Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PROCORE TECHNOLOGIES, INC. | 1,027,611 | reported | 03 Dec 2025 | tx 44+42,516,216−44,273,331 |
| Braze, Inc. | 682,898 | reported | 09 Sept 2024 | tx 50+33,876,762−36,551,762 |
| Gitlab Inc. | 573,487 | reported | 06 Dec 2023 | tx 25+14,946,766−17,378,542 |
| Snowflake Inc. | 0 | reported | 01 Mar 2021 | tx 6+24,638,537−24,638,537 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Dec 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 813,479 | — | |
| 21 Nov 2025 | GIFT | PROCORE TECHNOLOGIES, INC. | 7,115 | — | |
| 03 Dec 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 317,307 | — | |
| 03 Dec 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 869,214 | — | |
| 09 Sept 2024 | OTHER | Braze, Inc. | 725,159 | — | |
| 09 Sept 2024 | OTHER | Braze, Inc. | 774,841 | — | |
| 15 Jul 2024 | OTHER | Braze, Inc. | 725,159 | — | |
| 15 Jul 2024 | OTHER | Braze, Inc. | 774,841 | — | |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 1,424,796 | — | |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 924,889 | — | |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 740,362 | — | |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 791,087 | — | |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 740,362 | 0.00 USD | deriv |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 791,087 | 0.00 USD | deriv |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 924,889 | 0.00 USD | deriv |
| 14 Jun 2024 | CONVERSION | Braze, Inc. | 1,424,796 | 0.00 USD | deriv |
| 06 Dec 2023 | OTHER | Gitlab Inc. | 725,159 | — | |
| 06 Dec 2023 | OTHER | Gitlab Inc. | 774,841 | — | |
| 13 Sept 2023 | SALE | Gitlab Inc. | 42,294 | 51.31 USD | |
| 13 Sept 2023 | SALE | Gitlab Inc. | 39,582 | 51.31 USD | |
| 11 Jan 2022 | CONVERSION | Braze, Inc. | 1,330,664 | — | |
| 11 Jan 2022 | CONVERSION | Braze, Inc. | 1,421,809 | — | |
| 11 Jan 2022 | CONVERSION | Braze, Inc. | 1,421,809 | 0.00 USD | deriv |
| 11 Jan 2022 | CONVERSION | Braze, Inc. | 1,330,664 | 0.00 USD | deriv |
| 19 Nov 2021 | PURCHASE | Braze, Inc. | 180,424 | 65.00 USD |