Shri Thanedar
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing
window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+0.5% |
-0.1% |
+0.6% |
| 1 month |
-26.2% |
+0.8% |
-27.0% |
| 1 quarter |
-26.8% |
+10.3% |
-37.1% |
| Year to date |
-38.2% |
+9.6% |
-47.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
MSTR
Strategy Inc
|
238 |
$22.3K |
100.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the
sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less
liability minimums. Only electronically filed reports are read — a missing year means no
electronic filing, not zero net worth.
Latest net worth (band)
-$13M – $61.7M
Net worth band by reporting year
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-08-11 |
-$13M – $61.7M |
41 |
4 |
| 2023 |
2024-08-13 |
-$17.7M – $55.5M |
50 |
5 |
Recent stock trades
Avg. disclosure lag
63.8 days
Filed past 45-day deadline
17.6%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2024-07-01 |
MSTR
Strategy Inc
|
Buy |
— |
$15K - $50K |
2025-08-11 |
406d late
|
| 2024-04-02 |
AAPL
Apple Inc.
|
Sell |
— |
$15K - $200 |
2024-05-15 |
43d
|
| 2024-04-02 |
AAPL
Apple Inc.
|
Sell |
— |
$15K - $50K |
2024-05-15 |
43d
|
| 2024-04-02 |
MSFT
Microsoft Corp
|
Sell |
— |
$1K - $15K |
2024-05-15 |
43d
|
| 2024-04-02 |
AMZN
Amazon Com Inc
|
Sell |
— |
$1K - $15K |
2024-05-15 |
43d
|
| 2024-04-02 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$1K - $15K |
2024-05-15 |
43d
|
| 2024-04-02 |
AAPL
Apple Inc.
|
Sell |
— |
$0 - $15K |
2024-05-15 |
43d
|
| 2024-01-25 |
AAPL
Apple Inc.
|
Sell |
— |
$15K - $200 |
2024-02-23 |
29d
|
| 2024-01-25 |
AAPL
Apple Inc.
|
Sell |
— |
$15K - $50K |
2024-02-23 |
29d
|
| 2024-01-25 |
MSFT
Microsoft Corp
|
Sell |
— |
$1K - $15K |
2024-02-23 |
29d
|
| 2024-01-25 |
AMZN
Amazon Com Inc
|
Sell |
— |
$1K - $15K |
2024-02-23 |
29d
|
| 2024-01-25 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$1K - $15K |
2024-02-23 |
29d
|
| 2024-01-25 |
AAPL
Apple Inc.
|
Sell |
— |
$0 - $15K |
2024-02-23 |
29d
|
| 2023-01-23 |
BX
Blackstone Inc.
|
Sell |
— |
$0 - $50K |
2023-02-09 |
17d
|
| 2023-01-23 |
WMT
Walmart Inc.
|
Sell |
— |
$1K - $15K |
2023-02-09 |
17d
|
| 2023-01-23 |
CG
Carlyle Group Inc.
|
Sell |
— |
$1K - $15K |
2023-02-09 |
17d
|
| 2023-01-23 |
TSLA
Tesla, Inc.
|
Sell |
— |
$1K - $15K |
2023-02-09 |
17d
|
| 2023-01-23 |
SBUX
Starbucks Corp
|
Sell |
— |
$1K - $15K |
2023-02-09 |
17d
|
| 2023-01-23 |
KKR
KKR & Co. Inc.
|
Sell |
— |
$15K - $50K |
2023-02-09 |
17d
|
| 2023-01-23 |
CHRS
Coherus Oncology, Inc.
|
Sell |
— |
$15K - $50K |
2023-02-09 |
17d
|
| 2023-01-23 |
BX
Blackstone Inc.
|
Sell |
— |
$50K - $200 |
2023-02-09 |
17d
|
| 2023-01-23 |
BIIB
Biogen Inc.
|
Sell |
— |
$15K - $50K |
2023-02-09 |
17d
|
| 2023-01-23 |
AXP
American Express Co
|
Sell |
— |
$1K - $15K |
2023-02-09 |
17d
|
| 2023-01-23 |
CG
Carlyle Group Inc.
|
Sell |
— |
$15K - $50K |
2023-02-09 |
17d
|
| 2023-01-23 |
SBUX
Starbucks Corp
|
Sell |
— |
$15K - $50K |
2023-02-09 |
17d
|
