Disclosed positions

Estimated from their latest filings — positions may have changed since

$7.82M

combined est. value

Stock	Shares	Price	Value	Weight	As of
MTSIMACOM Technology Solutions Holdings, Inc.	13,410	$391.41	$5.25M	67%	2026-02-25
MRAMEVERSPIN TECHNOLOGIES INC.	97,915	$18.14	$1.78M	23%	2026-05-21
QSQuantumScape Corp	60,285	$6.91	$416.6K	5%	2026-06-03
ACTGACACIA RESEARCH CORP	85,827	$4.41	$378.9K	5%	2025-05-30

MTSI

MACOM Technology Solutions Holdings, Inc.

$5.25M

13,410 sh

MRAM

EVERSPIN TECHNOLOGIES INC.

$1.78M

97,915 sh

QS

QuantumScape Corp

$416.6K

60,285 sh

ACTG

ACACIA RESEARCH CORP

$378.9K

85,827 sh

All filings on record

Every Form 4 transaction we track for this filer

all 8buys 0sells 2

Stock	Transaction	Date	~6mo later
QSQuantumScape Corp	Grant — · 24,183 sh	2026-06-03	—
MRAMEVERSPIN TECHNOLOGIES INC.	Grant — · 3,852 sh	2026-05-21	—
MRAMEVERSPIN TECHNOLOGIES INC.	Sell $793.6K · 27,488 sh	2026-05-20	—
MTSIMACOM Technology Solutions Holdings, Inc.	Sell $569.1K · 2,244 sh	2026-02-25	—
QSQuantumScape Corp	Grant — · 6,224 sh	2026-01-29	—
QSQuantumScape Corp	Grant — · 29,878 sh	2026-01-29	—
ACTGACACIA RESEARCH CORP	Grant — · 32,172 sh	2025-05-30	—
MRAMEVERSPIN TECHNOLOGIES INC.	Grant — · 20,325 sh	2025-05-22	—

QSGrant

2026-06-03 · QuantumScape Corp

24,183

—

MRAMGrant

2026-05-21 · EVERSPIN TECHNOLOGIES INC.

3,852

—

MRAMSell

2026-05-20 · EVERSPIN TECHNOLOGIES INC.

$793.6K

—

MTSISell

2026-02-25 · MACOM Technology Solutions Holdings, Inc.

$569.1K

—

QSGrant

2026-01-29 · QuantumScape Corp

6,224

—

QSGrant

2026-01-29 · QuantumScape Corp

29,878

—

ACTGGrant

2025-05-30 · ACACIA RESEARCH CORP

32,172

—

MRAMGrant

2025-05-22 · EVERSPIN TECHNOLOGIES INC.

20,325

—

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.