| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc | Stock | Buy | $50.0K–$100K | +11.5% | Joint | Feb 19 '26 | Mar 12 '26 |
| LH | Laboratory Corp of America Holdings | Stock | Buy | $15.0K–$50K | +5.1% | Joint | Feb 19 '26 | Mar 12 '26 |
| AVGO | Broadcom Inc | Stock | Sale | $15.0K–$50K | +14.4% | Joint | Feb 19 '26 | Mar 12 '26 |
| MU | Micron Technology Inc | Stock | Buy | $15.0K–$50K | +120.7% | Joint | Feb 19 '26 | Mar 12 '26 |
| WAL | Western Alliance Bancorporation | Stock | Sale | $50.0K–$100K | -8.8% | Joint | Feb 19 '26 | Mar 12 '26 |
| FTNT | Fortinet Inc | Stock | Sale | $15.0K–$50K | +86.6% | Joint | Feb 19 '26 | Mar 12 '26 |
| SCHW | Schwab (Charles) Corp | Stock | Buy | $50.0K–$100K | +8.6% | Joint | Feb 19 '26 | Mar 12 '26 |
| CRM | salesforce.com Inc | Stock | Sale | $15.0K–$50K | -11.2% | Joint | Feb 17 '26 | Mar 12 '26 |
| LRCX | Lam Research Corp | Stock | Sale | $50.0K–$100K | +32.0% | Joint | Feb 12 '26 | Mar 12 '26 |
| SQ | Block Inc | Stock | Sale | $50.0K–$100K | — | Joint | Feb 12 '26 | Mar 12 '26 |
| PAYC | Paycom Software Inc | Stock | Sale | $15.0K–$50K | +21.4% | Joint | Feb 12 '26 | Mar 12 '26 |
| ANET | Arista Networks Inc | Stock | Sale | $100.0K–$250K | +28.8% | Joint | Feb 12 '26 | Mar 12 '26 |
| TTWO | Take-Two Interactive Software Inc | Stock | Sale | $50.0K–$100K | +13.6% | Joint | Feb 11 '26 | Mar 12 '26 |
| SQ | Block Inc | Stock | Sale | $50.0K–$100K | — | Joint | Feb 11 '26 | Mar 12 '26 |
| WAL | Western Alliance Bancorporation | Stock | Sale | $50.0K–$100K | -13.5% | Joint | Feb 09 '26 | Mar 12 '26 |
| LRCX | Lam Research Corp | Stock | Sale | $50.0K–$100K | +33.1% | Joint | Feb 09 '26 | Mar 12 '26 |
| NOW | ServiceNow Inc | Stock | Buy | $15.0K–$50K | -11.1% | Joint | Feb 04 '26 | Mar 12 '26 |
| TTWO | Take-Two Interactive Software Inc | Stock | Sale | $15.0K–$50K | +9.2% | Joint | Feb 03 '26 | Mar 12 '26 |
| ULTA | Ulta Beauty Inc | Stock | Sale | $15.0K–$50K | -29.4% | Joint | Feb 03 '26 | Mar 12 '26 |
| HUBS | HubSpot Inc | Stock | Buy | $15.0K–$50K | -16.4% | Joint | Feb 03 '26 | Mar 12 '26 |
| TTD | The Trade Desk Inc | Stock | Buy | $50.0K–$100K | -36.4% | Joint | Feb 03 '26 | Mar 12 '26 |
| LRCX | Lam Research Corp | Stock | Sale | $50.0K–$100K | +32.6% | Joint | Feb 03 '26 | Mar 12 '26 |
| ANET | Arista Networks Inc | Stock | Sale | $15.0K–$50K | +24.8% | Joint | Feb 03 '26 | Mar 12 '26 |
| HUBS | HubSpot Inc | Stock | Buy | $50.0K–$100K | -56.6% | Joint | Oct 27 '25 | Nov 14 '25 |
| AVGO | Broadcom Inc | Stock | Sale | $15.0K–$50K | +5.5% | Joint | Oct 27 '25 | Nov 14 '25 |