Dell Technologies
DELL
May 22, 2026

273.8

Bought

20

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Vertiv
VRT
October 26, 2026

199

Bought

Bought 10% of Vertiv (VRT) $199 - I see little downside risk from these levels,

Bloom Energy
BE
October 26, 2026

207

Bought

Bought 10% more of Bloom Energy (BE) - $207 - I don’t see power shortages being resolved for 3 years at least, this sell off is an opportunity.

Reddit
RDDT
October 26, 2026

139

Bought

Bought 20% more of Reddit (RDDT) - $139 The sell off looks like an opportunity

Mercado Libre
MELI
October 26, 2026

1590

Bought

Bought 20% more of Mercado Libre (MELI) - $1,590 The Sell off due to Brazilian elections looks like an opportunity

Shark Ninja
SN
October 15, 2026

191.63

Bought

Bought another 25%

On Holdings
ONON
October 15, 2026

3536

Bought

Bought another 25%

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