| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| MTTR | Matterport | 19.56% | 146.79% | Apr 15, 2024 | 190.81% | Investment Letter | |
| RMD | ResMed | 2.28% | 31.38% | 16.27% | Jan 16, 2024 | 63.69% | Investment Letter |
| BIDU | Baidu | 20.07% | 64.64% | 24.14% | Jul 19, 2024 | 42.96% | Investment Letter |
| CME | CME Group | 3.19% | 3.79% | 21.22% | Apr 16, 2024 | 31.32% | Investment Letter |
| CB | Chubb | 2.94% | 1.16% | 0.32% | Jan 16, 2024 | 26.67% | Investment Letter |
| BNTX | BioNTech SE ADR | 3.46% | 12.21% | -11.72% | Jul 19, 2024 | 22.27% | Investment Letter |
| ABT | Abbott Laboratories | 3.78% | 7.83% | 16.11% | Jan 16, 2024 | 19.22% | Investment Letter |
| AVA | Avista Corp | 3.26% | -6.80% | 0.59% | Oct 16, 2023 | 18.88% | Investment Letter |
| POR | Portland General Electric Company | 3.98% | 5.53% | -4.44% | Jan 16, 2024 | 11.02% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | 6.30% | -13.14% | -13.26% | Oct 16, 2023 | 10.43% | Investment Letter |
| BGNE | BeiGene | 0.49% | 17.66% | 19.14% | Oct 16, 2023 | 6.19% | Investment Letter |
| HSY | Hershey | 4.17% | 17.82% | 3.07% | Jan 16, 2024 | 3.07% | Investment Letter |
| AMZN | Amazon | -1.38% | 25.35% | 21.70% | Investment Letter | ||
| ANET | Arista Networks | 7.25% | 122.49% | 57.79% | Investment Letter | ||
| BABA | Alibaba Group Holding | 19.18% | 64.65% | 56.97% | Investment Letter | ||
| CASY | Casey’s General Stores | 3.47% | 27.20% | 46.28% | Investment Letter | ||
| COIN | Coinbase Global | 25.79% | 133.86% | 141.48% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | 21.18% | 39.68% | 63.49% | Investment Letter | ||
| CTRA | Coterra Energy | -3.45% | -4.74% | -4.00% | Investment Letter | ||
| DUOL | Duolingo | 19.91% | 8.17% | 18.11% | Investment Letter | ||
| EE | Excelerate Energy | 15.72% | 7.89% | 21.67% | Investment Letter | ||
| EL | Estee Lauder Companies | 7.28% | 75.98% | -1.20% | Investment Letter | ||
| GH | Guardant Health | 15.94% | 59.43% | 218.24% | Investment Letter | ||
| IBKR | Interactive Brokers Group | 16.80% | 77.73% | 96.47% | Investment Letter | ||
| INTU | Intuit | -1.13% | 12.36% | 4.77% | Investment Letter | ||
| LLY | Eli Lilly and Company | 13.61% | 18.92% | -5.86% | Investment Letter | ||
| MCD | McDonald\'s | -3.77% | -4.03% | -3.17% | Investment Letter | ||
| MCO | Moody\'s | -2.22% | 16.98% | 5.42% | Investment Letter | ||
| MDB | MongoDB | -0.80% | 106.20% | 13.49% | Investment Letter | ||
| MET | Metlife | 4.27% | 16.17% | -1.69% | Investment Letter | ||
| MSFT | Microsoft | 4.42% | 37.01% | 25.64% | Investment Letter | ||
| NOTE | FiscalNote | -2.66% | -37.72% | -64.48% | Investment Letter | ||
| NTRS | Northern Trust | 2.74% | 48.44% | 43.31% | Investment Letter | ||
| PGR | Progressive Insurance | -1.21% | -10.89% | -3.31% | Investment Letter | ||
| PLD | Prologis Property | 3.53% | 21.08% | -2.86% | Investment Letter | ||
| PLTR | Palantir Technologies | 10.73% | 108.41% | 324.24% | Investment Letter | ||
| PODD | Insulet | -4.70% | 27.95% | 39.17% | Investment Letter | ||
| PSA | Public Storage | 2.24% | 6.15% | -13.71% | Investment Letter | ||
| PYPL | PayPal Holdings | 16.33% | 26.09% | -3.32% | Investment Letter | ||
| RDFN | Redfin | 39.88% | 50.61% | Investment Letter | |||
| ROKU | Roku | 1.61% | 62.76% | 24.68% | Investment Letter | ||
| SBUX | Starbucks | -2.57% | -4.55% | -13.99% | Investment Letter | ||
| SCHW | Charles Schwab | 2.56% | 28.10% | 41.94% | Investment Letter | ||
| SPOT | Spotify Technology SA | -3.57% | 22.78% | 79.62% | Investment Letter | ||
| SQ | Block | -0.64% | 30.43% | 4.10% | Investment Letter | ||
| SSYS | Stratasys | 16.83% | 28.07% | 56.84% | Investment Letter | ||
| SYK | Stryker | -2.98% | 6.65% | 5.15% | Investment Letter | ||
| TEAM | Atlassian | -14.48% | -24.72% | -18.98% | Investment Letter | ||
| TSM | Taiwan Semiconductor | 14.34% | 97.04% | 60.29% | Investment Letter | ||
| U | Unity Software | -9.72% | 103.95% | 86.36% | Investment Letter | ||
| VZ | Verizon | -6.99% | -5.75% | -5.82% | Investment Letter | ||
| WRBY | Warby Parker | -13.51% | 53.99% | 54.91% | Investment Letter | ||
| XMTR | Xometry | 6.15% | 144.77% | 194.54% | Investment Letter | ||
| GMAB | Genmab A/S | 14.77% | 76.71% | 34.23% | Oct 16, 2023 | -2.23% | Investment Letter |
| PFE | Pfizer Inc | 2.93% | 17.14% | -13.80% | Jan 16, 2024 | -6.68% | Investment Letter |
| PDD | PDD Holdings | 4.96% | 48.12% | -7.57% | Jan 16, 2024 | -8.61% | Investment Letter |
| IQV | Iqvia Holdings | 10.91% | 42.39% | -11.43% | Jul 19, 2024 | -9.19% | Investment Letter |
| BIIB | Biogen | 4.73% | 31.73% | -20.80% | Jan 16, 2024 | -39.33% | Investment Letter |
| EB | Eventbrite | -11.84% | 16.68% | -12.17% | Apr 16, 2024 | -53.24% | Investment Letter |
| NEP | NextEra Energy Partners | -57.36% | -63.20% | Jan 16, 2024 | -58.34% | Investment Letter |