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| 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 | |
| CB | Chubb | -4.63% | 2.56% | 25.04% | Jan 16, 2024 | 52.17% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | 15.81% | 14.45% | 42.14% | Oct 16, 2023 | 47.82% | Investment Letter |
| RMD | ResMed | 21.16% | -6.31% | -17.22% | Jan 16, 2024 | 39.99% | Investment Letter |
| CME | CME Group | 8.62% | -9.77% | 2.19% | Apr 16, 2024 | 35.79% | Investment Letter |
| BNTX | BioNTech SE ADR | 27.67% | 3.83% | 8.55% | Jul 19, 2024 | 33.45% | Investment Letter |
| POR | Portland General Electric Company | -4.30% | -6.86% | 17.23% | Jan 16, 2024 | 25.91% | Investment Letter |
| AVA | Avista Corp | -10.23% | -7.04% | 2.58% | Oct 16, 2023 | 19.96% | Investment Letter |
| IQV | Iqvia Holdings | 24.69% | 60.22% | 37.97% | Jul 19, 2024 | 15.52% | Investment Letter |
| BGNE | BeiGene | 0.49% | 17.66% | 19.14% | Oct 16, 2023 | 6.19% | Investment Letter |
| GMAB | Genmab A/S | 19.02% | 17.31% | 41.34% | Oct 16, 2023 | 5.56% | Investment Letter |
| PFE | Pfizer Inc | 16.42% | 5.46% | 13.64% | Jan 16, 2024 | 5.42% | Investment Letter |
| BIDU | Baidu | -11.31% | -29.57% | 1.63% | Jul 19, 2024 | 3.39% | Investment Letter |
| ABT | Abbott Laboratories | 12.68% | 1.19% | -11.94% | Jan 16, 2024 | 3.13% | Investment Letter |
| AMZN | Amazon | 12.47% | 23.94% | 14.53% | Investment Letter | ||
| ANET | Arista Networks | 9.74% | 43.68% | 43.52% | Investment Letter | ||
| BABA | Alibaba Group Holding | 6.51% | -21.57% | -3.95% | Investment Letter | ||
| CASY | Casey’s General Stores | -4.26% | 22.08% | 66.11% | Investment Letter | ||
| COIN | Coinbase Global | 18.24% | 1.75% | -38.84% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | 1.15% | 104.10% | 77.04% | Investment Letter | ||
| CTRA | Coterra Energy | 18.88% | 27.29% | Investment Letter | |||
| DUOL | Duolingo | 19.47% | 30.80% | -54.57% | Investment Letter | ||
| EE | Excelerate Energy | 2.64% | -7.55% | 63.03% | Investment Letter | ||
| EL | Estee Lauder Companies | 30.59% | -7.15% | 18.23% | Investment Letter | ||
| GH | Guardant Health | 11.94% | 73.11% | 166.52% | Investment Letter | ||
| IBKR | Interactive Brokers Group | 7.03% | 33.32% | 56.45% | Investment Letter | ||
| INTU | Intuit | 20.63% | -6.24% | -45.59% | Investment Letter | ||
| LLY | Eli Lilly and Company | 3.13% | 19.89% | 77.40% | Investment Letter | ||
| MCD | McDonald\'s | 1.26% | -19.49% | -14.47% | Investment Letter | ||
| MCO | Moody\'s | 8.83% | 10.74% | 0.61% | Investment Letter | ||
| MDB | MongoDB | 35.78% | 28.55% | 85.37% | Investment Letter | ||
| MET | Metlife | 1.10% | 27.30% | 18.61% | Investment Letter | ||
| MSFT | Microsoft | 28.82% | 22.74% | -2.49% | Investment Letter | ||
| NOTE | FiscalNote | -53.26% | -94.72% | -98.92% | Investment Letter | ||
| NTRS | Northern Trust | 3.49% | 28.19% | 43.04% | Investment Letter | ||
| PGR | Progressive Insurance | 3.86% | 8.58% | -9.01% | Investment Letter | ||
| PLD | Prologis Property | -2.92% | 2.35% | 28.40% | Investment Letter | ||
| PLTR | Palantir Technologies | 40.52% | 28.72% | 9.90% | Investment Letter | ||
| PODD | Insulet | -12.38% | -42.35% | -56.52% | Investment Letter | ||
| PSA | Public Storage | 0.06% | 7.79% | 11.33% | Investment Letter | ||
| PYPL | PayPal Holdings | 10.90% | 31.59% | -10.38% | Investment Letter | ||
| RDFN | Redfin | 39.88% | 50.61% | Investment Letter | |||
| ROKU | Roku | 12.53% | 73.13% | 69.98% | Investment Letter | ||
| SBUX | Starbucks | 2.43% | 8.00% | 23.25% | Investment Letter | ||
| SCHW | Charles Schwab | 10.10% | 17.75% | 16.72% | Investment Letter | ||
| SPOT | Spotify Technology SA | 14.48% | 19.27% | -20.47% | Investment Letter | ||
| SQ | Block | -0.64% | 30.43% | 4.10% | Investment Letter | ||
| SSYS | Stratasys | -1.49% | -19.70% | -27.56% | Investment Letter | ||
| SYK | Stryker | 0.10% | -13.92% | -15.42% | Investment Letter | ||
| TEAM | Atlassian | 91.63% | 127.48% | -1.29% | Investment Letter | ||
| TSM | Taiwan Semiconductor | 3.47% | 7.65% | 77.18% | Investment Letter | ||
| U | Unity Software | 57.20% | 142.14% | 12.96% | Investment Letter | ||
| VZ | Verizon | 8.34% | 2.07% | 13.61% | Investment Letter | ||
| WRBY | Warby Parker | 5.86% | 19.43% | -0.61% | Investment Letter | ||
| XMTR | Xometry | 1.70% | 109.90% | 83.41% | Investment Letter | ||
| HSY | Hershey | 7.39% | -18.49% | 3.60% | Jan 16, 2024 | -0.21% | Investment Letter |
| BIIB | Biogen | 9.19% | 15.75% | 61.90% | Jan 16, 2024 | -10.33% | Investment Letter |
| EB | Eventbrite | 1.58% | 87.92% | 145.11% | Apr 16, 2024 | -11.39% | Investment Letter |
| PDD | PDD Holdings | 6.16% | -17.91% | -31.56% | Jan 16, 2024 | -38.70% | Investment Letter |
| NEP | NextEra Energy Partners | -57.36% | -63.20% | Jan 16, 2024 | -58.34% | Investment Letter |