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 |
|---|---|---|---|---|
| Synacor, Inc. | 3,888,579 | reported | 28 Nov 2012 | tx 3−126,282 |
| AQUANTIA CORP | 2,680,632 | reported | 24 Sept 2018 | tx 21+4,499,792−44,852,850 |
| CADENCE DESIGN SYSTEMS INC | 645,089 | reported | 16 May 2023 | tx 628+17,434,819−15,030,261 |
| INTEL CORP | 468,087 | reported | 28 Feb 2026 | tx 31+6,251,183−15,910 |
| SINA CORP | 124,500 | reported | 23 Jun 2006 | tx 83−891,187 |
| Credo Technology Group Holding Ltd | 55,114 | reported | 15 Oct 2025 | tx 141+10,114,821−17,301,427 |
| FLEX LTD. | 31,398 | reported | 09 Aug 2011 | tx 15+230,827−20,000 |
| INPHI Corp | 13,427 | reported | 25 May 2012 | tx 58+3,520,885−3,898,458 |
| LEADIS TECHNOLOGY INC | 10,000 | reported | 12 Jun 2006 | tx 26+5,193,505−6,168,449 |
| QUANTENNA COMMUNICATIONS INC | 7,127 | reported | 09 Jun 2017 | tx 8+606,641−630,887 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Feb 2026 | GRANT_AWARD | INTEL CORP | 468,087 | 0.00 USD | deriv |
| 28 Feb 2026 | GRANT_AWARD | INTEL CORP | 306,692 | — | deriv |
| 15 Oct 2025 | GRANT_AWARD | Credo Technology Group Holding Ltd | 1,540 | 0.00 USD | |
| 18 Sept 2025 | SALE | Credo Technology Group Holding Ltd | 20,000 | 175.12 USD | |
| 12 Sept 2025 | SALE | Credo Technology Group Holding Ltd | 13,428 | 162.37 USD | |
| 12 Sept 2025 | SALE | Credo Technology Group Holding Ltd | 11,572 | 161.53 USD | |
| 24 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 50,000 | 90.37 USD | |
| 24 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 30,000 | 91.45 USD | |
| 25 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 12,248 | 93.22 USD | |
| 18 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 54,297 | 86.38 USD | |
| 16 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 32,373 | 77.23 USD | |
| 16 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 41,626 | 79.12 USD | |
| 16 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 39,100 | 76.65 USD | |
| 16 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 58,374 | 78.24 USD | |
| 12 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 100,000 | 75.33 USD | |
| 13 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 3,527 | 76.05 USD | |
| 05 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 100 | 76.01 USD | |
| 05 Jun 2025 | SALE | Credo Technology Group Holding Ltd | 74,900 | 75.20 USD | |
| 21 Mar 2025 | GRANT_AWARD | INTEL CORP | 1,043,406 | 23.96 USD | |
| 18 Mar 2025 | GRANT_AWARD | INTEL CORP | 1,792,938 | 0.00 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | INTEL CORP | 745,870 | — | deriv |
| 18 Mar 2025 | GRANT_AWARD | INTEL CORP | 631,796 | — | deriv |
| 18 Mar 2025 | GRANT_AWARD | INTEL CORP | 1,029,579 | 0.00 USD | deriv |
| 15 Jan 2025 | SALE | Credo Technology Group Holding Ltd | 7,031 | 72.39 USD | |
| 15 Jan 2025 | SALE | Credo Technology Group Holding Ltd | 92,969 | 71.94 USD |
5 purchases reported after at least 12 months of silence — most recent on 04 Nov 2022.