Melita Rajgelj Ozebek Portfolio
Invests via Generali Investments Management Co LLC | Managed by Melita Rajgelj Ozebek, Saso Smigic
Invests via Generali Investments Management Co LLC
Managed by Melita Rajgelj Ozebek, Saso Smigic
Automatically Tracked
Has led corporate development and investor relations for growth-stage companies in technology and financial services across Central Europe, deploying capital via direct investments and strategic partnerships. Melita Rajgelj Ozebek combines operational experience with capital allocation expertise, supporting scaling, exits, and M&A. Known for building investor syndicates and structuring cross-border transactions, and engages with institutional LPs and corporate acquirers. Market-relevant skills include financial modelling, governance, and strategic planning.
Has led corporate development and investor relations for growth-stage companies in technology and financial services across Central Europe, deploying capital via direct investments and strategic partnerships. Melita Rajgelj Ozebek combines operational experience with capital allocation expertise, supporting scaling, exits, and M&A. Known for building investor syndicates and structuring cross-border transactions, and engages with institutional LPs and corporate acquirers. Market-relevant skills include financial modelling, governance, and strategic planning.
Investment Philosophy & Strategy
Combines operational and capital-allocation disciplines to back growth-stage technology and financial-services businesses across Central Europe, favoring cross-border, scaling opportunities where strategic partnerships and M&A can accelerate value creation. Pursues a proactive, syndicate-driven approach that balances hands-on governance and commercial acceleration with disciplined financial modelling. Investment decisions prioritize scalable unit economics, clear exit pathways, and alignment with institutional LPs or strategic acquirers; horizon is medium-to-long term with calibrated downside protection and active portfolio engagement to de-risk outcomes.
Combines operational and capital-allocation disciplines to back growth-stage technology and financial-services businesses across Central Europe, favoring cross-border, scaling opportunities where strategic partnerships and M&A can accelerate value creation. Pursues a proactive, syndicate-driven approach that balances hands-on governance and commercial acceleration with disciplined financial modelling. Investment decisions prioritize scalable unit economics, clear exit pathways, and alignment with institutional LPs or strategic acquirers; horizon is medium-to-long term with calibrated downside protection and active portfolio engagement to de-risk outcomes.
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:
4.82%
Gain
Monthly
0.25%
Yearly
3.1%
Drawdown
20.03%
$487.4M
Equity
Holdings
$487.4M
Investment
$411.02M
$94.96M
Profit -$2.25M
Realized
$18.58M
Unrealized
$76.38M
Dividends
$6.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.25M
Win %
65%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$1.01M
Win %
65%
This Month
Compared to last month
Gain
1.82%
Profit
$8.7M
Win %
65%
This Year
Compared to last year
Gain
13.3%
Profit
$57.16M
Win %
63%
HCA HCA Healthcare Inc.
+4.64%
+$29,810.08 
IDXX IDEXX Laboratories, Inc.
+4.61%
+$15,961.6 
AAPL Apple Inc.
+3.93%
+$1.06M 
ORCL Oracle Corporation
+3.76%
+$282,606.74 
BDX Becton, Dickinson and Company
+3.46%
+$24,278.6 
GEHC GE HealthCare Technologies Inc.
+3.31%
+$11,838.96 
GOOGL Alphabet Inc
+3.13%
+$1.12M 
RMD ResMed Inc.
+3.12%
+$19,131.56 
AMZN Amazon.com Inc
+3.05%
+$1.06M 
MSFT Microsoft Corp.
+2.89%
+$851,631.48 
ISRG Intuitive Surgical, Inc.
+2.86%
+$106,590.4 
BMY Bristol-Myers Squibb Company
+2.55%
+$25,050.2 
MSCI MSCI Inc.
+2.52%
+$1,649.94 
PM Philip Morris International Inc.
+2.37%
+$14,273.91 
MMM 3M Company
+2.3%
+$24,994.8 
AMP Ameriprise Financial, Inc.
+2.25%
+$2,106.84 
MRK Merck & Co., Inc.
+2.2%
+$114,888.06 
STOK Stoke Therapeutics Inc.
+2.2%
+$4,423.68 
BIIB Biogen Inc.
+2.19%
+$29,898.85 
META Meta Platforms Inc Class A
+2.13%
+$468,430.08 
PFE Pfizer Inc.
+1.92%
+$88,164.46 
WFC Wells Fargo & Company
+1.79%
+$8,950.5 
PODD Insulet Corporation
+1.79%
+$4,853.57 
BSX Boston Scientific Corporation
+1.72%
+$21,663.39 
GILD Gilead Sciences Inc.
+1.63%
+$32,976.6 
HD The Home Depot, Inc.
+1.6%
+$35,375.72 
BAC Bank of America Corporation
+1.51%
+$37,712.64 
ICE Intercontinental Exchange, Inc.
+1.5%
+$7,825.94 
SYK Stryker Corporation
+1.47%
+$53,201.28 
DIS The Walt Disney Company
+1.46%
+$10,593.63 
PG Procter & Gamble Co
+1.41%
+$31,110.12 
JPM JPMorgan Chase & Co.
+1.4%
+$61,919.26 
ADBE Adobe Inc.
+1.37%
+$44,264.14 
CMCSA Comcast Corp
+1.37%
+$1,845.41 
SHW The Sherwin-Williams Company
+1.34%
+$2,459.16 
SPGI S&P Global Inc.
+1.34%
+$3,026.34 
TMDX TransMedics Group Inc.
+1.25%
+$4,314.09 
MO Altria Group, Inc.
+1.21%
+$7,427.3 
REGN Regeneron Pharmaceuticals, Inc.
+1.02%
+$13,630.37 
DHR Danaher Corporation
+0.99%
+$25,079.42 
CL Colgate-Palmolive Company
+0.96%
+$17,978.55 
RTX RTX Corporation
+0.9%
+$24,960.3 
ABBV AbbVie Inc.
+0.85%
+$56,630.64 
CME CME Group Inc.
+0.85%
+$8,073 
NUE Nucor Corporation
+0.84%
+$2,538.2 
ROKU Roku, Inc.
+0.83%
+$7,173.22 
AVGO Broadcom Inc.
+0.83%
+$125,306.8 
TMO Thermo Fisher Scientific Inc.
+0.8%
+$20,750.73 
TYL Tyler Technologies Inc.
+0.8%
+$5,500.66 
AMGN Amgen Inc.
+0.8%
+$24,151.32 
VEEV Veeva Systems Inc.
+0.77%
+$34,680.84 
SYF Synchrony Financial
+0.75%
+$716.65 
PANW Palo Alto Networks, Inc.
+0.74%
+$47,414.38 
HUM Humana Inc.
+0.72%
+$3,301.05 
APP AppLovin Corporation Class A Common Stock
+0.72%
+$2,200.26 
V Visa Inc. Class A
+0.71%
+$13,925.52 
ECL Ecolab Inc.
+0.66%
+$5,191.41 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$8,727.09 
C Citigroup Inc.
+0.58%
+$11,150.37 
PEP PepsiCo, Inc.
+0.57%
+$3,610.53 
MCK McKesson Corporation
+0.56%
+$4,532.58 
CCI Crown Castle Inc.
+0.54%
+$248.54 
TJX The TJX Companies, Inc.
+0.54%
+$1,760.78 
WAT Waters Corporation
+0.48%
+$3,294 
NEM Newmont Corporation
+0.42%
+$1,161.6 
TSLA Tesla, Inc.
+0.4%
+$80,850.11 
VRTX Vertex Pharmaceuticals Incorporated
+0.37%
+$5,924.16 
CEG Constellation Energy Corporation
+0.34%
+$2,596.34 
EMR Emerson Electric Co.
+0.32%
+$7,210.28 
NFLX Netflix, Inc.
+0.31%
+$26,526.85 
EBAY eBay Inc.
+0.3%
+$2,862.12 
ADP Automatic Data Processing Inc.
+0.28%
+$411.24 
WMT Walmart Inc.
+0.26%
+$3,414.75 
EXR Extra Space Storage Inc.
+0.25%
+$274.17 
SBUX Starbucks Corporation
+0.21%
+$347.82 
CVS CVS Health Corporation
+0.16%
+$1,169.26 
STLD Steel Dynamics Inc.
+0.15%
+$2,736.98 
ABT Abbott Laboratories
+0.05%
+$1,005.08 
RVTY Revvity Inc.
+0.04%
+$70.6 
DELL Dell Technologies Inc.
-12.71%
-$689,953.23 
ELV Elevance Health, Inc.
-8.64%
-$28,836.24 
PGR Progressive Corporation
-8.54%
-$8,726.85 
GLW Corning Incorporated
-8.53%
-$36,491.4 
COHR Coherent Corp.
-5.88%
-$11,823.92 
INTC Intel Corporation
-5.42%
-$224,606.65 
LRCX Lam Research Corporation
-4.88%
-$170,335.39 
TER Teradyne, Inc.
-4.83%
-$7,557.58 
CSCO Cisco Systems, Inc.
-4.57%
-$168,166.55 
VLO Valero Energy Corporation
-4.29%
-$45,384.3 
AMD Advanced Micro Devices, Inc.
-3.69%
-$441,308.25 
AMAT Applied Materials, Inc.
-3.54%
-$122,580.2 
OKTA Okta Inc.
-3.45%
-$14,169.76 
NET Cloudflare Inc.
-3.37%
-$68,536.78 
PSX Phillips 66
-3.3%
-$51,559.6 
CAT Caterpillar Inc.
-3.06%
-$34,524.64 
DOW Dow Inc.
-2.87%
-$97,562.67 
TWLO Twilio Inc.
-2.7%
-$39,013.8 
SNOW Snowflake Inc.
-2.69%
-$11,835.99 
AIG American International Group Inc.
-2.6%
-$13,587.4 
MPWR Monolithic Power Systems, Inc.
-2.54%
-$19,962.18 
HIG The Hartford Insurance Group, Inc.
-2.53%
-$2,964.51 
CF CF Industries Holdings, Inc.
-2.45%
-$2,920 
OXY Occidental Petroleum Corporation
-2.38%
-$9,417.2 
MPC Marathon Petroleum Corporation
-2.34%
-$14,456.51 
FCX Freeport-McMoRan Inc.
-2.32%
-$16,247.52 
JNJ Johnson & Johnson
-2.12%
-$160,225.29 
GEV GE Vernova Inc.
-2.08%
-$33,441.1 
APA APA Corporation
-2.04%
-$2,324.39 
EW Edwards Lifesciences Corporation
-2.03%
-$11,236.2 
DVN Devon Energy Corporation
-1.97%
-$2,064.82 
TRGP Targa Resources Corp.
-1.86%
-$3,291.74 
TRV The Travelers Companies, Inc.
-1.83%
-$2,200.08 
CRWD CrowdStrike Holdings, Inc.
-1.82%
-$86,297.4 
APD Air Products and Chemicals, Inc.
-1.81%
-$5,620.77 
TXN Texas Instruments Inc
-1.79%
-$7,880.4 
AVAV AeroVironment Inc.
-1.77%
-$17,071.34 
IBM International Business Machines Corporation
-1.66%
-$42,648.42 
CARR Carrier Global Corporation
-1.59%
-$2,753.91 
TTI Tetra Technologies Inc.
-1.58%
-$871.35 
BRO Brown & Brown Inc.
-1.49%
-$552.84 
WMB The Williams Companies, Inc.
-1.45%
-$19,477.7 
XOM Exxon Mobil Corporation
-1.39%
-$102,237.75 
NVDA NVIDIA Corporation
-1.28%
-$522,520.87 
EOG EOG Resources, Inc.
-1.27%
-$6,744.32 
VRT Vertiv Holdings Co
-1.25%
-$689.61 
CVX Chevron Corporation
-1.2%
-$79,522.04 
URI United Rentals, Inc.
-1.14%
-$1,885.58 
ALNY Alnylam Pharmaceuticals Inc
-1.1%
-$3,797.57 
FANG Diamondback Energy Inc
-1.1%
-$3,810.8 
COP ConocoPhillips
-1.09%
-$14,305.24 
KMI Kinder Morgan, Inc.
-1.01%
-$1,788.6 
EQT EQT Corporation
-0.99%
-$14,409.45 
INTU Intuit Inc.
-0.98%
-$20,629.67 
UNH UnitedHealth Group Incorporated
-0.95%
-$20,225.65 
NEE NextEra Energy, Inc.
-0.85%
-$14,418.72 
CI The Cigna Group
-0.81%
-$7,549.12 
MCD McDonald's Corporation
-0.67%
-$29,052.31 
LLY Eli Lilly and Company
-0.55%
-$55,499.62 
ZETA Zeta Global Holdings Corp.
-0.53%
-$18,163.08 
ITW Illinois Tool Works Inc.
-0.52%
-$5,038.16 
D Dominion Energy, Inc.
-0.5%
-$13,101.48 
RSG Republic Services, Inc.
-0.5%
-$3,164.7 
PSA Public Storage Common Stock
-0.48%
-$3,280.32 
EXE Expand Energy Corporation
-0.47%
-$628.94 
APH Amphenol Corporation
-0.43%
-$7,115.1 
NBIX Neurocrine Biosciences Inc.
-0.39%
-$5,950.94 
CRM Salesforce Inc
-0.33%
-$6,326.1 
PLTR Palantir Technologies Inc.
-0.31%
-$17,300.52 
SRE Sempra
-0.3%
-$2,495.92 
DD DuPont de Nemours, Inc.
-0.26%
-$82.28 
MDLZ Mondelez International, Inc.
-0.25%
-$629.33 
FTV Fortive Corporation
-0.25%
-$2,426.55 
CW Curtiss-Wright Corporation
-0.24%
-$414.96 
QCOM QUALCOMM Incorporated
-0.22%
-$3,993.05 
SLB Schlumberger Limited
-0.18%
-$864.2 
NKE Nike, Inc. - Class B
-0.15%
-$885.52 
MA Mastercard Incorporated
-0.13%
-$1,060.53 
NOW ServiceNow, Inc.
-0.1%
-$4,860.24 
COR Cencora, Inc.
-0.08%
-$644.5 
GS The Goldman Sachs Group, Inc.
-0.06%
-$1,409.2 
KO The Coca-Cola Company
-0.04%
-$701.91 
VRSN Verisign Inc.
0%
-$14.19 Events
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Dividends
Dividend Analysis
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| Trades 831 | Longs Won 489/831 58% | Profit Factor 3.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $807,747.13 |
| Average Win $284,542.09 | Best Trade (Jul 15) $16.55M | Sharpe Ratio -12.46 |
| Average Loss -$129,195.5 | Worst Trade (Jul 15) -$1.6M | Z-Score 4.87 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $114,267.41 |
| 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 | 3,774 | 3,396 | 3,019 | 2,642 | 2,264 | 1,887 | 1,509 | 1,132 | 755 | 377 |
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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