Jason Schwartz Portfolio
Invests via Rivermont Capital Management LP | Managed by Jason Schwartz
Invests via Rivermont Capital Management LP
Managed by Jason Schwartz
Automatically Tracked
Jason Schwartz Profile
Jason Schwartz stands out as a leading entrepreneur and investor with a substantial influence in the technology sector. He has successfully founded several startups, demonstrating an exceptional ability to innovate and capture market opportunities. Known for his strategic vision, he guides initiatives that enhance product development and expand market presence. With experience across various stages of business growth, Schwartz contributes valuable insights into operational scalability and competitive differentiation within tech industries. His hands-on approach to leadership fosters creative collaboration among teams, positioning ventures for long-term success.
Jason Schwartz stands out as a leading entrepreneur and investor with a substantial influence in the technology sector. He has successfully founded several startups, demonstrating an exceptional ability to innovate and capture market opportunities. Known for his strategic vision, he guides initiatives that enhance product development and expand market presence. With experience across various stages of business growth, Schwartz contributes valuable insights into operational scalability and competitive differentiation within tech industries. His hands-on approach to leadership fosters creative collaboration among teams, positioning ventures for long-term success.
Investment Philosophy & Strategy
With an eye for innovation, Jason Schwartz excels in identifying and cultivating transformative technology ventures. His entrepreneurial spirit drives a commitment to scalable solutions, often focusing on products that redefine user experiences. By prioritizing strategic partnerships and market adaptability, he positions investments not just for immediate gains but for sustained growth within the ever-evolving tech landscape. Through his diverse operational expertise, initiatives under his leadership reflect a unique understanding of competitive dynamics, ultimately fostering resilience and differentiation in crowded markets.
With an eye for innovation, Jason Schwartz excels in identifying and cultivating transformative technology ventures. His entrepreneurial spirit drives a commitment to scalable solutions, often focusing on products that redefine user experiences. By prioritizing strategic partnerships and market adaptability, he positions investments not just for immediate gains but for sustained growth within the ever-evolving tech landscape. Through his diverse operational expertise, initiatives under his leadership reflect a unique understanding of competitive dynamics, ultimately fostering resilience and differentiation in crowded markets.
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:
140.24%
Gain -1.68%
Monthly
2.45%
Yearly
33.78%
Drawdown
27.08%
$586.9M
Equity
Holdings
$586.9M
Investment
$427.97M
$305.78M
Profit -$7.85M
Realized
$146.85M
Unrealized
$158.93M
Dividends
$7.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.68%
Profit
-$7.85M
Win %
60%
This Week
Compared To Last Week
Gain
-2%
Profit
-$11.95M
Win %
60%
This Month
Compared to last month
Gain
-10.1%
Profit
-$65.93M
Win %
60%
This Year
Compared to last year
Gain
23.64%
Profit
$112.23M
Win %
67%
FND Floor & Decor Holdings, Inc.
+4.11%
+$1.02M 
FERG Ferguson Enterprises Inc
+3.52%
+$821,412.11 
LITE Lumentum Holdings Inc.
+2.99%
+$736,444.26 
WDC Western Digital Corporation
+2.21%
+$1.36M 
MKSI MKS Instruments Inc.
+1.42%
+$363,280.3 
WWD Woodward Inc.
+1.25%
+$173,221.44 
WMB The Williams Companies, Inc.
+0.89%
+$234,414.18 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$88,527.33 
STX Seagate Technology Holdings plc
+0.52%
+$543,457.47 
H5919C104
0%
$0 
CLS Celestica Inc.
-6%
-$1.57M 
LIN Linde plc
-5.95%
-$1.3M 
SPOT Spotify Technology S.A.
-4.34%
-$1.45M 
RTO Rentokil Initial plc Sponsored ADR
-3.67%
-$706,174.06 
WING Wingstop Inc.
-3.61%
-$397,801.03 
JBS JBS N.V.
-1.89%
-$148,500 
ROST Ross Stores, Inc.
-0.59%
-$184,707.37 
SITE SiteOne Landscape Supply Inc.
-0.55%
-$72,645.04 
SXT Sensient Technologies Corporation
-0.23%
-$160,204.41 
TTMI TTM Technologies, Inc.
-0.06%
-$15,713.67 Events
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Dividends
Dividend Analysis
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| Trades 268 | Longs Won 189/268 70% | Profit Factor 5.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.67M |
| Average Win $2M | Best Trade (Aug 02) $72.24M | Sharpe Ratio -11.47 |
| Average Loss -$911,668.12 | Worst Trade (Aug 02) -$6.76M | Z-Score -1.31 (81.35%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $1.14M |
| 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% | 1.27% |
| Consecutive Losing Trades | 644 | 580 | 515 | 451 | 386 | 322 | 258 | 193 | 129 | 64 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Jason Schwartz?
The largest contributions to the portfolio's profits come from the following stocks: Constellation Energy Corporation - $19.89M, Tapestry Inc - $17.82M, Celestica Inc - $12.12M, Robinhood Markets, Inc - $10.38M, and Willis Towers Watson Public Limited Company - $10.3M. 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: Everus Construction Group, Inc - $6.67M, Marvell Technology, Inc - $5.56M, Carvana Co - $4.12M, LPL Financial Holdings Inc - $2.2M, and Fortrea Holdings Inc - $1.86M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Schwartz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.16M earned over time. The largest contributors to dividend income include Willis Towers Watson Public Limited Company - $879,632.04, Tapestry Inc - $629,607.85, Sensient Technologies Corporation - $559,581.12, JBS N.V - $550,000, and Ferguson Enterprises Inc - $536,774.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Schwartz's monthly returns?
Jason Schwartz'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 Jason Schwartz's strategy be considered aggressive or moderate?
Jason Schwartz'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 Jason Schwartz's strategy?
Jason Schwartz'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.
