Andrew Wiener Portfolio

Invests via Samjo Management, LLC | Managed by Andrew N. Wiener

Invests via Samjo Management, LLC

Managed by Andrew N. Wiener

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:15 PM

Andrew Wiener Profile

Growth-stage investor and operator with a focus on SaaS and fintech companies. Andrew Wiener brings experience sourcing deals, executing operational turnarounds and leading board-level strategy for portfolio companies. Prior roles span venture capital and corporate development with hands-on P&L responsibility; areas of expertise include go-to-market scaling, unit-economics improvement and exit preparation. Based in New York, active in co-investments and secondary transactions.

Investment Philosophy & Strategy

Centers on growth-stage SaaS and fintech businesses where operational intervention accelerates scale and profitability. Prefers repeatable revenue models with clear unit-economics improvement paths and founder-aligned governance. Allocates capital across primary rounds, co-investments and selective secondaries with multi-year horizons oriented toward value creation and exit readiness. Underwrites opportunities via go-to-market efficiency, P&L-driven KPIs and board-level operational plans, exercising active risk management through staged capital, milestone-based triggers and concentrated sector expertise.

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:

1.46%

Gain

Monthly

0.05%

Yearly

0.57%

Drawdown

27.39%

$288.96M

Equity

Holdings

$288.96M

Investment

$228.15M

$66.62M

Profit -$6.14M

Realized

$5.82M

Unrealized

$60.8M

Dividends

$4.21M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$6.14M

Win %

70%

This Week

Compared To Last Week

Gain

-3.07%

Profit

-$9.15M

Win %

70%

This Month

Compared to last month

Gain

-7.68%

Profit

-$24.02M

Win %

70%

This Year

Compared to last year

Gain

24.91%

Profit

$57.61M

Win %

67%

Gainers
Losers

WM Waste Management, Inc.

+3.96%

+$61,359.1

PAR Par Technology Corporation

+3.58%

+$175,551.45

NEOG Neogen Corporation

+3.36%

+$96,312.5

SBUX Starbucks Corporation

+3.07%

+$68,895.9

XYL Xylem Inc.

+3.07%

+$35,368.87

NEO NeoGenomics Inc.

+2.07%

+$95,001

RPC P10 Inc.

+1.89%

+$111,941.6

WMT Walmart Inc.

+1.88%

+$49,365.74

CTVA Corteva Inc.

+1.6%

+$11,738.36

PG Procter & Gamble Co

+1.59%

+$18,118.42

DE Deere & Company

+1.57%

+$51,826.56

XOM Exxon Mobil Corporation

+1.49%

+$4,085

BLND Blend Labs Inc.

+1.46%

+$24,562.5

ET Energy Transfer L.P.

+1.38%

+$11,000

PFE Pfizer Inc.

+1.33%

+$19,682.85

PRMB Primo Brands Corp. Common Stock

+1.26%

+$24,711.75

EPD Enterprise Products Partners L.P.

+1.25%

+$23,570.5

KKR KKR & Co. Inc.

+1.21%

+$46,658.9

EXC Exelon Corporation

+1.2%

+$14,630

RMNI Rimini Street Inc.

+1.19%

+$90,824.25

KMI Kinder Morgan, Inc.

+1.17%

+$67,725

MSFT Microsoft Corp.

+1.11%

+$16,023.54

JNJ Johnson & Johnson

+1.05%

+$36,356.93

AAPL Apple Inc.

+0.97%

+$4,057.6

AZN AstraZeneca PLC American Depositary Shares

+0.93%

+$38,477.4

RKT Rocket Companies, Inc. Class A

+0.77%

+$25,181.52

ESBA Empire State Realty OP, L.P.

+0.71%

+$516.16

EMR Emerson Electric Co.

+0.59%

+$24,109.65

WMB The Williams Companies, Inc.

+0.54%

+$8,304

BX Blackstone Inc.

+0.47%

+$3,306

APO Apollo Global Management, Inc.

+0.47%

+$19,585.2

ARCC Ares Capital Corporation

+0.37%

+$1,295

DOW Dow Inc.

+0.12%

+$455.11

CGNT Cognyte Software Ltd.

+0.11%

+$9,588.25

GOOGL Alphabet Inc

+0.1%

+$610.5

GOOG Alphabet Inc

+0.1%

+$602.25

BRK-B Berkshire Hathaway Inc.

+0.03%

+$1,971.6

DMRC

AMBA Ambarella, Inc.

-7.03%

-$201,489.2

AIP Arteris Inc

-6.76%

-$2.53M

ASPN Aspen Aerogels Inc.

-4.72%

-$161,406.25

PDFS Pdf Solutions Inc.

-3.77%

-$1.85M

Q Qnity Electronics Inc.

-3.66%

-$118,789.82

ZETA Zeta Global Holdings Corp.

-3.3%

-$360,087.7

GENI Genius Sports Ltd.

-3.04%

-$731,620.5

AIOT PowerFleet Inc.

-2.68%

-$459,093.46

CEG Constellation Energy Corporation

-2.49%

-$39,007.86

MDXH MdxHealth SA

-2.39%

-$15,219.23

INSE Inspired Entertainment Inc.

-1.56%

-$223,294.5

PACK Ranpak Holdings Corp.

-1.15%

-$106,462

RTX RTX Corporation

-1.08%

-$36,872.42

DAKT Daktronics Inc.

-0.96%

-$10,925

DD DuPont de Nemours, Inc.

-0.72%

-$9,977.12

SLB Schlumberger Limited

-0.67%

-$72,230.08

QXO Qxo Inc.

-0.03%

-$1,581.87

Events

Dividends

Dividend Analysis

No Data

Trades 411	Longs Won 254/411 61%	Profit Factor 1.81
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.46M
Average Win $585,690.96	Best Trade (Jul 10) $13.4M	Sharpe Ratio -767.37
Average Loss -$523,221.61	Worst Trade (Sep 30) -$10.35M	Z-Score 2.03 (95.81%)
Commissions $0	Avg. Trade Length 1y 2m 1w 2d	Expectancy $162,091.76

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%	1.01%
Consecutive Losing Trades	552	497	442	387	331	276	221	166	110	55