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 |
|---|---|---|---|---|
| ServiceTitan, Inc. | 3,603,256 | reported | 09 Sept 2025 | tx 6−1,000,000 |
| BLACKLINE, INC. | 1,459,610 | reported | 07 Jun 2019 | tx 4−2,350,589 |
| PROCORE TECHNOLOGIES, INC. | 1,344,918 | reported | 14 Nov 2025 | tx 24+581,118−5,600,210 |
| Braze, Inc. | 752,506 | reported | 03 Oct 2022 | tx 12+89,087 |
| Gitlab Inc. | 719,139 | reported | 12 Dec 2023 | tx 3−95,075 |
| Alteryx, Inc. | 0 | reported | 29 Mar 2017 | tx 8+2,504,731−1,829,731 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 317,308 | — | |
| 14 Nov 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 869,213 | — | |
| 14 Nov 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 813,479 | — | |
| 09 Sept 2025 | OTHER | ServiceTitan, Inc. | 359,020 | — | |
| 09 Sept 2025 | OTHER | ServiceTitan, Inc. | 281,058 | — | |
| 09 Sept 2025 | OTHER | ServiceTitan, Inc. | 147,885 | — | |
| 09 Sept 2025 | OTHER | ServiceTitan, Inc. | 60,368 | — | |
| 09 Sept 2025 | OTHER | ServiceTitan, Inc. | 73,323 | — | |
| 09 Sept 2025 | OTHER | ServiceTitan, Inc. | 78,346 | — | |
| 22 May 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 91,009 | — | |
| 22 May 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 22,310 | — | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 301,058 | — | |
| 19 Feb 2025 | SALE | PROCORE TECHNOLOGIES, INC. | 1,074 | 87.40 USD | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 163,836 | — | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 162,696 | — | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 447,346 | — | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 63,461 | — | |
| 20 Feb 2025 | SALE | PROCORE TECHNOLOGIES, INC. | 200 | 82.93 USD | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 571,466 | — | |
| 19 Feb 2025 | OTHER | PROCORE TECHNOLOGIES, INC. | 173,843 | — | |
| 12 Dec 2023 | GIFT | Gitlab Inc. | 41,399 | 0.00 USD | |
| 12 Dec 2023 | GIFT | PROCORE TECHNOLOGIES, INC. | 101,911 | 0.00 USD | |
| 01 Dec 2023 | OTHER | PROCORE TECHNOLOGIES, INC. | 696,548 | — | |
| 01 Dec 2023 | OTHER | PROCORE TECHNOLOGIES, INC. | 545,256 | — | |
| 01 Dec 2023 | OTHER | PROCORE TECHNOLOGIES, INC. | 258,196 | — |
1 purchase reported after at least 12 months of silence — most recent on 08 Apr 2022.