Arpan Shah Portfolio
Invests via XY Capital Ltd. | Managed by Arpan Shah
Invests via XY Capital Ltd.
Managed by Arpan Shah
Automatically Tracked
Arpan Shah Profile
Arpan Shah stands out as a dynamic entrepreneur and investor known for his deep commitment to innovative business solutions. With a strong background in technology and finance, he has successfully founded and led multiple startups, driving their growth trajectories in competitive markets. His expertise extends across various sectors, making him a sought-after mentor for emerging entrepreneurs seeking strategic direction. Active in capital-raising initiatives, Arpan plays a pivotal role in bridging the gap between nascent ideas and market viability. Through robust networking within entrepreneurial ecosystems, he continues to influence investment trends while shaping the future of entrepreneurship.
Arpan Shah stands out as a dynamic entrepreneur and investor known for his deep commitment to innovative business solutions. With a strong background in technology and finance, he has successfully founded and led multiple startups, driving their growth trajectories in competitive markets. His expertise extends across various sectors, making him a sought-after mentor for emerging entrepreneurs seeking strategic direction. Active in capital-raising initiatives, Arpan plays a pivotal role in bridging the gap between nascent ideas and market viability. Through robust networking within entrepreneurial ecosystems, he continues to influence investment trends while shaping the future of entrepreneurship.
Investment Philosophy & Strategy
Capitalizing on opportunities in the evolving tech landscape, Arpan Shah leverages his entrepreneurial acumen to identify and nurture startups poised for disruption. His approach is characterized by a keen understanding of market dynamics, allowing him to make calculated investments that align with innovative trends. By fostering collaboration within networks of entrepreneurs and investors, he enhances the potential for synergies that drive value creation. Committed to empowering founders with strategic insights, he champions projects that exhibit both scalability and uniqueness. This visionary's investment strategy embodies an unwavering belief in the transformative power of technology and creativity.
Capitalizing on opportunities in the evolving tech landscape, Arpan Shah leverages his entrepreneurial acumen to identify and nurture startups poised for disruption. His approach is characterized by a keen understanding of market dynamics, allowing him to make calculated investments that align with innovative trends. By fostering collaboration within networks of entrepreneurs and investors, he enhances the potential for synergies that drive value creation. Committed to empowering founders with strategic insights, he champions projects that exhibit both scalability and uniqueness. This visionary's investment strategy embodies an unwavering belief in the transformative power of technology and creativity.
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:
10.86%
Gain -0.67%
Monthly
0.45%
Yearly
5.57%
Drawdown
23.01%
$89.6M
Equity
Holdings
$89.6M
Investment
$92.44M
$16.75M
Profit -$559,464.74
Realized
$19.58M
Unrealized
-$2.84M
Dividends
$8.25M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$559,464.74
Win %
43%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$553,810.15
Win %
43%
This Month
Compared to last month
Gain
4.07%
Profit
$3.5M
Win %
43%
This Year
Compared to last year
Gain
-1.88%
Profit
-$1.71M
Win %
63%
KC Kingsoft Cloud Holdings Limited
+5.24%
+$137,473 
BABA Alibaba Group Holding Limited SP ADR
+4.69%
+$228,861.3 
HCM Hutchmed (China) Limited American Depositary Shares
+4.43%
+$23,229.12 
WB Weibo Corporation American Depositary Receipt
+3.23%
+$44,402.75 
SPOT Spotify Technology S.A.
+2.98%
+$641.92 
TBN Tamboran Resources Corporation
+2.58%
+$7,473.87 
BILI Bilibili Inc.
+2.05%
+$37,857.29 
PLTR Palantir Technologies Inc.
+1.87%
+$81.51 
TMUS T-Mobile US, Inc.
+1.67%
+$812.13 
CI The Cigna Group
+0.89%
+$380.97 
TME Tencent Music Entertainment Group
+0.6%
+$18,623.99 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.49%
+$43,199.62 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
+0.48%
+$627.6 
MNSO Miniso Group Holding Ltd.
+0.31%
+$7,016 
YUMC Yum China Holdings Inc.
+0.11%
+$9,106.25 
EDU New Oriental Education & Technology Group Inc.
+0.1%
+$2,297.76 
IBN ICICI Bank Limited Sponsored ADR
+0.02%
+$578.23 
AMWD American Woodmark Corporation
0%
$0 
HDB HDFC Bank Limited ADR
-10.56%
-$592,536.6 
ELVR Sayona Mining Ltd
-6.54%
-$37,382.16 
DOUG Douglas Elliman Inc.
-4.25%
-$12,077.04 
OCUL Ocular Therapeutix Inc.
-2.9%
-$9,724 
NVS Novartis AG Sponsored ADR
-2.74%
-$36,965.55 
XPEV Xpeng Inc.
-2.62%
-$55,692.4 
ALV Autoliv, Inc.
-2.46%
-$20,725.92 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-2.34%
-$27,051.68 
UBS UBS Group AG
-2.31%
-$19,703 
BA Boeing Company
-2.08%
-$66.9 
AAPG Ascentage Pharma Group International ADR
-1.97%
-$4,815.18 
AMCR Amcor plc
-1.63%
-$81,527.16 
HSBC HSBC Holdings plc Sponsored ADR
-1.59%
-$177.6 
NSC Norfolk Southern Corporation
-1.51%
-$40,992 
INFY Infosys Limited
-1.48%
-$54,343.05 
RACE Ferrari N.V.
-1.41%
-$5,113.53 
SHEL Shell plc
-1.28%
-$20,072.64 
NIO Nio Inc.
-1.13%
-$24,439.25 
AA Alcoa Corporation
-1.11%
-$12,281.36 
HDL Super Hi International Holding Ltd.
-1.05%
-$1,858.43 
KR Kroger Co.
-0.79%
-$378.98 
NWS News Corporation
-0.65%
-$15,605.1 
SBUX Starbucks Corporation
-0.65%
-$89.08 
E Eni S.p.A. Sponsored ADR
-0.52%
-$3,531.32 
HSAI Hesai Group American Depositary Share
-0.47%
-$984.2 
STM STMicroelectronics N.V.
-0.43%
-$2,833.92 
HTHT H World Group Limited American Depositary Receipt
-0.43%
-$10,235.7 
ING ING Groep N.V. Sponsored ADR
-0.4%
-$4,151.29 
NATL NCR Atleos Corporation
-0.36%
-$10,540 
MFG Mizuho Financial Group Inc. ADR
-0.3%
-$10,951.17 
RCL Royal Caribbean Group
-0.26%
-$9.62 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.12%
-$5,268.24 Events
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Dividends
Dividend Analysis
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| Trades 693 | Longs Won 201/693 29% | Profit Factor 1.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $572,428.32 |
| Average Win $318,209.61 | Best Trade (Sep 30) $5.2M | Sharpe Ratio -9.54 |
| Average Loss -$95,963.4 | Worst Trade (Dec 31) -$8.57M | Z-Score -6.18 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 6d | Expectancy $24,164.7 |
| 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% | 0.12% | 0.91% | 5.27% | 24.91% |
| Consecutive Losing Trades | 934 | 840 | 747 | 654 | 560 | 467 | 373 | 280 | 187 | 93 |
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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FAQ
Which stocks have generated the highest profits for Arpan Shah?
The largest contributions to the portfolio's profits come from the following stocks: Sony Group Corporation - Sponsored American Depositary Receipt - $5.91M, Alibaba Group Holding Limited SP ADR - $5.56M, Baidu Inc - $5.16M, Bilibili Inc - $4.63M, and SPDR S&P 500 ETF Trust - $4.19M. 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: BHP Group Ltd - $11.63M, Ke Holdings Inc. ADR - $3.5M, Block, Inc - $1.92M, ZTO Express (Cayman) Inc - $1.39M, and Direxion Daily Semiconductor Bull 3X Shares - $670,151.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Arpan Shah's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.25M earned over time. The largest contributors to dividend income include BHP Group Ltd - $2.41M, Woodside Energy Group Ltd American Depositary Receipt - $836,400.05, ZTO Express (Cayman) Inc - $582,760.27, Ke Holdings Inc. ADR - $425,221.8, and Amcor plc - $371,799.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Arpan Shah's monthly returns?
Arpan Shah's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Arpan Shah's strategy be considered aggressive or moderate?
Arpan Shah's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Arpan Shah's strategy?
Arpan Shah's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
