Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 40 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 |
|---|---|---|---|---|
| Braze, Inc. | 752,132 | reported | 30 Sept 2022 | tx 4+488,640 |
| Gitlab Inc. | 532,783 | reported | 10 Dec 2021 | tx 20+639,557 |
| PROCORE TECHNOLOGIES, INC. | 370,216 | reported | 15 Mar 2022 | tx 16+1,173,958 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Sept 2022 | PURCHASE | Braze, Inc. | 267,719 | 34.76 USD | |
| 29 Sept 2022 | PURCHASE | Braze, Inc. | 15,863 | 34.32 USD | |
| 29 Sept 2022 | PURCHASE | Braze, Inc. | 23,375 | 34.32 USD | |
| 30 Sept 2022 | PURCHASE | Braze, Inc. | 181,683 | 34.76 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 84,605 | 49.22 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 160,426 | 49.75 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 201,065 | 49.75 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 60,183 | 51.09 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 75,804 | 51.09 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 4,433 | 51.66 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 5,617 | 51.66 USD | |
| 15 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 2,354 | 50.22 USD | |
| 15 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 2,861 | 50.22 USD | |
| 15 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 8,275 | 51.25 USD | |
| 15 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 10,162 | 51.25 USD | |
| 15 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 217,240 | 52.16 USD | |
| 15 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 271,346 | 52.16 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 69,112 | 49.22 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 264 | 51.85 USD | |
| 14 Mar 2022 | PURCHASE | PROCORE TECHNOLOGIES, INC. | 211 | 51.85 USD | |
| 09 Dec 2021 | PURCHASE | Gitlab Inc. | 32,985 | 75.29 USD | |
| 09 Dec 2021 | PURCHASE | Gitlab Inc. | 60,210 | 76.65 USD | |
| 09 Dec 2021 | PURCHASE | Gitlab Inc. | 75,796 | 76.65 USD | |
| 09 Dec 2021 | PURCHASE | Gitlab Inc. | 32,566 | 77.34 USD | |
| 09 Dec 2021 | PURCHASE | Gitlab Inc. | 40,825 | 77.34 USD |