Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 87 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 |
|---|---|---|---|---|
| PROCORE TECHNOLOGIES, INC. | 4,553,403 | reported | 08 Nov 2025 | tx 15−5,309,168 |
| Braze, Inc. | 1,424,796 | reported | 14 Jun 2024 | tx 88+39,469,072−39,680,442 |
| ServiceTitan, Inc. | 809,216 | reported | 10 Jun 2025 | tx 6−1,551,099 |
| Datadog, Inc. | 654,955 | reported | 08 May 2026 | tx 206+62,238,005−73,256,738 |
| Gitlab Inc. | 0 | reported | 20 Mar 2026 | tx 153+31,393,354−43,816,342 |
| Enfusion, Inc. | 0 | reported | 21 Apr 2025 | tx 4−14,039,594 |
| Netskope Inc | 0 | reported | 18 Sept 2025 | tx 30−56,198,315 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | SALE | Datadog, Inc. | 9,553 | 187.44 USD | |
| 08 May 2026 | SALE | Datadog, Inc. | 11,050 | 188.64 USD | |
| 08 May 2026 | SALE | Datadog, Inc. | 14,072 | 189.72 USD | |
| 08 May 2026 | SALE | Datadog, Inc. | 18,157 | 190.29 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 529 | 22.95 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 499 | 22.95 USD | anomaly |
| 19 Mar 2026 | SALE | Gitlab Inc. | 827 | 22.95 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 49,349 | 22.95 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 66,183 | 22.95 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 235,382 | 22.95 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 346,845 | 22.95 USD | |
| 20 Mar 2026 | SALE | Gitlab Inc. | 325 | 22.37 USD | anomaly |
| 20 Mar 2026 | SALE | Gitlab Inc. | 347 | 22.37 USD | anomaly |
| 20 Mar 2026 | SALE | Gitlab Inc. | 328 | 22.37 USD | anomaly |
| 20 Mar 2026 | SALE | Gitlab Inc. | 543 | 22.37 USD | |
| 20 Mar 2026 | SALE | Gitlab Inc. | 9,079 | 22.37 USD | |
| 20 Mar 2026 | SALE | Gitlab Inc. | 66,797 | 22.37 USD | |
| 20 Mar 2026 | SALE | Gitlab Inc. | 193,722 | 22.37 USD | |
| 20 Mar 2026 | SALE | Gitlab Inc. | 188,658 | 22.37 USD | |
| 19 Mar 2026 | SALE | Gitlab Inc. | 495 | 22.95 USD | anomaly |
| 19 Dec 2025 | SALE | Gitlab Inc. | 334,827 | 38.08 USD | |
| 10 Nov 2025 | SALE | Datadog, Inc. | 74,427 | 200.56 USD | |
| 10 Nov 2025 | SALE | Datadog, Inc. | 39,435 | 199.60 USD | |
| 10 Nov 2025 | SALE | Datadog, Inc. | 26,851 | 199.60 USD | |
| 10 Nov 2025 | SALE | Datadog, Inc. | 90,760 | 198.43 USD |
1 purchase reported after at least 12 months of silence — most recent on 18 Oct 2021.