10 Stocks That Helped Amish Mehta's SQN Investors Return 46%
Amish Mehta’s SQN Investors' return of 46% has topped the broader market rally as well as a stunning 43% tech-heavy Nasdaq index run in 2020.
Established in Q1 of 2014, SQN Investors is a California-based hedge fund manager specializing in value-oriented, long/short equity investments focused on technology and technology-related companies. The firm employs a private equity approach to investing, maintaining a long-term orientation and a concentrated portfolio.
Amish Mehta is the Chief Investment Officer and founder of SQN Investors LP since its inception in 2014. Previously, he served as the Chief Executive Officer of CommercialWare, Inc. from 1999 to 2001. Mr. Mehta has held director positions at Corel Corp., 20-20 Technologies, Inc., Tidel Engineering LP, and Tripos LP. His earlier career includes roles as an Associate at General Atlantic LLC in 1997 and as a Principal at McKinsey & Co., Inc. from 1995 to 1997. He earned an MBA from Harvard University in 2002 and completed his undergraduate studies at the University of Pennsylvania in 1995.
SQN Investors manages discretionary assets totaling $279,124,232 for five clients as of March 2024. Their last reported 13F filing for Q1 2024 listed $154,724,709 in managed 13F securities, with a top 10 holdings concentration of 68.37%. The firm's largest holding is Wix.com Ltd, with 106,900 shares.
