MSFTLeader
Microsoft / GitHub
P1 RecordsP3 OwnershipP4 VerbsP5 History
P1 P2 P3 P4 P5
Shares
0.6770
Cost
$413.62
$280.00
Latest
$507.29
$343.41
P&L$63.41 · +22.65%
12 signals · last 14d · P1 Records · highest conviction+7−2
Portfolio›Bucket 02
Source control
Code is the most durable record of system change; PRs are the canonical state machine. Whoever owns the source repo sits on every agent's commit history.
$826.98 current · $535.00 cost
Source control
GTLBChallenger
GitLab
P2 State machineP4 VerbsP5 History
P1 P2 P3 P4 P5
Shares
6.7100
Cost
$24.59
$165.00
Latest
$46.54
$312.29
P&L$147.29 · +89.26%
15 signals · last 14d · P3 Ownership · highest conviction+10−1
FROGDark Horse
JFrog
P1 RecordsP3 OwnershipP4 Verbs
P1 P2 P3 P4 P5
Shares
1.7117
Cost
$52.58
$90.00
Latest
$100.07
$171.29
P&L$81.29 · +90.32%
4 signals · last 14d · P4 Structural verbs · highest conviction+2