Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| DoorDash, Inc. | 414,183 | reported | 26 Nov 2025 | tx 190+141,094,934−160,531,522 |
| Airbnb, Inc. | 14,167 | reported | 25 May 2026 | tx 142+229,730,479−274,322,445 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 May 2026 | GRANT_AWARD | Airbnb, Inc. | 2,890 | 0.00 USD | |
| 26 Nov 2025 | PURCHASE | DoorDash, Inc. | 23,106 | 199.83 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 11,550 | 194.13 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 110,868 | 193.30 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 16,050 | 189.88 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 25,876 | 189.22 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 148,885 | 195.38 USD | |
| 26 Nov 2025 | PURCHASE | DoorDash, Inc. | 76,758 | 199.06 USD | |
| 26 Nov 2025 | PURCHASE | DoorDash, Inc. | 25,136 | 198.12 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 200 | 196.65 USD | |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 55,178 | 195.94 USD | first after silence |
| 25 Nov 2025 | PURCHASE | DoorDash, Inc. | 20,440 | 188.08 USD | |
| 14 Nov 2025 | OTHER | Airbnb, Inc. | 1,771,663 | 0.00 USD | |
| 14 Nov 2025 | OTHER | Airbnb, Inc. | 219,845 | 0.00 USD | |
| 14 Nov 2025 | OTHER | Airbnb, Inc. | 30,615 | 0.00 USD | |
| 14 Nov 2025 | CONVERSION | Airbnb, Inc. | 1,771,663 | 0.00 USD | |
| 14 Nov 2025 | CONVERSION | Airbnb, Inc. | 219,437 | 0.00 USD | |
| 14 Nov 2025 | CONVERSION | Airbnb, Inc. | 219,437 | 0.00 USD | deriv |
| 14 Nov 2025 | CONVERSION | Airbnb, Inc. | 1,771,663 | 0.00 USD | deriv |
| 24 Jun 2025 | GRANT_AWARD | DoorDash, Inc. | 1,164 | 0.00 USD | |
| 25 May 2025 | GRANT_AWARD | Airbnb, Inc. | 3,196 | 0.00 USD | |
| 19 May 2025 | OTHER | Airbnb, Inc. | 862,034 | 0.00 USD | |
| 19 May 2025 | CONVERSION | Airbnb, Inc. | 858,092 | 0.00 USD | |
| 19 May 2025 | OTHER | Airbnb, Inc. | 1,968,514 | 0.00 USD | |
| 19 May 2025 | CONVERSION | Airbnb, Inc. | 1,968,514 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 25 Nov 2025.