Anand Acharya Portfolio

Invests via Stonegate Management LLC | Managed by Anand Acharya

Invests via Stonegate Management LLC

Managed by Anand Acharya

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Anand Acharya Profile

Anand Acharya is a seasoned entrepreneur with a significant footprint in technology-driven ventures. With expertise spanning software development and digital transformation, he has played pivotal roles in launching innovative solutions that address complex market needs. His extensive experience encompasses building successful startups from the ground up, securing strategic partnerships, and leading cross-functional teams toward scalable growth. Anand's ability to navigate both technical challenges and business dynamics positions him as a key figure in fostering entrepreneurial ecosystems that spur investment and advancement in the tech sector.

Investment Philosophy & Strategy

Opportunity lies at the intersection of technology and market demand, where strategic innovation thrives. Anand Acharya leverages his entrepreneurial acumen to identify ventures with transformative potential, often prioritizing sectors ripe for digital disruption. His approach reflects a keen understanding of scalability in tech-driven startups and a relentless pursuit of solutions that resonate with contemporary challenges. Fostering growth through collaborative partnerships, he adeptly navigates the complexities of product development while ensuring alignment with evolving consumer needs. Acharya's insights shape not just company trajectories but also contribute significantly to a robust technological ecosystem.

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:

17.36%

Gain +0.57%

Monthly

1.89%

Yearly

17.36%

Drawdown

8.14%

$172.78M

Equity

Holdings

$172.78M

Investment

$147.22M

$25.56M

Profit +$977,949.7

Realized

-$0

Unrealized

$25.56M

Dividends

$1.83M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.57%

Profit

$977,949.7

Win %

70%

This Week

Compared To Last Week

Gain

1.3%

Profit

$2.21M

Win %

70%

This Month

Compared to last month

Gain

1.77%

Profit

$3M

Win %

70%

This Year

Compared to last year

Gain

14.17%

Profit

$21.44M

Win %

70%

Gainers
Losers

JPM JPMorgan Chase & Co.

+3.37%

+$23,650.02

EQIX Equinix, Inc.

+3.35%

+$21,193.9

BX Blackstone Inc.

+2.38%

+$21,924.54

V Visa Inc. Class A

+2.34%

+$54,291.2

DLR Digital Realty Trust, Inc.

+2.21%

+$14,280

CMG Chipotle Mexican Grill, Inc.

+1.86%

+$20,130

BAC Bank of America Corporation

+1.86%

+$43,588.48

MA Mastercard Incorporated

+1.73%

+$18,191.82

KBWB Invesco KBW Bank ETF

+1.68%

+$11,105.75

ABT Abbott Laboratories

+1.58%

+$4,777

NOC Northrop Grumman Corporation

+1.5%

+$5,740.01

GS The Goldman Sachs Group, Inc.

+1.49%

+$16,029.96

PG Procter & Gamble Co

+1.48%

+$10,211.95

AER AerCap Holdings N.V.

+1.41%

+$27,860

MS Morgan Stanley

+1.36%

+$16,280

GOOG Alphabet Inc

+1.34%

+$97,613.7

VPU Vanguard Utilities ETF

+1.34%

+$62,527.4

WMT Walmart Inc.

+1.1%

+$30,448.68

RTX RTX Corporation

+0.99%

+$7,240

AMZN Amazon.com Inc

+0.91%

+$24,373.86

KKR KKR & Co. Inc.

+0.89%

+$29,992.37

CG The Carlyle Group Inc.

+0.84%

+$6,228.8

C Citigroup Inc.

+0.81%

+$2,431.6

ITA iShares U.S. Aerospace & Defense ETF

+0.72%

+$48,087.76

JEPI JPMorgan Equity Premium Income Fund

+0.59%

+$31,783.79

ABBV AbbVie Inc.

+0.55%

+$21,951.46

LGIH LGI Homes Inc.

+0.49%

+$2,895.2

PEP PepsiCo, Inc.

+0.35%

+$1,530

VOE Vanguard Mid-Cap Value ETF

+0.33%

+$6,681

SBUX Starbucks Corporation

+0.32%

+$1,389.33

VTV Vanguard Value ETF

+0.21%

+$4,049.91

IXJ iShares Global Healthcare ETF

+0.15%

+$560

MRK Merck & Co., Inc.

+0.15%

+$1,741.65

RSP Invesco S&P 500 Equal Weight ETF

+0.09%

+$16,756.56

VBR VANGUARD SMALL-CAP VALUE ETF

+0.06%

+$1,427.9

IHF iShares U.S. Healthcare Providers ETF

+0.05%

+$400

KO The Coca-Cola Company

+0.01%

+$60

ANTM Anthem Inc

AZN

MU Micron Technology, Inc.

-5.74%

-$624,399.9

AMAT Applied Materials, Inc.

-1.77%

-$87,066.25

NVDA NVIDIA Corporation

-1.65%

-$57,575

MSFT Microsoft Corp.

-1.56%

-$38,090.28

QQQ Invesco QQQ Trust, Series 1

-1.42%

-$92,312.5

QQQE Direxion NASDAQ-100 Equal Weighted Index Fund

-1.23%

-$52,548.02

PLD Prologis Inc.

-1.2%

-$9,340.91

CI The Cigna Group

-0.68%

-$16,340.67

BSVN Bank7 Corp

-0.62%

-$15,339.56

XLE Energy Select Sector SPDR Fund

-0.41%

-$9,404.7

JNJ Johnson & Johnson

-0.31%

-$1,460

SPY SPDR S&P 500 ETF Trust

-0.29%

-$108,425.47

AMLP Alerian MLP ETF

-0.24%

-$4,312.5

INVH Invitation Homes Inc.

-0.24%

-$3,123.4

WRB-PH W.R. Berkley Corporation 4.125%

-0.18%

-$646.3

AMH American Homes 4 Rent

-0.08%

-$832.15

APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053

-0.04%

-$225.13

ET Energy Transfer L.P.

-0.03%

-$910

Events

Dividends

Dividend Analysis

No Data

Trades 57	Longs Won 38/57 66%	Profit Factor 8.51
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.38M
Average Win $762,229.06	Best Trade (Jun 16) $9.21M	Sharpe Ratio -408.83
Average Loss -$179,126.12	Worst Trade (Jun 11) -$1.29M	Z-Score 3.67 (99.98%)
Commissions $0	Avg. Trade Length 8m 2w 5d	Expectancy $448,444

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%	0.02%
Consecutive Losing Trades	964	868	771	675	579	482	386	289	193	96