Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 96 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 |
|---|---|---|---|---|
| Aclaris Therapeutics, Inc. | 13,950,000 | reported | 23 Apr 2026 | tx 22+4,854,052−300,000 |
| Metacrine, Inc. | 6,160,570 | reported | 21 Dec 2022 | tx 11+2,510,570 |
| Cyteir Therapeutics, Inc. | 3,654,053 | reported | 20 Mar 2024 | tx 2+284,366 |
| AN2 Therapeutics, Inc. | 3,217,432 | reported | 30 May 2025 | tx 6+1,500,000−2,732,000 |
| Outset Medical, Inc. | 2,519,701 | reported | 15 May 2026 | tx 3+617,500 |
| Avalanche Biotechnologies, Inc. | 1,958,080 | reported | 04 Dec 2025 | tx 24+1,235,943−1,116,039 |
| Enliven Therapeutics, Inc. | 1,767,774 | reported | 04 Jan 2023 | tx 14+717,774−2,590,000 |
| BUILD-A-BEAR WORKSHOP INC | 1,281,000 | reported | 29 Sept 2017 | tx 69+475,194.96−1,266,381 |
| RETRACTABLE TECHNOLOGIES INC | 688,575 | reported | 29 Dec 2022 | tx 17+846,875−3,252,400 |
| QUIGLEY CORP | 627,322 | reported | 29 Sept 2017 | tx 15+549,567−1,695,305 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | Outset Medical, Inc. | 323,000 | 5.00 USD | |
| 08 May 2026 | EXERCISE | Outset Medical, Inc. | 197,600 | 5.00 USD | |
| 11 May 2026 | EXERCISE | Outset Medical, Inc. | 96,900 | 5.00 USD | |
| 23 Apr 2026 | SALE | Aclaris Therapeutics, Inc. | 300,000 | 4.53 USD | |
| 04 Dec 2025 | SALE | Avalanche Biotechnologies, Inc. | 524,560 | 4.19 USD | |
| 03 Dec 2025 | SALE | Avalanche Biotechnologies, Inc. | 222,925 | 4.17 USD | |
| 02 Dec 2025 | SALE | Avalanche Biotechnologies, Inc. | 51,961 | 4.20 USD | |
| 01 Dec 2025 | SALE | Avalanche Biotechnologies, Inc. | 300,000 | 4.20 USD | |
| 03 Oct 2025 | SALE | SPACEHAB INC \WA\ | 9,166 | 5.83 USD | |
| 03 Oct 2025 | SALE | SPACEHAB INC \WA\ | 220,410 | 7.13 USD | |
| 28 May 2025 | SALE | AN2 Therapeutics, Inc. | 200,000 | 1.09 USD | |
| 28 May 2025 | SALE | AN2 Therapeutics, Inc. | 100,000 | 1.16 USD | |
| 30 May 2025 | SALE | AN2 Therapeutics, Inc. | 7,000 | 1.03 USD | |
| 28 May 2025 | SALE | AN2 Therapeutics, Inc. | 2,000,000 | 1.16 USD | |
| 30 May 2025 | SALE | AN2 Therapeutics, Inc. | 425,000 | 1.01 USD | |
| 27 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 16,593 | 5.19 USD | |
| 26 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 20,407 | 5.04 USD | |
| 22 Apr 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 300,000 | 3.00 USD | |
| 23 Apr 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 50,000 | 2.98 USD | |
| 31 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 19,566 | 4.38 USD | |
| 02 Apr 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 15,209 | 4.04 USD | |
| 27 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 16,593 | 5.19 USD | |
| 26 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 20,407 | 5.04 USD | |
| 20 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 30,600 | 5.61 USD | |
| 18 Mar 2025 | PURCHASE | Avalanche Biotechnologies, Inc. | 18,000 | 4.60 USD |
3 purchases reported after at least 12 months of silence — most recent on 18 Mar 2024.