Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| INTERLEUKIN GENETICS INC | 55,418,811 | reported | 29 Jul 2016 | tx 4+79,979,378 |
| Savara Inc | 24,471,264 | reported | 17 Jul 2023 | tx 1+333,333 |
| Adaptimmune Therapeutics PLC | 19,500,000 | reported | 24 Jan 2020 | tx 9+43,209,672 |
| Trine Acquisition Corp. | 19,263,413 | reported | 08 Jun 2021 | tx 4+135,806−9,135,000 |
| TAPIMMUNE INC | 10,714,285 | reported | 16 Mar 2021 | tx 1+5,714,285 |
| Mersana Therapeutics, Inc. | 5,959,520 | reported | 14 Sept 2020 | tx 24+8,264,522−38,260,132 |
| Regulus Therapeutics Inc. | 5,239,254 | reported | 04 Dec 2020 | tx 8+24,903,571 |
| Achaogen Inc | 5,215,128 | reported | 19 Dec 2016 | tx 1+500,000 |
| Mirna Therapeutics, Inc. | 4,228,940 | reported | 26 Jan 2018 | tx 9+6,775,956−1,825,209 |
| ARDELYX, INC. | 3,482,186 | reported | 09 Dec 2019 | tx 7+3,760,634 |
1 purchase reported after at least 12 months of silence — most recent on 09 Feb 2026.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 207,100 | 11.11 USD | |
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 242,945 | 11.11 USD | deriv |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 1.37 USD | |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 0.00 USD | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 937,500 | 16.00 USD | first after silence |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | deriv |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 2,384,873 | — | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 280 | 6.75 USD | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 182 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 124,085 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 900 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 607,536 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 2,455 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 1,656,789 | 0.01 USD |