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:
62.75%
Gain -1.16%
Monthly
1.53%
Yearly
20.02%
Drawdown
21.15%
$3.49B
Equity
Holdings
$3.49B
Investment
$2.48B
$1.86B
Profit -$38.22M
Realized
$852.1M
Unrealized
$1B
Dividends
$99.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.16%
Profit
-$38.22M
Win %
67%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$48.91M
Win %
67%
This Month
Compared to last month
Gain
-1.08%
Profit
-$38.22M
Win %
67%
This Year
Compared to last year
Gain
14.13%
Profit
$431.46M
Win %
67%
AMBA Ambarella, Inc.
+16.07%
+$10.77M 
AMZN Amazon.com Inc
+15.32%
+$7.18M 
GTES Gates Industrial Corporation plc
+8.53%
+$128,750.6 
VRT Vertiv Holdings Co
+6.18%
+$4.99M 
FTNT Fortinet Inc.
+4.99%
+$1.09M 
CACI Caci International Inc.
+4.27%
+$1.29M 
YUMC Yum China Holdings Inc.
+3.68%
+$205,335.09 
S SentinelOne Inc.
+3.59%
+$189,273.19 
MDB MongoDB Inc.
+3.56%
+$2.64M 
TWLO Twilio Inc.
+3.36%
+$3.2M 
TT Trane Technologies plc
+3.33%
+$431,973.11 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$849,117.39 
AMPL Amplitude, Inc.
+3.14%
+$37,345.32 
TEAM Atlassian Corporation Class A
+2.95%
+$413,643.25 
NVDA NVIDIA Corporation
+2.93%
+$385,653.87 
SMTC Semtech Corporation
+2.8%
+$1.43M 
MRVL Marvell Technology, Inc.
+2.32%
+$731,744.46 
CDNS Cadence Design Systems, Inc.
+2.16%
+$156,700.34 
AMTM Amentum Holdings, Inc.
+2.16%
+$30,803.8 
CHTR Charter Communications Inc
+2.1%
+$439,561.92 
GWW W.W. Grainger, Inc.
+1.97%
+$1.83M 
JCI Johnson Controls International plc
+1.93%
+$1.11M 
EPAM Epam Systems Inc.
+1.83%
+$66,431.6 
HUBS HubSpot, Inc.
+1.83%
+$200,006.53 
PCOR Procore Technologies Inc.
+1.82%
+$95,732.28 
ORCL Oracle Corporation
+1.81%
+$707,682.36 
BANC Banc of California Inc.
+1.65%
+$63,607.35 
SAP SAP SE Sponsored ADR
+1.51%
+$134,950.48 
PAYC Paycom Software, Inc.
+1.51%
+$39,816.08 
LMT Lockheed Martin Corporation
+1.5%
+$236,177.21 
MKSI MKS Instruments Inc.
+1.42%
+$2.94M 
WDAY Workday Inc.
+1.41%
+$330,414.64 
WWD Woodward Inc.
+1.25%
+$319,765.92 
FTV Fortive Corporation
+1.25%
+$492,183.15 
BKU BankUnited, Inc.
+1.24%
+$281,119.59 
CNK Cinemark Holdings Inc.
+1.22%
+$149,647.96 
VRSN Verisign Inc.
+1.2%
+$396,463.32 
WFC Wells Fargo & Company
+1.19%
+$238,997.22 
AMAT Applied Materials, Inc.
+1.18%
+$1.15M 
SARO StandardAero, Inc.
+1.14%
+$82,783.8 
ADP Automatic Data Processing Inc.
+0.98%
+$27,503.1 
FLS Flowserve Corporation
+0.89%
+$170,813.82 
ONB Old National Bancorp
+0.87%
+$256,148.24 
WAY Waystar Holding Corp.
+0.81%
+$5,763 
EMR Emerson Electric Co.
+0.79%
+$599,830.94 
FHN First Horizon Corporation
+0.75%
+$309,537.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,013.97 
CCC CCC Intelligent Solutions Holdings Inc.
+0.49%
+$26,553.03 
HON Honeywell International Inc.
+0.47%
+$2,229.79 
PAYX Paychex Inc.
+0.44%
+$58,475.07 
RTX RTX Corporation
+0.39%
+$117,523.56 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$20,740.98 
WEX Wex Inc.
+0.3%
+$32,457.64 
FVR FrontView REIT Inc.
+0.3%
+$8,439.3 
JPM JPMorgan Chase & Co.
+0.27%
+$86,041.96 
CWST Casella Waste Systems Inc.
+0.23%
+$5,199.18 
CME CME Group Inc.
+0.21%
+$61,972.06 
GFS GlobalFoundries Inc.
+0.2%
+$9,201.9 
CMI Cummins Inc.
+0.19%
+$78,038 
INTU Intuit Inc.
+0.18%
+$41,339.76 
T AT&T Inc.
+0.17%
+$125,008.64 
MS Morgan Stanley
+0.17%
+$80,459.37 
VICI Vici Properties Inc.
+0.15%
+$20,871.2 
EA Electronic Arts Inc.
+0.13%
+$83,114.37 
ALGM Allegro MicroSystems, Inc.
+0.12%
+$82,790.3 
MMM 3M Company
+0.12%
+$29,453.2 
CON Concentra Group Holdings Inc.
+0.1%
+$4,088.34 
PENN PENN Entertainment, Inc.
+0.05%
+$8,463.33 
HXL Hexcel Corporation
+0.04%
+$8,408.24 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$846.36 
CMA Comerica Inc.
0%
$0 
DAWN Day One Biopharmaceuticals, Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TGNA Tegna Inc.
0%
$0 MRX
MRX
0%
$0 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$1.61M 
SPRY Ars Pharmaceuticals Inc
-8.88%
-$30,055.5 
AGIO Agios Pharmaceuticals Inc.
-8.34%
-$138,389.16 
GAUZ Gauzy Ltd.
-8.33%
-$1,111.83 
INGM Ingram Micro Holding Corporation
-7.2%
-$37,120.5 
EEFT Euronet Worldwide, Inc.
-6.96%
-$295,387.44 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$1.01M 
MIRM Mirum Pharmaceuticals Inc.
-5.9%
-$348,135.2 
KNSA Kiniksa Pharmaceuticals International, plc
-4.94%
-$715,505.04 
TYL Tyler Technologies Inc.
-4.24%
-$473,076.91 
GERN Geron Corporation
-3.73%
-$44,654.55 
WIX Wix.com Ltd.
-2.91%
-$227,536.79 
HUMA Humacyte, Inc.
-2.83%
-$1,378.73 
INCY Incyte Corporation
-2.82%
-$130,229.1 
BCRX BioCryst Pharmaceuticals Inc.
-2.81%
-$121,887.74 
IBKR Interactive Brokers Group Inc.
-2.75%
-$1.1M 
AJG Arthur J. Gallagher & Co.
-2.75%
-$47,731.13 
RKT Rocket Companies, Inc. Class A
-2.71%
-$252,253.08 
EQIX Equinix, Inc.
-2.7%
-$2.07M 
FIS Fidelity National Information Services, Inc.
-2.67%
-$150,574.14 
ACAD Acadia Pharmaceuticals Inc.
-2.56%
-$36,377.96 
ICE Intercontinental Exchange, Inc.
-2.42%
-$744,310.52 
MGM MGM Resorts International
-2.39%
-$260,440.24 
AFRM Affirm Holdings, Inc.
-2.37%
-$979,426.86 
SATS EchoStar Corporation
-2.37%
-$211,632.05 
YUM Yum! Brands, Inc.
-2.37%
-$612,687.72 
BFH Bread Financial Holdings Inc.
-2.31%
-$159,505.05 
SFD Smithfield Foods, Inc.
-2.07%
-$152,120.37 
NFLX Netflix, Inc.
-2%
-$877,576.8 
EFX Equifax Inc.
-1.99%
-$454,292.28 
CAVA Cava Group Inc.
-1.82%
-$268,742.21 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$266,806.25 
SQ Block, Inc.
-1.64%
-$610,425.45 
LRCX Lam Research Corporation
-1.58%
-$2.38M 
NET Cloudflare Inc.
-1.56%
-$1.12M 
ABX Abacus Global Management, Inc.
-1.53%
-$25,312 
SG Sweetgreen Inc.
-1.53%
-$37,178.7 
WYNN Wynn Resorts, Limited
-1.38%
-$332,253.09 
SDGR Schrödinger, Inc.
-1.37%
-$32,195.73 
FOUR Shift4 Payments, Inc.
-1.36%
-$127,566.77 
TXRH Texas Roadhouse Inc.
-1.33%
-$87,639.5 
STM STMicroelectronics N.V.
-1.26%
-$203,183.16 
IR Ingersoll Rand Inc.
-1.11%
-$445,134.18 
NU Nu Holdings Ltd.
-1.1%
-$207,032.8 
PZZA Papa John's International, Inc.
-1.09%
-$45,310.32 
TKO Tko Group Holdings Inc.
-1.09%
-$263,074 
DKNG DraftKings Inc.
-1.01%
-$197,546.88 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$31,662.4 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$252,806.92 
MAT Mattel Inc.
-0.79%
-$86,834.88 
FOX Fox Corporation Class B Common Stock
-0.76%
-$53,226 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-0.59%
-$62,406 
ULS Ul Solutions Inc.
-0.56%
-$13,840.84 
COF Capital One Financial Corporation
-0.54%
-$55,137.49 
SBAC SBA Communications Corporation
-0.51%
-$107,791.55 
QSR Restaurant Brands International Inc.
-0.43%
-$81,780.93 
OSK Oshkosh Corporation
-0.36%
-$38,364.75 
ALLY Ally Financial Inc.
-0.34%
-$45,476.25 
TFC Truist Financial Corporation
-0.33%
-$92,932.97 
MTB M&T Bank Corporation
-0.29%
-$46,719.37 
MKTX MarketAxess Holdings Inc.
-0.28%
-$35,853.46 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$137,212.76 
VLY Valley National Bancorp
-0.21%
-$57,664.41 
FITB Fifth Third Bancorp
-0.16%
-$13,107.33 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$23,556.49 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$18,661.99 
KEY KeyCorp
-0.09%
-$56,716.3 
HOOD Robinhood Markets, Inc.
-0.05%
-$5,301.44 
V Visa Inc. Class A
-0.04%
-$17,223.25 Events
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Dividends
Dividend Analysis
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| Trades 741 | Longs Won 443/741 59% | Profit Factor 3.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10.31M |
| Average Win $5.84M | Best Trade (Aug 14) $133.74M | Sharpe Ratio -16.75 |
| Average Loss -$2.45M | Worst Trade (Sep 30) -$81.89M | Z-Score 0.47 (36.38%) |
| Commissions $0 | Avg. Trade Length 8m 4w | Expectancy $2.51M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,422 | 1,280 | 1,138 | 996 | 853 | 711 | 569 | 427 | 284 | 142 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABX Abacus Global Management, Inc. | 158,200 | $1.3M | $1.63M | - | $329,052.31 | 25.27% | -1.528% |
| ACAD Acadia Pharmaceuticals Inc. | 53,497 | $888,585 | $1.38M | - | $495,382.39 | 55.75% | -2.561% |
| ADP Automatic Data Processing Inc. | 10,619 | $3.24M | $2.83M | - | -$414,884.37 | -12.79% | +0.982% |
| AFRM Affirm Holdings, Inc. | 562,889 | $22.19M | $40.25M | - | $18.07M | 81.43% | -2.375% |
| AGIO Agios Pharmaceuticals Inc. | 50,692 | $1.49M | $1.52M | - | $36,497.84 | 2.46% | -8.336% |
| AJG Arthur J. Gallagher & Co. | 6,780 | $1.92M | $1.69M | - | -$233,435.43 | -12.13% | -2.745% |
| ALGM Allegro MicroSystems, Inc. | 1.66M | $41.61M | $68.72M | - | $27.11M | 65.14% | +0.121% |
| ALLY Ally Financial Inc. | 303,175 | $11.06M | $13.14M | - | $2.08M | 18.81% | -0.345% |
| ALNY Alnylam Pharmaceuticals Inc | 21,159 | $5.71M | $4.35M | - | -$1.36M | -23.89% | +0.019% |
| AMAT Applied Materials, Inc. | 195,034 | $28.3M | $99.01M | - | $70.71M | 249.83% | +1.176% |
| AMBA Ambarella, Inc. | 904,536 | $53.93M | $77.79M | - | $23.86M | 44.24% | +16.075% |
| AMPL Amplitude, Inc. | 138,316 | $1.41M | $1.23M | - | -$181,193.92 | -12.86% | +3.136% |
| AMTM Amentum Holdings, Inc. | 65,540 | $1.19M | $1.45M | - | $262,160 | 21.98% | +2.163% |
| AMZN Amazon.com Inc | 199,140 | $40.69M | $54.08M | - | $13.39M | 32.91% | +15.321% |
| BANC Banc of California Inc. | 205,185 | $2.91M | $3.93M | - | $1.02M | 34.95% | +1.645% |
| BCRX BioCryst Pharmaceuticals Inc. | 468,799 | $3.52M | $4.21M | - | $693,822 | 19.73% | -2.814% |
| BFH Bread Financial Holdings Inc. | 62,551 | $3.82M | $6.76M | - | $2.94M | 76.99% | -2.305% |
| BKU BankUnited, Inc. | 493,194 | $16.99M | $23.01M | - | $6.02M | 35.45% | +1.237% |
| BMRN Biomarin Pharmaceutical Inc. | 56,540 | $4M | $3.39M | - | -$603,282.2 | -15.09% | -0.924% |
| CACI Caci International Inc. | 63,464 | $23.29M | $31.59M | - | $8.3M | 35.66% | +4.274% |
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Option values are updated at end of day.
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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 - $72.32M, 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 $99.06M earned over time. The largest contributors to dividend income include AT&T Inc - $17.53M, KeyCorp - $4.05M, Equinix, Inc - $2.68M, Truist Financial Corporation - $2.12M, and Sensata Technologies Holding plc - $1.87M. 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.
