Netflix
NFLX
December 5, 2025

100.05

Sold

It has overpaid for streaming and studio assets of Warner Brothers Discovery, will have to raise debt and worry about anti-trust issues for a year.

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Zeta
ZETA
November 4, 2026

31.67

Bought 25% more

Dell
DELL
November 4, 2026

384.13

Bought

Bought 10% more. The price has become very attractive, Datacenters will only slow down, not end.

DoorDash
DASH
November 4, 2026

195.37

Bought

Bought 25% more - The takeover of Instacart is a great positive in the long run.

Klaviyo
KVYO
November 4, 2026

21.77

Bought

Bought 25% more

Everpure
P
November 3, 2026

117

Bought

Bought 10% more

Arista Networks
ANET
November 3, 2026

167

Bought

Bought 10% more

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