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

Tracking: 0 Updated: 23 hours ago

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.

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.

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:

57.59%

Gain -0.09%

Monthly

0.91%

Yearly

11.44%

Drawdown

31.97%

$1.47B

Equity

Holdings

$1.47B

Investment

$1.09B

$647.37M

Profit -$1.46M

Realized

$221.24M

Unrealized

$426.12M

Dividends

$19.15M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.09%

Profit

-$1.46M

Win %

66%

This Week

Compared To Last Week

Gain

-0.1%

Profit

-$1.46M

Win %

66%

This Month

Compared to last month

Gain

-2.83%

Profit

-$42.9M

Win %

66%

This Year

Compared to last year

Gain

11.8%

Profit

$181.77M

Win %

65%

Gainers
Losers

INTC Intel Corporation

+6.51%

+$2.2M

WDC Western Digital Corporation

+6.36%

+$3.26M

AMD Advanced Micro Devices, Inc.

+4.73%

+$848,434.64

SCCO Southern Copper Corporation

+4.19%

+$258,168.34

GEV GE Vernova Inc.

+3.73%

+$243,999.41

FCX Freeport-McMoRan Inc.

+3.12%

+$1.15M

CEG Constellation Energy Corporation

+2.86%

+$720,303.51

QURE uniQure N.V.

+2.8%

+$391,257.75

AMAT Applied Materials, Inc.

+2.64%

+$1.24M

GS The Goldman Sachs Group, Inc.

+2.62%

+$34,890.56

JPM JPMorgan Chase & Co.

+2.31%

+$13,093.55

LYB LyondellBasell Industries N.V.

+1.75%

+$537,360.99

VRT Vertiv Holdings Co

+1.68%

+$524,943.01

WFC Wells Fargo & Company

+1.61%

+$3,785.18

LIN Linde plc

+1.58%

+$548,523.64

BAC Bank of America Corporation

+1.56%

+$6,468.92

CAT Caterpillar Inc.

+1.44%

+$40,385.77

FISV Fiserv, Inc.

+1.36%

+$21,184.53

CYTK Cytokinetics, Incorporated

+1.27%

+$581,072.8

PG Procter & Gamble Co

+0.86%

+$5,257.8

GE General Electric Company

+0.76%

+$18,816.17

CVX Chevron Corporation

+0.75%

+$237,779.9

BRK-B Berkshire Hathaway Inc.

+0.71%

+$14,040.68

DOW Dow Inc.

+0.65%

+$208,762.18

GOOGL Alphabet Inc

+0.53%

+$113,008.97

GOOG Alphabet Inc

+0.45%

+$614,387.2

WMT Walmart Inc.

+0.45%

+$15,730.77

PEP PepsiCo, Inc.

+0.38%

+$1,697.22

WM Waste Management, Inc.

+0.3%

+$61,155.87

NKTR Nektar Therapeutics Inc.

+0.29%

+$20,795.42

XOM Exxon Mobil Corporation

+0.28%

+$87,161.47

NVDA NVIDIA Corporation

+0.16%

+$109,039.04

KO The Coca-Cola Company

+0.11%

+$469.62

MSFT Microsoft Corp.

+0.1%

+$45,776.06

RVMDW Revolution Medicines, Inc. Warrant

SNOW

ABVX Abivax SA ADR

-4.28%

-$3.31M

AAPL Apple Inc.

-1.52%

-$131,832

MU Micron Technology, Inc.

-1.43%

-$3.65M

MLYS Mineralys Therapeutics, Inc.

-1.34%

-$33,587.52

MELI MercadoLibre, Inc.

-1.27%

-$442,354.03

CRWD CrowdStrike Holdings, Inc.

-1.26%

-$920,137.49

AMZN Amazon.com Inc

-1.23%

-$778,344.17

NFLX Netflix, Inc.

-1.14%

-$5,793.9

AVGO Broadcom Inc.

-0.91%

-$450,488.89

JANX Janux Therapeutics Inc.

-0.73%

-$37,649.6

RTX RTX Corporation

-0.37%

-$5,965.73

MRVL Marvell Technology, Inc.

-0.36%

-$85,492.79

CRM Salesforce Inc

-0.34%

-$5,142.48

META Meta Platforms Inc Class A

-0.26%

-$37,764.06

PTGX Protagonist Therapeutics Inc.

-0.01%

-$5,718.25

Events

Dividends

Dividend Analysis

No Data

Trades 593	Longs Won 329/593 55%	Profit Factor 3.43
Profitability	Shorts Won 0/0 0%	Standard Deviation $8.08M
Average Win $2.78M	Best Trade (Jun 14) $168.1M	Sharpe Ratio -7.04
Average Loss -$1.01M	Worst Trade (Jun 14) -$16.07M	Z-Score -1.62 (90.25%)
Commissions $0	Avg. Trade Length 11m 3w 1d	Expectancy $1.09M

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%	0.57%
Consecutive Losing Trades	1,460	1,314	1,168	1,022	876	730	584	438	292	146