MC
Megan Claucherty Portfolio
Invests via Kodai Capital Management LP | Managed by Megan Claucherty
Invests via Kodai Capital Management LP
Managed by Megan Claucherty
Automatically Tracked
Megan Claucherty Profile
Seasoned operator and investor specializing in growth-stage technology and consumer businesses. Megan Claucherty is an experienced executive with operating leadership, go-to-market scaling, and board roles; background spans product-led growth, commercial strategy, and post-investment value creation. Prior roles include senior operating positions and advisory work with venture and growth equity firms. Market-focused profile useful for LPs, corporate investors and portfolio companies seeking commercial scale expertise.
Seasoned operator and investor specializing in growth-stage technology and consumer businesses. Megan Claucherty is an experienced executive with operating leadership, go-to-market scaling, and board roles; background spans product-led growth, commercial strategy, and post-investment value creation. Prior roles include senior operating positions and advisory work with venture and growth equity firms. Market-focused profile useful for LPs, corporate investors and portfolio companies seeking commercial scale expertise.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer investments, prioritizing companies with clear product-market fit and repeatable revenue models. Prefers revenue-led, unit-economics-driven underwriting and commits as an active, operator-investor to commercial value creation. Capital allocation emphasizes staged commitments with follow-on reserves for scaling leaders; time horizon typically mid-term growth (3–7 years). Risk discipline centers on customer retention, CAC payback and scalable go-to-market motion. Sector focus: SaaS, marketplaces, consumer tech; edge: hands-on go-to-market and board-level scaling execution.
Focuses on growth-stage technology and consumer investments, prioritizing companies with clear product-market fit and repeatable revenue models. Prefers revenue-led, unit-economics-driven underwriting and commits as an active, operator-investor to commercial value creation. Capital allocation emphasizes staged commitments with follow-on reserves for scaling leaders; time horizon typically mid-term growth (3–7 years). Risk discipline centers on customer retention, CAC payback and scalable go-to-market motion. Sector focus: SaaS, marketplaces, consumer tech; edge: hands-on go-to-market and board-level scaling execution.
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:
55.85%
Gain -0.97%
Monthly
1.33%
Yearly
17.23%
Drawdown
20.92%
$3.35B
Equity
Holdings
$3.35B
Investment
$2.48B
$1.72B
Profit -$34.66M
Realized
$846.41M
Unrealized
$869.66M
Dividends
$105.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.97%
Profit
-$34.66M
Win %
62%
This Week
Compared To Last Week
Gain
-4.5%
Profit
-$157.85M
Win %
62%
This Month
Compared to last month
Gain
-2.46%
Profit
-$84.5M
Win %
62%
This Year
Compared to last year
Gain
10.02%
Profit
$305.3M
Win %
62%
GAUZ Gauzy Ltd.
+3.82%
+$383.8 
CAVA Cava Group Inc.
+3.48%
+$428,654.93 
SARO StandardAero, Inc.
+2.65%
+$139,227.3 
LMT Lockheed Martin Corporation
+2.24%
+$327,035.38 
CNK Cinemark Holdings Inc.
+2.12%
+$277,188.84 
RTX RTX Corporation
+2.11%
+$551,241.46 
COF Capital One Financial Corporation
+2.07%
+$200,543.34 
BFH Bread Financial Holdings Inc.
+2.05%
+$129,793.32 
HXL Hexcel Corporation
+2.04%
+$384,676.98 
TFC Truist Financial Corporation
+1.93%
+$492,003 
JPM JPMorgan Chase & Co.
+1.8%
+$552,407.69 
WH Wyndham Hotels & Resorts, Inc.
+1.71%
+$275,344.05 
ONB Old National Bancorp
+1.52%
+$423,201.44 
ALNY Alnylam Pharmaceuticals Inc
+1.5%
+$74,268.11 
FITB Fifth Third Bancorp
+1.45%
+$106,315.01 
WWD Woodward Inc.
+1.44%
+$343,058.04 
WFC Wells Fargo & Company
+1.44%
+$278,830.09 
FOX Fox Corporation Class B Common Stock
+1.39%
+$105,786.68 
TT Trane Technologies plc
+1.39%
+$186,687.93 
BANC Banc of California Inc.
+1.19%
+$42,062.93 
ALLY Ally Financial Inc.
+1.15%
+$131,881.12 
KEY KeyCorp
+1.13%
+$638,058.37 
PNFP Pinnacle Financial Partners Inc.
+1.06%
+$53,182 
QSR Restaurant Brands International Inc.
+1%
+$189,116.62 
OSK Oshkosh Corporation
+0.99%
+$95,535.75 
MMM 3M Company
+0.97%
+$224,412.8 
CWST Casella Waste Systems Inc.
+0.94%
+$20,053.98 
FLS Flowserve Corporation
+0.93%
+$166,989.63 
VICI Vici Properties Inc.
+0.85%
+$104,356 
VLY Valley National Bancorp
+0.78%
+$192,214.7 
AFRM Affirm Holdings, Inc.
+0.76%
+$323,661.17 
NBIX Neurocrine Biosciences Inc.
+0.75%
+$88,536.74 
AMTM Amentum Holdings, Inc.
+0.73%
+$9,175.6 
V Visa Inc. Class A
+0.72%
+$353,717 
FHN First Horizon Corporation
+0.7%
+$260,662.88 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+0.68%
+$96,939.45 
HON Honeywell International Inc.
+0.67%
+$2,738.33 
GTES Gates Industrial Corporation plc
+0.66%
+$10,241.52 
FTV Fortive Corporation
+0.62%
+$242,720.46 
XYZ Block, Inc.
+0.61%
+$221,561.83 
FVR FrontView REIT Inc.
+0.58%
+$14,065.5 
NU Nu Holdings Ltd.
+0.58%
+$109,986.18 
YUMC Yum China Holdings Inc.
+0.56%
+$30,019.75 
INCY Incyte Corporation
+0.56%
+$23,643.9 
CON Concentra Group Holdings Inc.
+0.54%
+$28,618.38 
ICE Intercontinental Exchange, Inc.
+0.53%
+$165,947.86 
YUM Yum! Brands, Inc.
+0.51%
+$126,819.77 
MS Morgan Stanley
+0.5%
+$203,382.27 
AJG Arthur J. Gallagher & Co.
+0.46%
+$7,830.83 
EMR Emerson Electric Co.
+0.45%
+$368,542.16 
SFD Smithfield Foods, Inc.
+0.43%
+$22,126.64 
ADP Automatic Data Processing Inc.
+0.42%
+$12,902.19 
T AT&T Inc.
+0.38%
+$281,269.44 
SAP SAP SE Sponsored ADR
+0.35%
+$39,155.34 
GWW W.W. Grainger, Inc.
+0.35%
+$318,902.44 
CACI Caci International Inc.
+0.34%
+$132,005.75 
CCC CCC Intelligent Solutions Holdings Inc.
+0.33%
+$22,127.53 
CMI Cummins Inc.
+0.28%
+$95,947.28 
CME CME Group Inc.
+0.25%
+$79,877.32 
EQIX Equinix, Inc.
+0.23%
+$168,998.87 
SG Sweetgreen Inc.
+0.19%
+$7,435.74 
BKU BankUnited, Inc.
+0.11%
+$22,194.57 
EFX Equifax Inc.
+0.06%
+$12,944.09 
TKO Tko Group Holdings Inc.
+0.04%
+$9,207.59 
MKTX MarketAxess Holdings Inc.
+0.02%
+$3,118.54 
CDNS Cadence Design Systems, Inc.
+0.02%
+$1,632.3 
JCI Johnson Controls International plc
+0.01%
+$4,001.13 
CMA Comerica Inc.
0%
$0 
DAWN Day One Biopharmaceuticals, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TGNA Tegna Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 MRX
MRX
0%
$0 
TWLO Twilio Inc.
-7.2%
-$9.81M 
NET Cloudflare Inc.
-4.97%
-$4M 
MDB MongoDB Inc.
-4.96%
-$4.14M 
DDOG Datadog, Inc. Class A Common Stock
-4.85%
-$3M 
SDGR Schrödinger, Inc.
-4.16%
-$162,511.78 
S SentinelOne Inc.
-3.7%
-$248,062.97 
AMPL Amplitude, Inc.
-3.63%
-$79,531.7 
FTNT Fortinet Inc.
-3.6%
-$927,355.55 
TEAM Atlassian Corporation Class A
-3.39%
-$1.05M 
MKSI MKS Instruments Inc.
-2.94%
-$4.76M 
MRVL Marvell Technology, Inc.
-2.79%
-$1.16M 
WDAY Workday Inc.
-2.73%
-$794,180.48 
WIX Wix.com Ltd.
-2.64%
-$295,370.15 
SMTC Semtech Corporation
-2.33%
-$1.5M 
AMBA Ambarella, Inc.
-2.27%
-$1.3M 
LRCX Lam Research Corporation
-2.21%
-$3.1M 
NFLX Netflix, Inc.
-2.16%
-$943,695.6 
VRT Vertiv Holdings Co
-2.11%
-$1.61M 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.07%
-$188,466.12 
HUBS HubSpot, Inc.
-2.07%
-$231,698.25 
ORCL Oracle Corporation
-1.8%
-$741,381.52 
AMAT Applied Materials, Inc.
-1.74%
-$1.45M 
GWRE GUIDEWIRE SOFTWARE INC
-1.66%
-$581,252.28 
GERN Geron Corporation
-1.63%
-$17,861.82 
MIRM Mirum Pharmaceuticals Inc.
-1.63%
-$70,256.2 
WAY Waystar Holding Corp.
-1.52%
-$14,577 
GFS GlobalFoundries Inc.
-1.52%
-$68,094.06 
JKHY Jack Henry & Associates, Inc.
-1.51%
-$221,125.74 
MTB M&T Bank Corporation
-1.47%
-$211,878.56 
TXRH Texas Roadhouse Inc.
-1.4%
-$75,344.75 
PZZA Papa John's International, Inc.
-1.38%
-$37,072.08 
ACAD Acadia Pharmaceuticals Inc.
-1.33%
-$14,048.31 
PAYC Paycom Software, Inc.
-1.27%
-$52,543.96 
INTU Intuit Inc.
-1.21%
-$289,375.48 
BCRX BioCryst Pharmaceuticals Inc.
-1.19%
-$44,535.9 
ALGM Allegro MicroSystems, Inc.
-1.1%
-$587,811.13 
TYL Tyler Technologies Inc.
-1.02%
-$128,189.79 
WYNN Wynn Resorts, Limited
-1.01%
-$186,444.18 
MGM MGM Resorts International
-0.97%
-$68,096.76 
BMRN Biomarin Pharmaceutical Inc.
-0.96%
-$30,531.54 
HUMA Humacyte, Inc.
-0.86%
-$275.75 
PENN PENN Entertainment, Inc.
-0.85%
-$110,023.29 
CHTR Charter Communications Inc
-0.79%
-$127,590.96 
FIS Fidelity National Information Services, Inc.
-0.78%
-$34,277.04 
FOUR Shift4 Payments, Inc.
-0.72%
-$49,803.46 
MAT Mattel Inc.
-0.66%
-$83,216.76 
PCOR Procore Technologies Inc.
-0.65%
-$37,120.68 
STM STMicroelectronics N.V.
-0.61%
-$86,428.53 
AMZN Amazon.com Inc
-0.52%
-$265,849.91 
EPAM Epam Systems Inc.
-0.52%
-$22,376.96 
EEFT Euronet Worldwide, Inc.
-0.52%
-$18,807.44 
IBKR Interactive Brokers Group Inc.
-0.52%
-$195,753.28 
RKT Rocket Companies, Inc. Class A
-0.5%
-$38,538.67 
SPRY Ars Pharmaceuticals Inc
-0.49%
-$1,202.22 
INGM Ingram Micro Holding Corporation
-0.45%
-$2,034 
AGIO Agios Pharmaceuticals Inc.
-0.43%
-$7,096.88 
VRSN Verisign Inc.
-0.43%
-$149,825.84 
WEX Wex Inc.
-0.4%
-$42,309.34 
NVDA NVIDIA Corporation
-0.37%
-$53,694.3 
SBAC SBA Communications Corporation
-0.32%
-$67,956.28 
DKNG DraftKings Inc.
-0.26%
-$41,155.6 
ABX Abacus Global Management, Inc.
-0.25%
-$3,164 
PAYX Paychex Inc.
-0.15%
-$18,918.4 
HOOD Robinhood Markets, Inc.
-0.12%
-$15,904.32 
SSNC SS&C Technologies Holdings Inc.
-0.11%
-$17,667.81 
KNSA Kiniksa Pharmaceuticals International, plc
-0.11%
-$15,755.94 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$894.64 
ULS Ul Solutions Inc.
-0.04%
-$798.51 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 741 | Longs Won 432/741 58% | Profit Factor 3.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10.06M |
| Average Win $5.76M | Best Trade (Oct 14) $108.39M | Sharpe Ratio -16.75 |
| Average Loss -$2.5M | Worst Trade (Sep 30) -$81.89M | Z-Score -1.95 (97.65%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $2.32M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,342 | 1,208 | 1,074 | 940 | 805 | 671 | 537 | 403 | 268 | 134 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABX Abacus Global Management, Inc. | 158,200 | $1.3M | $1.25M | - | -$52,209.69 | -4.01% | -0.253% |
| ACAD Acadia Pharmaceuticals Inc. | 53,497 | $888,585 | $1.04M | - | $151,792.56 | 17.08% | -1.332% |
| ADP Automatic Data Processing Inc. | 10,619 | $3.24M | $3.05M | - | -$198,203.57 | -6.11% | +0.425% |
| AFRM Affirm Holdings, Inc. | 562,889 | $22.19M | $43.06M | - | $20.87M | 94.08% | +0.757% |
| AGIO Agios Pharmaceuticals Inc. | 50,692 | $1.49M | $1.63M | - | $145,992.56 | 9.83% | -0.433% |
| AJG Arthur J. Gallagher & Co. | 6,780 | $1.92M | $1.7M | - | -$220,994.13 | -11.48% | +0.462% |
| ALGM Allegro MicroSystems, Inc. | 1.66M | $41.61M | $52.99M | - | $11.38M | 27.36% | -1.097% |
| ALLY Ally Financial Inc. | 303,175 | $11.06M | $11.57M | - | $513,881.86 | 4.65% | +1.153% |
| ALNY Alnylam Pharmaceuticals Inc | 21,159 | $5.71M | $5.03M | - | -$687,244.14 | -12.03% | +1.5% |
| AMAT Applied Materials, Inc. | 195,034 | $28.3M | $82.41M | - | $54.11M | 191.17% | -1.735% |
| AMBA Ambarella, Inc. | 904,536 | $53.93M | $56M | - | $2.07M | 3.83% | -2.27% |
| AMPL Amplitude, Inc. | 138,316 | $1.41M | $2.11M | - | $700,570.58 | 49.71% | -3.632% |
| AMTM Amentum Holdings, Inc. | 65,540 | $1.19M | $1.26M | - | $67,506.2 | 5.66% | +0.733% |
| AMZN Amazon.com Inc | 199,140 | $40.69M | $50.47M | - | $9.78M | 24.03% | -0.524% |
| BANC Banc of California Inc. | 205,185 | $2.91M | $3.58M | - | $667,877.31 | 22.94% | +1.189% |
| BCRX BioCryst Pharmaceuticals Inc. | 468,799 | $3.52M | $3.72M | - | $199,239.05 | 5.67% | -1.185% |
| BFH Bread Financial Holdings Inc. | 62,551 | $3.82M | $6.47M | - | $2.65M | 69.32% | +2.048% |
| BKU BankUnited, Inc. | 493,194 | $16.99M | $20.74M | - | $3.76M | 22.11% | +0.107% |
| BMRN Biomarin Pharmaceutical Inc. | 56,540 | $4M | $3.14M | - | -$858,277.6 | -21.47% | -0.963% |
| CACI Caci International Inc. | 63,464 | $23.29M | $38.93M | - | $15.65M | 67.19% | +0.34% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Megan Claucherty?
The largest contributions to the portfolio's profits come from the following stocks: Twilio Inc - $79.76M, AT&T Inc - $73.18M, Pentair plc - $63.55M, Parker-Hannifin Corporation - $60.07M, and Semtech Corporation - $58.62M. 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: Mobileye Global Inc - $93.57M, Sensata Technologies Holding plc - $34.95M, Snowflake Inc - $30.66M, Navitas Semiconductor Corporation - $16.82M, and Paramount Global - $16.72M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Megan Claucherty's portfolio generate?
The portfolio generates substantial dividend income, with a total of $105.53M earned over time. The largest contributors to dividend income include AT&T Inc - $18.4M, KeyCorp - $4.63M, Equinix, Inc - $3.06M, First Horizon Corporation - $2.12M, and Truist Financial Corporation - $2.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Megan Claucherty's monthly returns?
Megan Claucherty's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Megan Claucherty's strategy be considered aggressive or moderate?
Megan Claucherty's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Megan Claucherty's strategy?
Megan Claucherty's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
