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:
70.93%
Gain -0.72%
Monthly
0.89%
Yearly
11.22%
Drawdown
16.02%
$1.38B
Equity
Holdings
$1.38B
Investment
$928.2M
$1.03B
Profit -$11.77M
Realized
$579.72M
Unrealized
$450.66M
Dividends
$129.09M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$11.77M
Win %
67%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$3.1M
Win %
67%
This Month
Compared to last month
Gain
-0.22%
Profit
-$3.1M
Win %
67%
This Year
Compared to last year
Gain
7.48%
Profit
$98.28M
Win %
65%
TPL Texas Pacific Land Corporation
+9.62%
+$72,406.04 
NBIX Neurocrine Biosciences Inc.
+6.63%
+$14,378 
RVMDW Revolution Medicines, Inc. Warrant
+6.46%
+$570 
INCY Incyte Corporation
+6.22%
+$12,054 
RIVN Rivian Automotive, Inc. Class A Common Stock
+5.67%
+$35,280 
WDC Western Digital Corporation
+5.53%
+$342,430 
ILMN Illumina, Inc.
+5.16%
+$12,570 
INTC Intel Corporation
+4.43%
+$788,700 
META Meta Platforms Inc Class A
+4.24%
+$1.04M 
FANG Diamondback Energy Inc
+4.05%
+$106,060.5 
AMD Advanced Micro Devices, Inc.
+4.02%
+$1.13M 
MPWR Monolithic Power Systems, Inc.
+3.99%
+$97,350 
CLH Clean Harbors Inc.
+3.92%
+$162,150 
KLAC KLA Corporation
+3.91%
+$360,045 
ROST Ross Stores, Inc.
+3.9%
+$78,570 
FAST Fastenal Co.
+3.87%
+$60,550 
QCOM QUALCOMM Incorporated
+3.81%
+$348,460 
BIIB Biogen Inc.
+3.78%
+$9,269 
MRVL Marvell Technology, Inc.
+3.73%
+$567,652.2 
WMT Walmart Inc.
+3.43%
+$543,200 
ADI Analog Devices, Inc.
+3.42%
+$245,990 
ODFL Old Dominion Freight Line, Inc.
+3.05%
+$34,900 
AMGN Amgen Inc.
+3.03%
+$225,096 
WM Waste Management, Inc.
+2.89%
+$39,305.56 
LRCX Lam Research Corporation
+2.78%
+$381,300 
CF CF Industries Holdings, Inc.
+2.74%
+$19,468.6 
REGN Regeneron Pharmaceuticals, Inc.
+2.66%
+$92,172.5 
SOLV Solventum Corporation
+2.54%
+$2,910 
UHS Universal Health Services, Inc.
+2.39%
+$2,728 
ALNY Alnylam Pharmaceuticals Inc
+2.3%
+$44,710 
ARM Arm Holdings plc American Depositary Receipt
+2.27%
+$45,600 
AMAT Applied Materials, Inc.
+2.19%
+$268,000 
HUM Humana Inc.
+2.14%
+$15,114 
WAT Waters Corporation
+2.12%
+$9,480 
EOG EOG Resources, Inc.
+2.11%
+$59,186 
CVS CVS Health Corporation
+2.11%
+$68,607 
XOM Exxon Mobil Corporation
+2.11%
+$297,408.19 
RMD ResMed Inc.
+2.01%
+$6,624 
ADM Archer-Daniels-Midland Co
+2%
+$28,875 
COP ConocoPhillips
+1.92%
+$99,050.56 
A Agilent Technologies Inc.
+1.81%
+$13,420 
IDXX IDEXX Laboratories, Inc.
+1.8%
+$32,703 
LLY Eli Lilly and Company
+1.76%
+$189,072 
UTHR United Therapeutics Corporation
+1.74%
+$2,826 
WSM Williams-Sonoma Inc.
+1.61%
+$18,095 
ZTS Zoetis Inc.
+1.55%
+$8,295 
ZBH Zimmer Biomet Holdings, Inc.
+1.5%
+$3,150 
MU Micron Technology, Inc.
+1.45%
+$680,680 
STLD Steel Dynamics Inc.
+1.37%
+$22,468.8 
WST West Pharmaceutical Services, Inc.
+1.37%
+$3,424 
ORLY O'Reilly Automotive Inc.
+1.36%
+$31,590 
PCAR PACCAR Inc.
+1.34%
+$21,140 
WCN Waste Connections Inc.
+1.25%
+$21,407.76 
ISRG Intuitive Surgical, Inc.
+1.24%
+$82,335 
RSG Republic Services Inc.
+1.24%
+$26,145 
SUNB Sunbelt Rentals Holdings, Inc.
+1.23%
+$3,259.92 
CVX Chevron Corporation
+1.19%
+$125,965.84 
DHR Danaher Corporation
+1.16%
+$18,860 
GILD Gilead Sciences Inc.
+1.11%
+$69,580 
CNQ Canadian Natural Resources Limited
+1%
+$27,119 
OXY Occidental Petroleum Corporation
+0.96%
+$15,000.75 
MNST Monster Beverage Corporation
+0.91%
+$21,600 
CPRI Capri Holdings Ltd.
+0.9%
+$1,237.5 
CTAS Cintas Corporation
+0.81%
+$15,510 
BDX Becton, Dickinson and Company
+0.81%
+$4,329.04 
CTA-PA EIDP, Inc.
+0.81%
+$13,286.14 
MAR Marriott International Inc. - Class A
+0.8%
+$46,644 
COST Costco Wholesale Corporation
+0.79%
+$90,720 
IQV IQVIA Holdings Inc.
+0.78%
+$3,102 
VRTX Vertex Pharmaceuticals Incorporated
+0.78%
+$36,520 
ABBV AbbVie Inc.
+0.78%
+$35,070.21 
CVE Cenovus Energy Inc.
+0.75%
+$10,230 
TPR Tapestry Inc.
+0.72%
+$13,000 
RS Reliance Inc.
+0.69%
+$6,628.16 
CSX CSX Corporation
+0.65%
+$15,000 
KDP Keurig Dr Pepper Inc.
+0.63%
+$5,700 
PODD Insulet Corporation
+0.61%
+$870 
SYK Stryker Corporation
+0.59%
+$7,482 
BMY Bristol-Myers Squibb Company
+0.53%
+$6,670 
CAH Cardinal Health Inc.
+0.5%
+$2,940 
NTR Nutrien Ltd.
+0.47%
+$6,758.72 
MCK McKesson Corporation
+0.43%
+$4,279.5 
H Hyatt Hotels Corporation
+0.42%
+$1,694 
SBUX Starbucks Corporation
+0.4%
+$13,300 
MDLZ Mondelez International, Inc.
+0.39%
+$8,640 
PEP PepsiCo, Inc.
+0.38%
+$18,900 
SU Suncor Energy Inc.
+0.37%
+$10,032 
DGX Quest Diagnostics Inc.
+0.33%
+$630 
WYNN Wynn Resorts, Limited
+0.33%
+$3,060 
JNJ Johnson & Johnson
+0.31%
+$18,900 
TXN Texas Instruments Inc
+0.15%
+$14,100 
INSM Insmed Inc.
+0.12%
+$1,534 
AWK American Water Works Company, Inc.
+0.12%
+$1,353.3 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.11%
+$500 
GEHC GE HealthCare Technologies Inc.
+0.07%
+$1,000 
ABT Abbott Laboratories
+0.06%
+$1,237.5 
BSX Boston Scientific Corporation
+0.04%
+$430 
TSLA Tesla, Inc.
0%
+$1,156.8 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
CHK Expand Energy Corporation
0%
$0 
COO
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
LH
0%
$0 
TPX Tempur Sealy International Inc.
0%
$0 
TRI
0%
$0 
WOPEY Woodside Petroleum Ltd.
0%
$0 
EQX Equinox Gold Corp.
-7.43%
-$315,223.2 
EXK Endeavour Silver Corp.
-7%
-$94,530 
DDOG Datadog, Inc. Class A Common Stock
-6.99%
-$225,599.88 
TEAM Atlassian Corporation Class A
-6.94%
-$68,130 
ZS Zscaler Inc.
-6.79%
-$53,790 
PLTR Palantir Technologies Inc.
-6.53%
-$754,680 
ORLA Orla Mining Ltd.
-6.37%
-$92,528.48 
HL Hecla Mining Company
-6.32%
-$229,403.25 
AG First Majestic Silver Corp
-5.88%
-$275,041.91 
APP AppLovin Corporation Class A Common Stock
-5.75%
-$365,400 
PANW Palo Alto Networks, Inc.
-5.64%
-$418,750 
CDE Coeur Mining, Inc.
-5.55%
-$419,814.48 
CMCSA Comcast Corp
-5.35%
-$106,400 
EGO Eldorado Gold Corporation
-5.12%
-$141,424.64 
HON Honeywell International Inc.
-5.09%
-$227,430 
CCJ Cameco Corporation
-4.9%
-$102,243 
PAAS Pan American Silver Corp.
-4.74%
-$514,605.85 
TECK Teck Resources Ltd.
-4.68%
-$53,481.51 
AGI Alamos Gold Inc.
-4.62%
-$361,357.29 
ARIS Aris Water Solutions Inc.
-4.29%
-$70,970 
PYPL PayPal Holdings Inc
-4.29%
-$38,200 
OR OR ROYALTIES INC COMMON STOCK
-4.18%
-$96,009.76 
WPM Wheaton Precious Metals Corp.
-4.14%
-$719,026 
FSM Fortuna Mining Corp
-4.12%
-$61,332.39 
AEM Agnico Eagle Mines Limited
-4.08%
-$1.3M 
CGAU Centerra Gold Inc.
-4.02%
-$60,900 
NIO Nio Inc.
-3.99%
-$14,400 
TMUS T-Mobile US, Inc.
-3.89%
-$256,900 
IAG Iamgold Corporation
-3.72%
-$137,783.1 
BTG B2Gold Corp
-3.71%
-$97,173.48 
NVDA NVIDIA Corporation
-3.55%
-$2.57M 
SHOP Shopify Inc.
-3.48%
-$162,800 
SA Seabridge Gold Inc.
-3.44%
-$46,895.58 
INTU Intuit Inc.
-3.32%
-$107,000 
SSRM Ssr Mining Inc.
-3.15%
-$77,016.08 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-3.14%
-$114,793.98 
PDD PDD Holdings Inc. American Depositary Shares
-3.13%
-$69,000 
B BARRICK MINING CORP Common Stock (ABR0)
-3.12%
-$861,707.7 
MSFT Microsoft Corp.
-3.11%
-$1.36M 
SIG Signet Jewelers Ltd.
-3.06%
-$9,415 
ADSK Autodesk, Inc.
-2.98%
-$49,420 
CTSH Cognizant Technology Solutions Corporation
-2.96%
-$22,820 
TTWO Take-Two Interactive Software, Inc.
-2.95%
-$78,840 
FNV Franco-Nevada Corporation
-2.88%
-$479,861.38 
KGC Kinross Gold Corporation
-2.83%
-$421,644.82 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$192,060 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-2.67%
-$82,345.92 
AMZN Amazon.com Inc
-2.53%
-$949,000 
BHP BHP Group Ltd.
-2.44%
-$213,398.16 
VEEV Veeva Systems Inc.
-2.43%
-$8,880 
PAYX Paychex Inc.
-2.32%
-$21,060 
RH RH
-2.25%
-$2,900.48 
ADBE Adobe Inc.
-2.24%
-$88,050 
NFLX Netflix, Inc.
-2.17%
-$253,400 
MELI MercadoLibre, Inc.
-2.05%
-$102,870 
SNPS Synopsys, Inc.
-2.03%
-$67,145 
CDNS Cadence Design Systems, Inc.
-2.02%
-$83,900 
CEG Constellation Energy Corporation
-1.98%
-$64,920 
EW Edwards Lifesciences Corporation
-1.85%
-$8,586 
NEM Newmont Corporation
-1.84%
-$669,914.28 
AXON Axon Enterprise, Inc.
-1.76%
-$25,920 
CCL Carnival Corporation Ltd.
-1.72%
-$33,250 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$37,694 
GFI Gold Fields Ltd. Sponsored ADR
-1.66%
-$195,175.04 
CPRT Copart Inc.
-1.65%
-$17,850 
EL The Estée Lauder Companies Inc. Class A
-1.64%
-$23,290 
FTNT Fortinet Inc.
-1.6%
-$52,360 
AAPL Apple Inc.
-1.58%
-$871,501.75 
TOL Toll Brothers Inc
-1.54%
-$12,499 
DASH DoorDash, Inc.
-1.51%
-$35,550 
ADP Automatic Data Processing Inc.
-1.48%
-$51,450 
FCX Freeport-McMoRan Inc.
-1.46%
-$58,136.4 
BKNG Booking Holdings Inc.
-1.45%
-$60,750 
ROP Roper Technologies Inc.
-1.43%
-$24,000 
IWM iShares Russell 2000 ETF
-1.39%
-$154,033.65 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$168,524.45 
WDAY Workday Inc.
-1.33%
-$15,840 
RGLD Royal Gold Inc.
-1.3%
-$77,140.95 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$132,309.28 
CSCO Cisco Systems, Inc.
-1.17%
-$195,000 
RL Ralph Lauren Corporation
-1.15%
-$11,494.97 
HCA HCA Healthcare Inc.
-1.1%
-$6,075.02 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
-1.06%
-$3,700 
VIK Viking Holdings Ltd
-1.02%
-$11,375 
DXCM DexCom, Inc.
-0.93%
-$13,532 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$50,130.36 
GOOGL Alphabet Inc
-0.79%
-$217,360 
CSGP CoStar Group, Inc.
-0.77%
-$3,900 
URTH iShares MSCI World ETF
-0.76%
-$39,060 
PFE Pfizer Inc.
-0.76%
-$12,675 
GOOG Alphabet Inc
-0.76%
-$184,280 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.76%
-$2,750 
MRK Merck & Co., Inc.
-0.73%
-$24,650 
CNC Centene Corporation
-0.73%
-$2,200 
IVV iShares Core S&P 500 ETF
-0.71%
-$1.1M 
VOO Vanguard S&P 500 ETF
-0.71%
-$241,352.1 
CI The Cigna Group
-0.68%
-$16,835 
LVS Las Vegas Sands Corp.
-0.67%
-$10,350 
XEL Xcel Energy Inc.
-0.62%
-$4,800 
ABNB Airbnb, Inc.
-0.57%
-$8,360 
XYL Xylem Inc.
-0.52%
-$2,565 
AVGO Broadcom Inc.
-0.49%
-$135,720 
MCHP Microchip Technology Incorporated
-0.46%
-$8,100 
HLT Hilton Worldwide Holdings Inc.
-0.42%
-$13,376 
VRSK Verisk Analytics Inc.
-0.42%
-$3,750 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.41%
-$1,408 
BKR Baker Hughes Company
-0.37%
-$4,320 
NUE Nucor Corporation
-0.26%
-$6,043.4 
UNH UnitedHealth Group Incorporated
-0.25%
-$13,099.55 
MGM MGM Resorts International
-0.15%
-$637.5 
DVN Devon Energy Corporation
-0.08%
-$821.13 
MTD Mettler-Toledo International Inc.
-0.04%
-$125 Events
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Dividends
Dividend Analysis
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| Trades 3355 | Longs Won 2090/3355 62% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $616,304.78 | Best Trade (Jun 02) $20.14M | Sharpe Ratio -7.12 |
| Average Loss -$203,710.44 | Worst Trade (Mar 31) -$6M | Z-Score -10.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $307,118.71 |
| 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 | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
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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