| 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 | 0.57% | 29.19% | 14.32% | Jan 16, 2024 | 60.95% | Investment Letter |
| BIDU | Baidu | 13.09% | 55.08% | 16.93% | Jul 19, 2024 | 34.66% | Investment Letter |
| CME | CME Group | 4.44% | 5.05% | 22.69% | Apr 16, 2024 | 32.91% | Investment Letter |
| CB | Chubb | 2.00% | 0.24% | -0.59% | Jan 16, 2024 | 25.51% | Investment Letter |
| BNTX | BioNTech SE ADR | 1.05% | 9.60% | -13.78% | Jul 19, 2024 | 19.42% | Investment Letter |
| AVA | Avista Corp | 2.35% | -7.62% | -0.30% | Oct 16, 2023 | 17.83% | Investment Letter |
| ABT | Abbott Laboratories | 2.48% | 6.48% | 14.66% | Jan 16, 2024 | 17.74% | Investment Letter |
| POR | Portland General Electric Company | 3.17% | 4.71% | -5.18% | Jan 16, 2024 | 10.16% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | 4.95% | -14.24% | -14.36% | Oct 16, 2023 | 9.03% | Investment Letter |
| BGNE | BeiGene | 0.49% | 17.66% | 19.14% | Oct 16, 2023 | 6.19% | Investment Letter |
| HSY | Hershey | 3.52% | 17.09% | 2.43% | Jan 16, 2024 | 2.43% | Investment Letter |
| AMZN | Amazon | -6.15% | 19.29% | 15.82% | Investment Letter | ||
| ANET | Arista Networks | 2.24% | 112.11% | 50.43% | Investment Letter | ||
| BABA | Alibaba Group Holding | 10.48% | 52.63% | 45.51% | Investment Letter | ||
| CASY | Casey’s General Stores | 3.37% | 27.09% | 46.15% | Investment Letter | ||
| COIN | Coinbase Global | 13.21% | 110.48% | 117.33% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | 16.19% | 33.92% | 56.76% | Investment Letter | ||
| CTRA | Coterra Energy | -6.65% | -7.89% | -7.18% | Investment Letter | ||
| DUOL | Duolingo | 13.67% | 2.54% | 11.96% | Investment Letter | ||
| EE | Excelerate Energy | 13.62% | 5.94% | 19.46% | Investment Letter | ||
| EL | Estee Lauder Companies | 0.25% | 64.45% | -7.68% | Investment Letter | ||
| GH | Guardant Health | 13.52% | 56.10% | 211.60% | Investment Letter | ||
| IBKR | Interactive Brokers Group | 10.40% | 67.99% | 85.71% | Investment Letter | ||
| INTU | Intuit | -2.20% | 11.14% | 3.63% | Investment Letter | ||
| LLY | Eli Lilly and Company | 10.45% | 15.62% | -8.48% | Investment Letter | ||
| MCD | McDonald\'s | -2.92% | -3.18% | -2.31% | Investment Letter | ||
| MCO | Moody\'s | -4.34% | 14.44% | 3.13% | Investment Letter | ||
| MDB | MongoDB | -6.10% | 95.18% | 7.43% | Investment Letter | ||
| MET | Metlife | 0.68% | 12.18% | -5.07% | Investment Letter | ||
| MSFT | Microsoft | 2.12% | 33.99% | 22.87% | Investment Letter | ||
| NOTE | FiscalNote | -8.27% | -41.31% | -66.52% | Investment Letter | ||
| NTRS | Northern Trust | -1.84% | 41.82% | 36.92% | Investment Letter | ||
| PGR | Progressive Insurance | -2.60% | -12.15% | -4.68% | Investment Letter | ||
| PLD | Prologis Property | 0.23% | 17.22% | -5.96% | Investment Letter | ||
| PLTR | Palantir Technologies | 5.20% | 98.00% | 303.06% | Investment Letter | ||
| PODD | Insulet | -6.84% | 25.07% | 36.04% | Investment Letter | ||
| PSA | Public Storage | 1.98% | 5.88% | -13.93% | Investment Letter | ||
| PYPL | PayPal Holdings | 6.35% | 15.27% | -11.61% | Investment Letter | ||
| RDFN | Redfin | 39.88% | 50.61% | Investment Letter | |||
| ROKU | Roku | -3.08% | 55.26% | 18.93% | Investment Letter | ||
| SBUX | Starbucks | -5.33% | -7.26% | -16.43% | Investment Letter | ||
| SCHW | Charles Schwab | -0.30% | 24.52% | 37.97% | Investment Letter | ||
| SPOT | Spotify Technology SA | -2.67% | 23.92% | 81.29% | Investment Letter | ||
| SQ | Block | -0.64% | 30.43% | 4.10% | Investment Letter | ||
| SSYS | Stratasys | 6.33% | 16.55% | 42.74% | Investment Letter | ||
| SYK | Stryker | -4.80% | 4.65% | 3.18% | Investment Letter | ||
| TEAM | Atlassian | -17.07% | -27.00% | -21.43% | Investment Letter | ||
| TSM | Taiwan Semiconductor | 7.76% | 85.71% | 51.07% | Investment Letter | ||
| U | Unity Software | -16.29% | 89.10% | 72.80% | Investment Letter | ||
| VZ | Verizon | -8.38% | -7.16% | -7.23% | Investment Letter | ||
| WRBY | Warby Parker | -17.59% | 46.74% | 47.61% | Investment Letter | ||
| XMTR | Xometry | -0.31% | 129.88% | 176.62% | Investment Letter | ||
| GMAB | Genmab A/S | 14.71% | 76.62% | 34.16% | Oct 16, 2023 | -2.27% | Investment Letter |
| PFE | Pfizer Inc | 0.85% | 14.78% | -15.54% | Jan 16, 2024 | -8.56% | Investment Letter |
| IQV | Iqvia Holdings | 7.78% | 38.37% | -13.93% | Jul 19, 2024 | -11.76% | Investment Letter |
| PDD | PDD Holdings | -0.33% | 40.66% | -12.23% | Jan 16, 2024 | -13.20% | Investment Letter |
| BIIB | Biogen | 2.78% | 29.27% | -22.28% | Jan 16, 2024 | -40.46% | Investment Letter |
| EB | Eventbrite | -13.70% | 14.22% | -14.02% | Apr 16, 2024 | -54.22% | Investment Letter |
| NEP | NextEra Energy Partners | -57.36% | -63.20% | Jan 16, 2024 | -58.34% | Investment Letter |