FR
Fausto Rotundo Portfolio
Invests via Edgewood Management LLC | Managed by Fausto Rotundo
Invests via Edgewood Management LLC
Managed by Fausto Rotundo
Automatically Tracked
Fausto Rotundo Profile
With a robust foundation in corporate leadership and entrepreneurship, Fausto Rotundo has established himself as a formidable player in the technology sector. His expertise extends across software development and innovation management, which he leverages to guide startups through critical growth phases. In his journey, he has not only co-founded successful ventures but also mentored emerging tech entrepreneurs seeking market expansion. With an acute understanding of digital transformation dynamics, he actively fosters connections within industry networks that drive collaboration and strategic partnerships. Rotundo’s reputation as a forward-thinking leader continues to shape conversations around technological advancement.
With a robust foundation in corporate leadership and entrepreneurship, Fausto Rotundo has established himself as a formidable player in the technology sector. His expertise extends across software development and innovation management, which he leverages to guide startups through critical growth phases. In his journey, he has not only co-founded successful ventures but also mentored emerging tech entrepreneurs seeking market expansion. With an acute understanding of digital transformation dynamics, he actively fosters connections within industry networks that drive collaboration and strategic partnerships. Rotundo’s reputation as a forward-thinking leader continues to shape conversations around technological advancement.
Investment Philosophy & Strategy
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:
27.79%
Gain -0.3%
Monthly
1.52%
Yearly
19.9%
Drawdown
53.5%
$94.53B
Equity
Holdings
$94.53B
Investment
$80.87B
-$14.44B
Profit -$68.78M
Realized
-$28.1B
Unrealized
$13.66B
Dividends
$2.71B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$68.78M
Win %
84%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$184.29M
Win %
84%
This Month
Compared to last month
Gain
-0.66%
Profit
-$556.99M
Win %
84%
This Year
Compared to last year
Gain
72%
Profit
-$10.45B
Win %
80%
XOM Exxon Mobil Corporation
+2.54%
+$35,821.8 
AVAV AeroVironment Inc.
+2.34%
+$53,850 
AMD Advanced Micro Devices, Inc.
+2.19%
+$129,771.33 
DELL Dell Technologies Inc.
+1.73%
+$92,600 
MMM 3M Company
+1.63%
+$212,720.64 
ASML ASML Holding N.V. New York Registry Shares
+1.04%
+$7.07M 
JPM JPMorgan Chase & Co.
+1%
+$42,965.39 
EQIX Equinix, Inc.
+0.83%
+$76,628.02 
ALNT Alliant Energy Corporation
+0.81%
+$28,324 
META Meta Platforms Inc Class A
+0.7%
+$66,120 
NVDA NVIDIA Corporation
+0.57%
+$5.54M 
GRAL Grail, Inc.
+0.48%
+$1,800 
ABBV AbbVie Inc.
+0.47%
+$56,244.37 
SCHW Charles Schwab Corporation
+0.46%
+$1,715 
AMT American Tower Corporation
+0.45%
+$17,790.4 
PLD Prologis Inc.
+0.43%
+$321,195.88 
SPOT Spotify Technology S.A.
+0.39%
+$1.61M 
MU Micron Technology, Inc.
+0.39%
+$1.71M 
PG Procter & Gamble Co
+0.36%
+$1,166 
BRK-A Berkshire Hathaway Inc.
+0.34%
+$7,828.41 
GLD SPDR Gold Shares
+0.32%
+$2,244.06 
SOLV Solventum Corporation
+0.29%
+$16,798.86 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$7,016.31 
JNJ Johnson & Johnson
+0.21%
+$10,287.76 
V Visa Inc. Class A
+0.1%
+$627,623.8 
DLR Digital Realty Trust, Inc.
+0.08%
+$4,173.9 
DNA Ginkgo Bioworks Holdings Inc.
+0.07%
+$250 
FCX Freeport-McMoRan Inc.
+0.03%
+$286.38 
CSCO Cisco Systems, Inc.
+0.01%
+$1,267.51 
BK The Bank of New York Mellon Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 ONE
ONE
0%
$0 0236
02364J104
0%
$0 EMC
EMC
0%
$0 6168
616880100
0%
$0 EYE
EYE
0%
$0 ACF
ACF
0%
$0 0013
00130HAN5
0%
$0 4227
422799106
0%
$0 AMCV
AMCVQ
0%
$0 INTL
INTL
0%
$0 LAC
LAC
0%
$0 0025
002539104
0%
$0 4576
457674109
0%
$0 7426
74264N105
0%
$0 8523
852381102
0%
$0 5952
595232AA7
0%
$0 NCTI
NCTI
0%
$0 7434
743410508
0%
$0 812L
812LLKLOO
0%
$0 
ARMP Armata Pharmaceuticals Inc.
-21.35%
-$94,800 
ARWR Arrowhead Pharmaceuticals Inc.
-12.4%
-$250,000 
AXON Axon Enterprise, Inc.
-9.81%
-$54.1M 
PRTA Prothena Corporation plc
-5.98%
-$26,500 
CMG Chipotle Mexican Grill, Inc.
-5.94%
-$29,937.6 
QXO Qxo Inc.
-5.69%
-$27,556 
SYY Sysco Corporation
-4.7%
-$138,084.48 
LAR Lithium Argentina AG
-4.54%
-$13,500 
SNPS Synopsys, Inc.
-3.6%
-$16.86M 
ORCL Oracle Corporation
-3.05%
-$265,200 
NFLX Netflix, Inc.
-3.01%
-$14.06M 
SHOP Shopify Inc.
-3.01%
-$16.55M 
ADBE Adobe Inc.
-2.95%
-$17,961.44 
BMRN Biomarin Pharmaceutical Inc.
-2.95%
-$19,600 
INTU Intuit Inc.
-2.91%
-$89,651.12 
TDG TransDigm Group Inc.
-2.38%
-$7.35M 
EL The Estée Lauder Companies Inc. Class A
-2.04%
-$10,868 
DIS The Walt Disney Company
-2.03%
-$10,126.6 
AMZN Amazon.com Inc
-2.02%
-$3.94M 
CME CME Group Inc.
-1.92%
-$150,531.84 
BNY BlackRock New York Municipal Income Trust
-1.9%
-$88,814.96 
HD The Home Depot, Inc.
-1.72%
-$4,141.41 
RDDT Reddit Inc Class A
-1.67%
-$4.48M 
MSFT Microsoft Corp.
-1.64%
-$28,136.26 
MSCI MSCI Inc.
-1.63%
-$6M 
UBER Uber Technologies, Inc.
-1.58%
-$7,824.6 
AVGO Broadcom Inc.
-1.58%
-$10.67M 
SPGI S&P Global Inc.
-1.43%
-$955,482.87 
FICO Fair Isaac Corporation
-1.4%
-$4.8M 
ABNB Airbnb, Inc.
-1.36%
-$11,263.22 
MCK McKesson Corporation
-1.29%
-$2.17M 
BX Blackstone Inc.
-1.26%
-$2.37M 
AGIO Agios Pharmaceuticals Inc.
-1.23%
-$14,350 
XLU Utilities Select Sector SPDR Fund
-1.17%
-$83,905.64 
APH Amphenol Corporation
-1.17%
-$11.56M 
DUK Duke Energy Corporation
-1.07%
-$8,066.56 
DVY iShares Select Dividend ETF
-1.06%
-$94,472.72 
ABT Abbott Laboratories
-1.03%
-$72,096.96 
CL Colgate-Palmolive Company
-0.98%
-$509,139.78 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.95%
-$18,040 
VRTX Vertex Pharmaceuticals Incorporated
-0.94%
-$2.59M 
APP AppLovin Corporation Class A Common Stock
-0.83%
-$40,032 
VLTO Veralto Corporation
-0.79%
-$11,172 
KO The Coca-Cola Company
-0.73%
-$13,468.65 
MRK Merck & Co., Inc.
-0.72%
-$8,103.9 
NEE NextEra Energy, Inc.
-0.67%
-$14,520 
TSLA Tesla, Inc.
-0.67%
-$1.11M 
PFE Pfizer Inc.
-0.63%
-$14,381.33 
PEP PepsiCo, Inc.
-0.62%
-$17,540.04 
BMY Bristol-Myers Squibb Company
-0.53%
-$7,317.48 
SEER Seer, Inc.
-0.52%
-$2,000 
AAPL Apple Inc.
-0.52%
-$252,804.31 
RACE Ferrari N.V.
-0.52%
-$2,130 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$37,876.62 
KMB Kimberly-Clark Corporation
-0.42%
-$4,565 
WM Waste Management, Inc.
-0.38%
-$1,640 
NOW ServiceNow, Inc.
-0.32%
-$2,816.91 
LIN Linde plc
-0.31%
-$517,668.85 
ISRG Intuitive Surgical, Inc.
-0.21%
-$813,500.22 
MOG-B Moog Inc.
-0.14%
-$3,600 
LLY Eli Lilly and Company
-0.11%
-$505,215.1 
GILD Gilead Sciences Inc.
-0.07%
-$3,062.07 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6620 | Longs Won 3895/6620 58% | Profit Factor 0.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $403.56M |
| Average Win $26.96M | Best Trade (Aug 14) $12.92B | Sharpe Ratio 1 |
| Average Loss -$39.85M | Worst Trade (Jun 29) -$21.49B | Z-Score -10.15 (100%) |
| Commissions $0 | Avg. Trade Length 3y 2m 1w 4d | Expectancy -$2.18M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 33,014.33% | 5,760.99% | 2,074.8% | 1,005.29% | 573.07% | 362.05% | 245.56% | 175.42% | 130.39% |
| Consecutive Losing Trades | 2,370 | 2,133 | 1,896 | 1,659 | 1,422 | 1,185 | 948 | 711 | 474 | 237 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0013 00130HAN5 | 1.4M | $668.27M | $1.4M | - | -$666.87M | -99.79% | 0.0 |
| 0025 002539104 | 395,000 | $5.43B | $5.43B | - | - | - | 0.0 |
| 0236 02364J104 | 95,000 | $13.96B | $13.96B | - | - | - | 0.0 |
| 4227 422799106 | 265,000 | $11.49B | $11.49B | - | - | - | 0.0 |
| 4576 457674109 | 770,000 | $5.82B | $5.82B | - | - | - | 0.0 |
| 5952 595232AA7 | 250,000 | $307,500 | $307,500 | - | - | - | 0.0 |
| 6168 616880100 | 20,000 | $2.47B | $2.47B | - | - | - | 0.0 |
| 7426 74264N105 | 420,000 | $7.32B | $7.32B | - | - | - | 0.0 |
| 7434 743410508 | 17,000 | $423,842.44 | $429.25M | - | $428.83M | 101,175.92% | 0.0 |
| 812L 812LLKLOO | 10,000 | $491.88M | $491.88M | - | - | - | 0.0 |
| 8523 852381102 | 177,600 | $2.54B | $2.54B | - | - | - | 0.0 |
| AAPL Apple Inc. | 145,289 | $5.04M | $48.14M | - | $43.1M | 854.81% | -0.522% |
| ABBV AbbVie Inc. | 45,542 | $2.01M | $11.98M | - | $9.96M | 494.67% | +0.472% |
| ABNB Airbnb, Inc. | 4,834 | $612,999.54 | $813,658.88 | - | $200,659.34 | 32.73% | -1.365% |
| ABT Abbott Laboratories | 68,016 | $1.51M | $6.94M | - | $5.43M | 360.66% | -1.028% |
| ACF ACF | 750,000 | $11.4B | $24.32B | - | $12.92B | 113.4% | 0.0 |
| ADBE Adobe Inc. | 2,291 | $1.02M | $590,528.16 | - | -$428,233.72 | -42.03% | -2.952% |
| AGIO Agios Pharmaceuticals Inc. | 35,000 | $994,500 | $1.15M | - | $153,850 | 15.47% | -1.234% |
| ALNT Alliant Energy Corporation | 38,800 | $1.74M | $3.54M | - | $1.81M | 103.98% | +0.806% |
| AMCV AMCVQ | 615,000 | $1.82B | $2.15M | - | -$1.82B | -99.88% | 0.0 |
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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 Fausto Rotundo?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $11.23B, 604059105 - $10.34B, Intuitive Surgical, Inc - $3.58B, Visa Inc. Class A - $3.47B, and Berkshire Hathaway Inc - $3.1B. 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: EYE - $29.72B, AMCVQ - $11.04B, MCDTA - $4.28B, VVTV - $4.17B, and 43357B104 - $4.03B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fausto Rotundo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.71B earned over time. The largest contributors to dividend income include CME Group Inc - $395.21M, American Tower Corporation - $276.61M, Equinix, Inc - $207.96M, Visa Inc. Class A - $166.24M, and Blackstone Inc - $161.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fausto Rotundo's monthly returns?
Fausto Rotundo'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 Fausto Rotundo's strategy be considered aggressive or moderate?
Fausto Rotundo'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 Fausto Rotundo's strategy?
Fausto Rotundo'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.
