Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 44 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 |
|---|---|---|---|---|
| MSCI Inc. | 1,728,081 | reported | 15 May 2026 | tx 192+5,600,029−3,216,789 |
| Royalty Pharma plc | 65,324 | reported | 30 Jun 2025 | tx 27+122,844 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | PURCHASE | MSCI Inc. | 120 | 559.40 USD | |
| 15 May 2026 | PURCHASE | MSCI Inc. | 240 | 560.28 USD | |
| 15 May 2026 | PURCHASE | MSCI Inc. | 1,238 | 561.56 USD | |
| 15 May 2026 | PURCHASE | MSCI Inc. | 1,122 | 562.47 USD | |
| 15 May 2026 | PURCHASE | MSCI Inc. | 800 | 563.39 USD | |
| 15 May 2026 | PURCHASE | MSCI Inc. | 400 | 564.42 USD | |
| 15 May 2026 | PURCHASE | MSCI Inc. | 80 | 565.17 USD | |
| 28 Apr 2026 | GIFT | MSCI Inc. | 75,707 | 0.00 USD | |
| 28 Apr 2026 | GIFT | MSCI Inc. | 75,707 | 0.00 USD | |
| 17 Feb 2026 | PURCHASE | MSCI Inc. | 240 | 517.32 USD | |
| 17 Feb 2026 | PURCHASE | MSCI Inc. | 200 | 520.00 USD | |
| 13 Feb 2026 | PURCHASE | MSCI Inc. | 6,000 | 524.18 USD | |
| 17 Feb 2026 | PURCHASE | MSCI Inc. | 360 | 519.45 USD | |
| 26 Jan 2026 | GRANT_AWARD | MSCI Inc. | 42,193 | 0.00 USD | deriv |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 3,190 | 535.51 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 1,892 | 536.34 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 431 | 537.31 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 504 | 538.77 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 1,106 | 539.57 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 480 | 540.46 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 80 | 541.23 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 140 | 532.37 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 260 | 533.22 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 547 | 535.10 USD | |
| 05 Dec 2025 | PURCHASE | MSCI Inc. | 552 | 536.02 USD |
3 purchases reported after at least 12 months of silence — most recent on 25 Apr 2024.