Michael Kahn Portfolio
Invests via Triavera Capital LLC | Managed by Michael Kahn
Invests via Triavera Capital LLC
Managed by Michael Kahn
Automatically Tracked
Michael Kahn Profile
Strategic investor and corporate finance executive focused on TMT and growth-stage private equity investments. Michael Kahn has led capital allocation, M&A and operational scaling at multiple venture-backed and public companies, combining deal execution with portfolio company governance. He previously held senior roles in corporate development and investment banking and is known for sourcing growth-stage opportunities across North America.
Strategic investor and corporate finance executive focused on TMT and growth-stage private equity investments. Michael Kahn has led capital allocation, M&A and operational scaling at multiple venture-backed and public companies, combining deal execution with portfolio company governance. He previously held senior roles in corporate development and investment banking and is known for sourcing growth-stage opportunities across North America.
Investment Philosophy & Strategy
Focuses on growth-stage TMT opportunities across North America, combining rigorous corporate finance discipline with hands-on operational support. Prioritizes scalable business models, unit-economics improvement, and repeatable go-to-market expansion, favoring venture-backed firms with defensible tech and clear path to profitability. Capital allocation balances staged growth capital and strategic M&A, applying strict downside protection, milestone-based funding and board-level governance. Decision-making is data-driven, deal-execution oriented, and oriented to three- to seven-year value creation horizons.
Focuses on growth-stage TMT opportunities across North America, combining rigorous corporate finance discipline with hands-on operational support. Prioritizes scalable business models, unit-economics improvement, and repeatable go-to-market expansion, favoring venture-backed firms with defensible tech and clear path to profitability. Capital allocation balances staged growth capital and strategic M&A, applying strict downside protection, milestone-based funding and board-level governance. Decision-making is data-driven, deal-execution oriented, and oriented to three- to seven-year value creation horizons.
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:
6.65%
Gain -1.8%
Monthly
0.32%
Yearly
3.87%
Drawdown
21.37%
$162.22M
Equity
Holdings
$162.22M
Investment
$152.78M
$8.92M
Profit -$3.13M
Realized
-$523,842.42
Unrealized
$9.44M
Dividends
$2.41M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.8%
Profit
-$3.13M
Win %
50%
This Week
Compared To Last Week
Gain
-2.02%
Profit
-$3.34M
Win %
50%
This Month
Compared to last month
Gain
-2.08%
Profit
-$3.44M
Win %
50%
This Year
Compared to last year
Gain
3.47%
Profit
$5.44M
Win %
44%
TKO Tko Group Holdings Inc.
+2.38%
+$270,495.09 
PM Philip Morris International Inc.
+1.76%
+$160,954.92 
GOOGL Alphabet Inc
+0.27%
+$40,477.05 
META Meta Platforms Inc Class A
+0.22%
+$32,342.49 
FERG Ferguson Enterprises Inc
+0.08%
+$9,069.84 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKNG Booking Holdings Inc.
-6.18%
-$412,735.59 
UBER Uber Technologies, Inc.
-3.01%
-$256,796.4 
SPGI S&P Global Inc.
-2.97%
-$219,526.08 
CBRE CBRE Group Inc.
-2.78%
-$334,249.86 
TOST Toast Inc.
-2.58%
-$245,000 
ICE Intercontinental Exchange, Inc.
-1.64%
-$161,153.52 
KKR KKR & Co. Inc.
-0.9%
-$96,957.32 
AMZN Amazon.com Inc
-0.63%
-$179,424.98 
RKT Rocket Companies, Inc. Class A
-0.39%
-$37,579.74 Events
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Dividends
Dividend Analysis
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| Trades 99 | Longs Won 38/99 38% | Profit Factor 1.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $835,274.27 | Best Trade (Aug 25) $6.91M | Sharpe Ratio -236.12 |
| Average Loss -$374,179.38 | Worst Trade (Sep 14) -$4.12M | Z-Score -1.57 (88.94%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $90,055.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.8% | 10.26% |
| Consecutive Losing Trades | 433 | 390 | 347 | 303 | 260 | 217 | 173 | 130 | 87 | 43 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 110,076 | $24.3M | $28.28M | - | $3.98M | 16.39% | -0.631% |
| BKNG Booking Holdings Inc. | 34,553 | $6.51M | $6.27M | - | -$247,547.46 | -3.8% | -6.18% |
| CBRE CBRE Group Inc. | 81,326 | $11.58M | $11.69M | - | $111,816.78 | 0.97% | -2.78% |
| FERG Ferguson Enterprises Inc | 50,388 | $9.3M | $11.52M | - | $2.22M | 23.86% | +0.079% |
| GOOGL Alphabet Inc | 44,974 | $8.76M | $15.26M | - | $6.5M | 74.19% | +0.266% |
| ICE Intercontinental Exchange, Inc. | 61,043 | $9.18M | $9.68M | - | $506,851.19 | 5.52% | -1.637% |
| KKR KKR & Co. Inc. | 99,956 | $13.59M | $10.67M | - | -$2.91M | -21.45% | -0.9% |
| META Meta Platforms Inc Class A | 23,608 | $13.79M | $14.59M | - | $807,364.41 | 5.86% | +0.222% |
| PM Philip Morris International Inc. | 49,986 | $6.17M | $9.28M | - | $3.12M | 50.61% | +1.764% |
| RKT Rocket Companies, Inc. Class A | 683,268 | $13.17M | $9.57M | - | -$3.6M | -27.34% | -0.391% |
| SPGI S&P Global Inc. | 16,656 | $8.3M | $7.17M | - | -$1.13M | -13.62% | -2.972% |
| TKO Tko Group Holdings Inc. | 60,991 | $9.18M | $11.62M | - | $2.44M | 26.55% | +2.384% |
| TOST Toast Inc. | 280,000 | $7.79M | $9.26M | - | $1.47M | 18.89% | -2.577% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 57,996 | $999,863.22 | $999,863.22 | - | - | - | 0.0 |
| UBER Uber Technologies, Inc. | 112,630 | $10.18M | $8.28M | - | -$1.91M | -18.74% | -3.01% |
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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 Michael Kahn?
The largest contributions to the portfolio's profits come from the following stocks: Roblox Corporation - $4.88M, Philip Morris International Inc - $1.94M, SS&C Technologies Holdings Inc - $1.58M, Ferguson Enterprises Inc - $800,791.95, and Tko Group Holdings Inc - $717,779.51. 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: Salesforce Inc - $2.2M, Copart Inc - $1.75M, Danaher Corporation - $1.37M, Uber Technologies, Inc - $651,000, and S&P Global Inc - $639,991.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Kahn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.41M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $545,952.3, Taiwan Semiconductor Manufacturing Company Limited - $299,219.06, Tko Group Holdings Inc - $243,324.81, Ferguson Enterprises Inc - $228,130.73, and Intercontinental Exchange, Inc - $190,146. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Kahn's monthly returns?
Michael Kahn'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 Michael Kahn's strategy be considered aggressive or moderate?
Michael Kahn'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 Michael Kahn's strategy?
Michael Kahn'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.
