Weekly U.S. Equity Movers — August 24–28, 2026
Meaningful U.S.-listed companies with substantial market capitalization
Top 5 Gainers
$OKTA (Okta Inc) +27.4%
Okta surged after a strong fiscal Q2 report, with revenue of USD 805 million beating expectations and operating income jumping 161%. The company... Show More
$WDAY (Workday Inc A) – Portfolio Update
Yesterday shares of our formerly second portfolio position Workday, Inc. rose sharply following reports that private equity firm Silver Lake is in talks to acquire the company. The news triggered a significant re-rating of the shares, as the market began pricing... Show More
Dear Copiers:
I keep on working to bring you another year of positive results, and that will make 7 in a row.
Our 2026 YTD performance is 10.97% ✅
This week, we opened new positions in five companies, these investments add exposure to nuclear energy, semiconductor design and several promising areas... Show More
Dear copiers:
We have initiated a new position in $XYL (Xylem Inc) representing 1.95% of our portfolio.
Xylem is a high-quality global leader in water infrastructure and technology, operating in a market supported by powerful long-term structural trends. Aging infrastructure, increasing water scarcity,... Show More
Investment brief · 4 July 2026
Markets this year have rewarded selectivity more than broad exposure. Our +10.81% YTD return edged the $SPX500 +9.32%, though the margin reflects both disciplined concentration and the cost of patience.
$NVO (Novo-Nordisk A/S SPONS ADR) remains our largest position;... Show More
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