Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Workday, Inc. | 622,969 | reported | 05 Feb 2026 | tx 74+916,949−277,208 |
| UiPath, Inc. | 342,036 | reported | 09 Dec 2022 | tx 35+15,465,980−18,370,339 |
| VMWARE, INC. | 171,667 | reported | 31 Jan 2016 | tx 174+1,210,520−1,256,726 |
| Aurora Innovation, Inc. | 52,992 | reported | 20 May 2022 | tx 1+52,992 |
| Palo Alto Networks Inc | 22,123 | reported | 09 Dec 2025 | tx 28+41,469−43,702 |
| Snowflake Inc. | 3,975 | reported | 05 Apr 2023 | tx 72+47,183,607−53,110,700 |
| Zoom Communications, Inc. | 2,589 | reported | 16 Jun 2022 | tx 270+55,696,054−83,308,041 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Feb 2026 | TAX_WITHHOLDING | Workday, Inc. | 1,674 | 170.15 USD | |
| 08 Jan 2026 | GIFT | Workday, Inc. | 9,568 | 0.00 USD | |
| 05 Jan 2026 | SALE | Workday, Inc. | 3,125 | 210.00 USD | |
| 05 Jan 2026 | TAX_WITHHOLDING | Workday, Inc. | 3,927 | 205.79 USD | |
| 09 Dec 2025 | GRANT_AWARD | Palo Alto Networks Inc | 1,881 | 0.00 USD | |
| 05 Dec 2025 | TAX_WITHHOLDING | Workday, Inc. | 11,084 | 216.62 USD | |
| 05 Nov 2025 | TAX_WITHHOLDING | Workday, Inc. | 1,674 | 233.47 USD | |
| 05 Oct 2025 | TAX_WITHHOLDING | Workday, Inc. | 4,571 | 236.48 USD | |
| 01 Oct 2025 | SALE | Workday, Inc. | 238 | 241.51 USD | |
| 01 Oct 2025 | SALE | Workday, Inc. | 3,425 | 240.03 USD | |
| 01 Oct 2025 | SALE | Workday, Inc. | 200 | 238.73 USD | |
| 01 Oct 2025 | SALE | Workday, Inc. | 1,506 | 232.51 USD | |
| 01 Oct 2025 | SALE | Workday, Inc. | 500 | 233.44 USD | |
| 01 Oct 2025 | SALE | Workday, Inc. | 381 | 236.99 USD | |
| 05 Sept 2025 | TAX_WITHHOLDING | Workday, Inc. | 11,084 | 231.13 USD | |
| 05 Aug 2025 | TAX_WITHHOLDING | Workday, Inc. | 1,674 | 225.12 USD | |
| 05 Jul 2025 | TAX_WITHHOLDING | Workday, Inc. | 4,571 | 241.76 USD | |
| 01 Jul 2025 | SALE | Workday, Inc. | 3,325 | 240.02 USD | |
| 01 Jul 2025 | SALE | Workday, Inc. | 1,406 | 239.23 USD | |
| 01 Jul 2025 | SALE | Workday, Inc. | 1,319 | 238.52 USD | |
| 01 Jul 2025 | SALE | Workday, Inc. | 200 | 237.04 USD | |
| 05 Jun 2025 | TAX_WITHHOLDING | Workday, Inc. | 11,084 | 249.48 USD | |
| 27 May 2025 | SALE | Workday, Inc. | 3,125 | 241.23 USD | |
| 05 May 2025 | TAX_WITHHOLDING | Workday, Inc. | 1,674 | 248.68 USD | |
| 21 Apr 2025 | GRANT_AWARD | Workday, Inc. | 96,612 | 0.00 USD |