Adriana Rojas Garzon Portfolio
Invests via Bain Capital Public Equity LP | Managed by Bain Capital Public Equity LP
Invests via Bain Capital Public Equity LP
Managed by Bain Capital Public Equity LP
Automatically Tracked
Adriana Rojas Garzon Profile
With a distinguished career in entrepreneurship and corporate leadership, Adriana Rojas Garzon has emerged as a key figure in the technology sector. Her extensive experience encompasses founding and scaling innovative companies that leverage cutting-edge solutions to address market needs. In addition to her entrepreneurial endeavors, she has played pivotal roles in strategic business development and cross-industry partnerships, further enhancing her influence within the tech landscape. Recognized for her ability to navigate complex market dynamics, she is instrumental in driving growth strategies that create substantial value across organizations.
With a distinguished career in entrepreneurship and corporate leadership, Adriana Rojas Garzon has emerged as a key figure in the technology sector. Her extensive experience encompasses founding and scaling innovative companies that leverage cutting-edge solutions to address market needs. In addition to her entrepreneurial endeavors, she has played pivotal roles in strategic business development and cross-industry partnerships, further enhancing her influence within the tech landscape. Recognized for her ability to navigate complex market dynamics, she is instrumental in driving growth strategies that create substantial value across organizations.
Investment Philosophy & Strategy
A focus on transformative solutions defines Adriana Rojas Garzon's investment perspective. Drawing from her entrepreneurial ventures, she seeks opportunities that harness technology to disrupt traditional markets and improve operational efficiencies. Her leadership experience enables her to identify innovative business models capable of scaling rapidly. By prioritizing dynamic sectors poised for growth, she applies a strategic lens that emphasizes adaptability and responsiveness in portfolio selection. Through collaborative networks, she's adept at fostering partnerships that unlock additional value across investments while driving performance improvement initiatives.
A focus on transformative solutions defines Adriana Rojas Garzon's investment perspective. Drawing from her entrepreneurial ventures, she seeks opportunities that harness technology to disrupt traditional markets and improve operational efficiencies. Her leadership experience enables her to identify innovative business models capable of scaling rapidly. By prioritizing dynamic sectors poised for growth, she applies a strategic lens that emphasizes adaptability and responsiveness in portfolio selection. Through collaborative networks, she's adept at fostering partnerships that unlock additional value across investments while driving performance improvement initiatives.
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:
80.57%
Gain +0.33%
Monthly
1.65%
Yearly
21.7%
Drawdown
19.49%
$18.86M
Equity
Holdings
$18.86M
Investment
$17.31M
$72.2M
Profit +$39,243.13
Realized
$70.65M
Unrealized
$1.55M
Dividends
$3.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$39,243.13
Win %
83%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$137,115.38
Win %
83%
This Month
Compared to last month
Gain
1.7%
Profit
$314,407.59
Win %
83%
This Year
Compared to last year
Gain
11.51%
Profit
$1.95M
Win %
86%
C Citigroup Inc.
+2.53%
+$23,595.49 
MS Morgan Stanley
+1.67%
+$19,001.99 
PUK Prudential plc ADR
+1.4%
+$9,543.99 
HUBB Hubbell Inc.
+1.15%
+$11,432.5 
SAN Banco Santander S.A. Sponsored ADR
+1.01%
+$11,921.58 
MDLN Medline Inc.
+0.9%
+$6,750.8 
HWM Howmet Aerospace Inc.
+0.8%
+$10,394.3 
PH Parker-Hannifin Corporation
+0.53%
+$3,589.3 
NFLX Netflix, Inc.
+0.49%
+$3,278.22 
CR Crane NXT Co.
+0.39%
+$4,202.19 
PFGC Performance Food Group Co.
+0.18%
+$2,292.03 
KKR KKR & Co. Inc.
+0.02%
+$185.92 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LYV Live Nation Entertainment, Inc.
-1.87%
-$21,173.94 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.2%
-$11,300.24 
BURL Burlington Stores Inc.
-1.05%
-$10,183.39 
AMZN Amazon.com Inc
-0.92%
-$12,129.81 
AAPL Apple Inc.
-0.84%
-$10,894.24 
JNJ Johnson & Johnson
-0.11%
-$592.54 
SCHW Charles Schwab Corporation
-0.07%
-$659.75 Events
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Dividends
Dividend Analysis
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| Trades 337 | Longs Won 197/337 58% | Profit Factor 8.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $634,070.07 |
| Average Win $416,693.63 | Best Trade (Mar 31) $6.39M | Sharpe Ratio -531.28 |
| Average Loss -$70,632.16 | Worst Trade (Dec 30) -$1.44M | Z-Score -8.45 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 6d | Expectancy $214,243.75 |
| 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% | 0.09% | 1.21% | 12.46% |
| Consecutive Losing Trades | 267 | 240 | 214 | 187 | 160 | 134 | 107 | 80 | 53 | 27 |
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 Adriana Rojas Garzon?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $17.75M, Liberty Media Corporation Series C Formula One Group Common Stock - $6.69M, Crane NXT Co - $6.5M, TransDigm Group Inc - $4.98M, and Performance Food Group Co - $3.55M. 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: Circle Internet Group, Inc - $1.44M, Driven Brands Holdings Inc - $1.36M, Alight Inc - $1.04M, Five9 Inc - $969,978.17, and Live Nation Entertainment, Inc - $674,308.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adriana Rojas Garzon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.52M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $879,135, Vanguard Total World Stock ETF - $378,309.29, Everest Group, Ltd - $292,927.65, Constellation Brands, Inc - $194,272.46, and Allstate Corporation - $163,942.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adriana Rojas Garzon's monthly returns?
Adriana Rojas Garzon's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Adriana Rojas Garzon's strategy be considered aggressive or moderate?
Adriana Rojas Garzon's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Adriana Rojas Garzon's strategy?
Adriana Rojas Garzon's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
