JC
Jamie Cahal Portfolio
Invests via Corient IA LLC | Managed by Jamie Cahal
Invests via Corient IA LLC
Managed by Jamie Cahal
Automatically Tracked
Experienced technology investor and operator focused on growth-stage software and fintech companies, with a track record of scaling product and GTM functions and advising boards on commercialization and M&A. Jamie Cahal has led or supported multiple Series A–C financings, driven revenue and customer expansion strategies, and worked closely with founders and LPs on capital formation. They combine operating leadership with investor perspective across SaaS and payments.
Experienced technology investor and operator focused on growth-stage software and fintech companies, with a track record of scaling product and GTM functions and advising boards on commercialization and M&A. Jamie Cahal has led or supported multiple Series A–C financings, driven revenue and customer expansion strategies, and worked closely with founders and LPs on capital formation. They combine operating leadership with investor perspective across SaaS and payments.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech opportunities, prioritizing capital-efficient SaaS and payments businesses with clear product-market fit and scalable GTM motion. Prefers active, operator-led investing: driving revenue operations, customer expansion, and commercialization while advising boards on capital strategy and M&A. Allocates capital to Series A–C rounds with a bias toward repeatable unit economics, measurable retention, and leadership teams capable of rapid scale. Risk discipline emphasizes milestone-based deployment, tight unit-level KPIs, and near-term monetization paths to de-risk follow-on rounds.
Focuses on growth-stage software and fintech opportunities, prioritizing capital-efficient SaaS and payments businesses with clear product-market fit and scalable GTM motion. Prefers active, operator-led investing: driving revenue operations, customer expansion, and commercialization while advising boards on capital strategy and M&A. Allocates capital to Series A–C rounds with a bias toward repeatable unit economics, measurable retention, and leadership teams capable of rapid scale. Risk discipline emphasizes milestone-based deployment, tight unit-level KPIs, and near-term monetization paths to de-risk follow-on rounds.
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:
9.78%
Gain
Monthly
0.6%
Yearly
7.47%
Drawdown
19.83%
$119.05M
Equity
Holdings
$119.05M
Investment
$94.75M
$37.98M
Profit -$1.11M
Realized
$13.67M
Unrealized
$24.3M
Dividends
$1.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.11M
Win %
71%
This Week
Compared To Last Week
Gain
-2.5%
Profit
-$3.05M
Win %
71%
This Month
Compared to last month
Gain
-2.69%
Profit
-$3.29M
Win %
71%
This Year
Compared to last year
Gain
14.01%
Profit
$14.63M
Win %
70%
CASY Casey's General Stores Inc.
+3.97%
+$61,485.84 
DMAC DiaMedica Therapeutics Inc.
+2.87%
+$12,300 
SQM Quimica y Minera Chilena S.A. ADR
+2.8%
+$9,690.6 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.6%
+$6,472.8 
NOC Northrop Grumman Corporation
+2.46%
+$10,355.83 
LITE Lumentum Holdings Inc.
+2.42%
+$20,825.41 
SHEL Shell plc
+2.31%
+$6,304 
PANW Palo Alto Networks, Inc.
+2.26%
+$120,920.66 
CF CF Industries Holdings, Inc.
+2.06%
+$8,637.6 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.03%
+$4,515.75 
TS Tenaris S.A.
+1.98%
+$10,309.65 
SU Suncor Energy Inc.
+1.92%
+$6,943.4 
MT ArcelorMittal S.A.
+1.86%
+$7,253.55 
ABT Abbott Laboratories
+1.79%
+$3,150.6 
ABBV AbbVie Inc.
+1.7%
+$16,748.6 
HWM Howmet Aerospace Inc.
+1.65%
+$50,579.2 
BP BP p.l.c. Sponsored ADR
+1.42%
+$3,486.6 
WELL Welltower Inc.
+1.32%
+$6,496 
IMO Imperial Oil Limited
+1.25%
+$4,980 
GILD Gilead Sciences Inc.
+1.25%
+$6,018 
WTRG Essential Utilities Inc.
+1.23%
+$2,153.4 
AWK American Water Works Company, Inc.
+1.21%
+$3,308.9 
RTX RTX Corporation
+1.16%
+$5,564.25 
NVS Novartis AG Sponsored ADR
+1.14%
+$5,272.2 
CNQ Canadian Natural Resources Limited
+1.13%
+$2,890.6 
ETN Eaton Corporation plc
+1.09%
+$1,905.2 
LLY Eli Lilly and Company
+1.06%
+$8,294.63 
SM SM Energy Company
+1.06%
+$1,939.2 
HEI Heico Corporation
+1.03%
+$7,206.5 
EAT Brinker International Inc.
+1%
+$2,475.4 
YOU Clear Secure Inc.
+0.95%
+$6,884.8 
GLD SPDR Gold Shares
+0.94%
+$3,421.99 
EQIX Equinix, Inc.
+0.93%
+$1,695.78 
NET Cloudflare Inc.
+0.93%
+$2,260.59 
FFIV F5 Inc.
+0.92%
+$2,338.12 
IOT Samsara Inc. Class A Common Stock
+0.85%
+$1,392 
RCI Rogers Communications Inc.
+0.83%
+$2,317.1 
AEP American Electric Power Company, Inc.
+0.83%
+$3,102 
LH Labcorp Holdings Inc.
+0.79%
+$2,598.39 
PH Parker-Hannifin Corporation
+0.79%
+$4,997.16 
XLE Energy Select Sector SPDR Fund
+0.78%
+$2,225 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$3,820 
WMT Walmart Inc.
+0.77%
+$10,620 
LHX L3Harris Technologies, Inc.
+0.77%
+$2,659.59 
CRWD CrowdStrike Holdings, Inc.
+0.74%
+$7,320 
CP Canadian Pacific Kansas City Limited
+0.73%
+$2,241 
BCO Brink's Company
+0.73%
+$2,411.1 
BMO Bank of Montreal
+0.72%
+$1,980 
ZS Zscaler Inc.
+0.64%
+$585.9 
PCAR PACCAR Inc.
+0.59%
+$2,325 
SQ Block, Inc.
+0.57%
+$954.1 
IBN ICICI Bank Limited Sponsored ADR
+0.56%
+$1,092.3 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.53%
+$859.1 
CWT California Water Service Group
+0.53%
+$1,198.8 
NEE NextEra Energy, Inc.
+0.52%
+$1,481.2 
QRVO Qorvo Inc.
+0.5%
+$1,117.2 
TJX The TJX Companies, Inc.
+0.48%
+$1,650.2 
LNG Cheniere Energy Inc.
+0.46%
+$1,943.98 
REGN Regeneron Pharmaceuticals, Inc.
+0.45%
+$555.3 
DE Deere & Company
+0.44%
+$2,130.36 
FTNT Fortinet Inc.
+0.43%
+$3,898.5 
TDG TransDigm Group Inc.
+0.43%
+$951.31 
CAE CAE Inc.
+0.43%
+$279.3 
JPM JPMorgan Chase & Co.
+0.41%
+$2,491.98 
AESI Atlas Energy Solutions Inc.
+0.4%
+$550 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.37%
+$1,350 
SLF Sun Life Financial Inc.
+0.37%
+$1,741.55 
BNS Bank of Nova Scotia
+0.35%
+$938.7 
NUE Nucor Corporation
+0.34%
+$1,644.3 
SHAK Shake Shack Inc.
+0.34%
+$268 
AMPH Amphastar Pharmaceuticals Inc.
+0.33%
+$433.55 
VRTX Vertex Pharmaceuticals Incorporated
+0.32%
+$686.39 
RY Royal Bank of Canada
+0.32%
+$1,373.1 
XLP Consumer Staples Select Sector SPDR Fund
+0.3%
+$26 
ULTA Ulta Beauty Inc.
+0.3%
+$650.65 
BHP BHP Group Ltd.
+0.28%
+$685.4 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.27%
+$621.6 
TD The Toronto-Dominion Bank
+0.22%
+$483.3 
PLNT Planet Fitness Inc.
+0.22%
+$407.1 
FOA Finance of America Companies Inc.
+0.2%
+$375 
HRB H&R Block Inc.
+0.19%
+$283.2 
BEP Brookfield Renewable Partners L.P.
+0.16%
+$333.5 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$28 
SNY Sanofi American Depositary Receipt
+0.15%
+$415.35 
AAPL Apple Inc.
+0.14%
+$384.74 
HII Huntington Ingalls Industries Inc.
+0.1%
+$115.28 
UL Unilever PLC Sponsored American Depositary Receipt
+0.1%
+$317.82 
ECL Ecolab Inc.
+0.08%
+$317.08 
LYV Live Nation Entertainment, Inc.
+0.05%
+$216.59 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$81.03 
VLTO Veralto Corporation
+0.02%
+$48.8 
HSBC HSBC Holdings plc Sponsored ADR
+0.02%
+$119.2 
RIO Rio Tinto Plc Sponsored ADR
+0.02%
+$62.55 
BAM
0%
$0 
BLD TopBuild Corp
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
G3643J108
0%
$0 
H5919C104
0%
$0 
HOLX Hologic Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
NE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$284,130 
ISRG Intuitive Surgical, Inc.
-12.82%
-$126,419.98 
NFLX Netflix, Inc.
-7.49%
-$71,853 
AXON Axon Enterprise, Inc.
-5.8%
-$38,332.4 
TSEM Tower Semiconductor Ltd.
-5.71%
-$54,360 
META Meta Platforms Inc Class A
-5.12%
-$27,588.6 
BIDU Baidu Inc.
-4.79%
-$24,182.7 
AVAV AeroVironment Inc.
-4.23%
-$12,817.62 
AMAT Applied Materials, Inc.
-4.2%
-$47,796.33 
RBLX Roblox Corporation
-4.04%
-$6,016.8 
SYK Stryker Corporation
-3.25%
-$13,139.4 
ALV Autoliv, Inc.
-3.17%
-$15,285.6 
MTCH Match Group, Inc.
-3.1%
-$3,875 
GDDY Godaddy Inc.
-3.04%
-$2,598.8 
ZM Zoom Video Communications, Inc.
-3.01%
-$6,229.95 
GLW Corning Incorporated
-2.95%
-$18,866.8 
IHI iShares U.S. Medical Devices ETF
-2.88%
-$75.25 
TSLA Tesla, Inc.
-2.86%
-$27,100.64 
PNR Pentair plc
-2.86%
-$6,053.6 
A Agilent Technologies Inc.
-2.8%
-$7,724.15 
PTON Peloton Interactive, Inc.
-2.78%
-$3,732.75 
UBER Uber Technologies, Inc.
-2.75%
-$8,989.34 
Z Zillow Group Inc.
-2.73%
-$2,473.8 
BKNG Booking Holdings Inc.
-2.71%
-$15,029.97 
DOCS Doximity Inc.
-2.66%
-$2,088.6 
FIX Comfort Systems USA, Inc.
-2.58%
-$12,981 
FSLR First Solar, Inc.
-2.47%
-$10,637.2 
PLTR Palantir Technologies Inc.
-2.45%
-$26,550.38 
CCJ Cameco Corporation
-2.42%
-$12,575.6 
DDOG Datadog, Inc. Class A Common Stock
-2.37%
-$5,531.34 
ACLS Axcelis Technologies, Inc.
-2.35%
-$16,350.05 
GSK GSK plc Sponsored ADR
-2.28%
-$7,193.85 
MSFT Microsoft Corp.
-2.26%
-$20,226.1 
TDAY USA TODAY Co., Inc.
-2.25%
-$11,700 
SAP SAP SE Sponsored ADR
-2.24%
-$6,013.35 
SHOP Shopify Inc.
-2.23%
-$18,246.6 
SITM SiTime Corporation
-2.22%
-$10,040 
WDFC WD-40 Company
-2.18%
-$4,965.4 
TER Teradyne, Inc.
-2.17%
-$6,195 
LRCX Lam Research Corporation
-2.14%
-$18,892.5 
JBL Jabil Inc.
-2.07%
-$20,447 
BABA Alibaba Group Holding Limited SP ADR
-2.02%
-$3,555 
EW Edwards Lifesciences Corporation
-2.02%
-$5,699.4 
MIR Mirion Technologies, Inc.
-1.98%
-$2,844.8 
NXPI NXP Semiconductors N.V.
-1.97%
-$6,289.4 
CPRT Copart Inc.
-1.96%
-$3,585.3 
DAL Delta Air Lines, Inc.
-1.94%
-$7,459.2 
NVO Novo Nordisk A/S Sponsored ADR
-1.92%
-$4,583.24 
CHDN Churchill Downs Incorporated
-1.91%
-$4,381.82 
MTD Mettler-Toledo International Inc.
-1.91%
-$5,348.7 
DXCM DexCom, Inc.
-1.88%
-$4,717.3 
SNN Smith & Nephew plc ADR
-1.88%
-$3,516.4 
DPZ Domino's Pizza Inc.
-1.87%
-$5,500.2 
DKNG DraftKings Inc.
-1.87%
-$2,022.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$4,400 
GOOG Alphabet Inc
-1.86%
-$17,344.83 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.85%
-$8,758.75 
BOX Box Inc.
-1.83%
-$3,064.75 
IDXX IDEXX Laboratories, Inc.
-1.82%
-$7,792.7 
CCL Carnival Corporation Ltd.
-1.81%
-$6,460.2 
FLR Fluor Corporation
-1.78%
-$3,555.2 
NYT New York Times Co.
-1.77%
-$28,084 
HMC Honda Motor Co., Ltd.
-1.75%
-$2,105.85 
ROK Rockwell Automation, Inc.
-1.75%
-$10,004 
AMD Advanced Micro Devices, Inc.
-1.71%
-$34,584.75 
IBIT iShares Bitcoin Trust
-1.7%
-$5,580 
OTIS Otis Worldwide Corporation
-1.7%
-$3,391.5 
BR Broadridge Financial Solutions, Inc.
-1.67%
-$1,126.4 
ADI Analog Devices, Inc.
-1.66%
-$8,442 
ALGN Align Technology, Inc.
-1.62%
-$2,581 
EXPE Expedia Group, Inc.
-1.56%
-$5,172.68 
OBDC Blue Owl Capital Corporation
-1.56%
-$1,562.75 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$40,538.74 
UFPI UFP Industries, Inc.
-1.5%
-$3,230.7 
DHI D.R. Horton, Inc.
-1.49%
-$6,111.35 
LNN Lindsay Corporation
-1.48%
-$4,222.9 
WMB The Williams Companies, Inc.
-1.47%
-$3,894 
SPOT Spotify Technology S.A.
-1.47%
-$5,665.96 
TME Tencent Music Entertainment Group
-1.46%
-$804.6 
RRX Regal Rexnord Corporation
-1.46%
-$4,140.6 
BX Blackstone Inc.
-1.45%
-$3,785.95 
CRM Salesforce Inc
-1.44%
-$4,033.8 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$3,088.02 
DOCU DocuSign Inc.
-1.41%
-$1,683.65 
NVDA NVIDIA Corporation
-1.41%
-$31,585.4 
UBS UBS Group AG
-1.4%
-$8,917.5 
RYZ Ryerson Holding Corporation
-1.39%
-$4,677.69 
BN Brookfield Corporation
-1.39%
-$7,641.37 
BSX Boston Scientific Corporation
-1.38%
-$3,474.75 
RACE Ferrari N.V.
-1.34%
-$13,042.9 
WDAY Workday Inc.
-1.33%
-$1,717.7 
FLS Flowserve Corporation
-1.28%
-$3,540 
ODFL Old Dominion Freight Line, Inc.
-1.24%
-$4,746.6 
WGO Winnebago Industries, Inc.
-1.23%
-$1,362.9 
W Wayfair Inc.
-1.22%
-$7,369.6 
PHIN Phinia Inc.
-1.2%
-$1,969.1 
GATX GATX Corporation
-1.18%
-$1,895.7 
MRVL Marvell Technology, Inc.
-1.18%
-$7,132.3 
ADP Automatic Data Processing Inc.
-1.15%
-$2,634.4 
PHG Koninklijke Philips N.V.
-1.15%
-$3,745.35 
URI United Rentals, Inc.
-1.15%
-$10,019.7 
XHB SPDR S&P Homebuilders ETF
-1.14%
-$126 
AVGO Broadcom Inc.
-1.12%
-$13,459.6 
APTV Aptiv PLC
-1.1%
-$1,460.65 
NOW ServiceNow, Inc.
-1.01%
-$4,262.2 
CRSP Crispr Therapeutics AG
-0.99%
-$1,699.2 
VMI Valmont Industries, Inc.
-0.98%
-$6,472.09 
PHM PulteGroup Inc.
-0.93%
-$4,868.2 
XPO XPO Inc.
-0.91%
-$2,440 
LDOS Leidos Holdings Inc.
-0.91%
-$1,319.9 
TTWO Take-Two Interactive Software, Inc.
-0.89%
-$3,442.48 
OSK Oshkosh Corporation
-0.86%
-$4,057.2 
WTS Watts Water Technologies Inc.
-0.85%
-$4,884.28 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$2,500 
DHR Danaher Corporation
-0.84%
-$2,110.6 
ALC Alcon Inc.
-0.83%
-$1,758.2 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.83%
-$389.7 
MLM Martin Marietta Materials, Inc.
-0.81%
-$3,786.75 
TEX Terex Corporation
-0.81%
-$4,194.95 
TM Toyota Motor Corporation
-0.8%
-$2,855.65 
TT Trane Technologies plc
-0.78%
-$8,124.9 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.78%
-$360 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$14,960 
MAS Masco Corporation
-0.72%
-$2,343.2 
ADBE Adobe Inc.
-0.68%
-$1,432.9 
ORA Ormat Technologies Inc.
-0.68%
-$2,286.2 
PYPL PayPal Holdings Inc
-0.67%
-$676.4 
GNRC Generac Holdings Inc.
-0.63%
-$1,309.5 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$920 
AMZN Amazon.com Inc
-0.6%
-$4,830 
MWA Mueller Water Products Inc.
-0.56%
-$1,290.5 
WCN Waste Connections Inc.
-0.53%
-$1,711.2 
VMC Vulcan Materials Company
-0.51%
-$1,259.99 
J Jacobs Solutions Inc.
-0.49%
-$1,449.5 
WDC Western Digital Corporation
-0.49%
-$4,638.55 
SNA Snap-on Inc.
-0.46%
-$2,330.2 
XYL Xylem Inc.
-0.44%
-$2,321 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$1,450 
NVT nVent Electric plc
-0.4%
-$3,031.8 
ITRI Itron Inc.
-0.37%
-$843.22 
ITT Itt Inc.
-0.35%
-$2,274.2 
PEN Penumbra Inc.
-0.35%
-$488.4 
CW Curtiss-Wright Corporation
-0.34%
-$3,985.2 
NEM Newmont Corporation
-0.34%
-$232.5 
RSG Republic Services, Inc.
-0.33%
-$1,190.72 
SCI Service Corporation International
-0.33%
-$1,050.4 
CLH Clean Harbors Inc.
-0.32%
-$1,628.1 
TR Tootsie Roll Industries, Inc.
-0.3%
-$493.92 
MLI Mueller Industries Inc.
-0.29%
-$758.2 
TRN Trinity Industries Inc.
-0.28%
-$466.2 
OC Owens Corning
-0.26%
-$1,246.83 
BWA BorgWarner Inc.
-0.24%
-$666.3 
RDY Dr. Reddy's Laboratories Ltd.
-0.24%
-$496.2 
MICC The Magnum Ice Cream Company N.V.
-0.21%
-$47.68 
BMI Badger Meter Inc.
-0.2%
-$726 
TREX Trex Company, Inc.
-0.2%
-$160.2 
STLD Steel Dynamics Inc.
-0.18%
-$1,032.13 
NSSC Napco Security Technologies, Inc.
-0.16%
-$484.2 
AGCO AGCO Corporation
-0.16%
-$478.8 
CNX CNX Resources Corporation
-0.15%
-$444.5 
ACA Arcosa Inc.
-0.14%
-$659.4 
RMBS Rambus Inc.
-0.14%
-$312.2 
ZBRA Zebra Technologies Corporation
-0.13%
-$311.49 
DRI Darden Restaurants, Inc.
-0.13%
-$462.8 
AMGN Amgen Inc.
-0.12%
-$413.85 
WM Waste Management, Inc.
-0.11%
-$437.4 
PWR Quanta Services Inc.
-0.1%
-$1,020.6 
CHKP Check Point Software Technologies Ltd.
-0.09%
-$450 
XLB Materials Select Sector SPDR Fund
-0.08%
-$2 
TDY Teledyne Technologies Incorporated
-0.06%
-$311.5 
B BARRICK MINING CORP Common Stock (ABR0)
-0.04%
-$221.4 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.03%
-$359.8 
LIN Linde plc
-0.03%
-$171.6 
ROKU Roku, Inc.
-0.02%
-$53.4 
TSCO Tractor Supply Company
-0.02%
-$24.25 
PLD Prologis Inc.
-0.01%
-$17.81 Events
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Dividends
Dividend Analysis
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| Trades 737 | Longs Won 465/737 63% | Profit Factor 5.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $170,106.81 |
| Average Win $99,135.31 | Best Trade (Jul 17) $2.07M | Sharpe Ratio -12.7 |
| Average Loss -$29,860.25 | Worst Trade (Mar 30) -$642,950 | Z-Score 3.5 (99.95%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $51,527.72 |
| 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 | 3,984 | 3,586 | 3,187 | 2,789 | 2,390 | 1,992 | 1,594 | 1,195 | 797 | 398 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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