Bornite Capital Management’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-75,000	Closed	-$20.5M	–	59
2024 Q1	$20.5M	Sell	75,000 -50,000	-40%	-$13.6M	3.43%	10
2023 Q4	$34.5M	Buy	+125,000	New	+$34.5M	8.07%	8