Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 18 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 |
|---|---|---|---|---|
| Netskope Inc | 2,339,380 | reported | 13 Mar 2026 | tx 72+346,835,124−230,438,494 |
| PROCORE TECHNOLOGIES, INC. | 1,069,534 | reported | 14 Jun 2022 | tx 4+171,489 |
| Braze, Inc. | 649,038 | reported | 19 Sept 2022 | tx 6+414,137 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | CONVERSION | Netskope Inc | 18,872,434 | — | |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 11,976,293 | — | |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 8,127,540 | — | |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 350,907 | — | |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 1,511,670 | — | |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 1,931,110 | — | |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 18,872,434 | 0.00 USD | deriv |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 8,127,540 | 0.00 USD | deriv |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 350,907 | 0.00 USD | deriv |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 1,511,670 | 0.00 USD | deriv |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 1,931,110 | 0.00 USD | deriv |
| 13 Mar 2026 | CONVERSION | Netskope Inc | 11,976,293 | 0.00 USD | deriv |
| 18 Sept 2025 | CONVERSION | Netskope Inc | 8,127,540 | — | |
| 19 Sept 2025 | PURCHASE | Netskope Inc | 877,906 | 19.00 USD | |
| 18 Sept 2025 | CONVERSION | Netskope Inc | 18,872,434 | — | |
| 18 Sept 2025 | CONVERSION | Netskope Inc | 12,874,066 | — | |
| 18 Sept 2025 | CONVERSION | Netskope Inc | 10,077,800 | — | |
| 18 Sept 2025 | CONVERSION | Netskope Inc | 2,339,380 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 8,127,540 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 11,976,293 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 18,872,434 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 12,874,066 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 10,077,800 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 2,339,380 | — | |
| 19 Sept 2025 | CONVERSION | Netskope Inc | 10,942,956 | — |
1 purchase reported after at least 12 months of silence — most recent on 19 Sept 2025.