Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| Phreesia, Inc. | 7,648,829 | reported | 19 Mar 2026 | tx 3+1,602,505 |
| Groupon, Inc. | 7,009,249 | reported | 20 Nov 2023 | tx 11+323,344 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | PURCHASE | Phreesia, Inc. | 303,300 | 11.20 USD | first after silence |
| 19 Mar 2026 | PURCHASE | Phreesia, Inc. | 780,009 | 11.69 USD | |
| 18 Mar 2026 | PURCHASE | Phreesia, Inc. | 519,196 | 11.15 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 18,022 | 9.70 USD | |
| 17 Nov 2023 | PURCHASE | Groupon, Inc. | 24,803 | 9.50 USD | |
| 16 Nov 2023 | PURCHASE | Groupon, Inc. | 8,379 | 9.16 USD | |
| 16 Nov 2023 | PURCHASE | Groupon, Inc. | 15,115 | 9.20 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 94,226 | 9.75 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 5,150 | 9.76 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 5,309 | 9.66 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 2,200 | 9.94 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 6,739 | 9.68 USD | |
| 20 Nov 2023 | PURCHASE | Groupon, Inc. | 6,300 | 9.69 USD | |
| 16 Nov 2023 | PURCHASE | Groupon, Inc. | 137,101 | 9.30 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Mar 2026.