DATAROMA Superinvestor Portfolio Activity

Reduce 68.20%

464,780

9.91

CSGP - CoStar Group Inc.

Reduce 64.59%

618,476

9.32

FWONK - Liberty Media Corp Formula One Series C

Reduce 45.42%

168,901

5.37

OKTA - Okta Inc.

Reduce 36.04%

318,405

9.37

BRZE - Braze Inc A

Reduce 24.50%

360,906

3.18

BABA - Alibaba Group Holdings

Reduce 23.24%

87,894

4.12

Reduce 19.29%

9,782

1.58

Sell 100.00%

9,024,099

5.17

Sell 100.00%

253,959

7.06

Sell 100.00%

1,148,861

13.62

Q4 2025

Reduce 55.65%

63,648

7.94

Reduce 36.77%

396,377

5.43

Reduce 32.14%

120,262

3.34

BRZE - Braze Inc A

Reduce 20.30%

375,239

2.42

OKTA - Okta Inc.

Reduce 10.81%

107,045

1.74

Reduce 8.30%

816,506

0.47

Reduce 8.19%

102,513

1.22

VERX - Vertex Inc.

Sell 100.00%

1,081,446

3.99

Sell 100.00%

1,553,659

6.26

Q3 2025

Reduce 46.20%

1,334,107

5.38

CSGP - CoStar Group Inc.

Reduce 33.92%

460,026

5.77

Reduce 30.97%

483,700

5.25

BRZE - Braze Inc A

Reduce 26.65%

671,356

2.84

Reduce 17.62%

24,454

2.48

Q2 2025

Reduce 25.74%

97,499

3.87

Reduce 20.92%

764,152

2.70

Reduce 16.84%

28,113

2.79

Reduce 13.37%

120,152

1.50

Sell 100.00%

179,612

5.62

Q1 2025

Reduce 42.88%

134,825

4.22

Reduce 7.31%

70,874

0.80

Reduce 0.00%

0.00

Sell 100.00%

315,538

4.43

Sell 100.00%

1,490,081

8.52

Q4 2024

Reduce 66.55%

627,641

8.81

Reduce 26.53%

350,131

4.81

Reduce 19.84%

21,224

1.77

Reduce 16.75%

240,883

2.39

Reduce 5.69%

89,847

0.51

Reduce 0.94%

24,831

0.11

Sell 100.00%

2,963,346

9.19

Q3 2024

Reduce 36.87%

169,001

4.92

Reduce 32.64%

765,407

5.20

Reduce 15.46%

64,088

2.25

Reduce 14.56%

18,225

1.43

Reduce 7.70%

247,113

0.77

Reduce 5.89%

82,554

0.92

Reduce 1.28%

86,154

0.04

Q2 2024

Reduce 55.10%

1,041,510

10.72

Reduce 34.96%

1,725,574

5.21

Reduce 24.02%

741,531

5.01

Reduce 19.68%

112,288

3.53

Reduce 12.15%

193,988

2.05

Reduce 4.88%

21,278

0.74

Reduce 4.57%

5,992

0.57

Q1 2024

Reduce 30.13%

815,007

5.62

Reduce 21.79%

1,375,159

3.14

Reduce 13.93%

499,739

3.42

Reduce 11.12%

16,408

1.37

Reduce 2.98%

17,513

0.48

Q4 2023

Reduce 15.26%

720,385

0.30

Reduce 13.16%

956,439

2.54

Reduce 2.91%

4,426

0.45

Reduce 2.78%

16,844

0.50

Reduce 2.50%

91,992

0.79

Q3 2023

Reduce 58.00%

6,520,188

1.49

Reduce 23.33%

2,211,072

6.29

Reduce 17.74%

32,783

2.80

Reduce 15.71%

112,755

2.83

Reduce 12.02%

502,802

4.24

Q2 2023

Reduce 11.33%

23,607

1.47

Reduce 2.07%

88,396

0.76

Reduce 0.26%

4,779

0.04

SNOW - Snowflake Inc.

Sell 100.00%

249,626

5.07

Q1 2023

Reduce 32.56%

889,977

10.15

SNOW - Snowflake Inc.

Reduce 22.50%

72,456

1.47

Q4 2022

Reduce 46.58%

542,942

10.90

Reduce 5.76%

11,938

0.74

Q3 2022

Reduce 8.24%

555,592

1.29

Q2 2022

Reduce 7.47%

247,598

3.33

Reduce 4.25%

299,046

0.68

Q1 2022

Reduce 11.51%

431,547

5.95

ANGI - Angi Inc.

Sell 100.00%

450,183

5.11

Sell 100.00%

443,240

8.83

Q4 2021

Reduce 27.38%

167,100

3.33

VMEO-OLD - Vimeo Inc

Sell 100.00%

2,952,085

9.05

Q3 2021

Reduce 26.97%

342,014

11.40

Reduce 8.34%

55,500

1.39

Sell 100.00%

384,962

5.90

Q2 2021

Reduce 41.24%

270,148

4.14

Q1 2021

Reduce 15.42%

119,446

2.05

Reduce 13.17%

165,629

4.61

Q4 2020

Reduce 11.61%

65,359

2.01

Reduce 0.58%

4,554

0.10

Q3 2020

Reduce 30.92%

252,053

8.33

ANGI - Angi Inc.

Reduce 11.41%

34,950

0.79

CVNA - Carvana Co.

Sell 100.00%

1,135,285

6.11

JD - JD.com Inc.

Sell 100.00%

844,108

11.38

Q2 2020

Reduce 63.45%

1,824,164

43.82