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:
110.04%
Gain -2.13%
Monthly
2.32%
Yearly
31.73%
Drawdown
32.33%
$544.51M
Equity
Holdings
$544.51M
Investment
$482.22M
$319.56M
Profit -$12.13M
Realized
$257.27M
Unrealized
$62.29M
Dividends
$719,626.17
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.13%
Profit
-$12.13M
Win %
56%
This Week
Compared To Last Week
Gain
-3.99%
Profit
-$22.61M
Win %
56%
This Month
Compared to last month
Gain
-6.53%
Profit
-$38.03M
Win %
56%
This Year
Compared to last year
Gain
-2.94%
Profit
-$16.5M
Win %
68%
TYRA Tyra Biosciences, Inc.
+6.95%
+$968,113.62 
DMRA Damora Therapeutics, Inc.
+2.17%
+$123,230.58 
ERAS Erasca, Inc.
+2.1%
+$516,751.29 
SYRE Spyre Therapeutics, Inc.
+2.05%
+$190,328.28 
SRRK Scholar Rock Holding Corporation
+1.92%
+$251,103.3 
SION Sionna Therapeutics Inc.
+1.87%
+$8,319.64 
ALKS Alkermes plc
+1.56%
+$176,090.65 
VTGN VistaGen Therapeutics Inc.
+1.49%
+$2,158.62 
ALMS Alumis Inc.
+1.02%
+$13,573.6 
MPLT MapLight Therapeutics, Inc.
+0.55%
+$8,017.95 
GLUE Monte Rosa Therapeutics, Inc.
+0.42%
+$9,212.64 
AXSM Axsome Therapeutics, Inc.
+0.23%
+$7,456.87 
ACAD Acadia Pharmaceuticals Inc.
+0.22%
+$8,590.02 
ORKA Oruka Therapeutics, Inc.
+0.16%
+$17,469.15 
ARWR Arrowhead Pharmaceuticals Inc.
+0.16%
+$5,095.74 
CGON CG Oncology, Inc.
+0.06%
+$6,373.96 
PTGX Protagonist Therapeutics Inc.
+0.05%
+$1,141.21 
BHVN Biohaven Ltd.
-14.87%
-$2.37M 
TENX Tenax Therapeutics Inc.
-8.45%
-$17,329.14 
CUE Cue Biopharma, Inc.
-8.2%
-$167,487.5 
CALC Calcimedica Inc.
-7.62%
-$43,570.24 
ASMB Assembly Biosciences Inc.
-7.33%
-$410,610.98 
IVA Inventiva S.A.
-6.97%
-$442,159.2 
CMPS Compass Pathways plc Depositary Receipt
-6.26%
-$270,530.55 
ZURA Zura Bio Ltd.
-5.78%
-$451,510.95 
BIOA BioAge Labs, Inc.
-5.67%
-$241,368.92 
EQ Equillium, Inc.
-5.47%
-$282,324.98 
CELC Celcuity Inc.
-5.09%
-$450,751.77 
SLDB Solid Biosciences Inc.
-4.93%
-$168,626.6 
IPSC Century Therapeutics, Inc.
-4.43%
-$193,156.38 
NAMS NewAmsterdam Pharma Co. N.V.
-4.08%
-$72,157.77 
GPCR Structure Therapeutics Inc.
-4.08%
-$64,139.04 
TRAX First Tracks Biotherapeutics, Inc.
-4.02%
-$990,129.57 
MLYS Mineralys Therapeutics, Inc.
-3.93%
-$723,223.2 
BDSX Biodesix Inc.
-3.84%
-$72,800 
DNTH Dianthus Therapeutics Inc.
-3.51%
-$755,199.76 
AVLN Avalyn Pharma Inc.
-3.37%
-$142,780 
QURE uniQure N.V.
-3.33%
-$134,815.95 
LBRX LB Pharmaceuticals Inc.
-2.98%
-$45,134.7 
ABVX Abivax SA ADR
-2.94%
-$995,636.07 
AURA Aura Biosciences Inc.
-2.92%
-$149,998.8 
SRZN Surrozen, Inc.
-2.9%
-$349,622.84 
WHWK Whitehawk Therapeutics, Inc.
-2.86%
-$122,524.44 
KOD Kodiak Sciences Inc.
-2.69%
-$69,043.52 
CBIO Crescent Biopharma, Inc.
-2.65%
-$96,662.46 
TNGX Tango Therapeutics Inc.
-2.62%
-$770,501.97 
KNSA Kiniksa Pharmaceuticals International, plc
-2.6%
-$426,837.36 
OVID Ovid Therapeutics Inc.
-2.59%
-$169,209.81 
PRQR ProQR Therapeutics N.V.
-2.51%
-$21,552.7 
SPRB Spruce Biosciences Inc.
-2.49%
-$57,529.32 
MNPR Monopar Therapeutics Inc.
-2.15%
-$72,902.5 
ELVN Enliven Therapeutics, Inc.
-2.12%
-$423,235.08 
RVMD Revolution Medicines Inc.
-2.08%
-$692,553.19 
ROIV Roivant Sciences Ltd
-2.08%
-$303,114.96 
EYPT EyePoint Pharmaceuticals Inc.
-2.07%
-$30,462.39 
PRAX Praxis Precision Medicines Inc.
-1.95%
-$250,645.39 
ARQT Arcutis Biotherapeutics Inc.
-1.93%
-$45,514.7 
IFRX InflaRx N.V.
-1.91%
-$129,130.2 
HLXC Helix Acquisition Corp. III
-1.76%
-$32,617.49 
CLDX Celldex Therapeutics Inc.
-1.75%
-$121,320.16 
SABS Sab Biotherapeutics Inc.
-1.72%
-$20,557.86 
IMVT Immunovant Inc.
-1.68%
-$179,742.55 
CCCC C4 Therapeutics Inc.
-1.16%
-$20,945.92 
RAPP Rapport Therapeutics Inc.
-0.97%
-$28,297.35 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-0.96%
-$119,134.24 
DFTX Definium Therapeutics, Inc.
-0.68%
-$35,652.24 
CLYM Climb Biotherapeutics, Inc.
-0.66%
-$74,274.5 
CYTK Cytokinetics, Incorporated
-0.66%
-$37,045.47 
CLRB Cellectar Biosciences, Inc.
-0.63%
-$5,324.07 
PHVS Pharvaris N.V.
-0.61%
-$18,608.61 
RLMD Relmada Therapeutics Inc.
-0.49%
-$29,201.86 
PSNL Personalis Inc.
-0.43%
-$17,344.81 
XENE Xenon Pharmaceuticals Inc.
-0.3%
-$13,693.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 622 | Longs Won 341/622 54% | Profit Factor 2.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.3M |
| Average Win $1.54M | Best Trade (Sep 09) $18.23M | Sharpe Ratio -44.72 |
| Average Loss -$736,767.79 | Worst Trade (Mar 31) -$10.21M | Z-Score -4.18 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4w | Expectancy $513,766.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 739 | 665 | 591 | 517 | 443 | 370 | 296 | 222 | 148 | 74 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABVX Abivax SA ADR | 283,657 | $35.35M | $32.89M | - | -$2.46M | -6.95% | -2.938% |
| ACAD Acadia Pharmaceuticals Inc. | 143,167 | $3.19M | $3.97M | - | $784,555.26 | 24.62% | +0.217% |
| ALKS Alkermes plc | 248,015 | $10.9M | $11.44M | - | $536,944.04 | 4.93% | +1.564% |
| ALMS Alumis Inc. | 135,736 | $2.99M | $1.34M | - | -$1.65M | -55.06% | +1.02% |
| AMLX Amylyx Pharmaceuticals, Inc. Common Stock | 384,304 | $4.83M | $12.33M | - | $7.5M | 155.19% | -0.957% |
| ARQT Arcutis Biotherapeutics Inc. | 98,945 | $2.33M | $2.31M | - | -$17,810.22 | -0.76% | -1.93% |
| ARWR Arrowhead Pharmaceuticals Inc. | 39,198 | $3.2M | $3.24M | - | $48,997.48 | 1.53% | +0.157% |
| ASMB Assembly Biosciences Inc. | 170,378 | $5.19M | $5.19M | - | $4,388.05 | 0.08% | -7.332% |
| AURA Aura Biosciences Inc. | 714,280 | $5.07M | $4.99M | - | -$78,570.8 | -1.55% | -2.917% |
| AVLN Avalyn Pharma Inc. | 118,000 | $3.42M | $4.09M | - | $671,420 | 19.63% | -3.372% |
| AXSM Axsome Therapeutics, Inc. | 15,375 | $3.76M | $3.25M | - | -$517,445.88 | -13.75% | +0.23% |
| BDSX Biodesix Inc. | 70,000 | $1.01M | $1.82M | - | $807,800 | 79.59% | -3.84% |
| BHVN Biohaven Ltd. | 1.06M | $9M | $13.59M | - | $4.59M | 50.95% | -14.867% |
| BIOA BioAge Labs, Inc. | 464,171 | $9M | $4.02M | - | -$4.98M | -55.39% | -5.671% |
| CALC Calcimedica Inc. | 248,972.8 | $972,487.76 | $527,822.34 | - | -$444,665.42 | -45.72% | -7.625% |
| CBIO Crescent Biopharma, Inc. | 182,382 | $3.28M | $3.55M | - | $266,277.72 | 8.11% | -2.651% |
| CCCC C4 Therapeutics Inc. | 523,648 | $1.5M | $1.78M | - | $282,100 | 18.83% | -1.163% |
| CELC Celcuity Inc. | 98,203 | $6.96M | $8.4M | - | $1.44M | 20.67% | -5.095% |
| CGON CG Oncology, Inc. | 159,349 | $10.78M | $11.47M | - | $688,387.65 | 6.38% | +0.056% |
| CLDX Celldex Therapeutics Inc. | 178,412 | $5.66M | $6.8M | - | $1.14M | 20.11% | -1.753% |
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Option values are updated at end of day.
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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 - $31.97M, Arcutis Biotherapeutics Inc - $29.16M, Revolution Medicines Inc - $16.51M, Insmed Inc - $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 American Depositary Receipt - $8.23M, VistaGen Therapeutics Inc - $7.89M, Neumora Therapeutics, Inc - $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 Sponsored 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.
