Disclosed market value
$89,820,744
−$715,240 −0.79%today
Unrealized
+$56,997,632
+173.65%
Realized
+$18,963,053
Total profit
+$75,960,685
+126.21%
- Open positions
- 22
- Cost basis
- $32,823,112
- First tracked trade
- Sep 22, 2014
- Latest filing
- Oct 2, 2026
Solid line is market value. Dashed line is remaining cost basis.
Positions
66 filings parsed
| Shares | Avg cost | Last | |||||
|---|---|---|---|---|---|---|---|
GOOGLSpouse Alphabet Inc. Class A Jan 16, 2026Filing | 47,296 | $85.83 | $345.09 | −$122,691 −0.75% | $16,321,183 | +$12,261,897 +302.07% | 18.2% |
MSFTSpouse Microsoft Corporation Jun 15, 2023Filing | 25,000 | $201.67 | $526.38 | −$73,000 −0.55% | $13,159,500 | +$8,117,831 +161.01% | 14.7% |
AMZNSpouse Amazon.com, Inc. Jan 16, 2026Filing | 45,000 | $110.93 | $256.03 | −$11,925 −0.10% | $11,521,125 | +$6,529,458 +130.81% | 12.8% |
NVDASpouse NVIDIA Corporation Jan 16, 2026Filing | 45,000 | $27.89 | $237.40 | −$82,904 −0.77% | $10,682,897 | +$9,427,896 +751.23% | 11.9% |
AVGOSpouse Broadcom Inc. Jun 20, 2025Filing | 20,000 | $80.00 | $373.26 | −$51,000 −0.68% | $7,465,200 | +$5,865,200 +366.57% | 8.3% |
GOOGSpouse Alphabet Inc. Class C Capital Stock Sep 16, 2022Filing | 20,000 | $100.00 | $342.31 | −$45,700 −0.66% | $6,846,100 | +$4,846,100 +242.31% | 7.6% |
PANWSpouse Palo Alto Networks, Inc. Dec 20, 2024Filing | 14,000 | $100.00 | $409.61 | −$144,200 −2.45% | $5,734,540 | +$4,334,540 +309.61% | 6.4% |
BESpouse Bloom Energy Corporation Class A Jul 28, 2026Filing | 15,000 | $178.87 | $287.09 | −$130,425 −2.94% | $4,306,275 | +$1,623,175 +60.50% | 4.8% |
ABSpouse AllianceBernstein Holding L.P. Units Jan 16, 2026Filing | 95,000 | $37.97 | $35.01 | −$8,075 −0.24% | $3,325,475 | −$281,375 −7.80% | 3.7% |
CRMSpouse Salesforce, Inc. Jun 18, 2020Filing | 10,000 | $165.00 | $223.47 | −$15,250 −0.68% | $2,234,650 | +$584,649 +35.43% | 2.5% |
NFLXSpouse Netflix, Inc. Jun 18, 2020Filing | 30,000 | $36.00 | $68.80 | +$3,336 +0.16% | $2,064,036 | +$984,035 +91.11% | 2.3% |
AXPSpouse American Express Company Jan 21, 2022Filing | 5,000 | $115.00 | $302.05 | −$12,500 −0.82% | $1,510,250 | +$935,250 +162.65% | 1.7% |
CRWDSpouse CrowdStrike Holdings, Inc. Class A Sep 3, 2020Filing | 5,000 | $32.31 | $269.40 | −$47,300 −3.39% | $1,347,000 | +$1,185,438 +733.73% | 1.5% |
INTCSpouse Intel Corporation Jul 24, 2026Filing | 10,000 | $92.32 | $113.93 | +$14,342 +1.27% | $1,139,342 | +$216,142 +23.41% | 1.3% |
VSTSpouse Vistra Corp. Jan 16, 2026Filing | 5,000 | $200.00 | $163.01 | +$12,525 +1.56% | $815,025 | −$184,976 −18.50% | 0.9% |
SQSpouse Block, Inc. Class A Common Stock, Jan 20, 2017Filing | 5,000 | $9.60 | $75.76 | −$3,900 −1.02% | $378,800 | +$330,800 +689.16% | 0.4% |
TEMSpouse Tempus AI, Inc. Class A Jan 16, 2026Filing | 5,000 | $35.00 | $72.15 | +$850 +0.24% | $360,750 | +$185,750 +106.14% | 0.4% |
DBXSpouse Dropbox, Inc. Class A Mar 27, 2018Filing | 10,000 | $29.90 | $33.71 | −$250 −0.07% | $337,050 | +$38,050 +12.73% | 0.4% |
TSpouse AT&T Inc. Oct 24, 2018Filing | 10,000 | $23.76 | $24.73 | +$2,950 +1.21% | $247,250 | +$9,677 +4.07% | 0.3% |
VSNTSpouse Versant Media Group, Inc. Class A Common Stock Jan 2, 2026Filing | 776 | $46.65 | $31.31 | −$124 −0.51% | $24,297 | −$11,904 −32.88% | 0.0% |
WORKSpouse Slack Technologies, Inc. Class A Feb 20, 2020Filing | 10,000 | $37.50 | — | — — | — | — — | — |
WBDSpouse Warner Bros. Discovery, Inc. - Series A Apr 11, 2022Filing | 2,419 | $31.00 | — | — — | — | — — | — |
Open options
NVDA
call
20 contracts @ $100.00
Expires Jan 15, 2027 · Spouse · opened Dec 30, 2025
GOOGL
call
20 contracts @ $150.00
Expires Jan 15, 2027 · Spouse · opened Dec 30, 2025
AMZN
call
20 contracts @ $120.00
Expires Jan 15, 2027 · Spouse · opened Dec 30, 2025
AAPL
call
20 contracts @ $100.00
Expires Jan 15, 2027 · Spouse · opened Dec 30, 2025
INTC
call
200 contracts @ $50.00
Expires Mar 19, 2027 · Spouse · opened May 29, 2026
UBER
call
200 contracts @ $50.00
Expires Mar 19, 2027 · Spouse · opened May 29, 2026
BE
call
100 contracts @ $100.00
Expires Jun 17, 2027 · Spouse · opened Jul 24, 2026
INTC
call
50 contracts @ $50.00
Expires Jun 17, 2027 · Spouse · opened Jul 24, 2026
BE
call
100 contracts @ $100.00
Expires Jun 17, 2027 · Spouse · opened Jul 28, 2026
Recent activity
Full blotterSep 8, 2026
Filed Oct 2, 2026
—
Buy · Spouse
Investment in LLC which is acquiring and managing a commercial office property at 225 Bush Street in San Francisco, CA.
Jul 28, 2026
Filed Aug 21, 2026
BE
Option · Spouse
Purchased 100 call options with a strike price of $100 and an expiration date of 6/17/27.
Jul 28, 2026
Filed Aug 21, 2026
BE
Buy · Spouse · 5,000 sh
Purchased 5,000 shares.
Jul 27, 2026
Filed Aug 21, 2026
—
Buy · Spouse
Additional investment in LLC which is acquiring and restoring a luxury hotel property in San Francisco, CA.
Jul 24, 2026
Filed Aug 21, 2026
INTC
Buy · Spouse · 10,000 sh
Purchased 10,000 shares.
Jul 24, 2026
Filed Aug 21, 2026
INTC
Option · Spouse
Purchased 50 call options with a strike price of $50 and an expiration date of 6/17/27.
Outside the priced book
These disclosures have no listed ticker, so they are not marked to market.
- Dec 30, 2016 · 1600 Atlas Peak Road - Real Estate Investment$500,001 – $1,000,000
- Dec 27, 2016 · 723 Mule Ears Court - Townhome$1,000,001 – $5,000,000
- Aug 23, 2018 · Mojo Networks, Inc.$1,001 – $15,000
- Jul 22, 2019 · REoF XX, LLC$100,001 – $250,000
- Aug 13, 2019 · REoF XXI, llC$250,001 – $500,000
- Jan 21, 2020 · REoF XX, LLC$50,001 – $100,000
- Apr 28, 2020 · REoF XX, llC$15,001 – $50,000
- Nov 5, 2020 · REOF XX, LLC$15,001 – $50,000
Reconstruction notes (34)
- MGRC 2014-09-22: sale could not be sized.
- RHI 2014-09-22: sale could not be sized.
- AA 2014-10-23: sale could not be sized.
- BCOR 2014-10-23: sale could not be sized.
- BRCM 2014-10-23: sale could not be sized.
- DOW 2014-10-23: sale could not be sized.
- ELX 2014-10-23: sale could not be sized.
- ENTR 2014-10-23: sale could not be sized.
- SFLY 2014-10-23: sale could not be sized.
- SUNE 2014-10-24: purchase could not be sized.
- HTZ 2014-11-05: purchase could not be sized.
- HTZ 2014-11-06: purchase could not be sized.
- V 2014-12-29: disclosed exit of 4,000 shares exceeds tracked purchases by 4,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2014-12-30: disclosed exit of 2,000 shares exceeds tracked purchases by 2,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2015-12-29: disclosed exit of 5,000 shares exceeds tracked purchases by 5,000. Those shares were likely bought before the filing window and are excluded from profit.
- CRM 2015-12-30: disclosed exit of 1,084 shares exceeds tracked purchases by 1,084. Those shares were likely bought before the filing window and are excluded from profit.
- V 2015-12-30: disclosed exit of 2,000 shares exceeds tracked purchases by 2,000. Those shares were likely bought before the filing window and are excluded from profit.
- MGRC 2016-07-21: disclosed exit of 8,000 shares exceeds tracked purchases by 8,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2016-07-21: disclosed exit of 1,250 shares exceeds tracked purchases by 1,250. Those shares were likely bought before the filing window and are excluded from profit.
- V 2017-12-21: disclosed exit of 1,750 shares exceeds tracked purchases by 1,750. Those shares were likely bought before the filing window and are excluded from profit.
- V 2017-12-28: disclosed exit of 5,000 shares exceeds tracked purchases by 5,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2019-08-07: disclosed exit of 998 shares exceeds tracked purchases by 998. Those shares were likely bought before the filing window and are excluded from profit.
- V 2019-08-07: disclosed exit of 1,000 shares exceeds tracked purchases by 1,000. Those shares were likely bought before the filing window and are excluded from profit.
- IBKR 2020-05-08: disclosed exit of 12,000 shares exceeds tracked purchases by 12,000. Those shares were likely bought before the filing window and are excluded from profit.
- MORN 2020-05-08: disclosed exit of 1,700 shares exceeds tracked purchases by 1,700. Those shares were likely bought before the filing window and are excluded from profit.
- V 2020-05-08: disclosed exit of 3,000 shares exceeds tracked purchases by 3,000. Those shares were likely bought before the filing window and are excluded from profit.
- FB 2020-08-07: disclosed exit of 5,000 shares exceeds tracked purchases by 5,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2022-06-21: disclosed exit of 10,000 shares exceeds tracked purchases by 10,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2022-11-08: disclosed exit of 20,000 shares exceeds tracked purchases by 20,000. Those shares were likely bought before the filing window and are excluded from profit.
- RBLX 2022-12-28: disclosed exit of 5,000 shares exceeds tracked purchases by 5,000. Those shares were likely bought before the filing window and are excluded from profit.
- V 2024-07-01: disclosed exit of 2,000 shares exceeds tracked purchases by 2,000. Those shares were likely bought before the filing window and are excluded from profit.
- AAPL 2025-12-24: disclosed exit of 45,000 shares exceeds tracked purchases by 26,782. Those shares were likely bought before the filing window and are excluded from profit.
- PYPL 2025-12-30: disclosed exit of 5,000 shares exceeds tracked purchases by 5,000. Those shares were likely bought before the filing window and are excluded from profit.
- AAPL 2025-12-30: disclosed exit of 28,200 shares exceeds tracked purchases by 28,200. Those shares were likely bought before the filing window and are excluded from profit.