| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Apr 10, 2026 |
Oracle Corp.
ORCL
|
Downgrade | Neutral | |
| Sep 26, 2025 |
Visa Inc - Ordinary Shares - Class A
V
|
Initialise | Buy | |
| Apr 24, 2025 |
Bruker Corp
BRKR
|
Downgrade | Neutral | |
| Oct 22, 2024 |
Snowflake Inc - Ordinary Shares - Class A
SNOW
|
Downgrade | Buy | Neutral |
| Oct 18, 2024 |
CyberArk Software Ltd
CYBR
|
Initialise | Buy | |
| Oct 16, 2024 |
W.W. Grainger Inc.
GWW
|
Upgrade | Buy | |
| Oct 16, 2024 |
Sap SE - ADR
SAP
|
Upgrade | Buy | |
| Sep 27, 2024 |
Toast Inc - Ordinary Shares - Class A
TOST
|
Initialise | Buy | |
| Aug 19, 2024 |
Ulta Beauty Inc
ULTA
|
Downgrade | Neutral | |
| Aug 13, 2024 |
Dollar Tree Inc
DLTR
|
Downgrade | Neutral | |
| Aug 13, 2024 |
Dollar General Corp.
DG
|
Downgrade | Buy | Neutral |
| Apr 18, 2024 |
Dynatrace Inc
DT
|
Upgrade | Buy | |
| Feb 23, 2024 |
Snowflake Inc - Ordinary Shares - Class A
SNOW
|
Upgrade | Buy | |
| Feb 08, 2024 |
Ross Stores, Inc.
ROST
|
Upgrade | Buy | |
| Aug 09, 2023 |
TJX Companies, Inc.
TJX
|
Upgrade | Buy | |
| Sep 28, 2022 |
Salesforce Inc
CRM
|
Downgrade | Neutral | |
| Sep 23, 2022 |
Avista Corp.
AVA
|
Downgrade | Neutral | |
| Sep 09, 2022 |
Avantor Inc.
AVTR
|
Downgrade | Mixed | |
| Jul 05, 2022 |
Dollar General Corp.
DG
|
Upgrade | Buy |