Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 61 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 |
|---|---|---|---|---|
| BiomX Inc. | 13,797,997 | reported | 15 May 2024 | tx 3+9,280,408−9,304,752 |
| MBX Biosciences, Inc. | 3,255,000 | reported | 18 Feb 2025 | tx 12+4,018,850−36,814,286 |
| Terns Pharmaceuticals, Inc. | 1,967,924 | reported | 16 Jul 2024 | tx 26+8,054,811−3,372,368 |
| Cartesian Therapeutics, Inc. | 1,825,415 | reported | 27 Jun 2016 | tx 10+1,727,995−924,271 |
| AMARIN CORP PLC\UK | 594,300 | reported | 04 Sept 2012 | tx 51+45,000−7,495,000 |
| Compass Therapeutics, Inc. | 90,000 | reported | 02 Jan 2026 | tx 16+7,792,150−3,571,428 |
| Keros Therapeutics, Inc. | 45,057 | reported | 21 Nov 2025 | tx 15+1,321,070−1,358,056 |
| Alector, Inc. | 20,000 | reported | 10 May 2019 | tx 28+13,114,029−12,682,329 |
| Intellia Therapeutics, Inc. | 19,000 | reported | 18 May 2017 | tx 8+2,704,709−3,730,618 |
| Disc Medicine, Inc. | 17,245 | reported | 04 Oct 2021 | tx 1+17,245 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | Compass Therapeutics, Inc. | 90,000 | 0.00 USD | deriv |
| 21 Nov 2025 | OTHER | Keros Therapeutics, Inc. | 74,465 | 17.75 USD | |
| 21 Nov 2025 | OTHER | Keros Therapeutics, Inc. | 140,057 | 17.75 USD | |
| 04 Jun 2025 | GRANT_AWARD | Keros Therapeutics, Inc. | 5,250 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | Keros Therapeutics, Inc. | 10,500 | 0.00 USD | deriv |
| 09 Apr 2025 | SALE | Compass Therapeutics, Inc. | 3,571,428 | 1.59 USD | |
| 18 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 49,070 | 10.84 USD | |
| 14 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 29,540 | 9.85 USD | |
| 14 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 17,962 | 9.90 USD | |
| 18 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 94,100 | 10.84 USD | |
| 11 Feb 2025 | GRANT_AWARD | Compass Therapeutics, Inc. | 40,000 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 230,753 | 3.60 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 323,916 | 3.20 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 215,146 | 3.20 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 389,078 | 3.60 USD | |
| 01 Nov 2024 | GRANT_AWARD | Venetian-1 Acquisition Corp. | 155,120 | 4.00 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 74,613 | 3.60 USD | |
| 01 Nov 2024 | GRANT_AWARD | Venetian-1 Acquisition Corp. | 808,894 | 4.00 USD | |
| 01 Nov 2024 | GRANT_AWARD | Venetian-1 Acquisition Corp. | 479,736 | 4.00 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 74,613 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 323,916 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 230,753 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 215,146 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 389,078 | 0.00 USD | deriv |
| 16 Sept 2024 | PURCHASE | MBX Biosciences, Inc. | 500,000 | 16.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 11 Feb 2019.