Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| Airbnb, Inc. | 21,396,381 | reported | 06 May 2022 | tx 8+23,080,176−25,015,702 |
| Snowflake Inc. | 6,291,460 | reported | 21 Sept 2020 | tx 12+20,619,156−20,619,156 |
| DoorDash, Inc. | 3,656,369 | reported | 28 Feb 2023 | tx 12+4,567,355−5,485,408 |
| Maplebear Inc. | 1,809,646 | reported | 22 Feb 2024 | tx 6+2,020,273 |
| VG Acquisition Corp. | 658,485 | reported | 26 Aug 2024 | tx 9+1,142,011 |
| Bird Global, Inc. | 235,339 | reported | 08 Jun 2022 | tx 2+235,339 |
| MongoDB, Inc. | 208,541 | reported | 05 Dec 2025 | tx 127+14,073,506−23,281,679 |
| Ethos Technologies Inc. | 121,541 | reported | 30 Jan 2026 | tx 42+24,260,773−24,000,248 |
| Block, Inc. | 36,707 | reported | 02 Jan 2026 | tx 125+50,698,931−64,717,176 |
| Unity Software Inc. | 26,407 | reported | 13 May 2026 | tx 95+77,318,182−101,772,167 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | Unity Software Inc. | 13,201 | 0.00 USD | |
| 24 Apr 2026 | GRANT_AWARD | Natera, Inc. | 132 | — | |
| 24 Apr 2026 | GRANT_AWARD | Natera, Inc. | 222 | — | |
| 30 Jan 2026 | GRANT_AWARD | Natera, Inc. | 112 | — | |
| 29 Jan 2026 | PURCHASE | Ethos Technologies Inc. | 260,525 | 19.00 USD | first after silence |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 8,027,281 | 0.00 USD | |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 337,996 | 0.00 USD | |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 121,541 | 0.00 USD | |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 1,238,282 | 0.00 USD | |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 2,132,408 | 0.00 USD | |
| 30 Jan 2026 | OTHER | Ethos Technologies Inc. | 142,616 | 0.00 USD | |
| 30 Jan 2026 | OTHER | Ethos Technologies Inc. | 8,027,281 | 0.00 USD | |
| 30 Jan 2026 | OTHER | Ethos Technologies Inc. | 337,996 | 0.00 USD | |
| 30 Jan 2026 | OTHER | Ethos Technologies Inc. | 121,541 | 0.00 USD | |
| 30 Jan 2026 | OTHER | Ethos Technologies Inc. | 1,238,282 | 0.00 USD | |
| 30 Jan 2026 | OTHER | Ethos Technologies Inc. | 2,132,408 | 0.00 USD | |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 142,616 | 0.00 USD | |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 1,897,656 | 0.00 USD | deriv |
| 30 Jan 2026 | GRANT_AWARD | Ethos Technologies Inc. | 142,616 | 0.00 USD | deriv |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 28,725 | 0.00 USD | deriv |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 291,875 | 0.00 USD | deriv |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 142,616 | 0.00 USD | deriv |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 4,767,653 | 0.00 USD | deriv |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 200,936 | 0.00 USD | deriv |
| 30 Jan 2026 | CONVERSION | Ethos Technologies Inc. | 72,174 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 29 Jan 2026.