Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| Prelude Therapeutics Inc | 1,126,126 | reported | 21 Apr 2026 | tx 21+23,713,883−13,887,965 |
| Loxo Oncology, Inc. | 941,000 | reported | 08 Dec 2017 | tx 17+2,218,106−3,135,329 |
| Repare Therapeutics Inc. | 27,200 | reported | 17 Jun 2024 | tx 38+3,499,925−2,724,217 |
| ViewRay, Inc. | 26,388 | reported | 15 Nov 2017 | tx 11+1,948,207 |
| Acutus Medical, Inc. | 19,600 | reported | 15 Jun 2023 | tx 21+6,628,884−5,062,958 |
| Enliven Therapeutics, Inc. | 8,500 | reported | 02 Jun 2022 | tx 8+5,897,419−10,046,294 |
| AMBIT BIOSCIENCES CORP | 8,000 | reported | 15 May 2014 | tx 26+1,498,460−16,225,801 |
| ImageneBio, Inc. | 0 | reported | 25 Jul 2025 | tx 47+36,941,390−14,469,339 |
| SI-BONE, Inc. | 0 | reported | 19 Oct 2018 | tx 5+985,368−751,730 |
| Third Harmonic Bio, Inc. | 0 | reported | 11 Aug 2025 | tx 12+5,842,655−18,213,544 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Apr 2026 | PURCHASE | Prelude Therapeutics Inc | 1,689,189 | 4.44 USD | |
| 21 Apr 2026 | PURCHASE | Prelude Therapeutics Inc | 1,126,126 | 4.44 USD | |
| 11 Aug 2025 | OTHER | Third Harmonic Bio, Inc. | 5,779,071 | — | |
| 11 Aug 2025 | OTHER | Third Harmonic Bio, Inc. | 43,584 | 0.00 USD | deriv |
| 25 Jul 2025 | EXERCISE | ImageneBio, Inc. | 379 | — | |
| 25 Jul 2025 | PURCHASE | ImageneBio, Inc. | 83,611 | 29.90 USD | first after silence |
| 25 Jul 2025 | EXERCISE | ImageneBio, Inc. | 17,520 | 0.00 USD | deriv |
| 12 Jun 2025 | GRANT_AWARD | Prelude Therapeutics Inc | 38,000 | 0.00 USD | deriv |
| 17 Jun 2024 | GRANT_AWARD | Repare Therapeutics Inc. | 27,200 | 0.00 USD | deriv |
| 14 Jun 2024 | GRANT_AWARD | Prelude Therapeutics Inc | 23,500 | 0.00 USD | deriv |
| 07 Jun 2024 | GRANT_AWARD | ImageneBio, Inc. | 17,520 | 0.00 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | Third Harmonic Bio, Inc. | 20,000 | 0.00 USD | deriv |
| 04 Aug 2023 | GRANT_AWARD | ImageneBio, Inc. | 153,121 | — | |
| 04 Aug 2023 | GRANT_AWARD | ImageneBio, Inc. | 353,192 | — | deriv |
| 16 Jun 2023 | GRANT_AWARD | Prelude Therapeutics Inc | 23,500 | 0.00 USD | deriv |
| 15 Jun 2023 | GRANT_AWARD | Acutus Medical, Inc. | 8,400 | 0.00 USD | |
| 15 Jun 2023 | GRANT_AWARD | Acutus Medical, Inc. | 19,600 | 0.00 USD | deriv |
| 09 Jun 2023 | GRANT_AWARD | ImageneBio, Inc. | 17,520 | 0.00 USD | deriv |
| 08 Jun 2023 | GRANT_AWARD | Repare Therapeutics Inc. | 27,200 | 0.00 USD | deriv |
| 06 Jun 2023 | GRANT_AWARD | Third Harmonic Bio, Inc. | 16,250 | 0.00 USD | deriv |
| 22 May 2023 | PURCHASE | Prelude Therapeutics Inc | 869,565 | 5.75 USD | |
| 06 Mar 2023 | GRANT_AWARD | Third Harmonic Bio, Inc. | 13,667 | — | deriv |
| 06 Mar 2023 | OTHER | Third Harmonic Bio, Inc. | 13,667 | — | deriv |
| 22 Nov 2022 | SALE | Tricida, Inc. | 1,034,421 | 0.22 USD | |
| 23 Nov 2022 | SALE | Tricida, Inc. | 5,617,300 | 0.21 USD |
4 purchases reported after at least 12 months of silence — most recent on 25 Jul 2025.