Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Royalty Pharma plc | 1,242,604 | reported | 06 May 2026 | tx 53+30,352,937.49−2,724,235 |
| PROKIDNEY CORP. | 135,000 | reported | 28 May 2026 | tx 20+232,707,396−29,586,009 |
| Epizyme, Inc. | 0 | reported | 12 Aug 2022 | tx 7+98,511−31,950,388 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | PROKIDNEY CORP. | 135,000 | 0.00 USD | deriv |
| 06 May 2026 | GRANT_AWARD | Royalty Pharma plc | 143,821 | 0.00 USD | |
| 11 Feb 2026 | GRANT_AWARD | Royalty Pharma plc | 157,828 | 0.00 USD | |
| 05 Nov 2025 | GRANT_AWARD | Royalty Pharma plc | 36,559 | 0.00 USD | |
| 06 Aug 2025 | GRANT_AWARD | Royalty Pharma plc | 21,901 | 0.00 USD | |
| 08 Aug 2025 | GIFT | Royalty Pharma plc | 60,000 | 0.00 USD | deriv |
| 03 Jun 2025 | OTHER | PROKIDNEY CORP. | 3,823,996 | 0.00 USD | |
| 03 Jun 2025 | CONVERSION | PROKIDNEY CORP. | 3,823,996 | 0.00 USD | |
| 03 Jun 2025 | CONVERSION | PROKIDNEY CORP. | 3,823,996 | 0.00 USD | deriv |
| 03 Jun 2025 | CONVERSION | PROKIDNEY CORP. | 3,823,996 | 0.00 USD | deriv |
| 29 May 2025 | GRANT_AWARD | PROKIDNEY CORP. | 125,862 | 0.00 USD | deriv |
| 16 May 2025 | OTHER | Royalty Pharma plc | 530,348 | 0.00 USD | |
| 16 May 2025 | OTHER | Royalty Pharma plc | 857,138 | 0.00 USD | deriv |
| 16 May 2025 | GRANT_AWARD | Royalty Pharma plc | 13,356,742 | 0.00 USD | deriv |
| 12 May 2025 | GIFT | Royalty Pharma plc | 867,180 | 0.00 USD | deriv |
| 12 May 2025 | GIFT | Royalty Pharma plc | 867,180 | 0.00 USD | deriv |
| 08 May 2025 | GRANT_AWARD | Royalty Pharma plc | 288,352 | 0.00 USD | |
| 13 Jun 2024 | PURCHASE | PROKIDNEY CORP. | 22,617,909 | 2.42 USD | |
| 30 May 2024 | GRANT_AWARD | PROKIDNEY CORP. | 62,558 | 0.00 USD | deriv |
| 05 Feb 2024 | OTHER | PROKIDNEY CORP. | 748,952 | 0.00 USD | |
| 05 Feb 2024 | CONVERSION | PROKIDNEY CORP. | 748,952 | 0.00 USD | |
| 05 Feb 2024 | CONVERSION | PROKIDNEY CORP. | 748,952 | 0.00 USD | deriv |
| 05 Feb 2024 | CONVERSION | PROKIDNEY CORP. | 748,952 | 0.00 USD | deriv |
| 30 Dec 2022 | GIFT | Royalty Pharma plc | 292,190.49 | 0.00 USD | |
| 16 Nov 2023 | OTHER | Royalty Pharma plc | 383,000 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 May 2023.