Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Oscar Health, Inc. | 15,625,310 | reported | 17 Aug 2023 | tx 3−6,500,000 |
| CrowdStrike Holdings, Inc. | 4,842,044 | reported | 16 Jan 2020 | tx 22+1,284,833−2,569,666 |
| Prime Medicine, Inc. | 3,262,440 | reported | 01 Aug 2025 | tx 13+1,500,000−472,226 |
| Gitlab Inc. | 2,647,312 | reported | 05 May 2023 | tx 6+229,021 |
| Duolingo, Inc. | 312,227 | reported | 16 Nov 2021 | tx 21+3,917,675−4,308,013 |
| Care.com Inc | 46,350 | reported | 29 Jun 2019 | tx 3 |
| Freshworks Inc. | 1,165 | reported | 18 Nov 2021 | tx 18+97,867−195,734 |
| Verve Therapeutics, Inc. | 893 | reported | 04 Nov 2022 | tx 7−145,749 |
| Dianthus Therapeutics, Inc. /DE/ | 0 | reported | 25 Jun 2018 | tx 3+3,339,137−8,628,264 |
| IonQ, Inc. | 0 | reported | 11 Apr 2022 | tx 3−3,186,822 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Aug 2025 | PURCHASE | Prime Medicine, Inc. | 1,500,000 | 3.30 USD | first after silence |
| 17 Aug 2023 | SALE | Oscar Health, Inc. | 525,470 | 8.08 USD | |
| 17 Aug 2023 | SALE | Oscar Health, Inc. | 5,719,438 | 8.08 USD | |
| 17 Aug 2023 | SALE | Oscar Health, Inc. | 255,092 | 8.08 USD | |
| 15 Jun 2023 | OTHER | Prime Medicine, Inc. | 66,659 | 0.00 USD | |
| 16 Jun 2023 | SALE | Prime Medicine, Inc. | 6,532 | 15.02 USD | |
| 15 Jun 2023 | SALE | Prime Medicine, Inc. | 66,659 | 14.92 USD | |
| 16 Jun 2023 | OTHER | Prime Medicine, Inc. | 6,532 | 0.00 USD | |
| 24 May 2023 | SALE | Prime Medicine, Inc. | 7,900 | 13.66 USD | |
| 25 May 2023 | SALE | Prime Medicine, Inc. | 23,161 | 13.38 USD | |
| 25 May 2023 | OTHER | Prime Medicine, Inc. | 23,161 | 0.00 USD | |
| 24 May 2023 | OTHER | Prime Medicine, Inc. | 7,900 | 0.00 USD | |
| 22 May 2023 | SALE | Prime Medicine, Inc. | 87,922 | 14.13 USD | |
| 23 May 2023 | OTHER | Prime Medicine, Inc. | 43,939 | 0.00 USD | |
| 22 May 2023 | OTHER | Prime Medicine, Inc. | 87,922 | 0.00 USD | |
| 23 May 2023 | SALE | Prime Medicine, Inc. | 43,939 | 14.74 USD | |
| 05 May 2023 | PURCHASE | Gitlab Inc. | 7,286 | 26.98 USD | |
| 09 Nov 2022 | PURCHASE | Gitlab Inc. | 42,833 | 35.15 USD | |
| 09 Nov 2022 | PURCHASE | Gitlab Inc. | 128,911 | 34.29 USD | |
| 08 Nov 2022 | PURCHASE | Gitlab Inc. | 25,159 | 36.38 USD | |
| 08 Nov 2022 | PURCHASE | Gitlab Inc. | 14,264 | 35.97 USD | |
| 09 Nov 2022 | PURCHASE | Gitlab Inc. | 10,568 | 36.09 USD | |
| 04 Nov 2022 | SALE | Verve Therapeutics, Inc. | 47,690 | 31.12 USD | |
| 04 Nov 2022 | OTHER | Verve Therapeutics, Inc. | 48,583 | 0.00 USD | |
| 04 Nov 2022 | SALE | Verve Therapeutics, Inc. | 242 | 32.90 USD |
1 purchase reported after at least 12 months of silence — most recent on 01 Aug 2025.