Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LENZ Therapeutics, Inc. | 8,459,314 | reported | 12 Apr 2022 | tx 18+8,423,938−16,857,708 |
| Scholar Rock Holding Corp | 6,367,614 | reported | 12 Dec 2025 | tx 21+3,924,961−2,240,517 |
| CARGO Therapeutics, Inc. | 4,121,689 | reported | 14 Nov 2023 | tx 5+4,047,989−3,381,323 |
| EYETECH PHARMACEUTICALS INC | 3,240,896 | reported | 02 Jun 2004 | tx 18+8,340,334−9,398,653 |
| Jiya Acquisition Corp. | 2,407,447 | reported | 23 Sept 2021 | tx 5+37,041−40,000 |
| ALUMIS INC. | 1,853,488 | reported | 09 Jan 2026 | tx 25+8,408,656−3,407,996 |
| Neurogene Inc. | 1,689,105 | reported | 26 Nov 2024 | tx 4+48,770 |
| TRIMERIS INC | 1,026,832 | reported | 27 Jun 2012 | tx 5+15,000−699,556 |
| vTv Therapeutics Inc. | 983,214 | reported | 22 Sept 2025 | tx 13+4,405,767−58,836 |
| Versartis, Inc. | 576,066 | reported | 02 Dec 2019 | tx 22+3,515,318 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 49 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | PURCHASE | Kalaris Therapeutics, Inc. | 244,300 | 4.83 USD | |
| 20 May 2026 | OTHER | Kalaris Therapeutics, Inc. | 66,906 | 0.00 USD | |
| 20 May 2026 | OTHER | Kalaris Therapeutics, Inc. | 14,937 | 0.00 USD | |
| 20 May 2026 | OTHER | Kalaris Therapeutics, Inc. | 4,471 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | Mineralys Therapeutics, Inc. | 6,200 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | Mineralys Therapeutics, Inc. | 8,300 | 0.00 USD | deriv |
| 09 Jan 2026 | PURCHASE | ALUMIS INC. | 588,235 | 17.00 USD | |
| 22 Dec 2025 | GRANT_AWARD | Kalaris Therapeutics, Inc. | 1,500,000 | 10.00 USD | |
| 12 Dec 2025 | EXERCISE | Scholar Rock Holding Corp | 1,064,804 | 7.35 USD | |
| 07 Oct 2025 | PURCHASE | Scholar Rock Holding Corp | 4,403 | 40.97 USD | |
| 07 Oct 2025 | PURCHASE | Scholar Rock Holding Corp | 12,796 | 39.31 USD | |
| 07 Oct 2025 | PURCHASE | Scholar Rock Holding Corp | 12,400 | 40.18 USD | |
| 12 Dec 2025 | EXERCISE | Scholar Rock Holding Corp | 1,064,804 | 0.00 USD | deriv |
| 05 Dec 2025 | PURCHASE | ALUMIS INC. | 70,028 | 10.01 USD | |
| 05 Dec 2025 | PURCHASE | ALUMIS INC. | 51,380 | 10.73 USD | |
| 05 Dec 2025 | PURCHASE | ALUMIS INC. | 64,969 | 8.95 USD | |
| 03 Dec 2025 | PURCHASE | ALUMIS INC. | 100,000 | 7.75 USD | |
| 04 Dec 2025 | PURCHASE | ALUMIS INC. | 66,027 | 8.18 USD | |
| 02 Dec 2025 | PURCHASE | ALUMIS INC. | 96,000 | 7.55 USD | |
| 01 Dec 2025 | PURCHASE | ALUMIS INC. | 86,350 | 7.46 USD | |
| 28 Nov 2025 | PURCHASE | ALUMIS INC. | 38,702 | 7.64 USD | |
| 26 Nov 2025 | PURCHASE | ALUMIS INC. | 48,537 | 7.64 USD | |
| 20 Nov 2025 | PURCHASE | ALUMIS INC. | 125,743 | 7.20 USD | |
| 17 Nov 2025 | PURCHASE | ALUMIS INC. | 914 | 5.51 USD | |
| 19 Nov 2025 | PURCHASE | ALUMIS INC. | 137,772 | 6.56 USD |
5 purchases reported after at least 12 months of silence — most recent on 10 Mar 2021.