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 |
|---|---|---|---|---|
| Biohaven Ltd. | 550,000 | reported | 27 Feb 2026 | tx 98+7,424,321−744,924 |
| Veradermics, Inc | 33,706 | reported | 05 Feb 2026 | tx 17+807,433−638,262 |
| Royalty Pharma plc | 10,798 | reported | 13 May 2025 | tx 2+10,798 |
| Biohaven Pharmaceutical Holding Co Ltd. | 0 | reported | 03 Oct 2022 | tx 91+1,093,933−2,964,323 |
| Revance Therapeutics, Inc. | 0 | reported | 06 Feb 2025 | tx 8+53,804−20,784 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | GRANT_AWARD | Biohaven Ltd. | 550,000 | 0.00 USD | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 148,794 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 33,706 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 33,706 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 148,794 | — | |
| 05 Feb 2026 | PURCHASE | Veradermics, Inc | 58,823 | 17.00 USD | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 78,075 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 78,075 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 117,112 | — | |
| 05 Feb 2026 | PURCHASE | Veradermics, Inc | 58,823 | 17.00 USD | |
| 03 Feb 2026 | GRANT_AWARD | Veradermics, Inc | 51,525 | 0.00 USD | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 117,112 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 78,075 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 148,794 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 148,794 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 33,706 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 33,706 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 78,075 | — | deriv |
| 05 Jan 2026 | TAX_WITHHOLDING | Biohaven Ltd. | 7,430 | 9.93 USD | |
| 05 Jan 2026 | EXERCISE | Biohaven Ltd. | 14,250 | 0.00 USD | |
| 05 Jan 2026 | EXERCISE | Biohaven Ltd. | 14,250 | 0.00 USD | deriv |
| 13 Nov 2025 | PURCHASE | Biohaven Ltd. | 333,333 | 7.50 USD | first after silence |
| 13 Nov 2025 | PURCHASE | Biohaven Ltd. | 333,333 | 7.50 USD | |
| 13 May 2025 | GRANT_AWARD | Royalty Pharma plc | 7,614 | 0.00 USD | |
| 21 Apr 2025 | GRANT_AWARD | Royalty Pharma plc | 3,184 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 Nov 2025.