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 |
|---|---|---|---|---|
| StepStone Private Credit Income Fund | 1,995,434.24 | reported | 06 Aug 2024 | tx 5+1,195,434.24 |
| StepStone Group Inc. | 313,178 | reported | 13 Mar 2026 | tx 61+10,735,095−4,612,592 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | GRANT_AWARD | StepStone Group Inc. | 7,152 | — | |
| 10 Dec 2025 | SALE | StepStone Group Inc. | 74,214 | 66.14 USD | |
| 10 Dec 2025 | SALE | StepStone Group Inc. | 108,538 | 66.15 USD | |
| 10 Dec 2025 | SALE | StepStone Group Inc. | 9,300 | 66.82 USD | |
| 12 Jun 2025 | SALE | StepStone Group Inc. | 67,718 | 56.54 USD | |
| 28 May 2025 | SALE | StepStone Group Inc. | 100 | 60.46 USD | anomaly |
| 28 May 2025 | SALE | StepStone Group Inc. | 199,641 | 59.92 USD | |
| 28 May 2025 | SALE | StepStone Group Inc. | 51,377 | 59.90 USD | |
| 14 Mar 2025 | GRANT_AWARD | StepStone Group Inc. | 4,807 | — | |
| 03 Dec 2024 | SALE | StepStone Group Inc. | 2,200 | 64.34 USD | |
| 02 Dec 2024 | CONVERSION | StepStone Group Inc. | 500,000 | — | |
| 03 Dec 2024 | SALE | StepStone Group Inc. | 4,000 | 64.25 USD | |
| 02 Dec 2024 | OTHER | StepStone Group Inc. | 250,000 | 0.00 USD | |
| 02 Dec 2024 | CONVERSION | StepStone Group Inc. | 250,000 | — | |
| 02 Dec 2024 | OTHER | StepStone Group Inc. | 500,000 | 0.00 USD | |
| 02 Dec 2024 | CONVERSION | StepStone Group Inc. | 250,000 | — | deriv |
| 02 Dec 2024 | CONVERSION | StepStone Group Inc. | 500,000 | — | deriv |
| 06 Aug 2024 | PURCHASE | StepStone Private Credit Income Fund | 197,628.46 | 10.12 USD | |
| 18 Jun 2024 | PURCHASE | StepStone Private Credit Income Fund | 299,102.69 | 10.03 USD | |
| 18 Jun 2024 | PURCHASE | StepStone Private Credit Income Fund | 299,102.69 | 10.03 USD | |
| 11 Jun 2024 | PURCHASE | StepStone Private Credit Income Fund | 199,800.2 | 10.01 USD | |
| 07 Jun 2024 | PURCHASE | StepStone Private Credit Income Fund | 199,800.2 | 10.01 USD | first after silence |
| 14 Feb 2024 | GRANT_AWARD | StepStone Group Inc. | 9,159 | — | |
| 01 Jun 2023 | PURCHASE | StepStone Group Inc. | 33,000 | 22.83 USD | |
| 05 Jun 2023 | PURCHASE | StepStone Group Inc. | 25,000 | 23.56 USD |
1 purchase reported after at least 12 months of silence — most recent on 07 Jun 2024.