Andrew Yang Portfolio
Invests via Sophron Capital Management L.P. | Managed by Andrew Yang
Invests via Sophron Capital Management L.P.
Managed by Andrew Yang
Automatically Tracked
Andrew Yang Profile
Serial entrepreneur, policy advocate and investor Andrew Yang is known for scaling startups and elevating tech-forward policy discourse into mainstream politics. He founded a fintech-focused firm and a nonprofit emphasizing universal basic income while later launching investment initiatives targeting early-stage tech and consumer companies. Background combines business-building, product and digital marketing experience with public-market engagement; frequently cited by investors for founder-market fit, platform-driven distribution strategies and consumer data monetization insights.
Serial entrepreneur, policy advocate and investor Andrew Yang is known for scaling startups and elevating tech-forward policy discourse into mainstream politics. He founded a fintech-focused firm and a nonprofit emphasizing universal basic income while later launching investment initiatives targeting early-stage tech and consumer companies. Background combines business-building, product and digital marketing experience with public-market engagement; frequently cited by investors for founder-market fit, platform-driven distribution strategies and consumer data monetization insights.
Investment Philosophy & Strategy
Combines founder-first, product-centric investing with a preference for early-stage tech and consumer companies—especially fintech, platform businesses and data-driven consumer models. Emphasizes founder-market fit, scalable distribution and unit-economics discipline, making concentrated, conviction-driven bets with reserved follow-on capital for winners. Favors long horizons to build network effects and policy-aware macro views to assess regulatory risk. Underwriting prioritizes measurable KPIs, rapid user growth paired with path to monetization and operational partnership from board or advisory roles.
Combines founder-first, product-centric investing with a preference for early-stage tech and consumer companies—especially fintech, platform businesses and data-driven consumer models. Emphasizes founder-market fit, scalable distribution and unit-economics discipline, making concentrated, conviction-driven bets with reserved follow-on capital for winners. Favors long horizons to build network effects and policy-aware macro views to assess regulatory risk. Underwriting prioritizes measurable KPIs, rapid user growth paired with path to monetization and operational partnership from board or advisory roles.
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:
-2.27%
Gain
Monthly
-0.12%
Yearly
-1.48%
Drawdown
15.54%
$379.18M
Equity
Holdings
$379.18M
Investment
$344.9M
$28.59M
Profit +$8.9M
Realized
-$5.69M
Unrealized
$34.29M
Dividends
$22.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$8.9M
Win %
66%
This Week
Compared To Last Week
Gain
2.11%
Profit
$7.83M
Win %
66%
This Month
Compared to last month
Gain
1.25%
Profit
$4.69M
Win %
66%
This Year
Compared to last year
Gain
14.8%
Profit
$48.88M
Win %
62%
REXR Rexford Industrial Realty, Inc.
+7.21%
+$904,320.67 
STAG Stag Industrial Inc.
+4.41%
+$30,787.68 
NHI National Health Investors, Inc.
+4.29%
+$115,095.5 
EGP EastGroup Properties Inc.
+3.93%
+$353,024.26 
FCPT Four Corners Property Trust Inc.
+3.92%
+$583,665.39 
BNL Broadstone Net Lease Inc.
+3.85%
+$215,837.16 
ADC Agree Realty Corporation
+3.56%
+$692,530.92 
NNN NNN REIT, Inc.
+3.37%
+$193,795.2 
ELS Equity Lifestyle Properties Inc.
+3.34%
+$308,285.55 
LXP LXP Industrial Trust
+3.25%
+$231,538.71 
PECO Phillips Edison & Company, Inc.
+3.14%
+$510,382.18 
EXR Extra Space Storage Inc.
+3.1%
+$146,827.49 
HIW Highwoods Properties, Inc.
+3.06%
+$49,219.83 
IRT Independence Realty Trust Inc.
+2.95%
+$102,448.49 
VICI Vici Properties Inc.
+2.81%
+$197,404.62 
CHH Choice Hotels International Inc.
+2.62%
+$345,153.62 
AVB AvalonBay Communities, Inc.
+2.61%
+$591,049.67 
AMH American Homes 4 Rent
+2.42%
+$330,144.66 
UDR UDR Inc.
+2.41%
+$366,521.4 
EQR Equity Residential
+2.4%
+$422,291.8 
GLPI Gaming and Leisure Properties, Inc.
+2.37%
+$298,180.59 
DOC Healthpeak Properties, Inc.
+2.35%
+$112,925.73 
FRT Federal Realty Investment Trust
+2.31%
+$99,109.43 
SUI Sun Communities Inc.
+2.3%
+$39,633.12 
INVH Invitation Homes Inc.
+2.21%
+$209,397.54 
PSA Public Storage Common Stock
+2.12%
+$192,978.81 
MTH Meritage Homes Corporation
+2%
+$354,058.78 
ESS Essex Property Trust, Inc.
+1.63%
+$377,944.25 
LEN Lennar Corporation
+0.57%
+$100,091.32 
AMT American Tower Corporation
+0.47%
+$16,969.6 
DRH DiamondRock Hospitality Company
+0.37%
+$37,889.68 
RHP Ryman Hospitality Properties, Inc.
+0.31%
+$46,684.56 
WH Wyndham Hotels & Resorts, Inc.
+0.21%
+$14,340.78 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 235 | Longs Won 114/235 48% | Profit Factor 2.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $575,198.57 |
| Average Win $459,082.21 | Best Trade (Jul 15) $3.25M | Sharpe Ratio -9.49 |
| Average Loss -$196,216.61 | Worst Trade (Jun 29) -$1.73M | Z-Score -0.12 (9.33%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $121,673.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,934 | 1,741 | 1,547 | 1,354 | 1,161 | 967 | 774 | 580 | 387 | 193 |
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Returns
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Option values are updated at end of day.
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