Every Company I’ve Owned

Winners and misses alike. The pick is the stock itself, in pounds, while I held it, against the S&P 500 over the same time. My money is what came back (sold, still held and dividends) for every pound I put in, against the same buys and sells in the S&P 500.

Held now

28 companies; 17 have beaten the S&P 500 since I bought them.

Company	Since	The pick	S&P 500, same time	My money	S&P 500, same trades
$ISRGIntuitive Surgical	Nov 2006	56×	12×	15×	4.1×
$AMZNAmazon	Aug 2009	78×	13×	2.2×	1.4×
$ENFYEnlightify	Apr 2010	0.0×	10×	0.0×	10×
$GOOGLAlphabet	Oct 2010	26×	11×	4.3×	2.3×
$TSLATesla	Oct 2013	41×	7.0×	6.0×	2.0×
$MELIMercadoLibre	Aug 2019	2.7×	2.6×	1.5×	1.8×
$CRWDCrowdStrike	Feb 2021	4.5×	2.3×	3.0×	1.6×
$SESea Ltd	Jun 2021	0.3×	2.1×	0.4×	2.0×
$NVDANVIDIA	Jun 2022	13×	1.9×	5.1×	1.3×
$RKLBRocket Lab	Aug 2022	8.1×	1.8×	12×	1.5×
$LMTLockheed Martin	Nov 2022	1.1×	1.8×	1.1×	1.8×
$AXONAxon	Jan 2023	2.2×	1.9×	1.8×	1.3×
$ADYENAdyen	Feb 2023	0.7×	1.9×	0.9×	1.5×
$PANWPalo Alto Networks	Oct 2023	2.5×	1.7×	2.3×	1.4×
$TMDXTransMedics	Sept 2024	0.5×	1.4×	0.8×	1.2×
$SPCXSpaceX	Nov 2024	6.1×	1.3×	3.0×	1.2×
$NUNubank	Dec 2024	1.3×	1.2×	1.3×	1.2×
$ASTSAST SpaceMobile	Apr 2025	1.7×	1.4×	1.3×	1.2×
$GRGGreggs	Jul 2025	1.4×	1.3×	1.2×	1.2×
$IRENIris Energy	Aug 2025	1.4×	1.2×	1.4×	1.2×
$NVONovo Nordisk	Oct 2025	0.7×	1.2×	0.7×	1.2×
$UBERUber	Nov 2025	0.7×	1.1×	0.7×	1.1×
$BEPCBrookfield Renewable	Jan 2026	0.8×	1.1×	0.8×	1.1×
$CWENClearway Energy	Mar 2026	0.8×	1.2×	0.8×	1.2×
$NKTRNektar Therapeutics	Apr 2026	0.5×	1.1×	0.5×	1.1×
$IBEIberdrola SA	Jun 2026	1.0×	1.0×	1.1×	1.0×
$CEGConstellation Energy	Sept 2026	0.9×	1.0×	0.9×	1.0×
$BNBrookfield Corp	Oct 2026	1.0×	1.0×	1.0×	1.0×

Sold

124 companies, most recent first; 45 beat the S&P 500 while I held them.

Company	Held	The pick	S&P 500, same time	My money	S&P 500, same trades
$PLTRPalantir	May 2024 – Oct 2026	8.6×	1.4×	4.6×	1.2×
$WISEWise	Feb 2022 – Jun 2026	1.5×	1.8×	1.2×	1.5×
$CRMSalesforce	Sept 2024 – Apr 2026	0.6×	1.3×	0.6×	1.3×
$ZSZscaler	Mar 2024 – Apr 2026	0.6×	1.4×	0.6×	1.4×
$BYDDYBYD	Jun 2021 – Mar 2026	1.5×	1.8×	1.4×	1.8×
$CYBRCyberArk	Jul 2025 – Feb 2026	1.1×	1.1×	1.1×	1.1×
$ASMLASML	Mar 2022 – Nov 2025	1.9×	1.7×	1.8×	1.7×
$SNOWSnowflake	Jul 2023 – Nov 2025	1.4×	1.5×	1.4×	1.5×
$UTHRUnited Therapeutics	Sept 2024 – Nov 2025	1.3×	1.2×	1.3×	1.2×
$AAFAirtel Africa	Oct 2022 – Oct 2025	2.1×	1.6×	2.0×	1.6×
$RELYRemitly	Jan 2025 – May 2025	0.9×	0.9×	0.9×	0.9×
$BAIDUBaidu	Jun 2021 – Jan 2025	0.5×	1.7×	0.5×	1.7×
$GHGuardant Health	Apr 2019 – Jan 2025	0.6×	2.4×	0.6×	2.3×
$JDJD	Jun 2021 – Jan 2025	0.6×	1.7×	0.6×	1.7×
$NNOXNano-X	Mar 2021 – Jan 2025	0.2×	1.8×	0.3×	1.7×
$WOLFWolfspeed	Sept 2024 – Dec 2024	1.0×	1.1×	1.0×	1.1×
$NETCloudflare	Mar 2021 – Dec 2024	1.6×	1.8×	2.1×	1.4×
$IOTSamsara	Jan 2024 – Dec 2024	1.7×	1.3×	1.7×	1.3×
$PUBMPubMatic	Feb 2022 – Nov 2024	0.6×	1.4×	0.7×	1.3×
$TTDThe Trade Desk	Jul 2021 – Nov 2024	2.0×	1.5×	2.0×	1.5×
$SBUXStarbucks	Mar 2021 – Oct 2024	1.0×	1.7×	1.0×	1.7×
$SHOPShopify	Mar 2016 – Oct 2024	30×	3.6×	7.7×	1.4×
$ABNBAirbnb	Aug 2021 – Aug 2024	0.9×	1.4×	0.9×	1.4×
$DDOGDatadog	Feb 2022 – Aug 2024	0.7×	1.3×	0.8×	1.3×
$SMRNuscale Power Corp	Aug 2022 – Jul 2024	0.9×	1.3×	0.9×	1.3×
$MNDYMonday.Com Ltd	Jan 2022 – Jul 2024	1.3×	1.3×	1.3×	1.3×
$ENPHEnphase Energy	May 2023 – Jun 2024	0.8×	1.3×	0.7×	1.3×
$SWAVShockwave Medical	Feb 2020 – Apr 2024	8.3×	1.8×	2.6×	1.4×
$BILLBILL Holdings	May 2022 – Dec 2023	0.6×	1.1×	0.5×	1.1×
$DISDisney	Jan 2010 – Dec 2023	4.4×	6.9×	1.1×	2.1×
$MGNIMagnite	Feb 2021 – Dec 2023	0.1×	1.4×	0.2×	1.4×
$NVCRNovocure Ltd	Dec 2019 – Dec 2023	0.1×	1.6×	0.1×	1.6×
$TNDMTandem Diabetes Care	Jan 2022 – Dec 2023	0.2×	1.1×	0.2×	1.1×
$UUnity Software	Apr 2022 – Sept 2023	0.4×	1.1×	0.4×	1.1×
$XINYIXinyi Solar Holdings Ltd	Jun 2021 – Aug 2023	0.5×	1.2×	0.5×	1.2×
$DVDoubleVerify Holdings	Jul 2021 – Jul 2023	1.2×	1.2×	1.2×	1.2×
$IASIntegral Ad Science	Jul 2021 – Jul 2023	1.2×	1.2×	1.2×	1.2×
$EDITEditas Medicine	Oct 2017 – May 2023	0.4×	2.0×	0.4×	2.0×
$MQMarqeta	Nov 2021 – May 2023	0.2×	1.0×	0.2×	1.0×
$OLEDUniversal Display Corp	Oct 2010 – May 2023	6.8×	5.9×	5.9×	4.3×
$SQBlock (Square)	Jan 2021 – Apr 2023	0.3×	1.2×	0.3×	1.3×
$MTTRMatterport	Sept 2021 – Jan 2023	0.2×	1.0×	0.2×	1.0×
$TWLOTwilio	Mar 2021 – Jan 2023	0.1×	1.2×	0.1×	1.2×
$ZMZoom Communications	Mar 2020 – Jan 2023	0.5×	1.5×	0.5×	1.5×
$ANABAnaptysBio	May 2018 – Nov 2022	0.4×	1.9×	0.3×	1.9×
$CURICuriositystream	Mar 2021 – Nov 2022	0.1×	1.3×	0.1×	1.3×
$FVRRFiverr International Ltd	Oct 2020 – Nov 2022	0.2×	1.3×	0.2×	1.3×
$DOCUDocusign	Apr 2020 – Jun 2022	0.6×	1.6×	0.9×	1.5×
$TDOCTeladoc Health	Feb 2020 – May 2022	0.2×	1.4×	0.2×	1.4×
$TWTRTwitter Inc	Jan 2014 – Apr 2022	0.9×	3.6×	1.6×	3.1×
$ABMDAbiomed	May 2018 – Nov 2021	1.1×	1.8×	1.4×	1.7×
$FSLYFastly	Sept 2020 – Nov 2021	0.4×	1.3×	0.4×	1.3×
$BYNDBeyond Meat	Nov 2019 – Oct 2021	1.3×	1.4×	1.2×	1.4×
$NFLXNetflix	Jun 2007 – Oct 2021	312×	5.6×	14×	1.4×
$SEDGSolaredge Technologies	Nov 2020 – Oct 2021	1.3×	1.3×	1.3×	1.3×
$TTWOTAKE-TWO INTERACTIVE SOFTWARE	Oct 2018 – Sept 2021	1.5×	1.6×	1.5×	1.6×
$DDD3D Systems Corp	Oct 2012 – Feb 2021	1.8×	3.6×	1.7×	3.2×
$EXELExelixis	Aug 2011 – Feb 2021	4.2×	4.2×	4.2×	4.2×
$ILMNIllumina	Dec 2019 – Feb 2021	1.3×	1.1×	1.4×	1.2×
$NXPINXP Semiconductors NV	Mar 2011 – Feb 2021	7.7×	4.0×	7.6×	4.0×
$XONEThe ExOne Company	May 2013 – Feb 2021	0.8×	3.1×	0.8×	3.1×
$SFIXStitch Fix	Oct 2018 – Dec 2020	2.7×	1.3×	2.7×	1.3×
$UPWKUpwork	Oct 2018 – Dec 2020	2.1×	1.3×	2.0×	1.3×
$METAMETA	Feb 2013 – Jul 2020	10×	3.1×	10×	3.1×
$FEYEFireEye Inc	Mar 2016 – May 2020	0.7×	1.8×	0.7×	1.8×
$SPLKSplunk	Oct 2018 – May 2020	1.7×	1.1×	1.7×	1.1×
$BMYBristol-Myers Squibb Co	Nov 2019 – Apr 2020	1.2×	0.9×	1.2×	0.9×
$HASHasbro	Nov 2009 – Apr 2020	4.8×	4.1×	4.2×	4.1×
$ZGZillow Group	Sept 2014 – Feb 2020	0.6×	2.3×	0.7×	2.2×
$CELGCelgene Corp (bought by Bristol-Myers Squibb, 2019)	Sept 2015 – Nov 2019	1.1×	2.0×	1.3×	1.5×
$MIDDMiddleby Corp	Apr 2013 – Aug 2019	2.8×	2.7×	2.8×	2.7×
$AAPLApple	Dec 2008 – Jul 2019	22×	5.0×	20×	5.0×
$ATVIActivision Blizzard	Dec 2008 – Jul 2019	5.9×	5.0×	4.3×	3.3×
$RSTRosetta Stone Inc	Jul 2010 – May 2019	1.3×	4.0×	1.2×	4.0×
$BRK-BBerkshire Hathaway	Oct 2008 – May 2019	3.5×	4.4×	3.5×	4.4×
$TRIPTripadvisor	Mar 2016 – May 2019	0.8×	1.7×	0.8×	1.7×
$JUNOJuno Therapeutics Inc	Sept 2015 – Feb 2018	2.3×	1.6×	2.3×	1.6×
$SSYSStratasys Ltd	Feb 2013 – Feb 2018	0.3×	2.3×	0.3×	2.0×
$SCTYSolarCity Corp	Oct 2013 – Nov 2016	0.4×	1.8×	0.4×	1.6×
$PNRAPanera Bread Co	Jul 2016 – Nov 2016	1.0×	1.1×	1.0×	1.1×
$LNKDLinkedIn Corp	May 2013 – Jul 2016	1.2×	1.6×	1.1×	1.5×
$WFMWhole Foods Market (bought by Amazon, 2017)	Jan 2012 – Jul 2016	1.0×	2.1×	0.9×	1.8×
$COSTCostco Wholesale Corp	Aug 2009 – Mar 2016	4.3×	2.7×	3.9×	2.7×
$COHCoach Inc (now Tapestry)	Nov 2009 – Feb 2015	1.4×	2.3×	1.4×	2.3×
$EBSEmergent Biosolutions	Jun 2011 – Feb 2015	1.3×	1.8×	1.3×	1.8×
$ITCITC Holdings	Sept 2010 – Feb 2015	2.2×	2.1×	2.2×	2.1×
$HSBAHSBC Holdings plc	Sept 2014 – Sept 2014	1.0×	1.0×	1.0×	1.0×
$LCAVLCA-Vision Inc (bought by PhotoMedex, 2014)	Feb 2007 – May 2014	0.2×	1.8×	0.2×	1.8×
$TDCTeradata Corp	Jan 2012 – Feb 2014	0.8×	1.4×	0.8×	1.4×
$DLBDolby Laboratories	Aug 2009 – Jan 2014	1.1×	2.1×	1.1×	2.1×
$NATINational Instruments	Nov 2011 – Jan 2014	1.1×	1.5×	1.1×	1.5×
$AMRCAmeresco	Aug 2011 – Sept 2013	0.9×	1.4×	0.9×	1.4×
$LHLabcorp Holdings	Mar 2009 – Sept 2013	1.5×	2.3×	1.5×	2.3×
$MAKOMAKO Surgical Corp	Apr 2011 – Sept 2013	1.1×	1.3×	1.4×	1.3×
$MSMMsc Industrial Direct Co.	May 2008 – Sept 2013	2.1×	1.7×	2.0×	1.7×
$QLIKQlik Technologies Inc	Jun 2011 – Sept 2013	1.0×	1.4×	1.0×	1.4×
$WUWestern Union Co	Aug 2009 – Aug 2013	1.2×	2.0×	1.1×	2.0×
$DWADreamWorks Animation SKG Inc	Jul 2010 – Jun 2013	0.8×	1.7×	0.8×	1.7×
$NTGRNetGear	Mar 2007 – Jun 2013	1.5×	1.7×	1.4×	1.7×
$EBIXEbix Ltd	Oct 2010 – May 2013	0.8×	1.5×	0.8×	1.5×
$UNTUnit Corporation	Feb 2007 – Apr 2013	1.1×	1.6×	1.0×	1.6×
$BBBYBed Bath & Beyond	May 2010 – Feb 2013	1.2×	1.3×	1.2×	1.3×
$FHCOFemale Health Co (now Veru)	Oct 2010 – Feb 2013	1.5×	1.4×	1.5×	1.4×
$GSKGSK plc	Feb 2008 – Nov 2012	1.5×	1.4×	1.5×	1.4×
$MINIMobile Mini Inc	Apr 2007 – Nov 2012	0.8×	1.4×	0.8×	1.4×
$RHHBYRoche Holdings AG Basel ADR Common Stock	Aug 2009 – Nov 2012	1.4×	1.6×	1.4×	1.6×
$ULVRUnilever PLC	Sept 2010 – Nov 2012	1.5×	1.4×	1.4×	1.4×
$YONGYongye International Inc	May 2010 – Nov 2012	0.6×	1.2×	0.6×	1.2×
$CHLChina Mobile Ltd ADR	Feb 2010 – May 2012	1.1×	1.3×	1.1×	1.3×
$SHWSherwin-Williams Co	May 2008 – May 2012	2.7×	1.3×	2.5×	1.3×
$CTRPCtrip.com International (now Trip.com)	Jun 2007 – Apr 2012	1.4×	1.3×	1.4×	1.3×
$WWINWinner Medical Group (taken private, 2012)	Jul 2010 – Apr 2012	0.6×	1.3×	0.5×	1.3×
$YUMYum! Brands	Mar 2010 – Apr 2012	1.8×	1.3×	1.7×	1.3×
$SEICSEI Investments Co	Jun 2008 – Dec 2011	0.8×	1.2×	0.8×	1.2×
$ATWAtwood Oceanics Inc	Jul 2010 – Oct 2011	1.5×	1.2×	1.5×	1.2×
$NOVNOV	Oct 2008 – Oct 2011	2.5×	1.3×	2.4×	1.3×
$LUKLeucadia National (now Jefferies Financial Group)	Mar 2009 – Jun 2011	2.1×	1.7×	2.1×	1.7×
$PVDAdministradora de Fondos de Pensiones Provida ADR	Apr 2010 – Mar 2011	1.5×	1.1×	1.4×	1.1×
$RDYDr. Reddy's Laboratories ADR	Apr 2010 – Mar 2011	1.2×	1.1×	1.2×	1.1×
$VTIVInventiv Health (taken private, 2010)	Aug 2009 – Aug 2010	1.8×	1.2×	1.8×	1.2×
$KFTKraft Foods Inc (now Mondelez)	Feb 2008 – May 2010	1.4×	1.2×	1.3×	1.2×
$MVLMarvel Entertainment (bought by Disney, 2009)	Sept 2007 – Jan 2010	2.8×	1.0×	2.8×	1.0×
$AMEDAmedisys Inc	Oct 2007 – Aug 2008	1.5×	0.9×	1.5×	0.9×
$BRLBarr Pharmaceuticals (bought by Teva, 2008)	Oct 2007 – Jul 2008	1.2×	0.9×	1.2×	0.9×

Private companies

Early-stage investments, as my return on the money in: never the company’s valuation.

Company	Invested	Status	My return
PlayCanvas	Jul 2014	Sold, 2016	7.4×
Pull'd	Mar 2015	Written off, 2015	0.0×
Hybrid Air Vehicles	Aug 2015	Held	2.2×
Bluebella	Nov 2016	Held	3.5×
Oxford Space Structures Ltd	Aug 2017	Sold, 2022	0.6×
Luckytrip	Aug 2019	Written off, 2019	0.0×
Sprive	Jul 2024	Held	4.4×
Vibranium	Dec 2024	Held	1.0×
Mosa Meat	Apr 2025	Held	1.0×
Whoop	Aug 2025	Held	5.7×

Figures to 22 October 2026. Past performance is not a guide to future returns. Nothing here is financial advice.