Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| THRESHOLD PHARMACEUTICALS INC | 3,199,035 | reported | 26 May 2020 | tx 11+37,487−2,195,574 |
| Axonics Modulation Technologies, Inc. | 2,400,000 | reported | 02 Nov 2018 | tx 3+2,933,333−2,000,000 |
| ProNAi Therapeutics Inc | 1,964,771 | reported | 25 Jan 2022 | tx 2+487,451−1,477,125 |
| CORCEPT THERAPEUTICS INC | 114,675 | reported | 16 Mar 2017 | tx 82+15,744,876−15,403,582 |
| Aptinyx Inc. | 40,000 | reported | 26 May 2022 | tx 21+3,663,951−83,864,275 |
| BioAge Labs, Inc. | 22,000 | reported | 05 Jun 2025 | tx 5+1,747,589−5,848,637 |
| Jazz Pharmaceuticals plc | 21,379 | reported | 18 Aug 2025 | tx 299+8,911,897−7,894,441 |
| SEQUENOM INC | 20,000 | reported | 22 Jun 2007 | tx 2+20,771 |
| Vera Therapeutics, Inc. | 17,084 | reported | 21 May 2026 | tx 16+5,485,028−2,187,504 |
| Zenas BioPharma, Inc. | 11,990 | reported | 09 Oct 2025 | tx 11+2,674,689−17,903,990 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Vera Therapeutics, Inc. | 17,084 | 0.00 USD | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 1,236,631 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 1,171,121 | — | |
| 05 Feb 2026 | PURCHASE | Veradermics, Inc | 882,353 | 17.00 USD | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 1,171,121 | — | |
| 05 Feb 2026 | PURCHASE | Veradermics, Inc | 192,647 | 17.00 USD | |
| 03 Feb 2026 | GRANT_AWARD | Veradermics, Inc | 45,131 | 0.00 USD | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 1,171,121 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 1,171,121 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 1,236,631 | — | deriv |
| 18 Aug 2025 | OTHER | Jazz Pharmaceuticals plc | 5,000 | 0.00 USD | |
| 11 Dec 2025 | PURCHASE | Vera Therapeutics, Inc. | 5,882 | 42.50 USD | |
| 09 Oct 2025 | PURCHASE | Zenas BioPharma, Inc. | 105,265 | 19.00 USD | |
| 09 Oct 2025 | PURCHASE | Zenas BioPharma, Inc. | 11,990 | 20.85 USD | |
| 07 Aug 2025 | GRANT_AWARD | Jazz Pharmaceuticals plc | 3,507 | 0.00 USD | |
| 08 Aug 2025 | TAX_WITHHOLDING | Jazz Pharmaceuticals plc | 1,805 | 111.25 USD | |
| 23 Jun 2025 | PURCHASE | Vera Therapeutics, Inc. | 69,798 | 20.87 USD | |
| 24 Jun 2025 | PURCHASE | Vera Therapeutics, Inc. | 27,071 | 22.35 USD | |
| 24 Jun 2025 | PURCHASE | Vera Therapeutics, Inc. | 13,536 | 22.35 USD | |
| 23 Jun 2025 | PURCHASE | Vera Therapeutics, Inc. | 139,595 | 20.87 USD | |
| 10 Jun 2025 | GRANT_AWARD | Zenas BioPharma, Inc. | 18,500 | 0.00 USD | deriv |
| 05 Jun 2025 | GRANT_AWARD | BioAge Labs, Inc. | 22,000 | 0.00 USD | deriv |
| 14 May 2025 | GRANT_AWARD | Vera Therapeutics, Inc. | 14,000 | 0.00 USD | deriv |
| 27 Sept 2024 | CONVERSION | BioAge Labs, Inc. | 1,310,589 | — | |
| 27 Sept 2024 | PURCHASE | BioAge Labs, Inc. | 400,000 | 18.00 USD |
7 purchases reported after at least 12 months of silence — most recent on 16 Sept 2024.