
TXN Texas Instruments Inc
-1.56%
-$136,200 
KLAC KLA Corporation
-1.5%
-$147,600 
CDE Coeur Mining, Inc.
-1.49%
-$86,722.24 
RL Ralph Lauren Corporation
-1.49%
-$15,867.5 
ABNB Airbnb, Inc.
-1.46%
-$23,650.11 
INTC Intel Corporation
-1.45%
-$232,650 
MNST Monster Beverage Corporation
-1.42%
-$38,340 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$35,438.09 
VEEV Veeva Systems Inc.
-1.39%
-$5,479.98 
BSX Boston Scientific Corporation
-1.36%
-$13,007.5 
ODFL Old Dominion Freight Line, Inc.
-1.36%
-$16,075 
COO The Cooper Companies, Inc.
-1.35%
-$2,955 
IQV IQVIA Holdings Inc.
-1.33%
-$6,182 
CCL Carnival Corporation Ltd.
-1.32%
-$24,850 
BKR Baker Hughes Company
-1.31%
-$13,320 
RMD ResMed Inc.
-1.27%
-$4,644 
MAR Marriott International Inc. - Class A
-1.26%
-$72,696 
SBUX Starbucks Corporation
-1.2%
-$45,500 
MGM MGM Resorts International
-1.18%
-$4,692 
INTU Intuit Inc.
-1.16%
-$34,100 
VRSK Verisk Analytics Inc.
-1.14%
-$11,475 
UHS Universal Health Services, Inc.
-1.1%
-$1,351.99 
RH RH
-1.09%
-$1,705.68 
NVDA NVIDIA Corporation
-1.09%
-$732,875 
ROP Roper Technologies Inc.
-0.95%
-$17,400 
TTWO Take-Two Interactive Software, Inc.
-0.94%
-$27,000 
ZTS Zoetis Inc.
-0.9%
-$4,830 
PEP PepsiCo, Inc.
-0.88%
-$43,050 
WCN Waste Connections Inc.
-0.87%
-$17,286.48 
BDX Becton, Dickinson and Company
-0.86%
-$5,106 
IEMG iShares Core MSCI Emerging Markets ETF
-0.84%
-$96,718.38 
KDP Keurig Dr Pepper Inc.
-0.83%
-$7,800 
BIIB Biogen Inc.
-0.81%
-$2,203.5 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$80,000.96 
QCOM QUALCOMM Incorporated
-0.77%
-$49,780 
ADI Analog Devices, Inc.
-0.75%
-$48,790 
DHR Danaher Corporation
-0.73%
-$13,708 
RSG Republic Services, Inc.
-0.71%
-$16,642.6 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$39,388.14 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.67%
-$2,880 
VIK Viking Holdings Ltd
-0.66%
-$8,125 
LVS Las Vegas Sands Corp.
-0.64%
-$8,700 
RS Reliance Inc.
-0.63%
-$6,135.36 
ADSK Autodesk, Inc.
-0.6%
-$9,100 
AMGN Amgen Inc.
-0.58%
-$48,815.55 
COST Costco Wholesale Corporation
-0.55%
-$62,760 
PYPL PayPal Holdings Inc
-0.52%
-$5,900 
AVGO Broadcom Inc.
-0.52%
-$112,519.42 
IVV iShares Core S&P 500 ETF
-0.51%
-$786,010.9 
NBIX Neurocrine Biosciences Inc.
-0.51%
-$1,232 
VOO Vanguard S&P 500 ETF
-0.51%
-$172,104.53 
SOLV Solventum Corporation
-0.5%
-$615 
URTH iShares MSCI World ETF
-0.5%
-$25,172 
AMZN Amazon.com Inc
-0.48%
-$175,200 
ADBE Adobe Inc.
-0.47%
-$16,500 
WM Waste Management, Inc.
-0.46%
-$7,181.44 
HLT Hilton Worldwide Holdings Inc.
-0.39%
-$12,017.5 
XYL Xylem Inc.
-0.39%
-$2,205 
MCHP Microchip Technology Incorporated
-0.37%
-$5,490 
KGC Kinross Gold Corporation
-0.37%
-$43,707.08 
LRCX Lam Research Corporation
-0.37%
-$48,380 
IWM iShares Russell 2000 ETF
-0.36%
-$41,075.26 
H Hyatt Hotels Corporation
-0.34%
-$1,408 
CSX CSX Corporation
-0.33%
-$8,500 
AAPL Apple Inc.
-0.31%
-$178,501.75 
NEM Newmont Corporation
-0.29%
-$86,354.84 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-0.27%
-$8,273.44 
WPM Wheaton Precious Metals Corp.
-0.24%
-$34,017 
CGAU Centerra Gold Inc.
-0.23%
-$3,045 
PODD Insulet Corporation
-0.2%
-$330 
TPR Tapestry Inc.
-0.2%
-$3,770 
AMD Advanced Micro Devices, Inc.
-0.15%
-$39,960 
CMCSA Comcast Corp
-0.14%
-$2,800 
CLH Clean Harbors Inc.
-0.13%
-$6,225 
FSM Fortuna Mining Corp
-0.12%
-$1,514.38 
RIVN Rivian Automotive, Inc.
-0.12%
-$720 
TECK Teck Resources Ltd.
-0.12%
-$1,051.83 
EXE Expand Energy Corporation
-0.11%
-$880 
ORLY O'Reilly Automotive Inc.
-0.08%
-$1,890 
SIG Signet Jewelers Ltd.
-0.02%
-$70 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3361 | Longs Won 2091/3361 62% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $584,157.39 | Best Trade (Jul 16) $19.86M | Sharpe Ratio -18.99 |
| Average Loss -$213,232.24 | Worst Trade (Mar 31) -$6M | Z-Score -10.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $282,852.77 |
| 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 | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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