Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Rallybio Corp | 28,500 | reported | 13 May 2025 | tx 10+2,438,494−10,789,193 |
| Vaxcyte, Inc. | 15,000 | reported | 02 Jun 2021 | tx 49+2,262,967−2,962,516 |
| Evommune, Inc. | 4,026 | reported | 19 Dec 2025 | tx 15+3,372,001−27,692,496 |
| Inozyme Pharma, Inc. | 0 | reported | 01 Jul 2025 | tx 18+4,566,952−14,984,361 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Dec 2025 | PURCHASE | Evommune, Inc. | 1,000 | 17.35 USD | first after silenceanomaly |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 3,026 | — | |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 1,441,032 | — | |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 294,502 | — | |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 1,632,441 | — | |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 7,230,283 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 25,790 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 7,145,647 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 3,572,816 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 2,582,243 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 2,508,575 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 1,895,260 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 2,104,740 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 313,571 | — | deriv |
| 07 Nov 2025 | CONVERSION | Evommune, Inc. | 313,571 | — | deriv |
| 01 Jul 2025 | TENDER | Inozyme Pharma, Inc. | 2,923,110 | 4.00 USD | |
| 01 Jul 2025 | TENDER | Inozyme Pharma, Inc. | 1,571,741 | 4.00 USD | |
| 13 May 2025 | GRANT_AWARD | Rallybio Corp | 28,500 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | Rallybio Corp | 73,571 | 0.70 USD | deriv |
| 18 Jun 2024 | GRANT_AWARD | Inozyme Pharma, Inc. | 28,000 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | Rallybio Corp | 16,500 | 0.00 USD | deriv |
| 01 Aug 2023 | PURCHASE | Inozyme Pharma, Inc. | 119,048 | 4.80 USD | |
| 01 Aug 2023 | PURCHASE | Inozyme Pharma, Inc. | 714,285 | 4.80 USD | |
| 13 Jun 2023 | GRANT_AWARD | Inozyme Pharma, Inc. | 16,000 | 0.00 USD | deriv |
| 17 May 2023 | GRANT_AWARD | Rallybio Corp | 15,490 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 19 Dec 2025.