Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 18 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 |
|---|---|---|---|---|
| Nuvalent, Inc. | 1,447,267 | reported | 11 Dec 2024 | tx 12+3,661,555−16,624,154 |
| DYNAVAX TECHNOLOGIES CORP | 915,000 | reported | 08 Aug 2023 | tx 21+5,254,465−14,670,390 |
| BCLS Acquisition Corp. | 487,500 | reported | 26 Oct 2020 | tx 1+487,500 |
| Allena Pharmaceuticals, Inc. | 14,000 | reported | 17 Nov 2020 | tx 3+48,364 |
| Editas Medicine, Inc. | 9,618 | reported | 04 Feb 2019 | tx 77+352,612−318,940 |
| Mersana Therapeutics, Inc. | 0 | reported | 06 Jan 2026 | tx 45+8,941,211−359,732 |
| Atea Pharmaceuticals, Inc. | 0 | reported | 03 Nov 2020 | tx 5+5,695,659−5,365,659 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Jan 2026 | TENDER | Mersana Therapeutics, Inc. | 346,545 | — | |
| 06 Jan 2026 | TENDER | Mersana Therapeutics, Inc. | 578 | — | |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 368 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 118 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 1,002 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 439 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 1,800 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 1,000 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 2,200 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 2,460 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 2,088 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 400 | — | deriv |
| 06 Jan 2026 | OTHER | Mersana Therapeutics, Inc. | 734 | — | deriv |
| 12 Jun 2025 | GRANT_AWARD | Mersana Therapeutics, Inc. | 61,500 | 0.00 USD | deriv |
| 11 Dec 2024 | SALE | Nuvalent, Inc. | 1,250,000 | 88.00 USD | anomaly |
| 12 Jun 2024 | GRANT_AWARD | Nuvalent, Inc. | 2,499 | — | |
| 12 Jun 2024 | GRANT_AWARD | Nuvalent, Inc. | 3,789 | 0.00 USD | deriv |
| 11 Jun 2024 | GRANT_AWARD | Mersana Therapeutics, Inc. | 55,000 | 0.00 USD | deriv |
| 27 Mar 2024 | SALE | Nuvalent, Inc. | 791,795 | 72.31 USD | anomaly |
| 27 Mar 2024 | SALE | Nuvalent, Inc. | 88,205 | 76.88 USD | anomaly |
| 08 Aug 2023 | SALE | DYNAVAX TECHNOLOGIES CORP | 1,500,000 | 14.39 USD | anomaly |
| 14 Jun 2023 | SALE | DYNAVAX TECHNOLOGIES CORP | 500,000 | 12.68 USD | anomaly |
| 15 Jun 2023 | GRANT_AWARD | Nuvalent, Inc. | 15,000 | 0.00 USD | deriv |
| 08 Jun 2023 | GRANT_AWARD | Mersana Therapeutics, Inc. | 14,467 | 0.00 USD | |
| 08 Jun 2023 | GRANT_AWARD | Mersana Therapeutics, Inc. | 18,355 | 0.00 USD | deriv |