DATAROMA Superinvestor Portfolio Activity

Reduce 44.81%

259,359

4.49

Reduce 34.04%

442,952

3.06

Reduce 0.08%

1,748

0.00

SPT - Sprout Social Inc. CL A

Reduce 0.08%

1,735

0.00

AZO - AutoZone Inc.

Reduce 0.07%

0.01

Reduce 0.07%

467

0.01

Sell 100.00%

3,045,142

5.13

Sell 100.00%

272,903

5.33

Sell 100.00%

1,447,727

8.36

Q4 2024

Reduce 35.95%

153,157

2.99

Reduce 10.50%

24,422

1.47

Reduce 3.05%

45,559

0.26

APP - Applovin Corp.

Sell 100.00%

698,796

9.83

Q3 2024

Reduce 40.60%

1,444,873

2.45

Reduce 39.80%

987,103

5.89

Reduce 2.97%

13,058

0.22

Reduce 2.97%

16,965

0.31

AZO - AutoZone Inc.

Reduce 2.94%

893

0.30

Reduce 2.94%

7,055

0.44

Reduce 2.93%

13,650

0.25

DHR - Danaher Corp.

Reduce 2.91%

8,928

0.27

Reduce 2.88%

34,525

0.29

Reduce 2.87%

78,148

0.09

Q2 2024

Reduce 45.02%

381,029

8.33

Reduce 24.43%

184,581

3.50

Reduce 16.54%

47,502

2.85

Reduce 6.47%

246,301

0.39

Reduce 1.27%

35,094

0.04

Reduce 1.27%

5,651

0.09

Reduce 1.27%

15,414

0.11

DHR - Danaher Corp.

Reduce 1.27%

3,944

0.12

Reduce 1.27%

31,939

0.17

Q1 2024

Reduce 25.61%

98,907

5.58

Reduce 13.95%

72,125

1.41

Reduce 1.33%

10,145

0.16

Reduce 1.32%

37,059

0.05

DHR - Danaher Corp.

Reduce 1.32%

4,152

0.12

Reduce 1.32%

16,258

0.13

Reduce 1.32%

33,704

0.15

Reduce 1.32%

11,350

0.20

Q4 2023

Reduce 37.74%

464,042

7.34

Reduce 37.48%

1,676,840

3.21

Reduce 17.70%

83,051

3.78

Reduce 7.59%

226,749

0.40

Reduce 5.51%

71,583

0.57

Reduce 5.50%

49,963

0.91

Reduce 5.50%

148,264

0.91

DG - Dollar General

Sell 100.00%

272,822

3.77

Sell 100.00%

627,314

6.64

Q3 2023

Reduce 25.09%

157,115

6.16

Reduce 17.87%

586,307

3.10

Reduce 11.77%

164,052

1.97

Reduce 4.63%

217,072

0.32

Reduce 3.31%

21,502

0.23

Reduce 1.16%

35,109

0.04

Sell 100.00%

781,185

6.62

Q2 2023

Reduce 34.49%

329,799

12.53

Reduce 32.80%

381,278

3.23

Reduce 9.82%

329,041

0.42

Reduce 9.82%

151,691

1.57

Reduce 9.81%

70,559

0.62

Reduce 9.81%

70,608

0.83

Reduce 9.81%

356,995

1.81

Reduce 9.78%

80,029

1.28

Q1 2023

Reduce 30.71%

515,248

3.85

Reduce 5.58%

198,005

0.23

Reduce 5.43%

208,953

1.13

Reduce 3.63%

58,208

0.66

Reduce 3.62%

97,403

0.13

Reduce 3.62%

27,028

0.23

Reduce 3.62%

27,045

0.31

Reduce 3.62%

35,944

0.86

Q4 2022

Reduce 14.71%

276,529

3.09

POSH-OLD - Poshmark Inc Class A

Sell 100.00%

4,745,573

9.46

Q2 2022

EBAY - eBay Inc.

Sell 100.00%

1,292,392

7.13

Q1 2022

Reduce 5.74%

28,720

0.39

Q4 2021

EBAY - eBay Inc.

Reduce 27.80%

461,008

2.61

Reduce 11.89%

92,492

1.22

Reduce 10.89%

176,348

0.51

Q3 2021

EBAY - eBay Inc.

Reduce 27.37%

625,044

3.80

Reduce 24.70%

531,412

2.09

Reduce 14.94%

101,045

2.99

Reduce 13.38%

428,304

2.57

DESP-OLD - Despegar.com Corp.

Sell 100.00%

3,320,397

3.31

Q2 2021

DESP-OLD - Despegar.com Corp.

Reduce 28.43%

1,319,037

1.31

Reduce 23.41%

151,080

1.43

Reduce 9.36%

69,842

1.83

Q1 2021

Reduce 31.76%

300,440

3.25

Reduce 14.88%

74,444

2.17

Reduce 3.00%

56,674

0.27

Sell 100.00%

128,601

5.59

Q4 2020

Reduce 57.61%

174,772

7.60

Reduce 52.25%

2,064,205

9.32

AYX-OLD - Alteryx Inc.

Sell 100.00%

94,189

1.59

AVLR-OLD - Avalara Inc.

Sell 100.00%

293,390

5.55

Q3 2020

AYX-OLD - Alteryx Inc.

Reduce 55.75%

118,669

2.00

Reduce 45.57%

745,050

5.47

Reduce 11.40%

39,028

1.09

DESP-OLD - Despegar.com Corp.

Reduce 8.03%

368,843

0.35