Szymon Ozog Portfolio
Invests via Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | Managed by Paweł Giza
Invests via Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Managed by Paweł Giza
Automatically Tracked
Szymon Ozog Profile
Seasoned entrepreneur and investor focused on European SaaS and fintech companies, combining hands-on operating experience with early-stage investing and board-level oversight. Szymon Ozog has founded and scaled technology businesses, advises startup leadership on product and go-to-market strategy, and participates in seed to Series B financings. Market-oriented, operational skill set supports portfolio companies on hiring, growth metrics and capital formation.
Seasoned entrepreneur and investor focused on European SaaS and fintech companies, combining hands-on operating experience with early-stage investing and board-level oversight. Szymon Ozog has founded and scaled technology businesses, advises startup leadership on product and go-to-market strategy, and participates in seed to Series B financings. Market-oriented, operational skill set supports portfolio companies on hiring, growth metrics and capital formation.
Investment Philosophy & Strategy
Early-stage, founder-friendly investing that prioritizes European SaaS and fintech businesses with clear product-market fit and scalable go-to-market motion. Capital allocation favors seed through Series B tickets, mixing pre-seed conviction bets with follow-on reserves to protect ownership into value-creating inflection points. Time horizon is growth-oriented, patient but outcomes-driven; decisions weight unit economics, retention metrics, and founder-market alignment. Risk discipline emphasizes thesis-driven concentrations, active board or advisory roles to de-risk execution, and rapid operational support on hiring, product strategy and go-to-market to accelerate tranche-based value realization.
Early-stage, founder-friendly investing that prioritizes European SaaS and fintech businesses with clear product-market fit and scalable go-to-market motion. Capital allocation favors seed through Series B tickets, mixing pre-seed conviction bets with follow-on reserves to protect ownership into value-creating inflection points. Time horizon is growth-oriented, patient but outcomes-driven; decisions weight unit economics, retention metrics, and founder-market alignment. Risk discipline emphasizes thesis-driven concentrations, active board or advisory roles to de-risk execution, and rapid operational support on hiring, product strategy and go-to-market to accelerate tranche-based value realization.
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:
119.61%
Gain +7.93%
Monthly
1.74%
Yearly
22.97%
Drawdown
33.85%
$1.56B
Equity
Holdings
$1.56B
Investment
$1.09B
$685.96M
Profit +$85.48M
Realized
$221.25M
Unrealized
$464.72M
Dividends
$19.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
7.93%
Profit
$85.48M
Win %
73%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$17.97M
Win %
73%
This Month
Compared to last month
Gain
-7.61%
Profit
-$128.2M
Win %
73%
This Year
Compared to last year
Gain
31.97%
Profit
$376.99M
Win %
70%
WDC Western Digital Corporation
+11.79%
+$5.57M 
MU Micron Technology, Inc.
+10.24%
+$22.68M 
AMAT Applied Materials, Inc.
+7.29%
+$3.25M 
MRVL Marvell Technology, Inc.
+7.11%
+$1.17M 
INTC Intel Corporation
+6.83%
+$1.92M 
AMD Advanced Micro Devices, Inc.
+5.73%
+$1.06M 
FCX Freeport-McMoRan Inc.
+5.63%
+$1.84M 
SCCO Southern Copper Corporation
+5.34%
+$316,366.36 
VRT Vertiv Holdings Co
+4.09%
+$1.26M 
CEG Constellation Energy Corporation
+3.43%
+$887,865.99 
MLYS Mineralys Therapeutics, Inc.
+3.18%
+$89,216.85 
CAT Caterpillar Inc.
+2.76%
+$74,529.51 
NKTR Nektar Therapeutics Inc.
+2.75%
+$218,351.91 
GS The Goldman Sachs Group, Inc.
+2.43%
+$32,972.9 
DOW Dow Inc.
+2.01%
+$578,840.59 
AVGO Broadcom Inc.
+1.97%
+$956,322.73 
PTGX Protagonist Therapeutics Inc.
+1.91%
+$1.47M 
XOM Exxon Mobil Corporation
+1.8%
+$568,696.97 
LYB LyondellBasell Industries N.V.
+1.73%
+$508,314.45 
CYTK Cytokinetics, Incorporated
+1.62%
+$844,008.24 
JPM JPMorgan Chase & Co.
+1.48%
+$9,082.17 
WFC Wells Fargo & Company
+1.29%
+$3,159.06 
NVDA NVIDIA Corporation
+1.23%
+$851,867.5 
BAC Bank of America Corporation
+1.19%
+$5,415.84 
RTX RTX Corporation
+1.01%
+$17,282.81 
ABVX Abivax SA ADR
+0.96%
+$965,052.9 
QURE uniQure N.V.
+0.82%
+$169,545.02 
RVMD Revolution Medicines Inc.
+0.8%
+$687,479.8 
AAPL Apple Inc.
+0.7%
+$67,380.8 
GEV GE Vernova Inc.
+0.39%
+$30,184.4 
GE General Electric Company
+0.36%
+$9,037.69 
CVX Chevron Corporation
+0.33%
+$105,301.58 
META Meta Platforms Inc Class A
+0.23%
+$38,936.3 
JANX Janux Therapeutics Inc.
+0.15%
+$9,111.2 
CRWD CrowdStrike Holdings, Inc.
-3.02%
-$2.53M 
CRM Salesforce Inc
-2.13%
-$33,977.01 
WM Waste Management, Inc.
-2.04%
-$451,712.9 
WMT Walmart Inc.
-1.58%
-$51,561.87 
FISV Fiserv, Inc.
-1.44%
-$21,920.13 
MELI MercadoLibre, Inc.
-1.33%
-$527,138.04 
LIN Linde plc
-1.3%
-$449,342.87 
PG Procter & Gamble Co
-1.11%
-$6,872.4 
SNOW Snowflake Inc.
-1.11%
-$170.24 
AMZN Amazon.com Inc
-0.89%
-$585,077.5 
MSFT Microsoft Corp.
-0.87%
-$401,696.07 
GOOGL Alphabet Inc
-0.74%
-$154,425.87 
GOOG Alphabet Inc
-0.69%
-$936,940.48 
PEP PepsiCo, Inc.
-0.6%
-$2,561.55 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$7,750.78 
NFLX Netflix, Inc.
-0.38%
-$1,588.65 
KO The Coca-Cola Company
-0.06%
-$234.81 Events
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Dividends
Dividend Analysis
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| Trades 593 | Longs Won 336/593 56% | Profit Factor 3.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.42M |
| Average Win $2.78M | Best Trade (Jul 21) $161.45M | Sharpe Ratio -8.86 |
| Average Loss -$968,137.78 | Worst Trade (Sep 30) -$12.82M | Z-Score -0.48 (36.89%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $1.16M |
| 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% | 0.1% |
| Consecutive Losing Trades | 1,608 | 1,447 | 1,286 | 1,125 | 965 | 804 | 643 | 482 | 322 | 161 |
Hover over the desired column for a detailed explanation.
Returns
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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 Szymon Ozog?
The largest contributions to the portfolio's profits come from the following stocks: Freeport-McMoRan Inc - $43.14M, CrowdStrike Holdings, Inc - $30.29M, Western Digital Corporation - $25.78M, Alphabet Inc - $24.24M, and Axsome Therapeutics, Inc - $23.12M. 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: Viking Therapeutics Inc - $20.96M, Snowflake Inc - $15.12M, General Motors Company - $13.06M, Tidewater Inc - $7.69M, and Oracle Corporation - $7.37M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Szymon Ozog's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.76M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.41M, Freeport-McMoRan Inc - $2.31M, Southern Copper Corporation - $1.54M, The TJX Companies, Inc - $1.23M, and Valero Energy Corporation - $884,457.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Szymon Ozog's monthly returns?
Szymon Ozog'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 Szymon Ozog's strategy be considered aggressive or moderate?
Szymon Ozog's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Szymon Ozog's strategy?
Szymon Ozog'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.
