Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| Zenas BioPharma, Inc. | 422,968 | reported | 31 Mar 2026 | tx 7+537,291 |
| ARROWHEAD PHARMACEUTICALS, INC. | 52,012 | reported | 12 May 2026 | tx 12+29,952−8,620 |
| Terns Pharmaceuticals, Inc. | 45,000 | reported | 11 Jun 2025 | tx 15+6,140,382 |
| Turning Point Therapeutics, Inc. | 15,000 | reported | 22 Apr 2019 | tx 6+1,742,550−6,420,068 |
| AVEDRO INC | 0 | reported | 21 Nov 2019 | tx 4+11,319−11,319 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | SALE | ARROWHEAD PHARMACEUTICALS, INC. | 2,970 | 76.88 USD | 10b5-1 |
| 31 Mar 2026 | PURCHASE | Zenas BioPharma, Inc. | 75,000 | 20.00 USD | |
| 11 Feb 2026 | PURCHASE | Zenas BioPharma, Inc. | 25,985 | 22.50 USD | |
| 16 Dec 2025 | GRANT_AWARD | ARROWHEAD PHARMACEUTICALS, INC. | 7,819 | 0.00 USD | |
| 13 Sept 2024 | PURCHASE | Zenas BioPharma, Inc. | 58,823 | 17.00 USD | |
| 07 Oct 2025 | PURCHASE | Zenas BioPharma, Inc. | 263,160 | 19.00 USD | first after silence |
| 10 Jun 2025 | GRANT_AWARD | Zenas BioPharma, Inc. | 18,500 | 0.00 USD | deriv |
| 11 Jun 2025 | GRANT_AWARD | Terns Pharmaceuticals, Inc. | 45,000 | 0.00 USD | deriv |
| 01 Feb 2025 | GRANT_AWARD | Terns Pharmaceuticals, Inc. | 10,657 | 0.00 USD | deriv |
| 18 Dec 2024 | GRANT_AWARD | ARROWHEAD PHARMACEUTICALS, INC. | 16,733 | 22.99 USD | |
| 22 Mar 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 400 | 28.00 USD | |
| 10 Apr 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 500 | 25.00 USD | |
| 02 Apr 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 150 | 27.34 USD | |
| 18 Apr 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 500 | 22.00 USD | |
| 25 Sept 2024 | GIFT | ARROWHEAD PHARMACEUTICALS, INC. | 5,650 | 0.00 USD | |
| 26 Mar 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 850 | 27.50 USD | |
| 13 Sept 2024 | PURCHASE | Zenas BioPharma, Inc. | 58,823 | 17.00 USD | |
| 12 Sept 2024 | PURCHASE | Terns Pharmaceuticals, Inc. | 285,714 | 10.50 USD | |
| 12 Sept 2024 | PURCHASE | Terns Pharmaceuticals, Inc. | 190,476 | 10.50 USD | |
| 12 Sept 2024 | GRANT_AWARD | Zenas BioPharma, Inc. | 37,000 | 0.00 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | Terns Pharmaceuticals, Inc. | 4,676 | 0.00 USD | deriv |
| 10 Jun 2024 | GRANT_AWARD | Terns Pharmaceuticals, Inc. | 32,000 | 0.00 USD | deriv |
| 20 Mar 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 1,000 | 27.50 USD | |
| 18 Mar 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 1,000 | 27.49 USD | first after silence |
| 19 Mar 2024 | PURCHASE | ARROWHEAD PHARMACEUTICALS, INC. | 1,000 | 28.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 07 Oct 2025.