Ansys (ANSS)

(A Top Pick Mar 01/23, Up 14%)

Subject of a takeover offer. He sold, as now you're not buying the company, you're buying whether the takeover happens or not.

(A Top Pick Dec 28/22, Up 55%)

Has since sold shares. Recent takeover offer has increased value of company unexpectedly. 

Engineering software that can figure out if your prototype's going to work, without you ever having to make the product. Part of his theme of onshoring in America. No dividend.

(Analysts’ price target is $311.33)

Simulations for just about everything. Allows you to create prototype after prototype before even starting the building process. Moved to renewable licenses, which is expected to increase revenue over the next number of years. No dividend. (Analysts’ price target is $259.17)