Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Navan, Inc. | 7,323,480 | reported | 29 Dec 2025 | tx 5+1,056,534 |
| PagerDuty, Inc. | 21,111 | reported | 08 Oct 2019 | tx 6+27,330−1,792,411 |
| PINTEREST, INC. | 15,363 | reported | 14 Oct 2019 | tx 3+15,420−57 |
| EBAY INC | 10,861 | reported | 01 Aug 2014 | tx 34+84,057 |
| ORBITZ INC | 5,892 | reported | 02 Jun 2004 | tx 2+10,661 |
| Coinbase Global, Inc. | 1,150 | reported | 18 Jun 2025 | tx 130+49,186,003−64,472,183 |
| BLUE COAT SYSTEMS INC | 1,000 | reported | 07 Oct 2003 | tx 3+3,750 |
| HP INC | 0 | reported | 21 Apr 2015 | tx 28+106,595.85−49,025.19 |
| Slack Technologies, Inc. | 0 | reported | 30 Dec 2019 | tx 17+81,156,964−81,714,964 |
| Meta Platforms, Inc. | 0 | reported | 15 May 2026 | tx 236+39,504,632−45,816,674 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | Meta Platforms, Inc. | 480 | 0.00 USD | |
| 15 May 2026 | EXERCISE | Meta Platforms, Inc. | 480 | 0.00 USD | deriv |
| 26 Dec 2025 | PURCHASE | Navan, Inc. | 229,917 | 15.57 USD | |
| 24 Dec 2025 | PURCHASE | Navan, Inc. | 167,519 | 15.83 USD | |
| 23 Dec 2025 | PURCHASE | Navan, Inc. | 225,484 | 15.84 USD | |
| 22 Dec 2025 | PURCHASE | Navan, Inc. | 334,112 | 15.90 USD | first after silence |
| 29 Dec 2025 | PURCHASE | Navan, Inc. | 99,502 | 16.16 USD | |
| 08 Sept 2025 | OTHER | Samsara Inc. | 994,899 | 0.00 USD | |
| 08 Sept 2025 | OTHER | Samsara Inc. | 2,573,745 | 0.00 USD | |
| 08 Sept 2025 | OTHER | Samsara Inc. | 33,331 | 0.00 USD | |
| 08 Sept 2025 | OTHER | Samsara Inc. | 900,460 | 0.00 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 183,868 | 37.90 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 93,944 | 37.90 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 268,420 | 38.78 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 137,145 | 38.78 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 50,712 | 39.67 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 25,911 | 39.67 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 11,860 | 37.91 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 18,163 | 38.79 USD | |
| 09 Sept 2025 | SALE | Samsara Inc. | 3,308 | 39.70 USD | |
| 08 Sept 2025 | CONVERSION | Samsara Inc. | 1,758,907 | 0.00 USD | |
| 08 Sept 2025 | CONVERSION | Samsara Inc. | 10,949,014 | 0.00 USD | |
| 08 Sept 2025 | CONVERSION | Samsara Inc. | 994,899 | 0.00 USD | |
| 08 Sept 2025 | CONVERSION | Samsara Inc. | 2,573,745 | 0.00 USD | |
| 08 Sept 2025 | OTHER | Samsara Inc. | 1,255,907 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 22 Dec 2025.