Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Warby Parker Inc. | 9,444,023 | reported | 14 Jun 2024 | tx 18+4,300,941−5,500,000 |
| Sight Sciences, Inc. | 3,000,000 | reported | 27 Dec 2023 | tx 5+5,852,036−5,428,054 |
| Maplebear Inc. | 27,304 | reported | 22 May 2025 | tx 20+35,933,921−34,927,741 |
| Finance of America Companies Inc. | 0 | reported | 15 Dec 2021 | tx 15−3,750,000 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 19 buys in history.
1 purchase reported after at least 12 months of silence — most recent on 21 Sept 2023.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2025 | GRANT_AWARD | Maplebear Inc. | 6,180 | 0.00 USD | |
| 14 Jun 2024 | SALE | Warby Parker Inc. | 5,500,000 | 15.66 USD | |
| 27 Dec 2023 | SALE | Sight Sciences, Inc. | 2,852,036 | 5.86 USD | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 4,929,074 | — | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 1,126,930 | — | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 1,079,905 | — | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 26,017,127 | — | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 1,039,675 | — | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 500,000 | — | |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 120,000 | — | |
| 21 Sept 2023 | OTHER | Maplebear Inc. | 100,747 | — | |
| 21 Sept 2023 | OTHER | Maplebear Inc. | 100,747 | — | |
| 21 Sept 2023 | OTHER | Maplebear Inc. | 14,283 | — | |
| 21 Sept 2023 | OTHER | Maplebear Inc. | 14,283 | — | |
| 21 Sept 2023 | PURCHASE | Maplebear Inc. | 1,000,000 | 30.00 USD | first after silence |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 1,039,675 | 0.00 USD | deriv |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 500,000 | 0.00 USD | deriv |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 120,000 | 0.00 USD | deriv |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 4,929,074 | 0.00 USD | deriv |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 1,126,930 | 0.00 USD | deriv |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 1,079,905 | 0.00 USD | deriv |
| 21 Sept 2023 | CONVERSION | Maplebear Inc. | 26,017,127 | 0.00 USD | deriv |
| 18 Feb 2022 | PURCHASE | Warby Parker Inc. | 240,000 | 27.99 USD | |
| 16 Feb 2022 | PURCHASE | Warby Parker Inc. | 600,000 | 30.50 USD | |
| 17 Feb 2022 | PURCHASE | Warby Parker Inc. | 700,000 | 29.21 USD |