Disclosed positions

Estimated from their latest filings — positions may have changed since

$23.77M

combined est. value

Stock	Shares	Price	Value	Weight	As of
EQIXEQUINIX INC	17,859	$1,015.97	$18.14M	76%	2026-05-21
AMBAAMBARELLA INC	41,029	$77.30	$3.17M	13%	2026-06-26
FSLYFastly, Inc.	125,536	$19.59	$2.46M	10%	2025-06-11

EQIX

EQUINIX INC

$18.14M

17,859 sh

AMBA

AMBARELLA INC

$3.17M

41,029 sh

FSLY

Fastly, Inc.

$2.46M

125,536 sh

All filings on record

Every Form 4 transaction we track for this filer

all 10buys 0sells 7

Stock	Transaction	Date	~6mo later
AMBAAMBARELLA INC	Sell $15.5K · 250 sh	2026-06-26	—
EQIXEQUINIX INC	Exercise — · 302 sh	2026-05-21	—
EQIXEQUINIX INC	Sell $132.5K · 125 sh	2026-05-18	—
EQIXEQUINIX INC	Sell $94.8K · 100 sh	2026-02-18	—
AMBAAMBARELLA INC	Sell $36.1K · 500 sh	2025-12-26	—
EQIXEQUINIX INC	Sell $38.9K · 50 sh	2025-11-18	—
AMBAAMBARELLA INC	Grant — · 2,498 sh	2025-09-02	—
EQIXEQUINIX INC	Sell $58.6K · 75 sh	2025-08-18	—
AMBAAMBARELLA INC	Sell $62.6K · 1,000 sh	2025-06-25	—
FSLYFastly, Inc.	Grant — · 24,906 sh	2025-06-11	—

AMBASell

2026-06-26 · AMBARELLA INC

$15.5K

—

EQIXExercise

2026-05-21 · EQUINIX INC

302

—

EQIXSell

2026-05-18 · EQUINIX INC

$132.5K

—

EQIXSell

2026-02-18 · EQUINIX INC

$94.8K

—

AMBASell

2025-12-26 · AMBARELLA INC

$36.1K

—

EQIXSell

2025-11-18 · EQUINIX INC

$38.9K

—

AMBAGrant

2025-09-02 · AMBARELLA INC

2,498

—

EQIXSell

2025-08-18 · EQUINIX INC

$58.6K

—

AMBASell

2025-06-25 · AMBARELLA INC

$62.6K

—

FSLYGrant

2025-06-11 · Fastly, Inc.

24,906

—

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.