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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:
117.27%
Gain +0.01%
Monthly
2.19%
Yearly
29.72%
Drawdown
20.62%
$647.62M
Equity
Holdings
$647.62M
Investment
$427.97M
$370.72M
Profit +$82,607.28
Realized
$151.07M
Unrealized
$219.65M
Dividends
$6.5M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$82,607.28
Win %
66%
This Week
Compared To Last Week
Gain
0.01%
Profit
$82,607.28
Win %
66%
This Month
Compared to last month
Gain
5.16%
Profit
$31.8M
Win %
66%
This Year
Compared to last year
Gain
-3.73%
Profit
$49.01M
Win %
74%
STX Seagate Technology Holdings plc
+7.25%
+$7.69M 
WDC Western Digital Corporation
+6.36%
+$3.89M 
WING Wingstop Inc.
+5.46%
+$689,795.79 
TTMI TTM Technologies, Inc.
+3.65%
+$1.54M 
LITE Lumentum Holdings Inc.
+3.59%
+$1.14M 
MKSI MKS Instruments Inc.
+3%
+$907,757.81 
JBS JBS N.V.
+2.79%
+$187,000 
CLS Celestica Inc.
+1.88%
+$539,215.46 
LIN Linde plc
+1.58%
+$349,338.4 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$287,441.68 
FERG Ferguson Enterprises Inc
+0.9%
+$211,279.46 
WMB The Williams Companies, Inc.
+0.64%
+$171,160.3 
ROST Ross Stores, Inc.
+0.43%
+$125,600.76 
RTOKY Rentokil Initial Plc
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 268 | Longs Won 173/268 64% | Profit Factor 10.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.34M |
| Average Win $2.36M | Best Trade (Jun 14) $80.96M | Sharpe Ratio -11.13 |
| Average Loss -$401,499.69 | Worst Trade (Mar 31) -$4.89M | Z-Score -5.37 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $1.38M |
| 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% | 0.94% |
| Consecutive Losing Trades | 1,613 | 1,452 | 1,290 | 1,129 | 968 | 806 | 645 | 484 | 323 | 161 |
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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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