Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 322 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 |
|---|---|---|---|---|
| Clear Secure, Inc. | 10,409,596 | reported | 02 Aug 2023 | tx 100+4,109,646−2,667,377 |
| Warby Parker Inc. | 9,690,563 | reported | 21 Aug 2023 | tx 206+5,389,118−5,117,930 |
| Clearwater Analytics Holdings, Inc. | 7,742,122 | reported | 01 Jun 2023 | tx 147+2,638,616−1,933,866 |
| Duolingo, Inc. | 3,556,688 | reported | 09 Nov 2023 | tx 135+2,685,748−1,015,031 |
| Andersen Group Inc. | 1,562,500 | reported | 17 Dec 2025 | tx 2+357,985 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Dec 2025 | PURCHASE | Andersen Group Inc. | 250,000 | 20.59 USD | first after silence |
| 17 Dec 2025 | PURCHASE | Andersen Group Inc. | 107,985 | 21.36 USD | |
| 09 Nov 2023 | SALE | Duolingo, Inc. | 112,000 | 197.51 USD | |
| 09 Nov 2023 | SALE | Duolingo, Inc. | 65,000 | 198.85 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 8,929 | 161.05 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 8,734 | 159.45 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 2,488 | 159.14 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 15,000 | 159.08 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 1,000 | 159.04 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 1,000 | 159.08 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 512 | 159.33 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 652 | 160.23 USD | |
| 23 Oct 2023 | SALE | Duolingo, Inc. | 16,188 | 159.63 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 3,167 | 161.76 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 12,351 | 161.54 USD | |
| 24 Oct 2023 | SALE | Duolingo, Inc. | 614 | 161.13 USD | |
| 09 Oct 2023 | SALE | Duolingo, Inc. | 30,000 | 169.39 USD | |
| 02 Oct 2023 | SALE | Duolingo, Inc. | 9,974 | 168.13 USD | |
| 28 Sept 2023 | SALE | Duolingo, Inc. | 19,481 | 157.62 USD | |
| 28 Sept 2023 | SALE | Duolingo, Inc. | 1,000 | 159.74 USD | |
| 28 Sept 2023 | SALE | Duolingo, Inc. | 45,000 | 159.92 USD | |
| 28 Sept 2023 | SALE | Duolingo, Inc. | 5,282 | 159.11 USD | |
| 28 Sept 2023 | SALE | Duolingo, Inc. | 100 | 160.99 USD | |
| 29 Sept 2023 | SALE | Duolingo, Inc. | 3,618 | 166.94 USD | |
| 29 Sept 2023 | SALE | Duolingo, Inc. | 23,229 | 169.82 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Dec 2025.