Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 36 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 |
|---|---|---|---|---|
| TESARO, Inc. | 3,071,701 | reported | 03 Jul 2012 | tx 3+3,071,701−9,195,402 |
| Braze, Inc. | 2,263,120 | reported | 12 Apr 2024 | tx 90+38,587,938−42,299,308 |
| Invuity, Inc. | 1,080,272 | reported | 18 Jun 2015 | tx 4+1,080,272−1,030,969 |
| Marketo, Inc. | 0 | reported | 29 Oct 2015 | tx 46+10,790,877−20,503,928 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Apr 2024 | OTHER | Braze, Inc. | 725,159 | — | |
| 12 Apr 2024 | OTHER | Braze, Inc. | 774,841 | — | |
| 22 Mar 2024 | CONVERSION | Braze, Inc. | 1,549,682 | — | |
| 22 Mar 2024 | CONVERSION | Braze, Inc. | 1,450,318 | — | |
| 22 Mar 2024 | CONVERSION | Braze, Inc. | 1,450,318 | 0.00 USD | deriv |
| 22 Mar 2024 | CONVERSION | Braze, Inc. | 1,549,682 | 0.00 USD | deriv |
| 14 Dec 2023 | OTHER | Braze, Inc. | 516,561 | — | |
| 14 Dec 2023 | OTHER | Braze, Inc. | 483,439 | — | |
| 11 Sept 2023 | OTHER | Braze, Inc. | 483,439 | — | |
| 11 Sept 2023 | OTHER | Braze, Inc. | 516,561 | — | |
| 12 Jun 2023 | OTHER | Braze, Inc. | 516,561 | — | |
| 12 Jun 2023 | OTHER | Braze, Inc. | 483,439 | — | |
| 04 Apr 2023 | OTHER | Braze, Inc. | 483,439 | — | |
| 04 Apr 2023 | OTHER | Braze, Inc. | 516,561 | — | |
| 03 Oct 2022 | PURCHASE | Braze, Inc. | 551 | 34.92 USD | |
| 03 Oct 2022 | PURCHASE | Braze, Inc. | 374 | 34.92 USD | |
| 23 Sept 2022 | PURCHASE | Braze, Inc. | 7,335 | 34.45 USD | |
| 23 Sept 2022 | PURCHASE | Braze, Inc. | 4,978 | 34.45 USD | |
| 15 Sept 2022 | PURCHASE | Braze, Inc. | 202 | 34.99 USD | |
| 15 Sept 2022 | PURCHASE | Braze, Inc. | 298 | 34.99 USD | |
| 29 Sept 2022 | PURCHASE | Braze, Inc. | 15,863 | 34.32 USD | |
| 29 Sept 2022 | PURCHASE | Braze, Inc. | 23,375 | 34.32 USD | |
| 30 Sept 2022 | PURCHASE | Braze, Inc. | 267,719 | 34.76 USD | |
| 30 Sept 2022 | PURCHASE | Braze, Inc. | 181,683 | 34.76 USD | |
| 22 Sept 2022 | PURCHASE | Braze, Inc. | 444 | 34.73 USD |
1 purchase reported after at least 12 months of silence — most recent on 19 Nov 2021.