Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Nuvalent, Inc. | 8,670,512 | reported | 22 Oct 2024 | tx 3+650,000−2,000,000 |
| ANTARES PHARMA INC | 8,101,488 | reported | 08 Jul 2015 | tx 45−1,667,405 |
| XENOPORT INC | 6,667,391 | reported | 20 Jan 2016 | tx 1+346,417 |
| Larimar Therapeutics, Inc. | 6,151,406 | reported | 16 Feb 2024 | tx 12+4,558,110 |
| DA32 Life Science Tech Acquisition Corp. | 4,465,000 | reported | 05 Aug 2021 | tx 1−701,250 |
| ALIMERA SCIENCES INC | 4,202,889 | reported | 09 Oct 2015 | tx 6+321,785 |
| Deerfield Healthcare Technology Acquisitions Corp. | 3,360,000 | reported | 21 Jul 2020 | tx 1+3,360,000 |
| Axogen, Inc. | 3,000,000 | reported | 21 Jul 2016 | tx 4−381,439 |
| Q32 Bio Inc. | 2,519,966 | reported | 23 Dec 2019 | tx 7+533,333−164,730 |
| Invuity, Inc. | 1,690,498 | reported | 14 Dec 2016 | tx 3−184,796 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Oct 2024 | SALE | Nuvalent, Inc. | 1,000,000 | 97.75 USD | anomaly |
| 22 Oct 2024 | SALE | Nuvalent, Inc. | 1,000,000 | 97.75 USD | anomaly |
| 16 Feb 2024 | PURCHASE | Larimar Therapeutics, Inc. | 1,430,206 | 8.74 USD | first after silence |
| 16 Feb 2024 | PURCHASE | Larimar Therapeutics, Inc. | 1,430,206 | 8.74 USD | |
| 16 Feb 2024 | PURCHASE | Larimar Therapeutics, Inc. | 1,430,205 | 8.74 USD | |
| 03 Nov 2022 | PURCHASE | Nuvalent, Inc. | 650,000 | 33.50 USD | first after silence |
| 26 Oct 2021 | PURCHASE | Xilio Therapeutics, Inc. | 387,500 | 16.00 USD | |
| 26 Oct 2021 | PURCHASE | Xilio Therapeutics, Inc. | 387,500 | 16.00 USD | first after silence |
| 26 Oct 2021 | CONVERSION | Xilio Therapeutics, Inc. | 756,472 | — | |
| 26 Oct 2021 | CONVERSION | Xilio Therapeutics, Inc. | 756,472 | — | |
| 26 Oct 2021 | CONVERSION | Xilio Therapeutics, Inc. | 7,186,489 | — | deriv |
| 26 Oct 2021 | CONVERSION | Xilio Therapeutics, Inc. | 7,186,489 | — | deriv |
| 05 Aug 2021 | OTHER | DA32 Life Science Tech Acquisition Corp. | 701,250 | 0.00 USD | deriv |
| 21 Jul 2020 | OTHER | Deerfield Healthcare Technology Acquisitions Corp. | 3,360,000 | 10.00 USD | |
| 19 Dec 2019 | SALE | Q32 Bio Inc. | 7,168 | 21.68 USD | |
| 19 Dec 2019 | SALE | Q32 Bio Inc. | 5,454 | 21.68 USD | |
| 20 Dec 2019 | SALE | Q32 Bio Inc. | 11,999 | 21.50 USD | |
| 20 Dec 2019 | SALE | Q32 Bio Inc. | 9,130 | 21.50 USD | |
| 23 Dec 2019 | SALE | Q32 Bio Inc. | 74,384 | 21.83 USD | |
| 23 Dec 2019 | SALE | Q32 Bio Inc. | 56,595 | 21.83 USD | |
| 07 Oct 2019 | CONVERSION | Korro Bio, Inc. | 472,860 | — | |
| 07 Oct 2019 | CONVERSION | Korro Bio, Inc. | 472,860 | — | |
| 07 Oct 2019 | PURCHASE | Korro Bio, Inc. | 285,714 | 14.00 USD | |
| 07 Oct 2019 | CONVERSION | Korro Bio, Inc. | 3,184,948 | — | deriv |
| 07 Oct 2019 | CONVERSION | Korro Bio, Inc. | 3,184,948 | — | deriv |
4 purchases reported after at least 12 months of silence — most recent on 16 Feb 2024.