Kevin Roan Portfolio
Invests via Stempoint Capita LLP | Managed by Kevin Roan, Michelle Ross
Invests via Stempoint Capita LLP
Managed by Kevin Roan, Michelle Ross
Automatically Tracked
Kevin Roan Profile
A seasoned operating executive, Kevin Roan has built a notable career in the technology sector, focusing on transformative product development and market expansion strategies. With extensive experience leading teams through significant growth phases, he possesses a keen insight into aligning innovations with consumer needs. His leadership at various organizations underscores his role in fostering collaborative cultures that drive performance and accelerate results. Recognized for his ability to navigate complex corporate landscapes, Roan is pivotal in steering companies toward sustainable success while capitalizing on emerging trends.
A seasoned operating executive, Kevin Roan has built a notable career in the technology sector, focusing on transformative product development and market expansion strategies. With extensive experience leading teams through significant growth phases, he possesses a keen insight into aligning innovations with consumer needs. His leadership at various organizations underscores his role in fostering collaborative cultures that drive performance and accelerate results. Recognized for his ability to navigate complex corporate landscapes, Roan is pivotal in steering companies toward sustainable success while capitalizing on emerging trends.
Investment Philosophy & Strategy
Leveraging his extensive background in technology, Kevin Roan embraces an innovative investment philosophy centered around transformative growth opportunities. By focusing on market expansion and product development, he identifies sectors ripe for disruption. This approach allows him to strategically align capital with emerging consumer demands while fostering collaborative partnerships that enhance value creation. His leadership experience translates into a rigorous analysis of industry trends, enabling informed decision-making and strategic investments aimed at driving long-term success.
Leveraging his extensive background in technology, Kevin Roan embraces an innovative investment philosophy centered around transformative growth opportunities. By focusing on market expansion and product development, he identifies sectors ripe for disruption. This approach allows him to strategically align capital with emerging consumer demands while fostering collaborative partnerships that enhance value creation. His leadership experience translates into a rigorous analysis of industry trends, enabling informed decision-making and strategic investments aimed at driving long-term success.
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:
83.15%
Gain +0.61%
Monthly
1.8%
Yearly
23.94%
Drawdown
32.33%
$468.11M
Equity
Holdings
$468.11M
Investment
$482.22M
$243.25M
Profit +$3.25M
Realized
$257.36M
Unrealized
-$14.11M
Dividends
$719,626.17
Goals
Avg. 8.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$3.25M
Win %
35%
This Week
Compared To Last Week
Gain
0.7%
Profit
$3.25M
Win %
35%
This Month
Compared to last month
Gain
-6.99%
Profit
-$35.17M
Win %
35%
This Year
Compared to last year
Gain
-16.56%
Profit
-$92.9M
Win %
59%
CALC CalciMedica, Inc.
+13.01%
+$39,835.65 
ORKA Oruka Therapeutics, Inc.
+12.98%
+$1.21M 
ERAS Erasca Inc.
+6.39%
+$1.44M 
AVLN Avalyn Pharma Inc.
+6.11%
+$187,620 
ZURA Zura Bio Limited
+6.1%
+$280,484.08 
KOD Kodiak Sciences Inc.
+4.41%
+$292,843.16 
SYRE Spyre Therapeutics, Inc.
+4.09%
+$394,920.49 
PRAX Praxis Precision Medicines, Inc.
+3.94%
+$371,685.14 
BHVN Biohaven Ltd.
+3.89%
+$574,668 
IVA Inventiva S.A. American Depositary Receipt
+3.77%
+$199,684.8 
CELC Celcuity Inc.
+3.75%
+$240,106.33 
DNTH Dianthus Therapeutics Inc.
+3.39%
+$522,212.6 
SRZN Surrozen, Inc.
+3.24%
+$497,308.35 
GPCR Structure Therapeutics Inc. American Depositary Shares
+2.93%
+$23,670.36 
CLRB Cellectar Biosciences, Inc.
+2.87%
+$12,422.83 
DMRA Damora Therapeutics, Inc.
+2.73%
+$124,657.46 
LBRX LB Pharmaceuticals Inc.
+2.58%
+$31,708.72 
BDSX Biodesix, Inc.
+2.41%
+$35,700 
PTGX Protagonist Therapeutics, Inc.
+2.07%
+$46,789.77 
IFRX InflaRx N.V.
+1.92%
+$96,847.65 
ARWR Arrowhead Pharmaceuticals, Inc.
+1.86%
+$42,333.84 
ARQT Arcutis Biotherapeutics, Inc.
+1.83%
+$56,398.65 
RAPP Rapport Therapeutics, Inc.
+1.79%
+$30,960.63 
ALKS Alkermes plc
+1.48%
+$159,969.67 
PHVS Pharvaris N.V. Ordinary Shares
+1.44%
+$36,569.96 
DFTX Definium Therapeutics Inc.
+1.26%
+$61,705.8 
SABS SAB Biotherapeutics Inc.
+1.23%
+$11,992.08 
CLDX Celldex Therapeutics Inc.
+1.13%
+$58,875.96 
CGON CG Oncology Inc.
+1.05%
+$103,576.85 
TYRA Tyra Biosciences, Inc.
+0.74%
+$95,925.51 
OVID Ovid Therapeutics Inc.
+0.69%
+$36,259.25 
XENE Xenon Pharmaceuticals Inc.
+0.65%
+$17,497.25 
CMPS Compass Pathways plc - ADR
+0.36%
+$11,390.76 
SION Sionna Therapeutics, Inc.
+0.28%
+$594.26 
SRRK Scholar Rock Holding Corporation Common Stock
+0.22%
+$21,523.14 
PSNL Personalis Inc.
+0.19%
+$7,433.49 
HLXC Helix Acquisition Corp. III Common Stock
+0.1%
+$1,716.71 
CLYM Climb Bio Inc.
-12.07%
-$913,576.35 
KNSA Kiniksa Pharmaceuticals International, plc Class A Ordinary Shares
-4.07%
-$652,810.08 
PRQR ProQR Therapeutics N.V. Ordinary Shares
-3.88%
-$21,552.7 
TENX Tenax Therapeutics, Inc.
-3.49%
-$5,776.38 
TNGX Tango Therapeutics, Inc.
-3.04%
-$868,343.49 
BIOA BioAge Labs, Inc.
-2.73%
-$64,566.19 
GLUE Monte Rosa Therapeutics, Inc.
-2.67%
-$44,527.76 
AMLX Amylyx Pharmaceuticals, Inc.
-2.46%
-$257,483.68 
WHWK Whitehawk Therapeutics, Inc.
-2.09%
-$68,613.69 
EYPT EyePoint, Inc. Common Stock
-2%
-$2,741.62 
MPLT MapLight Therapeutics Inc.
-1.88%
-$16,035.9 
EQ Equillium Inc.
-1.63%
-$40,332.14 
CCCC C4 Therapeutics, Inc.
-1.47%
-$23,564.16 
IPSC Century Therapeutics Inc
-1.37%
-$42,923.64 
CUE Cue Biopharma, Inc.
-1.23%
-$15,408.85 
QURE uniQure N.V.
-1.2%
-$23,791.05 
IMVT Immunovant Inc.
-1.06%
-$82,958.1 
ABVX Abivax SA Sponsored ADR
-1%
-$249,618.73 
TRAX First Tracks Biotherapeutics, Inc.
-1%
-$273,997.5 
NAMS NewAmsterdam Pharma Company N.V.
-0.96%
-$14,741.91 
VTGN Vistagen Therapeutics Inc.
-0.95%
-$1,048.47 
MNPR Monopar Therapeutics Inc.
-0.93%
-$19,731.87 
RVMD Revolution Medicines, Inc.
-0.83%
-$247,913.25 
AURA Aura Biosciences, Inc.
-0.79%
-$35,714 
CBIO Crescent Biopharma Inc.
-0.78%
-$18,238.2 
ALMS Alumis Inc.
-0.74%
-$6,786.8 
SLDB Solid Biosciences Inc.
-0.68%
-$14,351.2 
ROIV Roivant Sciences Ltd.
-0.55%
-$69,681.6 
MLYS Mineralys Therapeutics, Inc.
-0.46%
-$57,255.17 
AXSM Axsome Therapeutics Inc.
-0.41%
-$9,224.89 
ASMB Assembly Biosciences Inc.
-0.35%
-$11,926.46 
RLMD Relmada Therapeutics Inc.
-0.34%
-$16,353.04 
ELVN Enliven Therapeutics, Inc.
-0.24%
-$34,691.4 
SPRB Spruce Biosciences, Inc.
-0.18%
-$3,311.04 
ACAD Acadia Pharmaceuticals Inc.
-0.15%
-$4,295.01 
CYTK Cytokinetics, Incorporated
-0.15%
-$6,804.27 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 622 | Longs Won 318/622 51% | Profit Factor 1.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.37M |
| Average Win $1.57M | Best Trade (Dec 31) $17.27M | Sharpe Ratio -44.8 |
| Average Loss -$845,268.76 | Worst Trade (Oct 26) -$10.76M | Z-Score -6.85 (100%) |
| Commissions $0 | Avg. Trade Length 6m 6d | Expectancy $391,078.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 554 | 498 | 443 | 388 | 332 | 277 | 221 | 166 | 111 | 55 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABVX Abivax SA Sponsored ADR | 283,657 | $35.35M | $24.72M | - | -$10.63M | -30.08% | -1% |
| ACAD Acadia Pharmaceuticals Inc. | 143,167 | $3.19M | $2.82M | - | -$366,507.42 | -11.5% | -0.152% |
| ALKS Alkermes plc | 248,015 | $10.9M | $10.98M | - | $81,836.51 | 0.75% | +1.478% |
| ALMS Alumis Inc. | 135,736 | $2.99M | $913,503.28 | - | -$2.08M | -69.45% | -0.737% |
| AMLX Amylyx Pharmaceuticals, Inc. | 384,304 | $4.83M | $10.2M | - | $5.36M | 110.97% | -2.463% |
| ARQT Arcutis Biotherapeutics, Inc. | 98,945 | $2.33M | $3.14M | - | $812,338.33 | 34.85% | +1.827% |
| ARWR Arrowhead Pharmaceuticals, Inc. | 39,198 | $3.2M | $2.32M | - | -$878,427.2 | -27.49% | +1.861% |
| ASMB Assembly Biosciences Inc. | 170,378 | $5.19M | $3.37M | - | -$1.82M | -35.04% | -0.353% |
| AURA Aura Biosciences, Inc. | 714,280 | $5.07M | $4.46M | - | -$607,138 | -11.97% | -0.794% |
| AVLN Avalyn Pharma Inc. | 118,000 | $3.42M | $3.26M | - | -$159,300 | -4.66% | +6.106% |
| AXSM Axsome Therapeutics Inc. | 15,375 | $3.76M | $2.22M | - | -$1.54M | -40.99% | -0.414% |
| BDSX Biodesix, Inc. | 70,000 | $1.01M | $1.52M | - | $503,300 | 49.59% | +2.408% |
| BHVN Biohaven Ltd. | 1.06M | $9M | $15.35M | - | $6.34M | 70.45% | +3.89% |
| BIOA BioAge Labs, Inc. | 464,171 | $9M | $2.3M | - | -$6.7M | -74.41% | -2.727% |
| CALC CalciMedica, Inc. | 248,972.8 | $972,487.76 | $346,072.19 | - | -$626,415.57 | -64.41% | +13.008% |
| CBIO Crescent Biopharma Inc. | 182,382 | $3.28M | $2.32M | - | -$962,976.96 | -29.33% | -0.78% |
| CCCC C4 Therapeutics, Inc. | 523,648 | $1.5M | $1.58M | - | $80,495.52 | 5.37% | -1.471% |
| CELC Celcuity Inc. | 98,203 | $6.96M | $6.65M | - | -$309,522.19 | -4.45% | +3.747% |
| CGON CG Oncology Inc. | 159,349 | $10.78M | $9.94M | - | -$847,736.71 | -7.86% | +1.053% |
| CLDX Celldex Therapeutics Inc. | 178,412 | $5.66M | $5.28M | - | -$381,801.52 | -6.75% | +1.128% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Kevin Roan?
The largest contributions to the portfolio's profits come from the following stocks: Roivant Sciences Ltd - $31.97M, Arcutis Biotherapeutics, Inc - $29.16M, Revolution Medicines, Inc - $16.51M, Insmed Incorporated - $15.75M, and Arcellx, Inc - $13.49M. 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: Cabaletta Bio Inc - $15.41M, Autolus Therapeutics plc ADR - $8.23M, Vistagen Therapeutics Inc - $7.89M, Neumora Therapeutics, Inc. Common Stock - $4.11M, and Janux Therapeutics, Inc - $3.96M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Roan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $719,626.17 earned over time. The largest contributors to dividend income include Bristol-Myers Squibb Company - $268,143.96, Johnson & Johnson - $138,759.19, Merck & Co., Inc - $131,303.48, GSK plc ADR - $94,930.14, and Eli Lilly and Company - $47,407.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Roan's monthly returns?
Kevin Roan's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Kevin Roan's strategy be considered aggressive or moderate?
Kevin Roan's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kevin Roan's strategy?
Kevin Roan's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
