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 |
|---|---|---|---|---|
| Neumora Therapeutics, Inc. | 6,046,907 | reported | 27 Oct 2025 | tx 6+3,891,048 |
| Seaport Therapeutics, Inc. | 5,194,951 | reported | 04 May 2026 | tx 5+6,294,951−5,194,951 |
| Prime Medicine, Inc. | 3,200,000 | reported | 15 Feb 2024 | tx 1+3,200,000 |
| Metsera, Inc. | 0 | reported | 13 Nov 2025 | tx 2−26,816,808 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 2,513,686 | — | |
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 2,681,265 | — | |
| 04 May 2026 | PURCHASE | Seaport Therapeutics, Inc. | 1,100,000 | 18.00 USD | |
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 2,513,686 | 0.00 USD | deriv |
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 2,681,265 | 0.00 USD | deriv |
| 13 Nov 2025 | OTHER | Metsera, Inc. | 8,313,680 | — | |
| 13 Nov 2025 | OTHER | Metsera, Inc. | 18,503,128 | — | |
| 27 Oct 2025 | PURCHASE | Neumora Therapeutics, Inc. | 1,915,700 | 2.61 USD | first after silence |
| 15 Feb 2024 | PURCHASE | Prime Medicine, Inc. | 3,200,000 | 6.25 USD | |
| 08 Dec 2023 | OTHER | Neumora Therapeutics, Inc. | 703,061 | — | |
| 08 Dec 2023 | OTHER | Neumora Therapeutics, Inc. | 1,176,593 | — | |
| 07 Nov 2023 | PURCHASE | Neumora Therapeutics, Inc. | 30,192 | 11.50 USD | |
| 06 Nov 2023 | PURCHASE | Neumora Therapeutics, Inc. | 43,082 | 11.55 USD | |
| 03 Nov 2023 | PURCHASE | Neumora Therapeutics, Inc. | 22,420 | 11.38 USD |
1 purchase reported after at least 12 months of silence — most recent on 27 Oct 2025.