Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Graf Industrial Corp. | 162,126 | reported | 10 Feb 2023 | tx 9+193,224−193,224 |
| Ouster, Inc. | 82,677 | reported | 18 Jun 2025 | tx 8+371,514 |
| LAM RESEARCH CORP | 55,365 | reported | 04 Mar 2013 | tx 45+245,651−238,361 |
| Ultra Clean Holdings, Inc. | 47,816 | reported | 22 May 2026 | tx 11+58,816 |
| MICRON TECHNOLOGY INC | 19,433 | reported | 24 Oct 2017 | tx 21+663,119−26,794 |
| AVNET INC | 16,228 | reported | 18 Mar 2026 | tx 19+21,493 |
| TERADYNE, INC | 10,265 | reported | 08 May 2026 | tx 14+10,265 |
| INTERSIL CORP/DE | 0 | reported | 24 Feb 2017 | tx 10+18,138−70,945 |
| Riverbed Technology, Inc. | 0 | reported | 24 Apr 2015 | tx 12+289,280−304,325 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | GRANT_AWARD | Ultra Clean Holdings, Inc. | 2,575 | 0.00 USD | |
| 08 May 2026 | GRANT_AWARD | TERADYNE, INC | 668 | 0.00 USD | |
| 18 Mar 2026 | GRANT_AWARD | AVNET INC | 94 | 59.96 USD | deriv |
| 13 Mar 2026 | OTHER | TERADYNE, INC | 2 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | AVNET INC | 4,078 | 0.00 USD | deriv |
| 17 Dec 2025 | OTHER | TERADYNE, INC | 2 | 0.00 USD | |
| 17 Dec 2025 | GRANT_AWARD | AVNET INC | 87 | 48.62 USD | deriv |
| 29 Sept 2025 | OTHER | TERADYNE, INC | 3 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | AVNET INC | 80 | 51.60 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | AVNET INC | 76 | 51.54 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | Ouster, Inc. | 1,500 | 0.00 USD | |
| 18 Jun 2025 | GRANT_AWARD | Ouster, Inc. | 13,558 | 0.00 USD | |
| 13 Jun 2025 | OTHER | TERADYNE, INC | 6 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | Ultra Clean Holdings, Inc. | 8,198 | 0.00 USD | |
| 09 May 2025 | GRANT_AWARD | TERADYNE, INC | 2,971 | 0.00 USD | |
| 19 Mar 2025 | GRANT_AWARD | AVNET INC | 78 | 49.26 USD | deriv |
| 14 Mar 2025 | OTHER | TERADYNE, INC | 3 | 0.00 USD | |
| 07 Mar 2025 | PURCHASE | Ultra Clean Holdings, Inc. | 10,000 | 24.29 USD | |
| 02 Jan 2025 | GRANT_AWARD | AVNET INC | 3,442 | 0.00 USD | deriv |
| 18 Dec 2024 | OTHER | TERADYNE, INC | 2 | 0.00 USD | |
| 18 Dec 2024 | GRANT_AWARD | AVNET INC | 51 | 53.32 USD | deriv |
| 27 Sept 2024 | OTHER | TERADYNE, INC | 2 | 0.00 USD | |
| 25 Sept 2024 | GRANT_AWARD | AVNET INC | 52 | 52.73 USD | deriv |
| 16 Aug 2024 | PURCHASE | Ouster, Inc. | 8,000 | 7.79 USD | |
| 21 Jun 2024 | GRANT_AWARD | Ouster, Inc. | 15,195 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 21 Aug 2023.