Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| ARRAY BIOPHARMA INC | 16,658,072 | reported | 28 Sept 2016 | tx 17+3,446,633−2,892,578 |
| AMICUS THERAPEUTICS, INC. | 12,956,446 | reported | 03 Jun 2016 | tx 1+66,300 |
| Atlas Therapeutics Corp | 9,548,897 | reported | 01 Jul 2022 | tx 4+25,576,321 |
| Absci Corp | 8,253,316 | reported | 01 Mar 2024 | tx 2+275,322 |
| Shattuck Labs, Inc. | 7,198,553 | reported | 25 Aug 2025 | tx 16+18,116,714−1,478,323 |
| Neurogene Inc. | 4,041,211 | reported | 02 Apr 2020 | tx 13+194,300−19,668 |
| ADC Therapeutics SA | 3,846,153 | reported | 27 Oct 2025 | tx 6+7,892,306 |
| XERIS PHARMACEUTICALS INC | 3,000,642 | reported | 19 Feb 2019 | tx 1+588,000 |
| FATE THERAPEUTICS INC | 2,638,825 | reported | 20 Dec 2024 | tx 32+16,560,123−8,134,060 |
| PLIANT THERAPEUTICS, INC. | 1,910,657 | reported | 05 Jun 2020 | tx 2+1,910,657−13,661,202 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Oct 2025 | PURCHASE | ADC Therapeutics SA | 3,846,153 | 3.90 USD | deriv |
| 27 Oct 2025 | PURCHASE | ADC Therapeutics SA | 3,846,153 | 3.90 USD | deriv |
| 25 Aug 2025 | GRANT_AWARD | Shattuck Labs, Inc. | 4,097,730 | — | deriv |
| 25 Aug 2025 | GRANT_AWARD | Shattuck Labs, Inc. | 4,097,730 | — | deriv |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 2,964,843 | — | |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 667,666 | — | deriv |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 7,199,325 | — | deriv |
| 20 Dec 2024 | SALE | FATE THERAPEUTICS INC | 341,633 | 1.68 USD | |
| 20 Dec 2024 | OTHER | FATE THERAPEUTICS INC | 1,084,936 | 1.68 USD | |
| 20 Dec 2024 | OTHER | FATE THERAPEUTICS INC | 1,084,936 | 1.68 USD | |
| 20 Dec 2024 | PURCHASE | FATE THERAPEUTICS INC | 397,964 | 1.68 USD | |
| 20 Dec 2024 | OTHER | FATE THERAPEUTICS INC | 116,261 | 8.40 USD | deriv |
| 20 Dec 2024 | OTHER | FATE THERAPEUTICS INC | 116,261 | 8.40 USD | deriv |
| 20 Dec 2024 | OTHER | FATE THERAPEUTICS INC | 56,331 | 1.68 USD | deriv |
| 12 Dec 2024 | CONVERSION | FATE THERAPEUTICS INC | 30,110 | — | |
| 12 Dec 2024 | CONVERSION | FATE THERAPEUTICS INC | 6,022 | — | deriv |
| 11 Dec 2024 | PURCHASE | ADC Therapeutics SA | 50,000 | 2.28 USD | |
| 11 Dec 2024 | PURCHASE | ADC Therapeutics SA | 50,000 | 2.28 USD | |
| 11 Dec 2024 | PURCHASE | ADC Therapeutics SA | 50,000 | 3.81 USD | |
| 11 Dec 2024 | PURCHASE | ADC Therapeutics SA | 50,000 | 3.81 USD | |
| 04 Dec 2024 | PURCHASE | Shattuck Labs, Inc. | 133,371 | 1.25 USD | |
| 04 Dec 2024 | OTHER | Shattuck Labs, Inc. | 1,026,888 | 1.25 USD | |
| 04 Dec 2024 | OTHER | Shattuck Labs, Inc. | 1,026,888 | 1.25 USD | |
| 04 Dec 2024 | SALE | Shattuck Labs, Inc. | 133,371 | 1.25 USD | |
| 02 Oct 2024 | OTHER | Malo Holdings Corp | 16,421,788 | 2.35 USD |
2 purchases reported after at least 12 months of silence — most recent on 14 Apr 2023.