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
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.
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.
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:
19.25%
Gain +0.96%
Monthly
0.53%
Yearly
6.52%
Drawdown
26.63%
$248.59M
Equity
Holdings
$248.59M
Investment
$234.13M
$55.36M
Profit +$2.52M
Realized
$40.9M
Unrealized
$14.46M
Dividends
$4.64M
Goals
Avg. 20% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.96%
Profit
$2.52M
Win %
62%
This Week
Compared To Last Week
Gain
-4.63%
Profit
-$12.06M
Win %
62%
This Month
Compared to last month
Gain
-1.08%
Profit
-$2.71M
Win %
62%
This Year
Compared to last year
Gain
-11.9%
Profit
-$33.59M
Win %
63%
PAR Par Technology Corporation
+7.68%
+$992,053.57 
OPRX Optimizerx Corporation
+5.91%
+$15,680 
GENI Genius Sports Ltd.
+5.79%
+$1.74M 
DMRC Digimarc Corporation
+4.52%
+$5,005 
UNH UnitedHealth Group Incorporated
+4.01%
+$7,942.5 
NVO Novo Nordisk A/S Sponsored ADR
+3.83%
+$7,592 
CGNT Cognyte Software Ltd.
+3.5%
+$400,109.58 
SCM Stellus Capital Investment Corporation
+3.12%
+$29,414 
ESBA Empire State Realty OP, L.P.
+3.07%
+$1,825.92 
INSE Inspired Entertainment Inc.
+2.91%
+$222,390 
SBUX Starbucks Corporation
+2.88%
+$57,271.05 
WM Waste Management, Inc.
+2.82%
+$49,024.5 
PRMB Primo Brands Corp. Common Stock
+2.64%
+$38,758.5 
BX Blackstone Inc.
+2.39%
+$13,995.4 
WMT Walmart Inc.
+2.29%
+$62,321.03 
IBM International Business Machines Corporation
+2.2%
+$4,016 
RPC P10 Inc.
+2%
+$138,496.8 
ARCC Ares Capital Corporation
+1.99%
+$6,848.7 
PFE Pfizer Inc.
+1.9%
+$33,380.47 
DOW Dow Inc.
+1.83%
+$6,956.6 
KKR KKR & Co. Inc.
+1.53%
+$45,339.1 
ZETA Zeta Global Holdings Corp.
+1.36%
+$241,676.6 
MSFT Microsoft Corp.
+1.22%
+$62,526.8 
PG Procter & Gamble Co
+0.98%
+$11,643.3 
JNJ Johnson & Johnson
+0.96%
+$34,156.65 
DE Deere & Company
+0.86%
+$31,528.22 
CYRX Cryoport Inc.
+0.75%
+$16,250 
RMNI Rimini Street Inc.
+0.74%
+$56,145 
XYL Xylem Inc.
+0.68%
+$6,289.75 
AIOT PowerFleet Inc.
+0.64%
+$84,596.19 
BRK-B Berkshire Hathaway Inc.
+0.44%
+$36,238.05 
AAPL Apple Inc.
+0.41%
+$1,811.21 
EXC Exelon Corporation
+0.28%
+$3,192 
RTX RTX Corporation
+0.2%
+$6,391.75 
GOOG Alphabet Inc
+0.12%
+$684.75 
GOOGL Alphabet Inc
+0.09%
+$511.48 
TYGO Tigo Energy Inc.
-4.67%
-$46,871.4 
CTVA Corteva Inc.
-4.63%
-$5,371.06 
WMB The Williams Companies, Inc.
-4.11%
-$62,072.4 
AMD Advanced Micro Devices, Inc.
-3.97%
-$11,335 
GLW Corning Incorporated
-3.96%
-$5,580 
Q Qnity Electronics Inc.
-3.63%
-$88,581.22 
PDFS Pdf Solutions Inc.
-3.61%
-$838,766.39 
FTK Flotek Industries Inc.
-2.8%
-$66,025 
FLR Fluor Corporation
-2.53%
-$140,966.92 
AIP Arteris Inc
-2.02%
-$135,187.98 
SLB Schlumberger Limited
-1.81%
-$198,078.32 
ET Energy Transfer L.P.
-1.75%
-$14,200 
CEG Constellation Energy Corporation
-1.75%
-$29,711.64 
KMI Kinder Morgan, Inc.
-1.65%
-$104,043.5 
XOM Exxon Mobil Corporation
-1.31%
-$4,408 
KRNT Kornit Digital Ltd.
-1.29%
-$19,872 
PACK Ranpak Holdings Corp.
-1.01%
-$49,688.62 
APO Apollo Global Management, Inc.
-1%
-$34,385.9 
AMBA Ambarella, Inc.
-0.62%
-$51,947.03 
EMR Emerson Electric Co.
-0.56%
-$29,664 
NEOG Neogen Corporation
-0.37%
-$10,674 
EPD Enterprise Products Partners L.P.
-0.04%
-$651.95 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 273/451 60% | Profit Factor 1.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.56M |
| Average Win $576,582.78 | Best Trade (Jun 30) $16.77M | Sharpe Ratio -256.4 |
| Average Loss -$573,321.27 | Worst Trade (Sep 30) -$10.35M | Z-Score -0.59 (44.58%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $122,740.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.36% | 7.05% |
| Consecutive Losing Trades | 434 | 390 | 347 | 304 | 260 | 217 | 173 | 130 | 87 | 43 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,280 | $246,438 | $440,800 | - | $194,362 | 78.87% | +0.413% |
| AIOT PowerFleet Inc. | 5.25M | $26.8M | $13.33M | - | -$13.47M | -50.28% | +0.639% |
| AIP Arteris Inc | 340,010 | $4.18M | $6.55M | - | $2.38M | 56.94% | -2.021% |
| AMBA Ambarella, Inc. | 136,955 | $8.53M | $8.37M | - | -$165,326.17 | -1.94% | -0.617% |
| AMD Advanced Micro Devices, Inc. | 500 | $290,455 | $274,075 | - | -$16,380 | -5.64% | -3.971% |
| APO Apollo Global Management, Inc. | 30,430 | $2.84M | $3.42M | - | $580,300.33 | 20.46% | -0.997% |
| ARCC Ares Capital Corporation | 18,500 | $382,971.37 | $350,763.7 | - | -$32,207.67 | -8.41% | +1.991% |
| BRK-B Berkshire Hathaway Inc. | 15,790 | $6.05M | $8.35M | - | $2.3M | 38.01% | +0.436% |
| BX Blackstone Inc. | 5,510 | $720,879.3 | $599,212.5 | - | -$121,666.8 | -16.88% | +2.391% |
| CEG Constellation Energy Corporation | 6,076 | $710,223.4 | $1.67M | - | $958,550 | 134.96% | -1.749% |
| CGNT Cognyte Software Ltd. | 1.36M | $11.32M | $11.83M | - | $506,630.1 | 4.48% | +3.501% |
| CTVA Corteva Inc. | 8,663 | $433,209.26 | $110,713.14 | - | -$322,496.12 | -74.44% | -4.627% |
| CYRX Cryoport Inc. | 130,000 | $2.04M | $2.18M | - | $138,450 | 6.78% | +0.751% |
| DE Deere & Company | 5,615 | $2.39M | $3.68M | - | $1.29M | 54.04% | +0.863% |
| DMRC Digimarc Corporation | 17,875 | $170,170 | $115,651.25 | - | -$54,518.75 | -32.04% | +4.523% |
| DOW Dow Inc. | 13,003 | $707,709.32 | $386,514.17 | - | -$321,195.15 | -45.39% | +1.833% |
| EMR Emerson Electric Co. | 32,960 | $3.55M | $5.28M | - | $1.73M | 48.84% | -0.559% |
| EPD Enterprise Products Partners L.P. | 50,150 | $1.47M | $1.79M | - | $325,770.33 | 22.18% | -0.036% |
| ESBA Empire State Realty OP, L.P. | 12,904 | $121,298 | $61,358.52 | - | -$59,939.48 | -49.42% | +3.067% |
| ET Energy Transfer L.P. | 40,000 | $584,775 | $795,800 | - | $211,025 | 36.09% | -1.753% |
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FAQ
Which stocks have generated the highest profits for Andrew Wiener?
The largest contributions to the portfolio's profits come from the following stocks: Arteris Inc - $30.87M, Iteris Inc - $16M, Genius Sports Ltd - $10.69M, Pdf Solutions Inc - $10.12M, and Cantaloupe Inc - $3.64M. 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: Thryv Holdings Inc - $18.46M, Augmedix, Inc - $6.87M, Optimizerx Corporation - $4.81M, DMRC - $3.39M, and Biodesix Inc - $3.08M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Wiener's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.64M earned over time. The largest contributors to dividend income include Kinder Morgan, Inc - $524,625.75, Schlumberger Limited - $491,587.88, Pfizer Inc - $302,321.55, Primo Brands Corporation - $239,187.3, and Johnson & Johnson - $215,222.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Wiener's monthly returns?
Andrew Wiener'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 Andrew Wiener's strategy be considered aggressive or moderate?
Andrew Wiener'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 Andrew Wiener's strategy?
Andrew Wiener'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.
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