Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Xperi Inc. | 99,795 | reported | 25 Apr 2025 | tx 6+83,929 |
| Adeia Inc. | 51,845 | reported | 29 Apr 2022 | tx 9+69,096 |
| Enova International, Inc. | 40,066 | reported | 19 May 2017 | tx 8+42,894−5,112 |
| Reddit, Inc. | 34,989 | reported | 05 Jan 2026 | tx 10+13,083 |
| IMMERSION CORP | 29,275 | reported | 09 Mar 2017 | tx 7+90,950 |
| Tessera Holding Corp | 19,949 | reported | 01 Jun 2020 | tx 6+19,949−19,949 |
| BOSTON SCIENTIFIC CORP | 13,878 | reported | 20 May 2026 | tx 6+13,738 |
| EnerSys | 5,919.89 | reported | 27 Mar 2026 | tx 45+5,907.58 |
| STAMPS.COM INC | 0 | reported | 05 Oct 2021 | tx 15+30,572−30,572 |
| SONIC SOLUTIONS/CA/ | 0 | reported | 14 Feb 2011 | tx 58+1,509,000−1,679,721 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | PURCHASE | BOSTON SCIENTIFIC CORP | 2,200 | 56.95 USD | first after silence |
| 20 May 2026 | PURCHASE | BOSTON SCIENTIFIC CORP | 2,250 | 55.92 USD | |
| 07 May 2026 | GRANT_AWARD | BOSTON SCIENTIFIC CORP | 3,800 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | EnerSys | 0.05 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | EnerSys | 0.04 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | EnerSys | 0.03 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | EnerSys | 2.51 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | EnerSys | 6.36 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | EnerSys | 0.05 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | EnerSys | 33 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | EnerSys | 167 | 167.14 USD | |
| 05 Jan 2026 | GRANT_AWARD | Reddit, Inc. | 217 | 0.00 USD | |
| 26 Dec 2025 | GRANT_AWARD | EnerSys | 0.03 | 0.00 USD | |
| 26 Dec 2025 | GRANT_AWARD | EnerSys | 0.07 | 0.00 USD | |
| 26 Dec 2025 | GRANT_AWARD | EnerSys | 7.21 | 0.00 USD | |
| 26 Dec 2025 | GRANT_AWARD | EnerSys | 2.45 | 0.00 USD | |
| 26 Dec 2025 | GRANT_AWARD | EnerSys | 0.06 | 0.00 USD | |
| 26 Dec 2025 | GRANT_AWARD | EnerSys | 0.07 | 0.00 USD | |
| 16 Oct 2025 | GRANT_AWARD | EnerSys | 218 | 123.97 USD | |
| 16 Oct 2025 | GRANT_AWARD | EnerSys | 43 | 0.00 USD | |
| 05 Oct 2025 | GRANT_AWARD | Reddit, Inc. | 218 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | EnerSys | 0.13 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | EnerSys | 0.16 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | EnerSys | 0.14 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | EnerSys | 0.07 | 0.00 USD |
7 purchases reported after at least 12 months of silence — most recent on 19 May 2026.