| 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 | 10.72% | 24.76% | 28.87% | Jan 16, 2024 | 71.04% | Investment Letter |
| CME | CME Group | -0.14% | 10.34% | 31.14% | Apr 16, 2024 | 34.46% | Investment Letter |
| BNTX | BioNTech SE ADR | 2.19% | -7.26% | 25.07% | Jul 19, 2024 | 30.24% | Investment Letter |
| CB | Chubb | 2.07% | 4.65% | 2.80% | Jan 16, 2024 | 24.04% | Investment Letter |
| ABT | Abbott Laboratories | 6.45% | -1.84% | 18.90% | Jan 16, 2024 | 17.62% | Investment Letter |
| AVA | Avista Corp | -2.41% | -2.98% | -5.54% | Oct 16, 2023 | 16.97% | Investment Letter |
| POR | Portland General Electric Company | 4.40% | -4.19% | -10.34% | Jan 16, 2024 | 7.43% | Investment Letter |
| BGNE | BeiGene | 0.49% | 17.66% | 19.14% | Oct 16, 2023 | 6.19% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | -13.99% | -18.56% | -18.87% | Oct 16, 2023 | 5.44% | Investment Letter |
| AMZN | Amazon | -2.39% | 3.34% | 24.26% | Investment Letter | ||
| ANET | Arista Networks | 17.79% | 33.74% | 47.77% | Investment Letter | ||
| BABA | Alibaba Group Holding | -0.65% | -16.88% | 43.05% | Investment Letter | ||
| CASY | Casey’s General Stores | -0.94% | 26.58% | 35.69% | Investment Letter | ||
| COIN | Coinbase Global | -26.41% | 29.32% | 47.60% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | -12.96% | 3.07% | 53.42% | Investment Letter | ||
| CTRA | Coterra Energy | 0.61% | -17.45% | -2.93% | Investment Letter | ||
| DUOL | Duolingo | -4.77% | -12.06% | 61.36% | Investment Letter | ||
| EE | Excelerate Energy | -6.62% | -16.44% | 22.68% | Investment Letter | ||
| EL | Estee Lauder Companies | 0.62% | 20.57% | -5.40% | Investment Letter | ||
| GH | Guardant Health | 28.18% | 36.46% | 107.01% | Investment Letter | ||
| IBKR | Interactive Brokers Group | 0.73% | 14.22% | 102.51% | Investment Letter | ||
| INTU | Intuit | -8.45% | 23.64% | 4.27% | Investment Letter | ||
| LLY | Eli Lilly and Company | -7.44% | -19.26% | -25.90% | Investment Letter | ||
| MCD | McDonald\'s | 5.86% | 2.71% | 8.07% | Investment Letter | ||
| MCO | Moody\'s | 2.96% | 2.93% | 8.30% | Investment Letter | ||
| MDB | MongoDB | -4.29% | -22.16% | -18.72% | Investment Letter | ||
| MET | Metlife | 3.54% | -2.44% | 8.54% | Investment Letter | ||
| MSFT | Microsoft | -0.85% | 23.89% | 19.23% | Investment Letter | ||
| NOTE | FiscalNote | -35.03% | -65.03% | -62.34% | Investment Letter | ||
| NTRS | Northern Trust | 1.82% | 13.20% | 47.67% | Investment Letter | ||
| PGR | Progressive Insurance | 3.08% | -5.08% | 6.47% | Investment Letter | ||
| PLD | Prologis Property | 2.15% | -8.92% | -11.48% | Investment Letter | ||
| PLTR | Palantir Technologies | 2.78% | 53.93% | 379.44% | Investment Letter | ||
| PODD | Insulet | 18.52% | 17.75% | 79.22% | Investment Letter | ||
| PSA | Public Storage | 0.83% | -5.67% | -12.46% | Investment Letter | ||
| PYPL | PayPal Holdings | -9.01% | -9.17% | -4.73% | Investment Letter | ||
| RDFN | Redfin | 39.88% | 50.61% | Investment Letter | |||
| ROKU | Roku | -3.51% | -0.44% | 40.94% | Investment Letter | ||
| SBUX | Starbucks | -3.40% | -19.90% | -3.52% | Investment Letter | ||
| SCHW | Charles Schwab | -0.77% | 18.73% | 47.92% | Investment Letter | ||
| SPOT | Spotify Technology SA | -0.44% | 15.87% | 104.77% | Investment Letter | ||
| SQ | Block | -0.64% | 30.43% | 4.10% | Investment Letter | ||
| SSYS | Stratasys | -5.93% | -7.77% | 29.65% | Investment Letter | ||
| SYK | Stryker | 1.17% | 2.37% | 13.48% | Investment Letter | ||
| TEAM | Atlassian | -14.31% | -41.76% | 5.19% | Investment Letter | ||
| TSM | Taiwan Semiconductor | -4.29% | 15.31% | 33.34% | Investment Letter | ||
| U | Unity Software | -0.22% | 26.46% | 107.17% | Investment Letter | ||
| VZ | Verizon | 6.05% | 5.38% | 9.77% | Investment Letter | ||
| WRBY | Warby Parker | 9.35% | 10.30% | 89.17% | Investment Letter | ||
| XMTR | Xometry | 27.96% | 37.99% | 133.75% | Investment Letter | ||
| HSY | Hershey | 2.74% | 5.05% | -8.04% | Jan 16, 2024 | -3.19% | Investment Letter |
| BIDU | Baidu | -2.31% | -4.95% | -3.32% | Jul 19, 2024 | -3.99% | Investment Letter |
| PFE | Pfizer Inc | 4.62% | -3.50% | -12.57% | Jan 16, 2024 | -6.35% | Investment Letter |
| IQV | Iqvia Holdings | 20.81% | 0.52% | -22.25% | Jul 19, 2024 | -14.49% | Investment Letter |
| PDD | PDD Holdings | 5.68% | -10.16% | -19.14% | Jan 16, 2024 | -17.57% | Investment Letter |
| GMAB | Genmab A/S | 10.93% | 7.70% | -12.48% | Oct 16, 2023 | -26.08% | Investment Letter |
| BIIB | Biogen | 13.29% | -1.17% | -32.59% | Jan 16, 2024 | -43.54% | Investment Letter |
| EB | Eventbrite | 5.37% | -21.54% | -24.56% | Apr 16, 2024 | -49.90% | Investment Letter |
| NEP | NextEra Energy Partners | -57.36% | -63.20% | Jan 16, 2024 | -58.34% | Investment Letter |