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 |
|---|---|---|---|---|
| FS Development Corp. II | 8,773,134 | reported | 05 Apr 2023 | tx 4+6,040,202−4,941,250 |
| Theseus Pharmaceuticals, Inc. | 4,108,796 | reported | 17 Jul 2023 | tx 4+1,200,000 |
| Eikon Therapeutics, Inc. | 1,714,254 | reported | 04 Feb 2026 | tx 29+4,097,242−30,142,109 |
| Disc Medicine, Inc. | 1,500,000 | reported | 05 Feb 2021 | tx 3+4,428,750−2,928,750 |
| ALUMIS INC. | 0 | reported | 01 Jul 2024 | tx 32+13,976,484−11,476,484 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 1,340,878 | 0.00 USD | |
| 04 Feb 2026 | PURCHASE | Eikon Therapeutics, Inc. | 55,555 | 18.00 USD | first after silence |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 37,855 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 229,428 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 697,885 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 37,855 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 1,626 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 67,207 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 458,855 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 348,942 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 37,855 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 922 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 38,133 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 408,725 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 335,521 | 0.00 USD | |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 3,048,192 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 12,123 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 6,878 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 501,219 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 284,392 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 1,711,025 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 3,422,051 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 282,317 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 282,317 | 0.00 USD | deriv |
| 04 Feb 2026 | CONVERSION | Eikon Therapeutics, Inc. | 282,317 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 04 Feb 2026.