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:
131.84%
Gain +0.86%
Monthly
2.78%
Yearly
39%
Drawdown
27.39%
$629.56M
Equity
Holdings
$629.56M
Investment
$454.46M
$365.7M
Profit +$4.93M
Realized
$190.6M
Unrealized
$175.1M
Dividends
$719,873.37
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$4.93M
Win %
70%
This Week
Compared To Last Week
Gain
-2.11%
Profit
-$13.59M
Win %
70%
This Month
Compared to last month
Gain
-1.32%
Profit
-$8.44M
Win %
70%
This Year
Compared to last year
Gain
22.77%
Profit
$116.77M
Win %
77%
FBRX Forte Biosciences, Inc.
+5.26%
+$145,050 
CCCC C4 Therapeutics Inc.
+4.75%
+$77,050.12 
ERAS Erasca, Inc.
+3.98%
+$179,895.75 
MPLT MapLight Therapeutics, Inc.
+2.96%
+$106,500 
BDSX Biodesix Inc.
+2.83%
+$39,202.24 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
+2.64%
+$308,055.1 
TWST Twist Bioscience Corporation
+2.57%
+$96,997.5 
LBRX LB Pharmaceuticals Inc.
+2.41%
+$37,250 
ASMB Assembly Biosciences Inc.
+2.27%
+$105,327.08 
BHVN Biohaven Ltd.
+2.22%
+$526,182.03 
TNGX Tango Therapeutics Inc.
+2.11%
+$116,533.02 
IVVD Invivyd Inc.
+1.88%
+$24,181.64 
NAMS NewAmsterdam Pharma Co. N.V.
+1.53%
+$82,199.39 
SRZN Surrozen, Inc.
+1.49%
+$64,673.73 
ALMS Alumis Inc.
+1.48%
+$95,269.89 
AVTX Avalo Therapeutics Inc.
+1.48%
+$36,380.34 
TENX Tenax Therapeutics Inc.
+1.47%
+$43,401 
SABS Sab Biotherapeutics Inc.
+1.43%
+$18,750 
ROIV Roivant Sciences Ltd
+1.41%
+$185,184 
SYRE Spyre Therapeutics, Inc.
+1.39%
+$227,106.13 
DNTH Dianthus Therapeutics Inc.
+1.34%
+$115,427.7 
QURE uniQure N.V.
+1.33%
+$41,374.98 
CGON CG Oncology, Inc.
+1.27%
+$183,003.58 
ELVN Enliven Therapeutics, Inc.
+1.15%
+$216,245.61 
MLYS Mineralys Therapeutics, Inc.
+1.09%
+$154,679.62 
EWTX Edgewise Therapeutics, Inc.
+0.99%
+$112,011.73 
PCVX Vaxcyte, Inc.
+0.94%
+$30,711.72 
ABVX Abivax SA ADR
+0.94%
+$385,962.93 
SPRB Spruce Biosciences Inc.
+0.93%
+$2,639.4 
GPCR Structure Therapeutics Inc.
+0.93%
+$87,116.15 
MBX MBX Biosciences, Inc.
+0.91%
+$272,210.6 
TYRA Tyra Biosciences, Inc.
+0.89%
+$53,123.68 
RVMD Revolution Medicines Inc.
+0.83%
+$419,631.68 
CYTK Cytokinetics, Incorporated
+0.81%
+$82,929.28 
STRO Sutro Biopharma, Inc.
+0.8%
+$4,193.1 
PRAX Praxis Precision Medicines Inc.
+0.77%
+$131,102.11 
JBIO Jade Biosciences Inc.
+0.76%
+$23,105.1 
ACAD Acadia Pharmaceuticals Inc.
+0.7%
+$42,449.05 
SION Sionna Therapeutics Inc.
+0.69%
+$11,510.1 
FTH Faeth Therapeutics, Inc.
+0.57%
+$21,259.68 
WHWK Whitehawk Therapeutics, Inc.
+0.53%
+$18,787.38 
NRIX Nurix Therapeutics Inc.
+0.51%
+$36,250.99 
DNLI Denali Therapeutics Inc.
+0.5%
+$49,054.51 
VTGN VistaGen Therapeutics Inc.
+0.43%
+$616.75 
BIOA BioAge Labs, Inc.
+0.38%
+$28,785.59 
PTGX Protagonist Therapeutics Inc.
+0.37%
+$35,657.08 
HLXC Helix Acquisition Corp. III
+0.28%
+$9,150.84 
CAPR Capricor Therapeutics Inc.
+0.28%
+$2,067.56 
XFOR X4 Pharmaceuticals Inc.
+0.27%
+$8,507.42 
DFTX Definium Therapeutics, Inc.
+0.23%
+$32,548.3 
XENE Xenon Pharmaceuticals Inc.
+0.2%
+$18,298.15 
CLDX Celldex Therapeutics Inc.
+0.18%
+$16,527.35 
ARQT Arcutis Biotherapeutics Inc.
+0.16%
+$18,372.36 
ALKS Alkermes plc
+0.14%
+$6,036.9 
ZURA Zura Bio Ltd.
+0.14%
+$5,576.05 
SNDX Syndax Pharmaceuticals Inc.
+0.14%
+$36,472.29 
SRRK Scholar Rock Holding Corporation
+0.06%
+$31,064.88 
CELC Celcuity Inc.
+0.03%
+$1,801.86 
IMCR Immunocore Holdings plc American Depositary Receipt
0%
$0 
LPCN Lipocine Inc.
0%
$0 
RLMD Relmada Therapeutics Inc.
-1.5%
-$44,805.68 
EYPT EyePoint Pharmaceuticals Inc.
-0.99%
-$101,345.5 
EW Edwards Lifesciences Corporation
-0.88%
-$10,868.06 
SLDB Solid Biosciences Inc.
-0.83%
-$13,678.21 
EVMN Evommune, Inc.
-0.78%
-$17,439.93 
JNJ Johnson & Johnson
-0.37%
-$14,259.03 
DYN Dyne Therapeutics Inc.
-0.3%
-$35,425.25 
IMVT Immunovant Inc.
-0.29%
-$85,846.81 
IONS Ionis Pharmaceuticals, Inc.
-0.21%
-$2,968.31 
PHVS Pharvaris N.V.
-0.09%
-$2,599.11 Events
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Dividends
Dividend Analysis
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| Trades 550 | Longs Won 255/550 46% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.35M |
| Average Win $1.88M | Best Trade (Jul 19) $19.52M | Sharpe Ratio -44.76 |
| Average Loss -$384,175.81 | Worst Trade (Mar 31) -$10.21M | Z-Score -5.32 (100%) |
| Commissions $0 | Avg. Trade Length 6m 4d | Expectancy $664,910.28 |
| 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% | <0.01% |
| Consecutive Losing Trades | 1,639 | 1,475 | 1,311 | 1,148 | 984 | 820 | 656 | 492 | 328 | 164 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
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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 - $31.22M, Arcutis Biotherapeutics Inc - $27.09M, Insmed Inc - $15.75M, Arcellx, Inc - $13.49M, and Cidara Therapeutics, Inc - $12.55M. 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, Syndax Pharmaceuticals Inc - $11M, Autolus Therapeutics plc American Depositary Receipt - $8.23M, VistaGen Therapeutics Inc - $7.89M, and Immunovant Inc - $7.87M. 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 $719,873.37 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 Sponsored ADR - $92,470.81, 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 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 Kevin Roan's strategy be considered aggressive or moderate?
Kevin Roan'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 Kevin Roan's strategy?
Kevin Roan'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.
