Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 54 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 |
|---|---|---|---|---|
| Adaptimmune Therapeutics PLC | 100,371,882 | reported | 30 Jul 2025 | tx 3−64,052,538 |
| Zymeworks Inc. | 17,883,908 | reported | 19 May 2025 | tx 42+19,089,189 |
| Tango Therapeutics, Inc. | 11,773,860 | reported | 07 Nov 2024 | tx 3−2,700,000 |
| Mersana Therapeutics, Inc. | 11,328,000 | reported | 19 Dec 2024 | tx 2+8,036,688−8,036,688 |
| iTeos Therapeutics, Inc. | 10,688,978 | reported | 15 May 2025 | tx 2+4,958,978 |
| ANAPTYSBIO, INC | 7,880,094 | reported | 02 Jan 2025 | tx 9+4,365,607−668,237 |
| PROTHENA CORP PUBLIC LTD CO | 5,304,596 | reported | 06 May 2025 | tx 19+3,269,476−7,344,920 |
| Surface Oncology, Inc. | 4,701,081 | reported | 01 Sept 2020 | tx 1−332,780 |
| Voyager Therapeutics, Inc. | 3,851,507 | reported | 11 Jan 2023 | tx 5+477,400−902,400 |
| First Tracks Biotherapeutics, Inc. | 3,174,519 | reported | 20 Apr 2026 | tx 1+4,705,575 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | PURCHASE | Atara Biotherapeutics, Inc. | 507,407 | 9.35 USD | |
| 20 Apr 2026 | SALE | First Tracks Biotherapeutics, Inc. | 4,705,575 | 13.81 USD | |
| 30 Jul 2025 | SALE | Adaptimmune Therapeutics PLC | 27,433,338 | 0.10 USD | |
| 29 Jul 2025 | SALE | Adaptimmune Therapeutics PLC | 2,687,460 | 0.10 USD | |
| 28 Jul 2025 | SALE | Adaptimmune Therapeutics PLC | 33,931,740 | 0.11 USD | |
| 19 May 2025 | PURCHASE | Zymeworks Inc. | 5,919 | 11.78 USD | |
| 15 May 2025 | PURCHASE | Zymeworks Inc. | 49,502 | 11.43 USD | |
| 15 May 2025 | PURCHASE | iTeos Therapeutics, Inc. | 3,300,000 | 8.00 USD | |
| 14 May 2025 | PURCHASE | iTeos Therapeutics, Inc. | 1,658,978 | 7.41 USD | |
| 02 May 2025 | SALE | PROTHENA CORP PUBLIC LTD CO | 3,317,938 | 8.36 USD | |
| 05 May 2025 | SALE | PROTHENA CORP PUBLIC LTD CO | 977,693 | 8.11 USD | |
| 06 May 2025 | SALE | PROTHENA CORP PUBLIC LTD CO | 1,984,053 | 7.64 USD | |
| 16 Apr 2025 | PURCHASE | Zymeworks Inc. | 73,953 | 11.16 USD | |
| 17 Apr 2025 | PURCHASE | Zymeworks Inc. | 54,760 | 11.52 USD | |
| 01 Apr 2025 | PURCHASE | Zymeworks Inc. | 48,658 | 11.60 USD | |
| 02 Apr 2025 | PURCHASE | Zymeworks Inc. | 74,360 | 11.85 USD | |
| 31 Mar 2025 | PURCHASE | Zymeworks Inc. | 4,397 | 11.75 USD | |
| 26 Mar 2025 | PURCHASE | Zymeworks Inc. | 43,848 | 12.24 USD | |
| 25 Mar 2025 | PURCHASE | Zymeworks Inc. | 53,501 | 12.91 USD | |
| 20 Mar 2025 | PURCHASE | Zymeworks Inc. | 73,476 | 12.93 USD | |
| 21 Mar 2025 | PURCHASE | Zymeworks Inc. | 31,033 | 12.78 USD | |
| 24 Mar 2025 | PURCHASE | Zymeworks Inc. | 22,689 | 13.08 USD | |
| 19 Mar 2025 | PURCHASE | Zymeworks Inc. | 58,306 | 12.64 USD | |
| 18 Mar 2025 | PURCHASE | Zymeworks Inc. | 113,880 | 12.65 USD | |
| 17 Mar 2025 | PURCHASE | Zymeworks Inc. | 56,277 | 12.23 USD |
1 purchase reported after at least 12 months of silence — most recent on 30 Jun 2020.