house · trading 2014-12-03 → 2022-09-16
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2019-02-19 | CDW | BUY | $100K–$250K | $94.68 | $133.30 2026-06-26 | +40.8% |
| 2019-02-19 | BABA | BUY | $100K–$250K | $170.18 | $94.81 2026-06-26 | -44.3% |
| 2019-02-12 | CDW | BUY | $100K–$250K | $92.72 | $133.30 2026-06-26 | +43.8% |
| 2019-02-05 | RMD | SELL | $250K–$500K | $95.16 | $200.29 2026-06-26 | +0.3% rt |
| 2019-02-05 | ATR | BUY | $250K–$500K | $101.07 | $125.98 2026-06-26 | +24.6% |
| 2018-12-24 | NFLX | SELL | $15K–$50K | $23.39 | $73.81 2026-06-26 | -215.6% exit |
| 2018-12-18 | TTWO | SELL | $100K–$250K | — | — | — exit |
| 2018-10-30 | TRUP | SELL | $50K–$100K | $25.54 | $25.35 2026-06-26 | +0.7% exit |
| 2018-10-22 | LIN | exchange | $100K–$250K | $166.88 | $519.62 2026-06-26 | +211.4% |
| 2018-10-19 | ENV | SELL | $100K–$250K | — | — | — exit |
| 2018-10-10 | TRUP | SELL | $50K–$100K | $28.39 | $25.35 2026-06-26 | +10.7% exit |
| 2018-09-26 | TXN | SELL | $100K–$250K | $106.22 | $285.43 2026-06-26 | +20.3% rt |
| 2018-09-26 | TTD | BUY | $50K–$100K | $15.57 | $18.37 2026-06-26 | +17.9% |
| 2018-09-26 | PTC | BUY | $100K–$250K | $105.17 | $112.55 2026-06-25 | +7.0% |
| 2018-09-14 | PTC | BUY | $100K–$250K | $105.67 | $112.55 2026-06-25 | +6.5% |
| 2018-09-05 | TTWO | BUY | $250K–$500K | — | — | — |
| 2018-09-05 | LH | SELL | $250K–$500K | $145.10 | $271.47 2026-06-26 | -1.6% rt |
| 2018-08-22 | ULTA | SELL | $100K–$250K | $234.70 | $488.45 2026-06-26 | -108.1% exit |
| 2018-08-22 | TTD | BUY | $100K–$250K | $12.97 | $18.37 2026-06-26 | +41.7% |
| 2018-08-22 | DLPH | SELL | $100K–$250K | — | — | — exit |
| 2018-07-23 | ITW | SELL | $100K–$250K | $136.26 | $267.71 2026-06-26 | -96.5% exit |
| 2018-07-23 | ENV | BUY | $100K–$250K | — | — | — |
| 2018-06-20 | PGR | SELL | $100K–$250K | $61.42 | $224.34 2026-06-26 | -1.4% rt |
| 2018-05-14 | DLPH | BUY | $100K–$250K | — | — | — |
| 2018-05-14 | AMAT | SELL | $100K–$250K | $55.26 | $626.84 2026-06-26 | +5.7% rt |
| 2018-05-04 | TDOC | BUY | $100K–$250K | $42.20 | $8.39 2026-06-26 | -80.1% |
| 2018-05-04 | JPM | SELL | $100K–$250K | $108.43 | $329.05 2026-06-26 | -203.5% exit |
| 2018-04-17 | PGR | BUY | $100K–$250K | $62.28 | $224.34 2026-06-26 | +260.2% |
| 2018-04-17 | JPM | SELL | $100K–$250K | $110.21 | $329.05 2026-06-26 | +10.9% rt |
| 2018-03-21 | RMD | BUY | $50K–$100K | $98.33 | $200.29 2026-06-26 | +103.7% |
| 2018-03-02 | RMD | BUY | $100K–$250K | $94.92 | $200.29 2026-06-26 | +111.0% |
| 2018-03-02 | LEN | SELL | $100K–$250K | $55.64 | $93.52 2026-06-26 | -5.0% rt |
| 2018-02-21 | WMT | SELL | $50K–$100K | $30.51 | $115.69 2026-06-26 | -9.9% rt |
| 2018-01-12 | SAP | SELL | $250K–$500K | $110.13 | $155.09 2026-06-26 | +21.4% rt |
| 2018-01-12 | LH | BUY | $250K–$500K | $147.46 | $271.47 2026-06-26 | +84.1% |
| 2018-01-08 | WMT | BUY | $100K–$250K | $33.87 | $115.69 2026-06-26 | +241.6% |
| 2018-01-08 | DAL | SELL | $100K–$250K | $54.68 | $92.57 2026-06-26 | +2.0% rt |
| 2017-12-29 | X | SELL | $1K–$15K | — | — | — exit |
| 2017-12-12 | DAL | BUY | $100K–$250K | $53.62 | $92.57 2026-06-26 | +72.6% |
| 2017-12-07 | INTC | SELL | $100K–$250K | $43.08 | $128.32 2026-06-26 | -3.0% rt |
| 2017-12-07 | AMAT | BUY | $100K–$250K | $52.30 | $626.84 2026-06-26 | +1098.5% |
| 2017-11-21 | LH | SELL | $100K–$250K | $131.31 | $271.47 2026-06-26 | +6.2% rt |
| 2017-11-21 | LEN | BUY | $100K–$250K | $58.60 | $93.52 2026-06-26 | +59.6% |
| 2017-11-16 | SU | SELL | $100K–$250K | $35.28 | $53.90 2026-06-26 | -2.4% rt |
| 2017-11-16 | BABA | BUY | $100K–$250K | $185.43 | $94.81 2026-06-26 | -48.9% |
| 2017-11-09 | SU | BUY | $100K–$250K | $36.13 | $53.90 2026-06-26 | +49.2% |
| 2017-11-09 | DLPH | SELL | $50K–$100K | — | — | — exit |
| 2017-11-09 | DLPH | SELL | $100K–$250K | — | — | — exit |
| 2017-10-27 | LEN | SELL | $100K–$250K | $55.22 | $93.52 2026-06-26 | +2.5% rt |
| 2017-10-27 | INTC | BUY | $100K–$250K | $44.40 | $128.32 2026-06-26 | +189.0% |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Hon. James B. Renacci | 28 · AMAT, AMT, AMZN, ATR, BABA, C |
| Hon. Josh Gottheimer | 23 · AMAT, AMZN, BABA, CCL, DAL, DXCM |
| Hon. John A. Yarmuth | 22 · AMT, AMZN, C, CELG, DAL, FB |
| Hon. Kurt Schrader | 21 · AMT, AMZN, C, CDW, CELG, DAL |
| Hon. David P. Roe | 18 · AMT, AMZN, C, CELG, FB, FISV |
| Hon. Rohit Khanna | 17 · AMT, AMZN, C, CELG, DAL, FB |
| Hon. Alan S. Lowenthal | 16 · AMT, AMZN, BABA, CDW, CELG, DAL |
| Hon. Mike Kelly | 16 · AMZN, C, CELG, FB, FDX, GOOGL |
| Hon. Kevin Hern | 15 · AMT, AMZN, DXCM, GS, HD, INTC |
| Hon. Pete Sessions | 15 · AMT, AMZN, BABA, FB, FISV, GOOG |
| Hon. Kenny Marchant | 15 · AMZN, BABA, C, DAL, FB, FISV |
| Hon. K. Michael Conaway | 15 · AMT, AMZN, CELG, FB, FDX, GOOGL |