Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Singular Genomics Systems, Inc. | 2,645,985 | reported | 01 Jun 2021 | tx 3+2,645,985−2,645,985 |
| Applied Therapeutics, Inc. | 1,500,000 | reported | 12 Oct 2023 | tx 12+12,515,000−2,515,000 |
| Metacrine, Inc. | 1,307,256 | reported | 18 Sept 2020 | tx 5+1,307,256−6,470,857 |
| ARS Pharmaceuticals, Inc. | 699,412 | reported | 08 Dec 2020 | tx 3+699,412−2,596,917 |
| Avidity Biosciences, Inc. | 502,365 | reported | 16 Jun 2020 | tx 4+502,365−1,059,742 |
| IDEAYA Biosciences, Inc. | 432,384 | reported | 28 May 2019 | tx 4+432,384−3,921,904 |
| Liquidia Technologies Inc | 27,945 | reported | 30 Jul 2018 | tx 5+424,117−4,842,143 |
| Relay Therapeutics, Inc. | 0 | reported | 20 Jul 2020 | tx 4+968,365−3,438,599 |
| Vor Biopharma Inc. | 0 | reported | 09 Feb 2021 | tx 2+282,804−3,846,152 |
| CONSTELLATION PHARMACEUTICALS INC | 0 | reported | 23 Jul 2018 | tx 7+216,304−1,615,612 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Oct 2023 | OTHER | Applied Therapeutics, Inc. | 1,600,000 | — | |
| 12 Oct 2023 | OTHER | Applied Therapeutics, Inc. | 1,600,000 | — | |
| 12 Oct 2023 | OTHER | Applied Therapeutics, Inc. | 615,000 | — | deriv |
| 12 Oct 2023 | OTHER | Applied Therapeutics, Inc. | 615,000 | — | deriv |
| 27 Jun 2022 | PURCHASE | Applied Therapeutics, Inc. | 2,065,000 | 1.00 USD | first after silence |
| 27 Jun 2022 | PURCHASE | Applied Therapeutics, Inc. | 1,435,000 | 1.00 USD | |
| 27 Jun 2022 | PURCHASE | Applied Therapeutics, Inc. | 885,000 | 1.00 USD | deriv |
| 27 Jun 2022 | PURCHASE | Applied Therapeutics, Inc. | 615,000 | 1.00 USD | deriv |
| 27 Jun 2022 | PURCHASE | Applied Therapeutics, Inc. | 2,050,000 | — | deriv |
| 27 Jun 2022 | PURCHASE | Applied Therapeutics, Inc. | 2,950,000 | — | deriv |
| 23 Feb 2022 | OTHER | Applied Therapeutics, Inc. | 300,000 | — | |
| 23 Feb 2022 | OTHER | Applied Therapeutics, Inc. | 300,000 | — | |
| 11 Jan 2022 | CONVERSION | Vigil Neuroscience, Inc. | 192,973 | — | |
| 11 Jan 2022 | CONVERSION | Vigil Neuroscience, Inc. | 392,618 | 0.00 USD | deriv |
| 11 Jan 2022 | CONVERSION | Vigil Neuroscience, Inc. | 142,539 | 0.00 USD | deriv |
| 26 Oct 2021 | CONVERSION | Xilio Therapeutics, Inc. | 166,423 | — | |
| 26 Oct 2021 | CONVERSION | Xilio Therapeutics, Inc. | 1,581,026 | — | deriv |
| 01 Jun 2021 | CONVERSION | Singular Genomics Systems, Inc. | 2,645,985 | 0.00 USD | |
| 01 Jun 2021 | CONVERSION | Singular Genomics Systems, Inc. | 1,796,684 | — | deriv |
| 01 Jun 2021 | CONVERSION | Singular Genomics Systems, Inc. | 849,301 | — | deriv |
| 09 Feb 2021 | CONVERSION | Vor Biopharma Inc. | 282,804 | — | |
| 09 Feb 2021 | CONVERSION | Vor Biopharma Inc. | 3,846,152 | — | deriv |
| 08 Dec 2020 | CONVERSION | ARS Pharmaceuticals, Inc. | 699,412 | — | |
| 08 Dec 2020 | CONVERSION | ARS Pharmaceuticals, Inc. | 1,428,570 | — | deriv |
| 08 Dec 2020 | CONVERSION | ARS Pharmaceuticals, Inc. | 1,168,347 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 27 Jun 2022.