Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| INTERLEUKIN GENETICS INC | 55,418,811 | reported | 29 Jul 2016 | tx 4+79,979,378 |
| Groupon, Inc. | 54,184,956 | reported | 13 Sept 2013 | tx 12+414,868−33,363,903 |
| Savara Inc | 24,471,264 | reported | 17 Jul 2023 | tx 1+333,333 |
| Adaptimmune Therapeutics PLC | 19,500,000 | reported | 24 Jan 2020 | tx 9+43,209,672 |
| Trine Acquisition Corp. | 19,263,413 | reported | 08 Jun 2021 | tx 5+143,139−9,135,000 |
| TAPIMMUNE INC | 10,714,285 | reported | 16 Mar 2021 | tx 1+5,714,285 |
| Cloudflare, Inc. | 10,398,379 | reported | 11 Nov 2020 | tx 51+53,458,387−91,865,642 |
| OPOWER, INC. | 8,989,766 | reported | 09 Apr 2014 | tx 3+8,989,766−8,989,766 |
| Millennial Media Inc. | 8,196,614 | reported | 29 Oct 2012 | tx 4+9,794,401−11,392,188 |
| SpyGlass Pharma, Inc. | 6,035,038 | reported | 09 Feb 2026 | tx 13+7,392,301−6,454,801 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 207,100 | 11.11 USD | |
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 242,945 | 11.11 USD | deriv |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 1.37 USD | |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 0.00 USD | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 937,500 | 16.00 USD | first after silence |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | deriv |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 280 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 186,128 | 0.01 USD | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 276 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 189,195 | 0.01 USD | |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 1,159,683 | — | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 551 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 372,255 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 280 | 6.75 USD |
2 purchases reported after at least 12 months of silence — most recent on 09 Feb 2026.