KR
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:
64.72%
Gain +3.33%
Monthly
1.71%
Yearly
22.66%
Drawdown
31.81%
$475.96M
Equity
Holdings
$475.96M
Investment
$430.62M
$231.89M
Profit +$17.13M
Realized
$186.55M
Unrealized
$45.34M
Dividends
$719,873.37
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.33%
Profit
$17.13M
Win %
58%
This Week
Compared To Last Week
Gain
-2.95%
Profit
-$14.45M
Win %
58%
This Month
Compared to last month
Gain
-6.52%
Profit
-$33.17M
Win %
58%
This Year
Compared to last year
Gain
-39.84%
Profit
-$233.49M
Win %
70%
MBX MBX Biosciences, Inc.
+17.62%
+$2.73M 
NRIX Nurix Therapeutics Inc.
+11.43%
+$551,267.23 
LPCN Lipocine Inc.
+11.11%
+$35,292.4 
ELVN Enliven Therapeutics, Inc.
+10.18%
+$1.37M 
MPLT MapLight Therapeutics, Inc.
+9.48%
+$263,480 
SLDB Solid Biosciences Inc.
+8.47%
+$109,425.68 
SNSE Sensei Biotherapeutics Inc
+8.28%
+$125,564.99 
SYRE Spyre Therapeutics, Inc.
+7.87%
+$990,266.53 
TWST Twist Bioscience Corporation
+7.44%
+$217,274.4 
VTGN VistaGen Therapeutics Inc.
+6.88%
+$22,696.36 
SRZN Surrozen, Inc.
+6.27%
+$267,514.07 
BIOA BioAge Labs, Inc.
+6.01%
+$314,948.22 
ERAS Erasca, Inc.
+5.5%
+$176,297.83 
SION Sionna Therapeutics Inc.
+5.5%
+$68,329.8 
JBIO Jade Biosciences Inc.
+5.47%
+$128,618.39 
IMVT Immunovant Inc.
+5.45%
+$1.27M 
ARQT Arcutis Biotherapeutics Inc.
+5.38%
+$517,240 
CGON CG Oncology, Inc.
+4.86%
+$549,298.61 
DFTX Definium Therapeutics, Inc.
+4.69%
+$354,776.47 
SPRB Spruce Biosciences Inc.
+4.66%
+$13,960.2 
RVMDW Revolution Medicines, Inc. Warrant
+4.56%
+$64,775.36 
ALMS Alumis Inc.
+4.54%
+$208,905.06 
PCVX Vaxcyte, Inc.
+3.85%
+$103,356.75 
ROIV Roivant Sciences Ltd
+3.78%
+$414,735 
PTGX Protagonist Therapeutics Inc.
+3.65%
+$280,147.22 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
+3.6%
+$324,797.22 
EWTX Edgewise Therapeutics, Inc.
+3.42%
+$327,222 
FBRX Forte Biosciences, Inc.
+3.39%
+$33,071.4 
CYTK Cytokinetics, Incorporated
+3.35%
+$291,548.25 
ABVX Abivax SA ADR
+3.21%
+$988,441.65 
IMCR Immunocore Holdings plc American Depositary Receipt
+3.15%
+$55,828.88 
AVTX Avalo Therapeutics Inc.
+3.13%
+$55,244.22 
TNGX Tango Therapeutics Inc.
+3.07%
+$176,808.72 
NAMS NewAmsterdam Pharma Co. N.V.
+3.03%
+$160,424.3 
ALKS Alkermes plc
+2.98%
+$105,178.9 
PRAX Praxis Precision Medicines Inc.
+2.79%
+$378,395.58 
DNLI Denali Therapeutics Inc.
+2.78%
+$244,718.05 
GPCR Structure Therapeutics Inc.
+2.73%
+$226,882.48 
BHVN Biohaven Ltd.
+2.62%
+$462,402.39 
XFOR X4 Pharmaceuticals Inc.
+2.56%
+$81,160.79 
PHVS Pharvaris N.V.
+2.22%
+$60,645.9 
CLDX Celldex Therapeutics Inc.
+2.1%
+$156,374.2 
RLMD Relmada Therapeutics Inc.
+2.08%
+$79,156.69 
TENX Tenax Therapeutics Inc.
+2.04%
+$40,570.5 
SABS Sab Biotherapeutics Inc.
+2.01%
+$24,900 
STRO Sutro Biopharma, Inc.
+1.99%
+$12,073.8 
XENE Xenon Pharmaceuticals Inc.
+1.85%
+$133,646.87 
CELC Celcuity Inc.
+1.66%
+$88,183.03 
SNDX Syndax Pharmaceuticals Inc.
+1.62%
+$346,243.61 
DYN Dyne Therapeutics Inc.
+1.48%
+$132,642.26 
EVMN Evommune, Inc.
+1.42%
+$56,195.33 
ACAD Acadia Pharmaceuticals Inc.
+1.36%
+$70,174.34 
SRRK Scholar Rock Holding Corporation
+1.35%
+$617,362.72 
EYPT EyePoint Pharmaceuticals Inc.
+1.3%
+$129,722.24 
LBRX LB Pharmaceuticals Inc.
+1.27%
+$18,000 
ASMB Assembly Biosciences Inc.
+1.26%
+$51,921.8 
TYRA Tyra Biosciences, Inc.
+1.18%
+$57,953.1 
ZURA Zura Bio Ltd.
+1.13%
+$30,140.8 
WHWK Whitehawk Therapeutics, Inc.
+1.12%
+$42,271.61 
IONS Ionis Pharmaceuticals, Inc.
+0.97%
+$18,733.35 
BDSX Biodesix Inc.
+0.87%
+$9,100.52 
QURE uniQure N.V.
+0.43%
+$9,040.04 
HLXC Helix Acquisition Corp. III
+0.39%
+$12,201.12 
JNJ Johnson & Johnson
+0.24%
+$8,786.4 
Events
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Dividends
Dividend Analysis
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| Trades 550 | Longs Won 241/550 43% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.99M |
| Average Win $1.52M | Best Trade (Dec 31) $17.27M | Sharpe Ratio -27.74 |
| Average Loss -$431,493.25 | Worst Trade (Mar 31) -$10.21M | Z-Score -5.83 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 4d | Expectancy $421,614.16 |
| 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 | 1,103 | 992 | 882 | 772 | 662 | 551 | 441 | 331 | 221 | 110 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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