Bornite Capital Management’s ServiceNow NOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-75,000	Closed	-$13.8M	–	46
2025 Q3	$13.8M	Buy	+75,000	New	+$14M	1.28%	29
2024 Q4	–	Sell	-50,000	Closed	-$8.94M	–	44
2024 Q3	$8.94M	Buy	+50,000	New	+$8.22M	1.58%	32
2023 Q3	–	Sell	-100,000	Closed	-$11.2M	–	54
2023 Q2	$11.2M	Buy	+100,000	New	+$10M	2.17%	24
2023 Q1	–	Sell	-75,000	Closed	-$5.82M	–	56
2022 Q4	$5.82M	Buy	+75,000	New	+$5.86M	1.52%	30
2022 Q3	–	Sell	-150,000	Closed	-$14.3M	–	27
2022 Q2	$14.3M	Buy	+150,000	New	+$14.3M	4.68%	11
2022 Q1	–	Sell	-50,000	Closed	-$6.49M	–	29
2021 Q4	$6.49M	Hold	50,000	–	–	2.25%	17
2021 Q3	$6.22M	Buy	+50,000	New	+$6.05M	3.33%	16