Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Cogent Biosciences, Inc. | 12,503,418 | reported | 31 Mar 2026 | tx 21+21,048,025−10,828,265 |
| Viridian Therapeutics, Inc.\DE | 5,090,928 | reported | 11 May 2026 | tx 5+1,190,570−14,100 |
| Apogee Therapeutics, Inc. | 14,461 | reported | 17 Jun 2025 | tx 7+3,065,614 |
| Dianthus Therapeutics, Inc. /DE/ | 11,000 | reported | 23 May 2024 | tx 3+1,677,667 |
| Spyre Therapeutics, Inc. | 8,026 | reported | 27 May 2026 | tx 1+8,026 |
| Zenas BioPharma, Inc. | 0 | reported | 16 Sept 2024 | tx 10+1,641,891−11,330,537 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | Spyre Therapeutics, Inc. | 8,026 | 0.00 USD | deriv |
| 11 May 2026 | PURCHASE | Viridian Therapeutics, Inc.\DE | 1,176,470 | 17.00 USD | |
| 31 Mar 2026 | CONVERSION | Cogent Biosciences, Inc. | 7,000,000 | — | |
| 31 Mar 2026 | SALE | Cogent Biosciences, Inc. | 7,000,000 | 34.66 USD | |
| 31 Mar 2026 | CONVERSION | Cogent Biosciences, Inc. | 28,000 | 0.00 USD | deriv |
| 22 Jan 2026 | SALE | Cogent Biosciences, Inc. | 3,500,000 | 36.40 USD | |
| 10 Jul 2025 | PURCHASE | Cogent Biosciences, Inc. | 2,777,777 | 9.00 USD | |
| 17 Jun 2025 | GRANT_AWARD | Apogee Therapeutics, Inc. | 14,461 | 0.00 USD | deriv |
| 17 Jun 2025 | GRANT_AWARD | Apogee Therapeutics, Inc. | 14,461 | 0.00 USD | deriv |
| 09 Jun 2025 | EXERCISE | Viridian Therapeutics, Inc.\DE | 1,600 | 7.80 USD | |
| 10 Jun 2025 | EXERCISE | Viridian Therapeutics, Inc.\DE | 12,500 | 12.31 USD | |
| 09 Jun 2025 | EXERCISE | Viridian Therapeutics, Inc.\DE | 1,600 | 0.00 USD | deriv |
| 10 Jun 2025 | EXERCISE | Viridian Therapeutics, Inc.\DE | 12,500 | 0.00 USD | deriv |
| 10 Jun 2024 | EXERCISE | Cogent Biosciences, Inc. | 1,500,000 | — | |
| 10 Jun 2024 | EXERCISE | Cogent Biosciences, Inc. | 1,500 | 0.00 USD | deriv |
| 23 May 2024 | GRANT_AWARD | Dianthus Therapeutics, Inc. /DE/ | 11,000 | 0.00 USD | deriv |
| 28 Mar 2024 | OTHER | Cogent Biosciences, Inc. | 286,851 | — | |
| 28 Mar 2024 | OTHER | Cogent Biosciences, Inc. | 286,851 | — | |
| 28 Mar 2024 | OTHER | Cogent Biosciences, Inc. | 11,914 | 0.00 USD | deriv |
| 28 Mar 2024 | OTHER | Cogent Biosciences, Inc. | 11,914 | 0.00 USD | deriv |
| 16 Feb 2024 | GRANT_AWARD | Cogent Biosciences, Inc. | 1,166,666 | 7.50 USD | |
| 16 Feb 2024 | GRANT_AWARD | Cogent Biosciences, Inc. | 1,500 | 7500.00 USD | deriv |
| 22 Jan 2024 | GRANT_AWARD | Dianthus Therapeutics, Inc. /DE/ | 834,334 | 12.00 USD | |
| 22 Jan 2024 | GRANT_AWARD | Dianthus Therapeutics, Inc. /DE/ | 832,333 | 12.00 USD | deriv |
| 13 Jul 2023 | PURCHASE | Apogee Therapeutics, Inc. | 55,913 | 17.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 Jun 2022.