Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| NGM BIOPHARMACEUTICALS INC | 694,920 | reported | 12 Jan 2023 | tx 1+5,378 |
| Surrozen, Inc./DE | 172,414 | reported | 26 Mar 2025 | tx 21+3,507,521−1,904,070 |
| Eikon Therapeutics, Inc. | 0 | reported | 06 Feb 2026 | tx 17+5,713,100−26,813,325 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Feb 2026 | PURCHASE | Eikon Therapeutics, Inc. | 630,881 | 18.00 USD | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 688,283 | — | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 3,785 | — | |
| 06 Feb 2026 | PURCHASE | Eikon Therapeutics, Inc. | 49,556 | 18.00 USD | |
| 06 Feb 2026 | PURCHASE | Eikon Therapeutics, Inc. | 1,437,323 | 18.00 USD | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 1,296,629 | — | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 1,403,568 | — | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 110,928 | — | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 44,249 | — | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 47,898 | — | |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 5,133,076 | — | deriv |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 28,229 | — | deriv |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 9,670,000 | — | deriv |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 357,216 | — | deriv |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 827,278 | — | deriv |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 330,000 | — | deriv |
| 06 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 10,467,526 | — | deriv |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 344,827 | 11.60 USD | |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 365,769 | 11.60 USD | |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 323,886 | 11.60 USD | |
| 26 Mar 2025 | EXERCISE | Surrozen, Inc./DE | 111,656 | — | deriv |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 548,653 | — | deriv |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 485,830 | — | deriv |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 172,414 | — | derivfirst after silence |
| 26 Mar 2025 | PURCHASE | Surrozen, Inc./DE | 182,884 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 26 Mar 2025.