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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| MTTR | Matterport | 4.62% | 8.18% | 76.95% | Apr 15, 2024 | 157.30% | Investment Letter |
| RMD | ResMed | 1.94% | 20.69% | 55.99% | Jan 16, 2024 | 47.35% | Investment Letter |
| BNTX | BioNTech SE ADR | 6.20% | 17.68% | 19.10% | Jul 19, 2024 | 38.53% | Investment Letter |
| CB | Chubb | 4.08% | 6.61% | 26.27% | Jan 16, 2024 | 28.05% | Investment Letter |
| VRTX | Vertex Pharmaceuticals | -0.63% | 2.81% | 33.31% | Oct 16, 2023 | 25.17% | Investment Letter |
| BGNE | BeiGene | 5.28% | 44.44% | 14.67% | Oct 16, 2023 | 23.61% | Investment Letter |
| AVA | Avista Corp | 5.42% | 4.62% | 10.83% | Oct 16, 2023 | 22.94% | Investment Letter |
| POR | Portland General Electric Company | 3.95% | 7.54% | 14.18% | Jan 16, 2024 | 21.13% | Investment Letter |
| CME | CME Group | 6.44% | 17.25% | 8.41% | Apr 16, 2024 | 16.54% | Investment Letter |
| ABT | Abbott Laboratories | 0.14% | 16.22% | 13.24% | Jan 16, 2024 | 5.48% | Investment Letter |
| AMZN | Amazon | 5.03% | 17.82% | 41.39% | Investment Letter | ||
| ANET | Arista Networks | 2.96% | 36.34% | 87.32% | Investment Letter | ||
| BABA | Alibaba Group Holding | -10.46% | 11.53% | 18.08% | Investment Letter | ||
| CASY | Casey’s General Stores | 7.04% | 26.86% | 52.33% | Investment Letter | ||
| COIN | Coinbase Global | 61.96% | 31.11% | 121.44% | Investment Letter | ||
| CRWD | Crowdstrike Holdings | 14.13% | 10.30% | 47.20% | Investment Letter | ||
| CTRA | Coterra Energy | 17.66% | -6.31% | 2.22% | Investment Letter | ||
| DUOL | Duolingo | 18.59% | 81.96% | 63.28% | Investment Letter | ||
| EE | Excelerate Energy | 27.55% | 73.89% | 76.47% | Investment Letter | ||
| EL | Estee Lauder Companies | 8.32% | -41.54% | -45.34% | Investment Letter | ||
| GH | Guardant Health | 54.83% | 31.40% | 35.24% | Investment Letter | ||
| IBKR | Interactive Brokers Group | 24.26% | 52.00% | 144.55% | Investment Letter | ||
| INTU | Intuit | 3.22% | 11.33% | 11.74% | Investment Letter | ||
| LLY | Eli Lilly and Company | -2.88% | -3.05% | 36.18% | Investment Letter | ||
| MCD | McDonald\'s | 0.27% | 14.34% | 3.51% | Investment Letter | ||
| MCO | Moody\'s | 9.56% | 25.94% | 34.75% | Investment Letter | ||
| MDB | MongoDB | 18.63% | 36.61% | -25.90% | Investment Letter | ||
| MET | Metlife | 12.50% | 21.92% | 38.38% | Investment Letter | ||
| MSFT | Microsoft | 3.19% | 2.01% | 13.07% | Investment Letter | ||
| NOTE | FiscalNote | -1.71% | -31.66% | -17.47% | Investment Letter | ||
| NTRS | Northern Trust | 11.24% | 31.96% | 38.47% | Investment Letter | ||
| PGR | Progressive Insurance | 10.78% | 27.32% | 65.51% | Investment Letter | ||
| PLD | Prologis Property | 2.98% | 5.69% | -1.25% | Investment Letter | ||
| PLTR | Palantir Technologies | 60.02% | 209.41% | 230.93% | Investment Letter | ||
| PODD | Insulet | 13.23% | 50.56% | 38.81% | Investment Letter | ||
| PSA | Public Storage | 7.54% | 27.10% | 30.85% | Investment Letter | ||
| PYPL | PayPal Holdings | 12.32% | 37.75% | 45.47% | Investment Letter | ||
| RDFN | Redfin | -8.13% | 47.36% | 22.93% | Investment Letter | ||
| ROKU | Roku | 5.07% | 20.26% | -33.33% | Investment Letter | ||
| SBUX | Starbucks | 3.63% | 27.72% | 3.29% | Investment Letter | ||
| SCHW | Charles Schwab | 16.66% | 12.94% | 31.03% | Investment Letter | ||
| SPOT | Spotify Technology SA | 24.05% | 60.71% | 163.97% | Investment Letter | ||
| SQ | Block | 22.73% | 38.19% | 36.15% | Investment Letter | ||
| SSYS | Stratasys | 31.24% | 11.09% | -19.50% | Investment Letter | ||
| SYK | Stryker | 6.81% | 14.97% | 31.69% | Investment Letter | ||
| TEAM | Atlassian | 17.49% | 68.04% | 35.09% | Investment Letter | ||
| TSM | Taiwan Semiconductor | -4.30% | 22.26% | 87.38% | Investment Letter | ||
| U | Unity Software | 15.75% | 31.96% | -25.86% | Investment Letter | ||
| VZ | Verizon | 7.21% | 7.75% | 14.93% | Investment Letter | ||
| WRBY | Warby Parker | 29.17% | 27.27% | 103.98% | Investment Letter | ||
| XMTR | Xometry | 38.12% | 102.41% | 21.15% | Investment Letter | ||
| PFE | Pfizer Inc | -6.69% | -8.55% | -9.34% | Jan 16, 2024 | -3.28% | Investment Letter |
| BIDU | Baidu | -5.52% | -12.50% | -27.16% | Jul 19, 2024 | -5.89% | Investment Letter |
| HSY | Hershey | -1.75% | -10.97% | -7.78% | Jan 16, 2024 | -6.10% | Investment Letter |
| IQV | Iqvia Holdings | -3.98% | -8.33% | -7.41% | Jul 19, 2024 | -10.57% | Investment Letter |
| EB | Eventbrite | 5.07% | -29.32% | -52.69% | Apr 16, 2024 | -30.84% | Investment Letter |
| NEP | NextEra Energy Partners | -9.25% | -48.18% | -31.25% | Jan 16, 2024 | -30.95% | Investment Letter |
| PDD | PDD Holdings | -19.91% | -35.53% | -33.53% | Jan 16, 2024 | -32.55% | Investment Letter |
| GMAB | Genmab A/S | -4.70% | -23.76% | -32.75% | Oct 16, 2023 | -33.95% | Investment Letter |
| BIIB | Biogen | -7.57% | -28.59% | -31.54% | Jan 16, 2024 | -34.75% | Investment Letter |