Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 35 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 |
|---|---|---|---|---|
| Seaport Therapeutics, Inc. | 1,927,159 | reported | 04 May 2026 | tx 4+2,731,538−8,578,946 |
| Inozyme Pharma, Inc. | 1,590,808 | reported | 28 Jul 2020 | tx 3+2,028,308−11,888,112 |
| Ocugen, Inc. | 1,572,083 | reported | 08 Dec 2014 | tx 9+2,086,850−1,596,462 |
| ArriVent BioPharma, Inc. | 1,252,308 | reported | 30 Jan 2024 | tx 3+1,696,752−1,252,308 |
| Anthera Pharmaceuticals Inc | 100,000 | reported | 17 May 2013 | tx 30+4,313,621−2,176,353 |
| Natera, Inc. | 46,260 | reported | 25 Apr 2025 | tx 52+3,251,351−3,034,273 |
| AMARIN CORP PLC\UK | 28,847 | reported | 11 Jul 2016 | tx 27+40,018,777−5,840,000 |
| Coherus Oncology, Inc. | 27,000 | reported | 07 Jan 2022 | tx 45+3,852,396−5,394,677 |
| Bolt Biotherapeutics, Inc. | 22,000 | reported | 12 Jun 2024 | tx 9+2,851,437−2,304,437 |
| BioAge Labs, Inc. | 22,000 | reported | 05 Jun 2025 | tx 9+2,341,901−7,310,796 |
3 purchases reported after at least 12 months of silence — most recent on 30 Jan 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 1,927,159 | — | |
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 804,379 | — | |
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 6,052,631 | 0.00 USD | deriv |
| 04 May 2026 | CONVERSION | Seaport Therapeutics, Inc. | 2,526,315 | 0.00 USD | deriv |
| 16 Sept 2025 | TENDER | Y-mAbs Therapeutics, Inc. | 31,603 | 8.60 USD | |
| 16 Sept 2025 | TENDER | Y-mAbs Therapeutics, Inc. | 2,194,278 | 8.60 USD | |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 25,080 | — | |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 33,450 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 16,000 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 13,950 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 8,000 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 14,545 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 11,000 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 11,000 | — | deriv |
| 16 Sept 2025 | OTHER | Y-mAbs Therapeutics, Inc. | 14,222 | — | deriv |
| 30 Jun 2025 | GRANT_AWARD | Y-mAbs Therapeutics, Inc. | 25,080 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | Y-mAbs Therapeutics, Inc. | 33,450 | 0.00 USD | deriv |
| 17 Jun 2025 | GRANT_AWARD | Rapport Therapeutics, Inc. | 21,850 | 0.00 USD | deriv |
| 05 Jun 2025 | GRANT_AWARD | BioAge Labs, Inc. | 22,000 | 0.00 USD | deriv |
| 25 Apr 2025 | GRANT_AWARD | Natera, Inc. | 142 | — | |
| 31 Jan 2025 | GRANT_AWARD | Natera, Inc. | 114 | — | |
| 25 Oct 2024 | GRANT_AWARD | Natera, Inc. | 153 | — | |
| 27 Sept 2024 | CONVERSION | BioAge Labs, Inc. | 1,638,236 | — | |
| 27 Sept 2024 | PURCHASE | BioAge Labs, Inc. | 588,888 | 18.00 USD | |
| 27 Sept 2024 | PURCHASE | BioAge Labs, Inc. | 26,497 | 18.00 USD |