Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Asana, Inc. | 341,184 | reported | 01 May 2026 | tx 57+42,392,185−49,899,196 |
| Confluent, Inc. | 180,684 | reported | 09 Aug 2022 | tx 18+4,110,644−7,749,731 |
| NEW RELIC INC | 75,263 | reported | 15 Jun 2016 | tx 14−96,000 |
| KKR & Co. Inc. | 45,477 | reported | 17 Feb 2026 | tx 12+91,906 |
| 1stdibs.com, Inc. | 26,798 | reported | 08 May 2026 | tx 17+3,919,923−3,728,534 |
| DOMO, INC. | 10,467 | reported | 26 Feb 2020 | tx 5+1,503,405−2,985,504 |
| Amplitude, Inc. | 10,285 | reported | 30 Nov 2022 | tx 20+1,892,524−3,152,860 |
| Hortonworks, Inc. | 0 | reported | 17 Dec 2014 | tx 7+6,633,200−13,066,402 |
| MARIN SOFTWARE INC | 0 | reported | 27 Mar 2013 | tx 12+3,874,492−3,874,492 |
| Stitch Fix, Inc. | 0 | reported | 21 Jun 2019 | tx 44+5,091,041−8,778,408 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | 1stdibs.com, Inc. | 26,798 | 0.00 USD | deriv |
| 01 May 2026 | GRANT_AWARD | Asana, Inc. | 1,335 | 0.00 USD | |
| 17 Feb 2026 | PURCHASE | KKR & Co. Inc. | 43,872 | 102.90 USD | first after silence |
| 02 Feb 2026 | GRANT_AWARD | Asana, Inc. | 823 | 0.00 USD | |
| 11 Dec 2025 | GRANT_AWARD | KKR & Co. Inc. | 1,605 | 0.00 USD | |
| 03 Nov 2025 | GRANT_AWARD | Asana, Inc. | 600 | 0.00 USD | |
| 01 Aug 2025 | GRANT_AWARD | Asana, Inc. | 574 | 0.00 USD | |
| 16 Jun 2025 | GRANT_AWARD | Asana, Inc. | 13,089 | 0.00 USD | |
| 08 Jun 2025 | EXERCISE | 1stdibs.com, Inc. | 31,380 | — | |
| 08 Jun 2025 | EXERCISE | 1stdibs.com, Inc. | 31,380 | 0.00 USD | deriv |
| 09 May 2025 | GRANT_AWARD | 1stdibs.com, Inc. | 40,926 | 0.00 USD | deriv |
| 01 May 2025 | GRANT_AWARD | Asana, Inc. | 522 | 0.00 USD | |
| 03 Feb 2025 | GRANT_AWARD | Asana, Inc. | 395 | 0.00 USD | |
| 12 Dec 2024 | GRANT_AWARD | KKR & Co. Inc. | 1,238 | 0.00 USD | |
| 01 Nov 2024 | GRANT_AWARD | Asana, Inc. | 706 | 0.00 USD | |
| 01 Aug 2024 | GRANT_AWARD | Asana, Inc. | 579 | 0.00 USD | |
| 17 Jun 2024 | GRANT_AWARD | Asana, Inc. | 14,583 | 0.00 USD | |
| 10 Jun 2024 | EXERCISE | 1stdibs.com, Inc. | 28,533 | — | |
| 10 Jun 2024 | EXERCISE | 1stdibs.com, Inc. | 28,533 | 0.00 USD | deriv |
| 10 May 2024 | GRANT_AWARD | 1stdibs.com, Inc. | 31,380 | 0.00 USD | deriv |
| 01 May 2024 | GRANT_AWARD | Asana, Inc. | 567 | 0.00 USD | |
| 01 Feb 2024 | GRANT_AWARD | Asana, Inc. | 484 | 0.00 USD | |
| 01 Nov 2023 | GRANT_AWARD | Asana, Inc. | 456 | 0.00 USD | |
| 02 Oct 2023 | GRANT_AWARD | KKR & Co. Inc. | 3,029 | 0.00 USD | |
| 01 Aug 2023 | GRANT_AWARD | Asana, Inc. | 347 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Feb 2026.