Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| JFrog Ltd | 410,564 | reported | 07 Nov 2023 | tx 46+8,259,162−17,688,712 |
| SolarWinds, Inc. | 136,850 | reported | 01 May 2012 | tx 16+1,205,130−26,277,972 |
| Alteryx, Inc. | 5,520 | reported | 19 Mar 2024 | tx 121+19,026,073−31,862,869 |
| NCINO, INC. | 0 | reported | 07 Jan 2022 | tx 17+87,486−38,103,637 |
| nCino, Inc. | 0 | reported | 08 Sept 2025 | tx 51+39,339,087−45,342,853 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Sept 2025 | SALE | nCino, Inc. | 3,889,254 | 30.00 USD | |
| 05 Sept 2025 | SALE | nCino, Inc. | 26,168 | 31.12 USD | |
| 28 Aug 2025 | SALE | nCino, Inc. | 210,212 | 32.26 USD | |
| 28 Aug 2025 | SALE | nCino, Inc. | 50,590 | 33.29 USD | |
| 29 Aug 2025 | SALE | nCino, Inc. | 282,367 | 32.23 USD | |
| 18 Jun 2025 | GRANT_AWARD | nCino, Inc. | 7,385 | 0.00 USD | |
| 06 Jan 2025 | SALE | nCino, Inc. | 54,876 | 35.00 USD | |
| 18 Dec 2024 | SALE | nCino, Inc. | 4,474,158 | 35.75 USD | |
| 16 Dec 2024 | SALE | nCino, Inc. | 70,673 | 36.11 USD | |
| 13 Dec 2024 | SALE | nCino, Inc. | 20,703 | 36.63 USD | |
| 12 Dec 2024 | SALE | nCino, Inc. | 711,000 | 36.65 USD | |
| 11 Dec 2024 | SALE | nCino, Inc. | 1,167,424 | 36.69 USD | |
| 10 Dec 2024 | SALE | nCino, Inc. | 1,106,042 | 36.18 USD | |
| 09 Dec 2024 | SALE | nCino, Inc. | 450,000 | 37.27 USD | |
| 18 Oct 2024 | SALE | nCino, Inc. | 1,833,975 | 36.62 USD | |
| 16 Oct 2024 | SALE | nCino, Inc. | 1,356,721 | 36.02 USD | |
| 17 Oct 2024 | SALE | nCino, Inc. | 309,304 | 36.16 USD | |
| 14 Aug 2024 | SALE | nCino, Inc. | 800,002 | 33.16 USD | |
| 15 Aug 2024 | SALE | nCino, Inc. | 636,475 | 33.50 USD | |
| 31 Jul 2024 | SALE | nCino, Inc. | 45,638 | 33.11 USD | |
| 30 Jul 2024 | SALE | nCino, Inc. | 6,992 | 33.33 USD | |
| 26 Jul 2024 | SALE | nCino, Inc. | 921,614 | 33.50 USD | |
| 29 Jul 2024 | SALE | nCino, Inc. | 50,000 | 33.30 USD | |
| 23 Jul 2024 | SALE | nCino, Inc. | 312,290 | 33.53 USD | |
| 22 Jul 2024 | SALE | nCino, Inc. | 365,764 | 33.16 USD |