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:
31.98%
Gain +0.6%
Monthly
1.4%
Yearly
18.12%
Drawdown
20.28%
$492.43M
Equity
Holdings
$492.43M
Investment
$404.7M
$118.91M
Profit +$2.76M
Realized
$31.18M
Unrealized
$87.73M
Dividends
$7.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$2.76M
Win %
70%
This Week
Compared To Last Week
Gain
0.56%
Profit
$2.76M
Win %
70%
This Month
Compared to last month
Gain
5.05%
Profit
$23.67M
Win %
70%
This Year
Compared to last year
Gain
6.84%
Profit
$31.51M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$4.74M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$100,622.58 
GOOGL Alphabet Inc
+6.73%
+$2.32M 
VRT Vertiv Holdings Co
+6.18%
+$41,154.78 
COHR Coherent Corp.
+5.55%
+$13,691.71 
TWLO Twilio Inc.
+3.36%
+$52,510.8 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$30,994 
META Meta Platforms Inc Class A
+3.28%
+$729,281.95 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$82,547.04 
MSFT Microsoft Corp.
+3.02%
+$1.04M 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$15,100.07 
NVDA NVIDIA Corporation
+2.93%
+$1.23M 
APA APA Corporation
+2.73%
+$3,264.03 
CVX Chevron Corporation
+2.35%
+$138,962.88 
GLW Corning Incorporated
+2.24%
+$15,701.46 
EOG EOG Resources, Inc.
+2.19%
+$12,456.1 
DVN Devon Energy Corporation
+2.17%
+$2,318.4 
CSCO Cisco Systems, Inc.
+2.14%
+$59,309.01 
PSA Public Storage Common Stock
+2.12%
+$14,407.68 
OXY Occidental Petroleum Corporation
+2%
+$8,146.88 
AVAV AeroVironment Inc.
+1.91%
+$5,949.98 
PANW Palo Alto Networks, Inc.
+1.89%
+$53,437.35 
CRM Salesforce Inc
+1.83%
+$26,473.33 
ORCL Oracle Corporation
+1.81%
+$35,574 
EXE Expand Energy Corporation
+1.74%
+$2,469.74 
HCA HCA Healthcare Inc.
+1.72%
+$4,698.79 
KMI Kinder Morgan, Inc.
+1.64%
+$2,818.4 
FANG Diamondback Energy Inc
+1.59%
+$5,784.42 
BSX Boston Scientific Corporation
+1.59%
+$35,069.2 
SLB Schlumberger Limited
+1.39%
+$7,317.48 
FTV Fortive Corporation
+1.25%
+$12,520.23 
COP ConocoPhillips
+1.22%
+$17,626.21 
VRSN Verisign Inc.
+1.2%
+$5,617.52 
WFC Wells Fargo & Company
+1.19%
+$6,847.26 
AMAT Applied Materials, Inc.
+1.18%
+$19,015.76 
RMD ResMed Inc.
+1.16%
+$7,690.76 
ITW Illinois Tool Works Inc.
+1.15%
+$12,278.5 
VEEV Veeva Systems Inc.
+1.1%
+$14,496.6 
EQT EQT Corporation
+1.1%
+$9,724.28 
ZETA Zeta Global Holdings Corp.
+1.08%
+$13,267.32 
OKTA Okta Inc.
+1.07%
+$4,537.52 
NOW ServiceNow, Inc.
+1.05%
+$57,843.4 
TTI Tetra Technologies Inc.
+1.05%
+$464.72 
CW Curtiss-Wright Corporation
+1.02%
+$2,774.53 
ADBE Adobe Inc.
+1.01%
+$9,565.65 
URI United Rentals, Inc.
+0.99%
+$2,806.32 
ADP Automatic Data Processing Inc.
+0.98%
+$1,543.63 
DUOL Duolingo, Inc.
+0.91%
+$5,947.1 
WMB The Williams Companies, Inc.
+0.89%
+$10,820.88 
IBM International Business Machines Corporation
+0.86%
+$18,989.02 
GEV GE Vernova Inc.
+0.85%
+$29,417.4 
MCD McDonald's Corporation
+0.82%
+$30,672.54 
EMR Emerson Electric Co.
+0.79%
+$36,980.33 
TSLA Tesla, Inc.
+0.76%
+$91,600.26 
MPC Marathon Petroleum Corporation
+0.76%
+$4,940.16 
TRGP Targa Resources Corp.
+0.76%
+$1,272.81 
CAT Caterpillar Inc.
+0.7%
+$15,955.35 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,774.2 
CARR Carrier Global Corporation
+0.68%
+$4,388.58 
DOW Dow Inc.
+0.67%
+$7,008.2 
PLTR Palantir Technologies Inc.
+0.65%
+$32,595.12 
TER Teradyne, Inc.
+0.6%
+$6,091.83 
MO Altria Group, Inc.
+0.57%
+$3,094.26 
APH Amphenol Corporation
+0.55%
+$14,445.92 
PSX Phillips 66
+0.51%
+$6,932.39 
TMDX TransMedics Group Inc.
+0.5%
+$1,138.48 
EBAY eBay Inc.
+0.43%
+$3,512.82 
PFE Pfizer Inc.
+0.4%
+$18,960.1 
RTX RTX Corporation
+0.39%
+$12,049.8 
VLO Valero Energy Corporation
+0.38%
+$2,137.24 
AVGO Broadcom Inc.
+0.37%
+$68,185.44 
PG Procter & Gamble Co
+0.37%
+$8,004.06 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,578.14 
BAC Bank of America Corporation
+0.36%
+$15,805.9 
MRK Merck & Co., Inc.
+0.32%
+$24,086.86 
JPM JPMorgan Chase & Co.
+0.27%
+$21,420.72 
AMP Ameriprise Financial, Inc.
+0.25%
+$586.5 
CME CME Group Inc.
+0.21%
+$998.66 
JNJ Johnson & Johnson
+0.21%
+$17,426.93 
INTU Intuit Inc.
+0.18%
+$2,979.43 
DELL Dell Technologies Inc.
+0.14%
+$692.72 
MMM 3M Company
+0.12%
+$1,457.98 
BDX Becton, Dickinson and Company
+0.1%
+$792.2 
ISRG Intuitive Surgical, Inc.
+0.1%
+$3,623.66 
C Citigroup Inc.
+0.1%
+$3,839.64 
NUE Nucor Corporation
+0.1%
+$447.25 
WMT Walmart Inc.
+0.09%
+$1,280.73 
ABT Abbott Laboratories
+0.09%
+$2,032.74 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$243.56 
DIS The Walt Disney Company
+0.03%
+$161.61 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$37.84 
BEIGF BeiGene Ltd.
0%
$0 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$199,042.8 
AAPL Apple Inc.
-7.35%
-$1.97M 
SYK Stryker Corporation
-6.42%
-$236,245.49 
LIN Linde plc
-5.95%
-$170,908.54 
TYL Tyler Technologies Inc.
-4.24%
-$47,806.74 
STOK Stoke Therapeutics Inc.
-3.93%
-$39,115.85 
CI The Cigna Group
-2.99%
-$26,475.79 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$11,708.18 
QCOM QUALCOMM Incorporated
-2.63%
-$9,472.28 
ABBV AbbVie Inc.
-2.51%
-$192,592.49 
ICE Intercontinental Exchange, Inc.
-2.42%
-$14,398.21 
BIIB Biogen Inc.
-2.4%
-$37,036.19 
NEM Newmont Corporation
-2.14%
-$5,596.5 
NFLX Netflix, Inc.
-2%
-$93,750.98 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,542.91 
AMD Advanced Micro Devices, Inc.
-1.9%
-$65,086.7 
SYF Synchrony Financial
-1.79%
-$5,502.06 
APD Air Products and Chemicals, Inc.
-1.77%
-$8,559.72 
UNH UnitedHealth Group Incorporated
-1.68%
-$63,799.77 
SNOW Snowflake Inc.
-1.62%
-$6,449.17 
LRCX Lam Research Corporation
-1.58%
-$26,935.76 
NET Cloudflare Inc.
-1.56%
-$59,076.36 
NKE Nike, Inc. - Class B
-1.37%
-$7,853.2 
DD DuPont de Nemours, Inc.
-1.32%
-$598 
FCX Freeport-McMoRan Inc.
-1.28%
-$13,428.18 
MDLZ Mondelez International, Inc.
-1.22%
-$3,278.67 
STE STERIS plc
-1.22%
-$3,498.47 
F Ford Motor Company
-1.21%
-$4,109.4 
TJX The TJX Companies, Inc.
-1.21%
-$4,149.1 
SHW The Sherwin-Williams Company
-1.16%
-$3,068.3 
SRE Sempra
-1.15%
-$11,416.52 
NEE NextEra Energy, Inc.
-1.15%
-$20,855.49 
TXN Texas Instruments Inc
-1.08%
-$2,799.56 
MCK McKesson Corporation
-1.08%
-$9,450.49 
INTC Intel Corporation
-1.02%
-$23,489.01 
KO The Coca-Cola Company
-1.02%
-$21,057.3 
EW Edwards Lifesciences Corporation
-0.98%
-$5,219 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$22,659.6 
RVTY Revvity Inc.
-0.9%
-$1,440.24 
PGR Progressive Corporation
-0.87%
-$838.86 
GILD Gilead Sciences Inc.
-0.81%
-$21,930.52 
D Dominion Energy, Inc.
-0.8%
-$13,985.44 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$965.58 
WAT Waters Corporation
-0.79%
-$3,049.79 
HUM Humana Inc.
-0.76%
-$3,133.21 
CVS CVS Health Corporation
-0.75%
-$7,370.7 
MA Mastercard Incorporated
-0.74%
-$6,532.26 
BRO Brown & Brown Inc.
-0.66%
-$509.48 
AMGN Amgen Inc.
-0.64%
-$24,715.78 
GS The Goldman Sachs Group, Inc.
-0.63%
-$17,055.33 
PM Philip Morris International Inc.
-0.61%
-$3,236.71 
ECL Ecolab Inc.
-0.61%
-$5,735.34 
MSCI MSCI Inc.
-0.61%
-$374.5 
DHR Danaher Corporation
-0.61%
-$15,634.22 
SBUX Starbucks Corporation
-0.57%
-$948.6 
LLY Eli Lilly and Company
-0.53%
-$62,648.6 
STLD Steel Dynamics Inc.
-0.49%
-$2,713.14 
CF CF Industries Holdings, Inc.
-0.46%
-$580 
PEP PepsiCo, Inc.
-0.46%
-$3,000.96 
TRV The Travelers Companies, Inc.
-0.43%
-$580.28 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$11,947.54 
HD The Home Depot, Inc.
-0.42%
-$11,542.73 
AIG American International Group Inc.
-0.39%
-$2,054.68 
RSG Republic Services, Inc.
-0.37%
-$2,024.88 
CL Colgate-Palmolive Company
-0.33%
-$7,620.3 
CEG Constellation Energy Corporation
-0.31%
-$2,707.02 
COR Cencora, Inc.
-0.28%
-$2,294.45 
CCI Crown Castle Inc.
-0.27%
-$121.38 
PODD Insulet Corporation
-0.2%
-$903.49 
ELV Elevance Health, Inc.
-0.15%
-$437.91 
EXR Extra Space Storage Inc.
-0.12%
-$125.98 
V Visa Inc. Class A
-0.04%
-$773.58 Events
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Dividends
Dividend Analysis
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| Trades 951 | Longs Won 581/951 61% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $776,113.24 |
| Average Win $280,951.46 | Best Trade (Aug 03) $16.67M | Sharpe Ratio -12.28 |
| Average Loss -$119,803.77 | Worst Trade (Aug 02) -$3.23M | Z-Score 6.65 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $125,031.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,115 | 3,704 | 3,292 | 2,881 | 2,469 | 2,058 | 1,646 | 1,235 | 823 | 412 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 80,362 | $19.79M | $24.82M | - | $5.03M | 25.41% | -7.354% |
| ABBV AbbVie Inc. | 29,767 | $6M | $7.47M | - | $1.47M | 24.53% | -2.513% |
| ABT Abbott Laboratories | 22,586 | $2.72M | $2.39M | - | -$328,109.93 | -12.08% | +0.085% |
| ADBE Adobe Inc. | 3,811 | $926,377.99 | $954,312.51 | - | $27,934.52 | 3.02% | +1.013% |
| ADP Automatic Data Processing Inc. | 596 | $182,938.35 | $158,810.15 | - | -$24,128.2 | -13.19% | +0.982% |
| AIG American International Group Inc. | 6,628 | $566,516.03 | $520,828.24 | - | -$45,687.79 | -8.06% | -0.393% |
| ALNY Alnylam Pharmaceuticals Inc | 946 | $358,680.26 | $194,421.92 | - | -$164,258.34 | -45.8% | +0.019% |
| AMAT Applied Materials, Inc. | 3,223 | $828,278.75 | $1.64M | - | $807,941.69 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,044 | $1.51M | $3.35M | - | $1.85M | 122.33% | -1.904% |
| AMGN Amgen Inc. | 9,966 | $2.86M | $3.84M | - | $976,315.62 | 34.11% | -0.64% |
| AMP Ameriprise Financial, Inc. | 425 | $200,853.44 | $231,982.01 | - | $31,128.57 | 15.5% | +0.253% |
| AMZN Amazon.com Inc | 131,319 | $28.42M | $35.66M | - | $7.24M | 25.47% | +15.321% |
| APA APA Corporation | 3,297 | $139,925 | $123,044.04 | - | -$16,880.96 | -12.06% | +2.725% |
| APD Air Products and Chemicals, Inc. | 1,612 | $460,552.72 | $475,362.7 | - | $14,809.98 | 3.22% | -1.769% |
| APH Amphenol Corporation | 32,832 | $2.28M | $2.64M | - | $361,906.63 | 15.9% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 570 | $384,077.3 | $225,662.99 | - | -$158,414.31 | -41.25% | -1.973% |
| AVAV AeroVironment Inc. | 2,125 | $388,981.23 | $317,411.25 | - | -$71,569.98 | -18.4% | +1.91% |
| AVGO Broadcom Inc. | 47,351 | $13M | $18.43M | - | $5.43M | 41.78% | +0.371% |
| BAC Bank of America Corporation | 71,845 | $3.56M | $4.45M | - | $894,114.36 | 25.14% | +0.356% |
| BDX Becton, Dickinson and Company | 4,660 | $768,903.53 | $771,789.2 | - | $2,885.67 | 0.38% | +0.103% |
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FAQ
Which stocks have generated the highest profits for Melita Rajgelj Ozebek?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $7.44M, Applied Materials, Inc - $4.53M, Alphabet Inc - $4.04M, Dell Technologies Inc - $3.85M, and Lam Research Corporation - $3.11M. 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: Salesforce Inc - $2.2M, Adobe Inc - $1.66M, Tesla, Inc - $1.46M, Oracle Corporation - $1.41M, and ServiceNow, Inc - $1.32M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melita Rajgelj Ozebek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.19M earned over time. The largest contributors to dividend income include Microsoft Corp - $333,435.67, Pfizer Inc - $303,494.43, AbbVie Inc - $294,221.41, Exxon Mobil Corporation - $260,146.8, and Chevron Corporation - $257,370.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melita Rajgelj Ozebek's monthly returns?
Melita Rajgelj Ozebek'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 Melita Rajgelj Ozebek's strategy be considered aggressive or moderate?
Melita Rajgelj Ozebek'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 Melita Rajgelj Ozebek's strategy?
Melita Rajgelj Ozebek'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.
