| 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 | 0.61% | 1.78% | 1.41% | Jan 16, 2024 | 46.97% | Investment Letter |
| CME | CME Group | 5.08% | -4.03% | 18.41% | Apr 16, 2024 | 36.61% | Investment Letter |
| BIDU | Baidu | -0.96% | 44.12% | 38.36% | Jul 19, 2024 | 32.47% | Investment Letter |
| CB | Chubb | 6.12% | -2.02% | 1.37% | Jan 16, 2024 | 30.34% | Investment Letter |
| AVA | Avista Corp | 6.86% | 6.02% | 6.83% | Oct 16, 2023 | 29.20% | Investment Letter |
| POR | Portland General Electric Company | 10.40% | 18.44% | 6.82% | Jan 16, 2024 | 27.48% | Investment Letter |
| BNTX | BioNTech SE ADR | -6.27% | -13.89% | -16.90% | Jul 19, 2024 | 13.96% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | 0.0070% | -4.45% | -8.62% | Oct 16, 2023 | 13.80% | Investment Letter |
| ABT | Abbott Laboratories | 3.55% | -4.16% | 9.59% | Jan 16, 2024 | 13.69% | Investment Letter |
| BGNE | BeiGene | 0.49% | 17.66% | 19.14% | Oct 16, 2023 | 6.19% | Investment Letter |
| IQV | Iqvia Holdings | 5.55% | 64.25% | 13.22% | Jul 19, 2024 | 1.74% | Investment Letter |
| AMZN | Amazon | -4.23% | 13.18% | 11.00% | Investment Letter | ||
| ANET | Arista Networks | -18.76% | 42.69% | 24.95% | Investment Letter | ||
| BABA | Alibaba Group Holding | -3.62% | 43.15% | 91.11% | Investment Letter | ||
| CASY | Casey’s General Stores | 10.90% | 29.35% | 35.16% | Investment Letter | ||
| COIN | Coinbase Global | -24.42% | 5.32% | -14.07% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | -7.16% | 5.21% | 45.37% | Investment Letter | ||
| CTRA | Coterra Energy | 13.91% | 7.46% | 3.30% | Investment Letter | ||
| DUOL | Duolingo | -31.48% | -64.80% | -46.48% | Investment Letter | ||
| EE | Excelerate Energy | 7.56% | -3.30% | -7.50% | Investment Letter | ||
| EL | Estee Lauder Companies | -2.05% | 42.10% | 24.65% | Investment Letter | ||
| GH | Guardant Health | 13.12% | 149.93% | 196.23% | Investment Letter | ||
| IBKR | Interactive Brokers Group | -9.69% | 22.07% | 36.88% | Investment Letter | ||
| INTU | Intuit | -5.38% | -17.43% | -0.39% | Investment Letter | ||
| LLY | Eli Lilly and Company | 22.60% | 41.60% | 32.27% | Investment Letter | ||
| MCD | McDonald\'s | 1.72% | -2.91% | 3.81% | Investment Letter | ||
| MCO | Moody\'s | 1.44% | 1.52% | -2.04% | Investment Letter | ||
| MDB | MongoDB | -8.60% | 70.40% | 1.14% | Investment Letter | ||
| MET | Metlife | -4.40% | -3.01% | -12.17% | Investment Letter | ||
| MSFT | Microsoft | -6.00% | 5.36% | 12.94% | Investment Letter | ||
| NOTE | FiscalNote | -46.59% | -72.56% | -82.62% | Investment Letter | ||
| NTRS | Northern Trust | 1.80% | 23.21% | 19.19% | Investment Letter | ||
| PGR | Progressive Insurance | 10.59% | -21.10% | -13.72% | Investment Letter | ||
| PLD | Prologis Property | 3.90% | 18.56% | 11.30% | Investment Letter | ||
| PLTR | Palantir Technologies | -16.45% | 26.85% | 152.28% | Investment Letter | ||
| PODD | Insulet | -0.70% | -4.36% | 16.64% | Investment Letter | ||
| PSA | Public Storage | -2.66% | -12.47% | -21.19% | Investment Letter | ||
| PYPL | PayPal Holdings | -9.66% | -11.77% | -27.68% | Investment Letter | ||
| RDFN | Redfin | 39.88% | 50.61% | Investment Letter | |||
| ROKU | Roku | -9.05% | 32.20% | 25.27% | Investment Letter | ||
| SBUX | Starbucks | 5.00% | -0.33% | -16.35% | Investment Letter | ||
| SCHW | Charles Schwab | -1.94% | 5.20% | 13.88% | Investment Letter | ||
| SPOT | Spotify Technology SA | -11.66% | -13.86% | 20.53% | Investment Letter | ||
| SQ | Block | -0.64% | 30.43% | 4.10% | Investment Letter | ||
| SSYS | Stratasys | -18.74% | -15.39% | -9.73% | Investment Letter | ||
| SYK | Stryker | 4.51% | -2.24% | -4.44% | Investment Letter | ||
| TEAM | Atlassian | -10.53% | -26.29% | -42.99% | Investment Letter | ||
| TSM | Taiwan Semiconductor | -4.24% | 47.65% | 47.98% | Investment Letter | ||
| U | Unity Software | 13.83% | 64.41% | 77.90% | Investment Letter | ||
| VZ | Verizon | 2.52% | -7.62% | -7.09% | Investment Letter | ||
| WRBY | Warby Parker | -4.08% | -12.52% | -14.67% | Investment Letter | ||
| XMTR | Xometry | 13.33% | 69.11% | 75.51% | Investment Letter | ||
| HSY | Hershey | 9.11% | 14.64% | 4.08% | Jan 16, 2024 | -1.33% | Investment Letter |
| GMAB | Genmab A/S | 9.72% | 44.19% | 43.73% | Oct 16, 2023 | -3.56% | Investment Letter |
| PFE | Pfizer Inc | 2.52% | 7.72% | -2.13% | Jan 16, 2024 | -6.75% | Investment Letter |
| PDD | PDD Holdings | -12.31% | 22.64% | 19.49% | Jan 16, 2024 | -17.39% | Investment Letter |
| BIIB | Biogen | 15.24% | 35.57% | 8.25% | Jan 16, 2024 | -27.79% | Investment Letter |
| EB | Eventbrite | 7.36% | 0.40% | -34.04% | Apr 16, 2024 | -51.28% | Investment Letter |
| NEP | NextEra Energy Partners | -57.36% | -63.20% | Jan 16, 2024 | -58.34% | Investment Letter |