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:
107.78%
Gain -2.07%
Monthly
1.95%
Yearly
26.08%
Drawdown
30.82%
$513.52M
Equity
Holdings
$513.52M
Investment
$518.44M
$211.7M
Profit -$10.97M
Realized
$216.62M
Unrealized
-$4.92M
Dividends
$8.26M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.07%
Profit
-$10.97M
Win %
41%
This Week
Compared To Last Week
Gain
-6.73%
Profit
-$37.07M
Win %
41%
This Month
Compared to last month
Gain
-10.16%
Profit
-$58.04M
Win %
41%
This Year
Compared to last year
Gain
-23.08%
Profit
-$154.1M
Win %
60%
SITE SiteOne Landscape Supply Inc.
+4.15%
+$635,118.61 
AAP Advance Auto Parts Inc.
+3.7%
+$539,000 
TREX Trex Company, Inc.
+3.31%
+$592,811.31 
RTO Rentokil Initial plc Sponsored ADR
+2.67%
+$496,760.04 
FND Floor & Decor Holdings, Inc.
+2.24%
+$449,351.1 
FERG Ferguson Enterprises Inc
+1.36%
+$508,619.36 
WAT Waters Corporation
+0.7%
+$200,984.34 
SXT Sensient Technologies Corporation
+0.67%
+$502,140.37 
CHRW C.H. Robinson Worldwide, Inc.
+0.5%
+$161,307.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CIFR Cipher Mining Inc.
-10.26%
-$1.27M 
TTMI TTM Technologies, Inc.
-9.56%
-$2.86M 
HUT Hut 8 Corp.
-9.2%
-$696,723.69 
SITM SiTime Corporation
-9.06%
-$1.34M 
STX Seagate Technology Holdings plc
-6.42%
-$5.2M 
VSH Vishay Intertechnology Inc.
-6.14%
-$990,820.97 
WDC Western Digital Corporation
-5.59%
-$1.1M 
ARW Arrow Electronics Inc.
-4.7%
-$1.21M 
WWD Woodward Inc.
-0.74%
-$244,482.92 
SPOT Spotify Technology S.A.
-0.62%
-$144,963.89 Events
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Dividends
Dividend Analysis
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| Trades 288 | Longs Won 194/288 67% | Profit Factor 2.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.46M |
| Average Win $1.88M | Best Trade (Oct 14) $55.22M | Sharpe Ratio -28.67 |
| Average Loss -$1.63M | Worst Trade (Oct 15) -$19.35M | Z-Score -4.59 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $735,077.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.88% |
| Consecutive Losing Trades | 315 | 283 | 252 | 220 | 189 | 157 | 126 | 94 | 63 | 31 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 350,000 | $21.78M | $15.11M | - | -$6.67M | -30.63% | +3.7% |
| ARW Arrow Electronics Inc. | 115,096 | $24.56M | $24.6M | - | $35,680.12 | 0.15% | -4.7% |
| CHRW C.H. Robinson Worldwide, Inc. | 230,439 | $40.4M | $32.3M | - | -$8.11M | -20.06% | +0.502% |
| CIFR Cipher Mining Inc. | 1.24M | $30.44M | $11.08M | - | -$19.35M | -63.59% | -10.262% |
| FERG Ferguson Enterprises Inc | 167,309 | $37.27M | $37.81M | - | $539,184.52 | 1.45% | +1.364% |
| FND Floor & Decor Holdings, Inc. | 453,890 | $25.29M | $20.52M | - | -$4.77M | -18.86% | +2.239% |
| HUT Hut 8 Corp. | 101,121 | $11.67M | $6.87M | - | -$4.8M | -41.11% | -9.203% |
| RTO Rentokil Initial plc Sponsored ADR | 919,926 | $28.6M | $19.12M | - | -$9.48M | -33.15% | +2.668% |
| SITE SiteOne Landscape Supply Inc. | 171,191 | $22.2M | $15.93M | - | -$6.27M | -28.23% | +4.152% |
| SITM SiTime Corporation | 28,191 | $19.05M | $13.46M | - | -$5.59M | -29.35% | -9.062% |
| SPOT Spotify Technology S.A. | 44,604 | $25.81M | $23.23M | - | -$2.59M | -10.03% | -0.62% |
| STX Seagate Technology Holdings plc | 113,669 | $27.71M | $75.9M | - | $48.19M | 173.93% | -6.416% |
| SXT Sensient Technologies Corporation | 564,209 | $51.99M | $75.46M | - | $23.47M | 45.15% | +0.67% |
| TREX Trex Company, Inc. | 403,273 | $20.18M | $18.49M | - | -$1.69M | -8.39% | +3.313% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 69,725 | $1.2M | $1.2M | - | - | - | 0.0 |
| TTMI TTM Technologies, Inc. | 289,248 | $27.6M | $27.02M | - | -$577,472.71 | -2.09% | -9.563% |
| VSH Vishay Intertechnology Inc. | 558,209 | $33.44M | $15.14M | - | -$18.31M | -54.74% | -6.144% |
| WAT Waters Corporation | 65,467 | $24.55M | $28.78M | - | $4.23M | 17.24% | +0.703% |
| WDC Western Digital Corporation | 54,000 | $6.48M | $18.56M | - | $12.08M | 186.31% | -5.592% |
| WWD Woodward Inc. | 101,026 | $38.21M | $32.95M | - | -$5.26M | -13.78% | -0.737% |
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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: Western Digital Corporation - $38.58M, Celestica Inc - $21.45M, Constellation Energy Corporation - $19.89M, MKS Instruments Inc - $18.84M, and Tapestry Inc - $17.82M. 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, Wingstop Inc - $5.14M, Carvana Co - $4.12M, and JBS N.V - $2.45M. 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 $8.26M earned over time. The largest contributors to dividend income include Willis Towers Watson Public Limited Company - $879,632.04, Sensient Technologies Corporation - $790,906.81, Ferguson Enterprises Inc - $685,679.26, Tapestry Inc - $629,607.85, and JBS N.V - $550,000. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jason Schwartz's strategy be considered aggressive or moderate?
Jason Schwartz's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jason Schwartz's strategy?
Jason Schwartz's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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