Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| Savara Inc | 24,471,264 | reported | 17 Jul 2023 | tx 1+333,333 |
| TAPIMMUNE INC | 10,714,285 | reported | 16 Mar 2021 | tx 1+5,714,285 |
| Regulus Therapeutics Inc. | 5,239,254 | reported | 04 Dec 2020 | tx 8+24,903,571 |
| MBX Biosciences, Inc. | 3,614,486 | reported | 16 Sept 2024 | tx 5+3,614,486−37,442,694 |
| Bright Health Group Inc. | 2,385,055 | reported | 02 Oct 2025 | tx 57+78,838,382−31,208,193 |
| SpyGlass Pharma, Inc. | 1,357,263 | reported | 09 Feb 2026 | tx 14+7,419,701−6,454,801 |
| Korro Bio, Inc. | 1,297,893 | reported | 10 Mar 2026 | tx 7+1,568,038 |
| Black Diamond Therapeutics, Inc. | 93,568 | reported | 20 Mar 2026 | tx 32+4,649,925−7,988,152 |
| MINERVA SURGICAL INC | 58,279 | reported | 10 Jun 2022 | tx 21+61,585−8,487 |
| Nkarta, Inc. | 46,000 | reported | 05 Jun 2025 | tx 6+134,211 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | TENDER | Arcellx, Inc. | 1,925 | — | |
| 28 Apr 2026 | TENDER | Arcellx, Inc. | 2,706 | — | |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 11,459 | — | deriv |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 8,011 | — | deriv |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 9,174 | — | deriv |
| 20 Mar 2026 | GRANT_AWARD | Black Diamond Therapeutics, Inc. | 6,919 | 2.15 USD | |
| 10 Mar 2026 | GRANT_AWARD | Korro Bio, Inc. | 207,100 | 11.11 USD | |
| 10 Mar 2026 | GRANT_AWARD | 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. | 402,273 | — | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 937,500 | 16.00 USD | first after silence |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 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. | 954,990 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | 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. | 1,619,240 | — | deriv |
| 05 Feb 2026 | GRANT_AWARD | SpyGlass Pharma, Inc. | 27,400 | 0.00 USD | deriv |
| 12 Dec 2025 | GRANT_AWARD | Black Diamond Therapeutics, Inc. | 5,208 | 2.76 USD |
1 purchase reported after at least 12 months of silence — most recent on 09 Feb 2026.