Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Revolution Medicines, Inc. | 2,151,026 | reported | 16 Nov 2020 | tx 2−2,027,156 |
| Tenaya Therapeutics, Inc. | 1,958,509 | reported | 23 Feb 2026 | tx 10+3,722,222−5,230,024 |
| NGM BIOPHARMACEUTICALS INC | 742,959 | reported | 23 Jan 2023 | tx 18+519,786 |
| Surrozen, Inc./DE | 289,549 | reported | 04 Apr 2024 | tx 2+193,548 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 277,769 | 0.61 USD | |
| 20 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 245,965 | 0.61 USD | |
| 23 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 162,291 | 0.60 USD | |
| 23 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 143,709 | 0.60 USD | |
| 10 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 161,422 | 0.82 USD | |
| 11 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 2,151,458 | 0.68 USD | |
| 11 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 1,905,115 | 0.68 USD | |
| 10 Feb 2026 | SALE | Tenaya Therapeutics, Inc. | 182,295 | 0.82 USD | |
| 12 Feb 2024 | PURCHASE | Tenaya Therapeutics, Inc. | 2,222,222 | 4.50 USD | first after silence |
| 08 Feb 2023 | PURCHASE | Tenaya Therapeutics, Inc. | 1,500,000 | 2.60 USD | |
| 23 Jan 2023 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 9,900 | 5.00 USD | |
| 25 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 1,429 | 13.43 USD | |
| 25 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 41,863 | 13.43 USD | |
| 24 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 588 | 13.37 USD | |
| 24 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 17,240 | 13.37 USD | first after silence |
| 16 Nov 2020 | SALE | Revolution Medicines, Inc. | 1,075,133 | 36.40 USD | anomaly |
| 16 Nov 2020 | SALE | Revolution Medicines, Inc. | 952,023 | 36.40 USD | anomaly |
| 27 Aug 2020 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 36,359 | 17.79 USD | |
| 28 Aug 2020 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 26,135 | 17.89 USD | |
| 27 Jul 2020 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 3,834 | 17.99 USD | |
| 24 Jul 2020 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 68,749 | 17.93 USD | |
| 08 Apr 2020 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 112,602 | 14.95 USD | |
| 06 Feb 2020 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 44,900 | 15.96 USD | |
| 11 Nov 2019 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 15 | 12.00 USD | anomaly |
| 14 Oct 2019 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 34,900 | 10.36 USD |
2 purchases reported after at least 12 months of silence — most recent on 12 Feb 2024.