| 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 | |
| AVA | Avista Corp | 5.39% | 10.31% | 18.36% | Oct 16, 2023 | 32.95% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | -2.80% | 2.30% | 22.30% | Oct 16, 2023 | 30.78% | Investment Letter |
| CME | CME Group | -0.31% | 15.63% | 21.83% | Apr 16, 2024 | 28.55% | Investment Letter |
| CB | Chubb | -2.00% | -4.12% | 13.55% | Jan 16, 2024 | 26.66% | Investment Letter |
| RMD | ResMed | -3.09% | -11.31% | 18.05% | Jan 16, 2024 | 25.98% | Investment Letter |
| ABT | Abbott Laboratories | 3.67% | 11.96% | 22.33% | Jan 16, 2024 | 16.32% | Investment Letter |
| BNTX | BioNTech SE ADR | 3.54% | -11.49% | 12.21% | Jul 19, 2024 | 15.56% | Investment Letter |
| POR | Portland General Electric Company | -1.51% | -11.18% | -0.49% | Jan 16, 2024 | 8.90% | Investment Letter |
| BGNE | BeiGene | 0.49% | 17.66% | 19.14% | Oct 16, 2023 | 6.19% | Investment Letter |
| AMZN | Amazon | -12.02% | -8.70% | -2.60% | Investment Letter | ||
| ANET | Arista Networks | -14.35% | -29.85% | 16.02% | Investment Letter | ||
| BABA | Alibaba Group Holding | -19.44% | 7.89% | 54.03% | Investment Letter | ||
| CASY | Casey’s General Stores | 13.88% | 17.33% | 46.76% | Investment Letter | ||
| COIN | Coinbase Global | -7.81% | -18.10% | -22.51% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | 3.69% | 21.34% | 29.90% | Investment Letter | ||
| CTRA | Coterra Energy | -9.99% | 8.61% | -7.48% | Investment Letter | ||
| DUOL | Duolingo | 5.56% | 13.34% | 58.83% | Investment Letter | ||
| EE | Excelerate Energy | -8.84% | 16.16% | 57.24% | Investment Letter | ||
| EL | Estee Lauder Companies | -18.64% | -38.98% | -63.05% | Investment Letter | ||
| GH | Guardant Health | -2.45% | 115.79% | 155.66% | Investment Letter | ||
| IBKR | Interactive Brokers Group | -7.98% | 6.60% | 41.02% | Investment Letter | ||
| INTU | Intuit | -3.09% | -4.65% | -4.00% | Investment Letter | ||
| LLY | Eli Lilly and Company | 0.29% | -7.30% | 14.85% | Investment Letter | ||
| MCD | McDonald\'s | 1.92% | -1.14% | 12.96% | Investment Letter | ||
| MCO | Moody\'s | -7.54% | -12.75% | 12.02% | Investment Letter | ||
| MDB | MongoDB | -17.28% | -41.40% | -53.18% | Investment Letter | ||
| MET | Metlife | -11.91% | -14.49% | 0.82% | Investment Letter | ||
| MSFT | Microsoft | -6.00% | -12.18% | -8.28% | Investment Letter | ||
| NOTE | FiscalNote | -36.70% | -47.01% | -47.01% | Investment Letter | ||
| NTRS | Northern Trust | -10.61% | -7.80% | 5.69% | Investment Letter | ||
| PGR | Progressive Insurance | -2.72% | 5.87% | 24.62% | Investment Letter | ||
| PLD | Prologis Property | -5.83% | -13.31% | -1.90% | Investment Letter | ||
| PLTR | Palantir Technologies | 3.10% | 119.63% | 347.21% | Investment Letter | ||
| PODD | Insulet | -8.02% | 4.36% | 50.10% | Investment Letter | ||
| PSA | Public Storage | 1.67% | -10.80% | 13.22% | Investment Letter | ||
| PYPL | PayPal Holdings | -13.09% | -24.28% | -3.47% | Investment Letter | ||
| RDFN | Redfin | -23.55% | -18.30% | 61.07% | Investment Letter | ||
| ROKU | Roku | -25.33% | -24.08% | -0.19% | Investment Letter | ||
| SBUX | Starbucks | -16.04% | -15.50% | -7.58% | Investment Letter | ||
| SCHW | Charles Schwab | -2.86% | 7.45% | 2.55% | Investment Letter | ||
| SPOT | Spotify Technology SA | -4.28% | 50.38% | 110.94% | Investment Letter | ||
| SQ | Block | -0.64% | 30.43% | 4.10% | Investment Letter | ||
| SSYS | Stratasys | -10.89% | 20.42% | -7.63% | Investment Letter | ||
| SYK | Stryker | -6.63% | -5.65% | 5.74% | Investment Letter | ||
| TEAM | Atlassian | -10.82% | 5.14% | 4.37% | Investment Letter | ||
| TSM | Taiwan Semiconductor | -14.14% | -24.86% | 16.95% | Investment Letter | ||
| U | Unity Software | -10.77% | -12.07% | -15.99% | Investment Letter | ||
| VZ | Verizon | 0.11% | 0.78% | 14.09% | Investment Letter | ||
| WRBY | Warby Parker | -24.55% | -21.65% | 15.19% | Investment Letter | ||
| XMTR | Xometry | -14.01% | 5.45% | 36.47% | Investment Letter | ||
| BIDU | Baidu | -12.64% | -9.86% | -15.07% | Jul 19, 2024 | -8.61% | Investment Letter |
| HSY | Hershey | -0.35% | -9.79% | -10.59% | Jan 16, 2024 | -11.19% | Investment Letter |
| PFE | Pfizer Inc | -15.75% | -23.47% | -15.69% | Jan 16, 2024 | -18.30% | Investment Letter |
| PDD | PDD Holdings | -26.02% | -24.96% | -24.53% | Jan 16, 2024 | -34.56% | Investment Letter |
| IQV | Iqvia Holdings | -22.58% | -37.75% | -37.79% | Jul 19, 2024 | -35.92% | Investment Letter |
| GMAB | Genmab A/S | 1.42% | -12.03% | -30.82% | Oct 16, 2023 | -38.43% | Investment Letter |
| BIIB | Biogen | -15.82% | -35.76% | -38.90% | Jan 16, 2024 | -51.82% | Investment Letter |
| EB | Eventbrite | -2.60% | -22.15% | -57.47% | Apr 16, 2024 | -55.80% | Investment Letter |
| NEP | NextEra Energy Partners | -57.36% | -63.20% | Jan 16, 2024 | -58.34% | Investment Letter |