Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Xilio Therapeutics, Inc. | 40,384,266 | reported | 13 Feb 2026 | tx 11+82,634,494−13,335,000 |
| Arcus Biosciences, Inc. | 31,424,760 | reported | 18 Feb 2025 | tx 3+17,611,731 |
| Kalaris Therapeutics, Inc. | 16,635,286 | reported | 27 Jun 2023 | tx 1+2,930,870 |
| ASSEMBLY BIOSCIENCES, INC. | 4,977,089 | reported | 26 May 2026 | tx 7+6,363,037 |
| Kyverna Therapeutics, Inc. | 0 | reported | 12 Feb 2024 | tx 4+4,126,119−14,636,883 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | ASSEMBLY BIOSCIENCES, INC. | 471,698 | 26.50 USD | |
| 13 Feb 2026 | PURCHASE | Xilio Therapeutics, Inc. | 3,739,000 | 0.53 USD | deriv |
| 26 Nov 2025 | EXERCISE | Xilio Therapeutics, Inc. | 13,335,000 | 0.00 USD | deriv |
| 26 Nov 2025 | EXERCISE | Xilio Therapeutics, Inc. | 13,335,000 | 0.75 USD | deriv |
| 08 Aug 2025 | PURCHASE | ASSEMBLY BIOSCIENCES, INC. | 2,295,920 | — | |
| 08 Aug 2025 | PURCHASE | ASSEMBLY BIOSCIENCES, INC. | 1,147,960 | — | deriv |
| 08 Aug 2025 | PURCHASE | ASSEMBLY BIOSCIENCES, INC. | 1,147,960 | — | deriv |
| 05 Jun 2025 | PURCHASE | Xilio Therapeutics, Inc. | 13,335,000 | — | deriv |
| 05 Jun 2025 | PURCHASE | Xilio Therapeutics, Inc. | 13,335,000 | — | deriv |
| 05 Jun 2025 | PURCHASE | Xilio Therapeutics, Inc. | 13,335,000 | — | deriv |
| 05 Jun 2025 | PURCHASE | Xilio Therapeutics, Inc. | 13,335,000 | — | deriv |
| 18 Feb 2025 | PURCHASE | Arcus Biosciences, Inc. | 1,363,636 | 11.00 USD | |
| 19 Dec 2024 | PURCHASE | ASSEMBLY BIOSCIENCES, INC. | 940,499 | 21.37 USD | |
| 18 Dec 2024 | PURCHASE | Xilio Therapeutics, Inc. | 1,759,978 | 1.04 USD | |
| 18 Dec 2024 | PURCHASE | Xilio Therapeutics, Inc. | 6,092,816 | 1.04 USD | deriv |
| 17 Jun 2024 | PURCHASE | ASSEMBLY BIOSCIENCES, INC. | 179,500 | — | |
| 17 Jun 2024 | PURCHASE | ASSEMBLY BIOSCIENCES, INC. | 179,500 | — | deriv |
| 02 Apr 2024 | PURCHASE | Xilio Therapeutics, Inc. | 485,250 | 0.76 USD | anomaly |
| 02 Apr 2024 | PURCHASE | Xilio Therapeutics, Inc. | 3,882,450 | 0.76 USD | deriv |
| 12 Feb 2024 | CONVERSION | Kyverna Therapeutics, Inc. | 3,216,119 | — | |
| 12 Feb 2024 | PURCHASE | Kyverna Therapeutics, Inc. | 910,000 | 22.00 USD | |
| 12 Feb 2024 | CONVERSION | Kyverna Therapeutics, Inc. | 6,890,744 | 0.00 USD | deriv |
| 12 Feb 2024 | CONVERSION | Kyverna Therapeutics, Inc. | 7,746,139 | 0.00 USD | deriv |
| 29 Jan 2024 | PURCHASE | Arcus Biosciences, Inc. | 15,238,095 | 21.00 USD | anomaly |
| 28 Jun 2023 | PURCHASE | Arcus Biosciences, Inc. | 1,010,000 | 19.26 USD |