Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 29 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 |
|---|---|---|---|---|
| Phathom Pharmaceuticals, Inc. | 7,284,269 | reported | 29 Oct 2019 | tx 3+2,406,271 |
| Cidara Therapeutics, Inc. | 1,021,235 | reported | 20 Apr 2015 | tx 6+1,312,258−1,112,258 |
| Mirum Pharmaceuticals, Inc. | 459,010 | reported | 23 Jan 2026 | tx 32+4,124,716−24,941,003 |
| ANAPTYSBIO, INC | 311,291 | reported | 31 Jan 2017 | tx 12+3,571,212−3,171,212 |
| Arcutis Biotherapeutics, Inc. | 27,448 | reported | 13 Jun 2025 | tx 27+10,217,720−9,533,758 |
| Imago BioSciences, Inc. | 23,809 | reported | 15 Jul 2021 | tx 1+23,809 |
| HilleVax, Inc. | 17,199 | reported | 23 Jun 2025 | tx 4+87,199 |
| MBX Biosciences, Inc. | 16,000 | reported | 05 Jun 2025 | tx 6+4,584,737−47,220,117 |
| Vaxcyte, Inc. | 15,000 | reported | 02 Jun 2021 | tx 9+2,349,554−2,074,554 |
| COLLEGIUM PHARMACEUTICAL, INC | 15,000 | reported | 10 Sept 2015 | tx 10+1,902,332−11,934,245 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Jan 2026 | OTHER | Mirum Pharmaceuticals, Inc. | 159,277 | — | |
| 23 Jan 2026 | PURCHASE | Mirum Pharmaceuticals, Inc. | 131,425 | 68.48 USD | |
| 23 Jun 2025 | GRANT_AWARD | HilleVax, Inc. | 17,199 | 0.00 USD | |
| 13 Jun 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 2,646 | 13.08 USD | |
| 12 Jun 2025 | GRANT_AWARD | Arcutis Biotherapeutics, Inc. | 7,609 | 0.00 USD | |
| 12 Jun 2025 | GRANT_AWARD | Arcutis Biotherapeutics, Inc. | 20,568 | 0.00 USD | deriv |
| 05 Jun 2025 | GRANT_AWARD | MBX Biosciences, Inc. | 16,000 | 0.00 USD | deriv |
| 05 Jun 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 378 | 13.41 USD | |
| 04 Jun 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 1,890 | 13.32 USD | |
| 29 May 2025 | EXERCISE | Mirum Pharmaceuticals, Inc. | 5,703 | — | |
| 29 May 2025 | GRANT_AWARD | Mirum Pharmaceuticals, Inc. | 6,268 | 0.00 USD | deriv |
| 29 May 2025 | GRANT_AWARD | Mirum Pharmaceuticals, Inc. | 3,977 | 0.00 USD | deriv |
| 29 May 2025 | EXERCISE | Mirum Pharmaceuticals, Inc. | 5,703 | 0.00 USD | deriv |
| 21 May 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 2,520 | 13.66 USD | |
| 22 May 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 2,520 | 13.65 USD | |
| 15 May 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 2,520 | 13.62 USD | |
| 14 May 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 6,300 | 13.76 USD | |
| 13 May 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 2,374 | 13.76 USD | |
| 09 May 2025 | PURCHASE | Arcutis Biotherapeutics, Inc. | 6,300 | 13.60 USD | |
| 06 Jun 2024 | GRANT_AWARD | HilleVax, Inc. | 22,500 | 0.00 USD | deriv |
| 17 Mar 2025 | PURCHASE | Mirum Pharmaceuticals, Inc. | 21 | 43.93 USD | |
| 14 Mar 2025 | PURCHASE | Mirum Pharmaceuticals, Inc. | 528 | 44.11 USD | |
| 11 Mar 2025 | PURCHASE | Mirum Pharmaceuticals, Inc. | 963 | 43.77 USD | |
| 10 Mar 2025 | PURCHASE | Mirum Pharmaceuticals, Inc. | 577 | 43.37 USD | |
| 10 Mar 2025 | PURCHASE | Mirum Pharmaceuticals, Inc. | 758 | 42.66 USD |
3 purchases reported after at least 12 months of silence — most recent on 31 Aug 2023.