Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 95 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| IGM Biosciences, Inc. | 3,763,362 | reported | 30 Jun 2025 | tx 12+2,835,441 |
| ACADIA PHARMACEUTICALS INC | 3,583,642 | reported | 24 May 2023 | tx 32+5,465,828−25,000 |
| Neurogene Inc. | 3,107,331 | reported | 20 Dec 2019 | tx 6+13,943,023−10,925,481 |
| INCYTE CORP | 2,813,892 | reported | 31 Mar 2025 | tx 79+3,058,301−70,000 |
| Kymera Therapeutics, Inc. | 919,001 | reported | 21 Aug 2024 | tx 3+2,594,160 |
| BICYCLE THERAPEUTICS PLC | 787,954 | reported | 17 Jun 2024 | tx 4+2,382,784−2,382,784 |
| IDERA PHARMACEUTICALS, INC. | 526,724 | reported | 01 Apr 2019 | tx 20+3,407,761 |
| ALEXION PHARMACEUTICALS INC | 509,726 | reported | 10 May 2017 | tx 2+4,060 |
| Immunocore Holdings plc | 178,596 | reported | 17 Mar 2025 | tx 6+807,338 |
| MADRIGAL PHARMACEUTICALS, INC. | 176,053 | reported | 12 Dec 2023 | tx 30+34,578 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jun 2025 | GRANT_AWARD | IGM Biosciences, Inc. | 953 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | IGM Biosciences, Inc. | 953 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | TScan Therapeutics, Inc. | 67,000 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | TScan Therapeutics, Inc. | 67,000 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | Kodiak Sciences Inc. | 40,000 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | Kodiak Sciences Inc. | 40,000 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | INCYTE CORP | 487 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | INCYTE CORP | 487 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | IGM Biosciences, Inc. | 953 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | IGM Biosciences, Inc. | 953 | 0.00 USD | |
| 17 Mar 2025 | PURCHASE | Immunocore Holdings plc | 60,110 | 29.74 USD | |
| 17 Mar 2025 | PURCHASE | Immunocore Holdings plc | 92,349 | 29.56 USD | |
| 17 Mar 2025 | PURCHASE | Immunocore Holdings plc | 8,589 | 29.56 USD | |
| 17 Mar 2025 | PURCHASE | Immunocore Holdings plc | 646,290 | 29.74 USD | |
| 17 Mar 2025 | SALE | Immunocore Holdings plc | — | 113252773.88 USD | deriv |
| 17 Mar 2025 | SALE | Immunocore Holdings plc | — | 10533376.12 USD | deriv |
| 20 Aug 2024 | PURCHASE | Kymera Therapeutics, Inc. | 1 | 46.41 USD | anomaly |
| 21 Aug 2024 | PURCHASE | Kymera Therapeutics, Inc. | 347,572 | 40.75 USD | deriv |
| 21 Aug 2024 | PURCHASE | Kymera Therapeutics, Inc. | 2,246,587 | 40.75 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | Kodiak Sciences Inc. | 40,000 | 0.00 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | Kodiak Sciences Inc. | 40,000 | 0.00 USD | deriv |
| 25 Jun 2024 | GRANT_AWARD | vTv Therapeutics Inc. | 983 | 0.00 USD | deriv |
| 25 Jun 2024 | GRANT_AWARD | vTv Therapeutics Inc. | 983 | 0.00 USD | deriv |
| 25 Jun 2024 | GRANT_AWARD | vTv Therapeutics Inc. | 6,000 | 0.00 USD | deriv |
| 25 Jun 2024 | GRANT_AWARD | vTv Therapeutics Inc. | 6,000 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 22 May 2023.