Melissa S. Kampmann Portfolio
Invests via Kampmann Melissa S. | Managed by Melissa S. Kampmann
Invests via Kampmann Melissa S.
Managed by Melissa S. Kampmann
Automatically Tracked
Melissa S. Kampmann Profile
Corporate finance and strategic transactions specialist with experience advising growth-stage healthcare and technology companies and investors. Melissa S. Kampmann combines operational leadership and M&A execution, having managed cross-border deals, capital raises and integrations while partnering with PE and venture investors. Market-facing skills include financial modelling, commercial diligence and board-level communications. Regularly engages on exit planning, corporate development and investor relations for founder-led businesses.
Corporate finance and strategic transactions specialist with experience advising growth-stage healthcare and technology companies and investors. Melissa S. Kampmann combines operational leadership and M&A execution, having managed cross-border deals, capital raises and integrations while partnering with PE and venture investors. Market-facing skills include financial modelling, commercial diligence and board-level communications. Regularly engages on exit planning, corporate development and investor relations for founder-led businesses.
Investment Philosophy & Strategy
Prioritizes disciplined, growth‑oriented capital allocation in healthcare and technology, favoring scalable, founder-led businesses where strategic corporate development and operational improvements unlock value. Emphasizes rigorous financial modelling, commercial diligence and deal structuring to align incentives across founders, PE and venture partners. Prefers cross‑border opportunities with clear exit pathways, active board engagement and integration plans; balances conviction bets with portfolio-level risk controls and milestone‑driven capital deployment.
Prioritizes disciplined, growth‑oriented capital allocation in healthcare and technology, favoring scalable, founder-led businesses where strategic corporate development and operational improvements unlock value. Emphasizes rigorous financial modelling, commercial diligence and deal structuring to align incentives across founders, PE and venture partners. Prefers cross‑border opportunities with clear exit pathways, active board engagement and integration plans; balances conviction bets with portfolio-level risk controls and milestone‑driven capital deployment.
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:
1.59%
Gain
Monthly
0.05%
Yearly
0.57%
Drawdown
33.25%
$136.31M
Equity
Holdings
$136.31M
Investment
$115.43M
$22.45M
Profit +$1.42M
Realized
$1.57M
Unrealized
$20.88M
Dividends
$3.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.42M
Win %
52%
This Week
Compared To Last Week
Gain
1.05%
Profit
$1.42M
Win %
52%
This Month
Compared to last month
Gain
1.92%
Profit
$2.57M
Win %
52%
This Year
Compared to last year
Gain
10.61%
Profit
$13.16M
Win %
52%
DXCM DexCom, Inc.
+6.34%
+$169,555.8 
WM Waste Management, Inc.
+4.24%
+$64,993.95 
SYK Stryker Corporation
+4%
+$157,110.6 
WDAY Workday Inc.
+3.37%
+$37,021.1 
SBUX Starbucks Corporation
+3.34%
+$40,733.55 
CRM Salesforce Inc
+3.3%
+$36,443.07 
IRTC Irhythm Technologies Inc.
+3.27%
+$81,437 
XYL Xylem Inc.
+3.04%
+$11,605.05 
AON Aon plc
+2.75%
+$71,931.9 
ISRG Intuitive Surgical, Inc.
+2.69%
+$57,095.04 
COST Costco Wholesale Corporation
+2.48%
+$42,370.8 
FAST Fastenal Co.
+2.44%
+$108,372.87 
MDLN Medline Inc.
+2.43%
+$5,222.4 
SPGI S&P Global Inc.
+2.34%
+$58,254.36 
MA Mastercard Incorporated
+2.21%
+$94,835.55 
WMT Walmart Inc.
+2.18%
+$115,297 
HD The Home Depot, Inc.
+1.78%
+$41,131.13 
PG Procter & Gamble Co
+1.77%
+$67,084.95 
MSFT Microsoft Corp.
+1.59%
+$85,289.26 
RBA Rb Global Inc.
+1.47%
+$41,262.4 
ICE Intercontinental Exchange, Inc.
+1.38%
+$31,439.7 
ECL Ecolab Inc.
+1.31%
+$47,139.62 
LLY Eli Lilly and Company
+1.27%
+$115,163.65 
CVX Chevron Corporation
+1.26%
+$41,074.2 
JNJ Johnson & Johnson
+0.96%
+$50,713.26 
AAPL Apple Inc.
+0.9%
+$75,667.25 
UBER Uber Technologies, Inc.
+0.87%
+$37,777.95 
TOST Toast Inc.
+0.82%
+$12,452.5 
WEC WEC Energy Group Inc.
+0.61%
+$8,059.2 
BX Blackstone Inc.
+0.52%
+$12,245.23 
AMZN Amazon.com Inc
+0.33%
+$15,955.8 
GOOG Alphabet Inc
+0.12%
+$11,787.76 
CDNMF EGR Exploration Ltd.
0%
$0 
ORCL Oracle Corporation
-4.37%
-$68,178.18 
GNRC Generac Holdings Inc.
-3.64%
-$117,603.75 
GEV GE Vernova Inc.
-3.13%
-$146,894.41 
NVDA NVIDIA Corporation
-2.5%
-$8,363.25 
NOW ServiceNow, Inc.
-1.17%
-$14,274.15 
BA Boeing Company
-0.86%
-$11,565.95 
JPM JPMorgan Chase & Co.
-0.51%
-$33,091.73 
ROK Rockwell Automation, Inc.
-0.38%
-$21,672.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.15%
-$2,341.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$683.02 Events
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Dividends
Dividend Analysis
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| Trades 377 | Longs Won 247/377 65% | Profit Factor 5.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $529,175.38 |
| Average Win $233,825.48 | Best Trade (Jul 16) $5.5M | Sharpe Ratio -8.97 |
| Average Loss -$74,776.19 | Worst Trade (Dec 30) -$983,883.55 | Z-Score -3.29 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $59,544.93 |
| 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% | 0.22% |
| Consecutive Losing Trades | 1,821 | 1,639 | 1,457 | 1,275 | 1,093 | 911 | 729 | 546 | 364 | 182 |
Hover over the desired column for a detailed explanation.
Returns
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