Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| DoorDash, Inc. | 7,841,270 | reported | 28 Feb 2023 | tx 116+212,749,931−216,747,416 |
| Medallia, Inc. | 3,621,345 | reported | 27 May 2021 | tx 30+92,436,882−100,495,404 |
| Unity Software Inc. | 3,618,670 | reported | 16 May 2024 | tx 42+61,306,625−68,770,649 |
| Maplebear Inc. | 1,921,499 | reported | 05 Sept 2024 | tx 8+4,801,618−8,250,112 |
| MongoDB, Inc. | 1,693,640 | reported | 10 Jun 2019 | tx 15+1,726,706−3,453,412 |
| Health Catalyst, Inc. | 1,474,068 | reported | 25 Jul 2019 | tx 15+6,178,381−6,178,381 |
| Airbnb, Inc. | 518,657 | reported | 31 May 2022 | tx 22+36,729,978−37,185,324 |
| DROPBOX, INC. | 285,049 | reported | 07 Jun 2019 | tx 28+17,434,291−34,882,686 |
| Amplitude, Inc. | 235,201 | reported | 28 Sept 2021 | tx 1+235,201 |
| Zoom Communications, Inc. | 32,081 | reported | 09 Mar 2020 | tx 42+13,373,618−26,747,236 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Sept 2024 | OTHER | Maplebear Inc. | 5,145,305 | 0.00 USD | |
| 05 Sept 2024 | OTHER | Maplebear Inc. | 2,094,362 | 0.00 USD | |
| 05 Sept 2024 | OTHER | Maplebear Inc. | 4,042,350 | 0.00 USD | |
| 05 Sept 2024 | OTHER | Maplebear Inc. | 621,796 | 0.00 USD | |
| 05 Sept 2024 | OTHER | Maplebear Inc. | 61,603 | 0.00 USD | |
| 05 Sept 2024 | OTHER | Maplebear Inc. | 948,842 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 6,019,273 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 915,328 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 320,464 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 3,933,670 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 1,479,681 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 4,501,181 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 1,684,939 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 120,542 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 777,578 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 12,695,003 | 0.00 USD | |
| 16 May 2024 | OTHER | Unity Software Inc. | 2,311 | 0.00 USD | |
| 14 May 2024 | OTHER | Unity Software Inc. | 142,661 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Unity Software Inc. | 71,330 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Unity Software Inc. | 848,512 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Unity Software Inc. | 3,009,638 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Unity Software Inc. | 457,664 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Unity Software Inc. | 160,232 | 0.00 USD | |
| 01 Mar 2024 | OTHER | Unity Software Inc. | 1,966,834 | 0.00 USD | |
| 04 Mar 2024 | OTHER | Unity Software Inc. | 94,063 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 23 Feb 2024.