| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q2 2026filed Aug 14, 261 new3 reduced | ||||
| ≡ | SPOT – SPOTIFY TECHNOLOGY S A | Buy | 39,370 | 4.96 |
| Q1 2026filed May 11, 262 new2 reduced1 exited | ||||
| ≡ | ISHARES TR | Buy | 383,000 | 11.20 |
| ≡ | NFLX – NETFLIX INC. | Buy | 279,480 | 7.80 |
| Q4 2025filed Feb 17, 261 added1 reduced | ||||
| ≡ | BN – BROOKFIELD CORP | Add 48.44% | 461,247 | −0.11 |
| Q2 2025filed Aug 14, 251 added1 reduced | ||||
| ≡ | BUR – BURFORD CAPITAL LTD | Add 325.39% | 2,571,917 | 9.26 |
| Q2 2024filed Aug 14, 241 new1 added2 exited | ||||
| ≡ | TSLA – TESLA INC | Buy | 116,600 | 6.30 |
| ≡ | TRUP – TRUPANION INC | Add 158.78% | 674,930 | 5.50 |
| Q1 2024filed May 15, 241 added1 reduced | ||||
| ≡ | TRUP – TRUPANION INC | Add 41.75% | 125,200 | 0.49 |
| Q4 2023filed Feb 14, 241 new4 reduced | ||||
| ≡ | BRK.A – BERKSHIRE HATHAWAY INC DEL | Buy | 71 | 11.93 |
| Q3 2023filed Nov 14, 234 added1 exited | ||||
| ≡ | MKL – MARKEL GROUP INC | Add 34.40% | 8,300 | 4.93 |
| ≡ | GOOGL – ALPHABET INC | Add 17.69% | 34,485 | 2.24 |
| ≡ | BUR – BURFORD CAP LTD | Add 25.29% | 198,710 | 1.45 |
| ≡ | BN – BROOKFIELD CORP | Add 19.15% | 250,779 | 1.41 |