Disclosed positions

Estimated from their latest filings — positions may have changed since

$8.23M

combined est. value

Stock	Shares	Price	Value	Weight	As of
GDYNGRID DYNAMICS HOLDINGS, INC.	699,216	$5.90	$4.13M	50%	2025-12-23
VRTXVERTEX PHARMACEUTICALS INC / MA	6,315	$464.62	$2.93M	36%	2025-11-19
VVISA INC.	3,329	$352.20	$1.17M	14%	2026-01-27

GDYN

GRID DYNAMICS HOLDINGS, INC.

$4.13M

699,216 sh

VRTX

VERTEX PHARMACEUTICALS INC / MA

$2.93M

6,315 sh

V

VISA INC.

$1.17M

3,329 sh

All filings on record

Every Form 4 transaction we track for this filer

all 5buys 0sells 1

Stock	Transaction	Date	~6mo later
VVISA INC.	Grant — · 861 sh	2026-01-27	—
GDYNGRID DYNAMICS HOLDINGS, INC.	Grant — · 9,239 sh	2025-12-23	—
GDYNGRID DYNAMICS HOLDINGS, INC.	Grant — · 19,021 sh	2025-12-23	—
VRTXVERTEX PHARMACEUTICALS INC / MA	Gift — · 800 sh	2025-11-19	—
VVISA INC.	Sell $302.8K · 900 sh	2025-11-04	—

VGrant

2026-01-27 · VISA INC.

861

—

GDYNGrant

2025-12-23 · GRID DYNAMICS HOLDINGS, INC.

9,239

—

GDYNGrant

2025-12-23 · GRID DYNAMICS HOLDINGS, INC.

19,021

—

VRTXGift

2025-11-19 · VERTEX PHARMACEUTICALS INC / MA

800

—

VSell

2025-11-04 · VISA INC.

$302.8K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.