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:
118.14%
Gain -0.87%
Monthly
1.67%
Yearly
22.04%
Drawdown
33.8%
$1.73B
Equity
Holdings
$1.73B
Investment
$1.35B
$652.31M
Profit -$11.87M
Realized
$274.44M
Unrealized
$377.87M
Dividends
$21.24M
Goals
Avg. 36.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$11.87M
Win %
74%
This Week
Compared To Last Week
Gain
-4.78%
Profit
-$86.6M
Win %
74%
This Month
Compared to last month
Gain
-4.91%
Profit
-$89.06M
Win %
74%
This Year
Compared to last year
Gain
-5.32%
Profit
-$96.86M
Win %
68%
ABVX Abivax SA ADR
+4.42%
+$2.98M 
CRM Salesforce Inc
+4.09%
+$88,661.87 
QURE uniQure N.V.
+3.84%
+$419,949.98 
WM Waste Management, Inc.
+3.29%
+$658,805.49 
NKTR Nektar Therapeutics Inc.
+2.87%
+$130,133.02 
HQY HealthEquity Inc.
+2.73%
+$1.12M 
WMT Walmart Inc.
+2.66%
+$90,051.87 
V Visa Inc. Class A
+1.94%
+$1.8M 
PG Procter & Gamble Co
+1.54%
+$10,008.73 
CYTK Cytokinetics, Incorporated
+1.18%
+$495,232.5 
PEP PepsiCo, Inc.
+1.16%
+$4,714.5 
KO The Coca-Cola Company
+1.14%
+$5,479.95 
WFC Wells Fargo & Company
+1.09%
+$2,518.71 
JANX Janux Therapeutics Inc.
+0.92%
+$59,599.32 
MELI MercadoLibre, Inc.
+0.92%
+$135,227.18 
MSFT Microsoft Corp.
+0.66%
+$1.78M 
GOOGL Alphabet Inc
+0.46%
+$160,611.25 
GOOG Alphabet Inc
+0.44%
+$180,101.7 
GS The Goldman Sachs Group, Inc.
+0.02%
+$219.17 
WDC Western Digital Corporation
-5.36%
-$2.16M 
AMAT Applied Materials, Inc.
-4.45%
-$1.6M 
INTC Intel Corporation
-4.23%
-$2.03M 
AMD Advanced Micro Devices, Inc.
-4.05%
-$4.82M 
MRVL Marvell Technology, Inc.
-3.71%
-$769,450.32 
CRWD CrowdStrike Holdings, Inc.
-3.02%
-$3.04M 
GEV GE Vernova Inc.
-2.87%
-$156,378.25 
CEG Constellation Energy Corporation
-2.82%
-$1.61M 
SNDK SanDisk Corporation
-2.67%
-$1.37M 
CAT Caterpillar Inc.
-2.52%
-$58,442.17 
NVDA NVIDIA Corporation
-2.06%
-$1.36M 
AVGO Broadcom Inc.
-1.92%
-$938,119.12 
XOM Exxon Mobil Corporation
-1.13%
-$40,734 
ALB Albemarle Corporation
-0.79%
-$314,004.46 
RVMD Revolution Medicines Inc.
-0.53%
-$488,661.6 
CVX Chevron Corporation
-0.49%
-$7,356.75 
JPM JPMorgan Chase & Co.
-0.47%
-$2,861.38 
META Meta Platforms Inc Class A
-0.45%
-$112,640.35 
MU Micron Technology, Inc.
-0.4%
-$635,354.07 
AMZN Amazon.com Inc
-0.38%
-$401,930.03 
FCX Freeport-McMoRan Inc.
-0.22%
-$86,039.41 
BAC Bank of America Corporation
-0.2%
-$789.81 
SCCO Southern Copper Corporation
-0.01%
-$518.4 
AAPL Apple Inc.
-0.01%
-$832.82 Events
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Dividends
Dividend Analysis
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| Trades 624 | Longs Won 362/624 58% | Profit Factor 2.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.37M |
| Average Win $2.88M | Best Trade (Oct 14) $104.94M | Sharpe Ratio -8.67 |
| Average Loss -$1.49M | Worst Trade (Dec 30) -$42M | Z-Score -1.44 (85.35%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $1.05M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 1,161 | 1,045 | 929 | 813 | 697 | 581 | 465 | 348 | 232 | 116 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 41,662 | $10.43M | $14.29M | - | $3.86M | 36.99% | -0.006% |
| ABVX Abivax SA ADR | 765,332 | $66.93M | $70.31M | - | $3.38M | 5.05% | +4.421% |
| ALB Albemarle Corporation | 407,798 | $55.06M | $39.64M | - | -$15.43M | -28.02% | -0.786% |
| AMAT Applied Materials, Inc. | 80,404 | $15.93M | $34.31M | - | $18.39M | 115.44% | -4.451% |
| AMD Advanced Micro Devices, Inc. | 208,567 | $106.55M | $114.23M | - | $7.69M | 7.21% | -4.049% |
| AMZN Amazon.com Inc | 414,360 | $95.23M | $104.88M | - | $9.65M | 10.13% | -0.382% |
| AVGO Broadcom Inc. | 141,283 | $41.06M | $47.98M | - | $6.92M | 16.86% | -1.918% |
| BAC Bank of America Corporation | 7,522 | $413,710 | $385,765.77 | - | -$27,944.23 | -6.75% | -0.204% |
| CAT Caterpillar Inc. | 3,093 | $1.77M | $2.26M | - | $486,265.97 | 27.44% | -2.523% |
| CEG Constellation Energy Corporation | 204,196 | $53.87M | $55.47M | - | $1.6M | 2.97% | -2.822% |
| CRM Salesforce Inc | 9,183 | $3.07M | $2.26M | - | -$814,761.63 | -26.54% | +4.092% |
| CRWD CrowdStrike Holdings, Inc. | 402,648 | $45.9M | $97.34M | - | $51.44M | 112.07% | -3.025% |
| CVX Chevron Corporation | 6,688 | $1.38M | $1.48M | - | $93,899.5 | 6.79% | -0.495% |
| CYTK Cytokinetics, Incorporated | 660,310 | $24.23M | $42.38M | - | $18.15M | 74.93% | +1.182% |
| FCX Freeport-McMoRan Inc. | 555,093 | $7.28M | $38.56M | - | $31.28M | 429.88% | -0.223% |
| GEV GE Vernova Inc. | 5,795 | $4.61M | $5.3M | - | $690,872.29 | 14.99% | -2.865% |
| GOOG Alphabet Inc | 120,067 | $34.98M | $41.44M | - | $6.46M | 18.47% | +0.436% |
| GOOGL Alphabet Inc | 101,014 | $31.97M | $35.28M | - | $3.31M | 10.35% | +0.457% |
| GS The Goldman Sachs Group, Inc. | 1,289 | $1.09M | $1.13M | - | $42,077.47 | 3.86% | +0.019% |
| HQY HealthEquity Inc. | 456,922 | $38.66M | $42.18M | - | $3.52M | 9.11% | +2.726% |
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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: Micron Technology, Inc - $72.07M, Alphabet Inc - $60.71M, Freeport-McMoRan Inc - $43.23M, CrowdStrike Holdings, Inc - $31.58M, and Western Digital Corporation - $25.8M. 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: Roblox Corporation - $42M, Viking Therapeutics Inc - $20.96M, Snowflake Inc - $15.13M, Dow Inc - $13.23M, and LyondellBasell Industries N.V - $13.18M. 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 $21.24M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.41M, Freeport-McMoRan Inc - $2.39M, Southern Copper Corporation - $1.58M, 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.
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