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:
16.49%
Gain
Monthly
0.5%
Yearly
6.19%
Drawdown
32.63%
$3.51B
Equity
Holdings
$3.51B
Investment
$2.48B
$1.82B
Profit -$41.44M
Realized
$783.54M
Unrealized
$1.03B
Dividends
$100.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$41.44M
Win %
67%
This Week
Compared To Last Week
Gain
-2.48%
Profit
-$89.24M
Win %
67%
This Month
Compared to last month
Gain
-5.54%
Profit
-$206.09M
Win %
67%
This Year
Compared to last year
Gain
15.03%
Profit
$458.99M
Win %
67%
IR Ingersoll Rand Inc.
+6.77%
+$2.54M 
MAT Mattel Inc.
+5.88%
+$589,753.56 
PZZA Papa John's International, Inc.
+5.45%
+$240,213.35 
CWST Casella Waste Systems Inc.
+5.17%
+$123,171.05 
INTU Intuit Inc.
+5.15%
+$1.04M 
CON Concentra Group Holdings Inc.
+5.14%
+$213,956.46 
PAYC Paycom Software, Inc.
+4.83%
+$114,062.82 
EFX Equifax Inc.
+4.38%
+$973,298.56 
PAYX Paychex Inc.
+4.2%
+$529,715.34 
GWRE GUIDEWIRE SOFTWARE INC
+4.17%
+$1.17M 
HUBS HubSpot, Inc.
+4.17%
+$421,141.5 
QSR Restaurant Brands International Inc.
+4.17%
+$789,689.67 
TYL Tyler Technologies Inc.
+3.93%
+$411,656.58 
ADP Automatic Data Processing Inc.
+3.54%
+$93,022.44 
WDAY Workday Inc.
+3.37%
+$708,243.04 
SFD Smithfield Foods, Inc.
+3.3%
+$225,691.73 
JKHY Jack Henry & Associates, Inc.
+3.29%
+$456,004.19 
EPAM Epam Systems Inc.
+3.27%
+$98,248.84 
CHTR Charter Communications Inc
+3.21%
+$622,466.88 
ONB Old National Bancorp
+3.2%
+$941,066.36 
PNFP Pinnacle Financial Partners Inc.
+3.18%
+$168,586.94 
WEX Wex Inc.
+3.13%
+$286,312.52 
SSNC SS&C Technologies Holdings Inc.
+2.96%
+$398,939.15 
BANC Banc of California Inc.
+2.94%
+$125,881 
YUMC Yum China Holdings Inc.
+2.9%
+$150,098.75 
FVR FrontView REIT Inc.
+2.87%
+$84,393 
FIS Fidelity National Information Services, Inc.
+2.85%
+$143,229.06 
PCOR Procore Technologies Inc.
+2.81%
+$119,665.35 
AJG Arthur J. Gallagher & Co.
+2.77%
+$46,443 
VICI Vici Properties Inc.
+2.74%
+$375,681.6 
T AT&T Inc.
+2.73%
+$1.83M 
TXRH Texas Roadhouse Inc.
+2.71%
+$162,274.94 
EEFT Euronet Worldwide, Inc.
+2.7%
+$116,716.76 
WAY Waystar Holding Corp.
+2.68%
+$20,594.25 
BKU BankUnited, Inc.
+2.48%
+$591,832.8 
VRSN Verisign Inc.
+2.42%
+$756,138.76 
CCC CCC Intelligent Solutions Holdings Inc.
+2.42%
+$128,339.65 
FITB Fifth Third Bancorp
+2.41%
+$203,163.61 
SAP SAP SE Sponsored ADR
+2.29%
+$175,829.64 
FTV Fortive Corporation
+2.27%
+$927,057.29 
GWW W.W. Grainger, Inc.
+2.01%
+$1.89M 
TFC Truist Financial Corporation
+1.9%
+$549,403.35 
ALNY Alnylam Pharmaceuticals Inc
+1.87%
+$110,278.59 
V Visa Inc. Class A
+1.84%
+$802,168.64 
VLY Valley National Bancorp
+1.78%
+$507,254.59 
MTB M&T Bank Corporation
+1.77%
+$289,524.4 
KEY KeyCorp
+1.68%
+$1.12M 
ULS Ul Solutions Inc.
+1.57%
+$36,731.46 
WYNN Wynn Resorts, Limited
+1.5%
+$348,985.26 
COF Capital One Financial Corporation
+1.47%
+$150,041.55 
ICE Intercontinental Exchange, Inc.
+1.38%
+$379,028.84 
FOX Fox Corporation Class B Common Stock
+1.37%
+$91,814.85 
BMRN Biomarin Pharmaceutical Inc.
+1.29%
+$43,060.86 
MMM 3M Company
+0.9%
+$201,971.52 
EMR Emerson Electric Co.
+0.9%
+$620,158.94 
OSK Oshkosh Corporation
+0.89%
+$97,040.25 
WFC Wells Fargo & Company
+0.82%
+$167,532.36 
INCY Incyte Corporation
+0.78%
+$33,777 
FHN First Horizon Corporation
+0.7%
+$285,100.03 
S SentinelOne Inc.
+0.66%
+$37,281.14 
RKT Rocket Companies, Inc. Class A
+0.6%
+$60,961.16 
SQ Block, Inc.
+0.57%
+$212,518.49 
AMPL Amplitude, Inc.
+0.52%
+$6,874.31 
NFLX Netflix, Inc.
+0.47%
+$210,378 
FOUR Shift4 Payments, Inc.
+0.43%
+$38,444.78 
ALLY Ally Financial Inc.
+0.36%
+$50,023.87 
LMT Lockheed Martin Corporation
+0.34%
+$48,439.59 
AMZN Amazon.com Inc
+0.33%
+$167,277.6 
HON Honeywell International Inc.
+0.19%
+$841.06 
MKTX MarketAxess Holdings Inc.
+0.11%
+$10,070.36 
PENN PENN Entertainment, Inc.
+0.09%
+$15,318.63 
FLS Flowserve Corporation
+0.06%
+$10,197.84 
CME CME Group Inc.
+0.02%
+$5,436.05 
NET Cloudflare Inc.
+0.01%
+$7,639.26 
EA Electronic Arts Inc.
+0.01%
+$6,156.62 
CMA Comerica Inc.
0%
$0 
DAWN Day One Biopharmaceuticals, Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
MRX
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TGNA Tegna Inc.
0%
$0 
MRVL Marvell Technology, Inc.
-8.77%
-$3.11M 
STM STMicroelectronics N.V.
-7.38%
-$1.52M 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-7.3%
-$890,533.62 
AMBA Ambarella, Inc.
-7.08%
-$4.41M 
GFS GlobalFoundries Inc.
-6.57%
-$371,296.66 
HOOD Robinhood Markets, Inc.
-6.27%
-$959,560.64 
ALGM Allegro MicroSystems, Inc.
-6.14%
-$5.08M 
HUMA Humacyte, Inc.
-5.43%
-$2,684.91 
MKSI MKS Instruments Inc.
-5.41%
-$13.54M 
IBKR Interactive Brokers Group Inc.
-4.88%
-$2.09M 
VRT Vertiv Holdings Co
-4.67%
-$5.04M 
SMTC Semtech Corporation
-4.65%
-$2.81M 
LRCX Lam Research Corporation
-4.6%
-$7.81M 
MS Morgan Stanley
-4.52%
-$2.31M 
ORCL Oracle Corporation
-4.37%
-$1.78M 
SG Sweetgreen Inc.
-4.24%
-$105,959.29 
SATS EchoStar Corporation
-4.24%
-$424,300.69 
SDGR Schrödinger, Inc.
-4.12%
-$102,719.71 
SARO StandardAero, Inc.
-3.88%
-$268,420.2 
CAVA Cava Group Inc.
-3.72%
-$575,241.59 
CNK Cinemark Holdings Inc.
-3.42%
-$346,911.18 
CMI Cummins Inc.
-3.4%
-$1.45M 
AGIO Agios Pharmaceuticals Inc.
-3.17%
-$63,958.1 
GAUZ Gauzy Ltd.
-3.15%
-$555.91 
FTNT Fortinet Inc.
-2.77%
-$644,193.55 
WWD Woodward Inc.
-2.73%
-$785,364.41 
BCRX BioCryst Pharmaceuticals Inc.
-2.71%
-$119,543.74 
AMAT Applied Materials, Inc.
-2.55%
-$2.88M 
NVDA NVIDIA Corporation
-2.5%
-$358,637.4 
MIRM Mirum Pharmaceuticals Inc.
-2.36%
-$149,949.8 
ABX Abacus Global Management, Inc.
-2.11%
-$36,386 
EQIX Equinix, Inc.
-1.91%
-$1.43M 
JCI Johnson Controls International plc
-1.91%
-$1.09M 
TKO Tko Group Holdings Inc.
-1.67%
-$407,764.7 
CDNS Cadence Design Systems, Inc.
-1.65%
-$133,413.32 
MDB MongoDB Inc.
-1.55%
-$1.18M 
RTX RTX Corporation
-1.48%
-$405,737.5 
DKNG DraftKings Inc.
-1.46%
-$302,987.53 
TT Trane Technologies plc
-1.4%
-$197,582.66 
WBD Warner Bros. Discovery, Inc.
-1.39%
-$388,752.54 
SBAC SBA Communications Corporation
-1.38%
-$302,289.45 
INGM Ingram Micro Holding Corporation
-1.36%
-$6,610.5 
KNSA Kiniksa Pharmaceuticals International, plc
-1.35%
-$154,778.94 
SPRY Ars Pharmaceuticals Inc
-1.13%
-$5,109.44 
AFRM Affirm Holdings, Inc.
-1.12%
-$514,255.39 
DDOG Datadog, Inc. Class A Common Stock
-1.02%
-$626,759.98 
WIX Wix.com Ltd.
-0.69%
-$50,333.86 
TWLO Twilio Inc.
-0.66%
-$698,517.4 
HXL Hexcel Corporation
-0.64%
-$138,735.96 
CACI Caci International Inc.
-0.61%
-$183,410.96 
BFH Bread Financial Holdings Inc.
-0.52%
-$32,526.52 
JPM JPMorgan Chase & Co.
-0.51%
-$162,014.26 
AMTM Amentum Holdings, Inc.
-0.48%
-$6,554 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.42%
-$61,754.02 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$4,793.92 
GERN Geron Corporation
-0.35%
-$4,465.45 
TEAM Atlassian Corporation Class A
-0.35%
-$45,722.24 
MGM MGM Resorts International
-0.31%
-$34,645.72 
NBIX Neurocrine Biosciences Inc.
-0.25%
-$37,365.94 
YUM Yum! Brands, Inc.
-0.22%
-$54,351.33 
NU Nu Holdings Ltd.
-0.18%
-$32,348.87 
GTES Gates Industrial Corporation plc
-0.09%
-$1,463.08 
ACAD Acadia Pharmaceuticals Inc.
-0.04%
-$534.97 
WH Wyndham Hotels & Resorts, Inc.
-0.04%
-$6,403.35 Events
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Dividends
Dividend Analysis
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| Trades 741 | Longs Won 372/741 50% | Profit Factor 3.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.11M |
| Average Win $6.59M | Best Trade (Jul 10) $141.91M | Sharpe Ratio -16.75 |
| Average Loss -$1.72M | Worst Trade (Sep 30) -$81.89M | Z-Score -7.28 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $2.45M |
| 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 | 2,041 | 1,837 | 1,633 | 1,429 | 1,224 | 1,020 | 816 | 612 | 408 | 204 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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