Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Heartflow, Inc. | 8,504,382 | reported | 30 Apr 2026 | tx 5−4,000,000 |
| Annexon, Inc. | 5,701,926 | reported | 25 May 2023 | tx 1+300,000 |
| MARINUS PHARMACEUTICALS INC | 3,977,453 | reported | 19 Dec 2017 | tx 5−1,272,547 |
| Olema Pharmaceuticals, Inc. | 3,500,000 | reported | 10 Jan 2025 | tx 3+3,800,000−3,500,000 |
| Replimune Group, Inc. | 2,338,968 | reported | 24 Jul 2018 | tx 3+2,838,968−235,146 |
| NewAmsterdam Pharma Co N.V. | 1,632,653 | reported | 13 Dec 2024 | tx 1+1,632,653 |
| RAPID MICRO BIOSYSTEMS, INC. | 1,463,000 | reported | 20 May 2026 | tx 8+12,823,560−41,672,820 |
| Kailera Therapeutics, Inc. | 0 | reported | 20 Apr 2026 | tx 5+22,583,268−21,020,768 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 1,463,000 | — | deriv |
| 20 May 2026 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 1,463,000 | — | deriv |
| 20 May 2026 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 1,463,000 | — | deriv |
| 28 Apr 2026 | SALE | Heartflow, Inc. | 254,110 | 30.51 USD | |
| 29 Apr 2026 | SALE | Heartflow, Inc. | 797,133 | 29.37 USD | |
| 30 Apr 2026 | SALE | Heartflow, Inc. | 892,533 | 29.18 USD | |
| 30 Apr 2026 | SALE | Heartflow, Inc. | 56,224 | 30.05 USD | |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 16,875,000 | — | |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 4,145,768 | — | |
| 20 Apr 2026 | PURCHASE | Kailera Therapeutics, Inc. | 1,562,500 | 16.00 USD | first after silence |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 16,875,000 | 0.00 USD | deriv |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 4,145,768 | 0.00 USD | deriv |
| 04 Feb 2026 | SALE | Heartflow, Inc. | 2,000,000 | 28.05 USD | |
| 08 Jan 2025 | PURCHASE | Olema Pharmaceuticals, Inc. | 300,000 | 5.76 USD | |
| 10 Jan 2025 | OTHER | Olema Pharmaceuticals, Inc. | 3,500,000 | — | |
| 10 Jan 2025 | OTHER | Olema Pharmaceuticals, Inc. | 3,500,000 | — | deriv |
| 13 Dec 2024 | PURCHASE | NewAmsterdam Pharma Co N.V. | 1,632,653 | 24.50 USD | derivfirst after silence |
| 25 May 2023 | PURCHASE | Annexon, Inc. | 300,000 | 2.13 USD | first after silence |
| 19 Jul 2021 | CONVERSION | RAPID MICRO BIOSYSTEMS, INC. | 1,334,562 | — | |
| 19 Jul 2021 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 100,000 | 20.00 USD | first after silence |
| 19 Jul 2021 | CONVERSION | RAPID MICRO BIOSYSTEMS, INC. | 6,999,998 | — | |
| 19 Jul 2021 | CONVERSION | RAPID MICRO BIOSYSTEMS, INC. | 6,672,819 | — | deriv |
| 19 Jul 2021 | CONVERSION | RAPID MICRO BIOSYSTEMS, INC. | 35,000,001 | — | deriv |
| 24 Jul 2018 | CONVERSION | Replimune Group, Inc. | 2,338,968 | — | |
| 24 Jul 2018 | PURCHASE | Replimune Group, Inc. | 500,000 | 15.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 20 Apr 2026.