Hedge Fund - Cota Capital

Bobby Yazdani Bio, Returns, AUM, Net Worth

Established in 2015, Cota Capital is an investment firm specializing in modern software technology. With a focus on both private and public markets, the firm caters to a broad spectrum, from early-stage ventures to established public software companies. Cota Capital distinguishes itself through a thematic, stage-agnostic, and operationally engaged investment approach, allowing for flexibility in deploying capital at opportune moments within the innovation and liquidity cycles. Offering a diverse range of investment products, including private equity and hedge funds, Cota Capital provides investors with varied avenues for participation in the technology sector.

Bobby Yazdani, Founder and Managing Partner of Cota Capital, is deeply involved in the development and support of entrepreneurs within the modern enterprise technology space. With over $1 billion in assets under management, Cota Capital, founded in 2015 and SEC-registered, focuses its investments in areas like Modern Infrastructure, Enterprise Automation, FinTech, and HealthTech. Before launching Cota Capital, Bobby spent over two decades investing in technology companies, both individually and through his family office, Signatures Capital. Bobby's extensive entrepreneurial experience, dating back to 1989, includes mentoring and investing in over 200 companies, notably including Saba Software and Masimo Corporation. Born in Tehran, Iran, Bobby holds a B.A. in Applied Mathematics from the University of California, Berkeley. He has also endowed several funds and scholarships, showcasing his commitment to education and innovation.

Cota Capital Management manages discretionary assets totaling $1,173,497,427 for 12 clients, according to their Form ADV filed on March 2024. Their most recent 13F filing for Q4 2023 revealed holdings of $239,949,741 in managed 13F securities, with a top 10 holdings concentration reaching 99.83%. Notably, their largest holding is Dynatrace Inc., with 815,308 shares held.

Bobby Yazdani
Fund Profile
Filing Period:
Fund Name: Cota Capital
Manager Bobby Yazdani
Portfolio Value $37,791,359
Change This QTR +0.16%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. S 250,022 $5,828,013 -72% 15.42%
2. ESTC 55,291 $5,542,370 -81% 14.66%
3. PATH 206,001 $4,670,043 -70% 12.35%
4. ZS 22,000 $4,237,860 -81% 11.21%
5. SMAR 105,396 $4,057,746 -83% 10.73%