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 |
|---|---|---|---|---|
| STANDARD BIOTOOLS INC. | 104,111 | reported | 20 Oct 2023 | tx 8+205,733 |
| Quanterix Corp | 15,821 | reported | 02 Jan 2025 | tx 215+282,705−232,344 |
| Azenta, Inc. | 9,703 | reported | 05 Feb 2026 | tx 4+17,108 |
| Covidien Ltd. | 6,235 | reported | 20 Feb 2014 | tx 11+6,023 |
| HOLOGIC INC | 5,396 | reported | 26 Feb 2026 | tx 5+16,376 |
| METTLER TOLEDO INTERNATIONAL INC/ | 3,749 | reported | 18 Nov 2014 | tx 24+19,763−9,180 |
| REPLIGEN CORP | 2,239 | reported | 14 May 2026 | tx 18+17,352 |
| MILLIPORE CORP /MA | 0 | reported | 14 Jul 2010 | tx 33+476,461−876,996 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | REPLIGEN CORP | 995 | 0.00 USD | |
| 14 May 2026 | GRANT_AWARD | REPLIGEN CORP | 2,239 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | HOLOGIC INC | 3,190 | — | |
| 05 Feb 2026 | GRANT_AWARD | Azenta, Inc. | 5,663 | — | deriv |
| 08 Aug 2025 | PURCHASE | REPLIGEN CORP | 1,800 | 112.13 USD | |
| 15 May 2025 | GRANT_AWARD | REPLIGEN CORP | 973 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | REPLIGEN CORP | 1,800 | 0.00 USD | deriv |
| 07 May 2025 | PURCHASE | HOLOGIC INC | 5,445 | 55.24 USD | |
| 26 Feb 2025 | GRANT_AWARD | HOLOGIC INC | 1,864 | — | |
| 26 Feb 2025 | GRANT_AWARD | HOLOGIC INC | 5,535 | 0.00 USD | deriv |
| 07 Feb 2025 | GRANT_AWARD | Azenta, Inc. | 4,040 | — | deriv |
| 02 Jan 2025 | GRANT_AWARD | Quanterix Corp | 7,435 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | Quanterix Corp | 15,821 | 0.00 USD | deriv |
| 09 Dec 2024 | GRANT_AWARD | HOLOGIC INC | 342 | — | |
| 19 Nov 2024 | PURCHASE | Azenta, Inc. | 4,940 | 40.77 USD | |
| 14 Jun 2024 | PURCHASE | REPLIGEN CORP | 915 | 124.54 USD | |
| 14 Jun 2024 | PURCHASE | REPLIGEN CORP | 700 | 125.46 USD | first after silence |
| 16 May 2024 | GRANT_AWARD | REPLIGEN CORP | 701 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | REPLIGEN CORP | 1,376 | 0.00 USD | deriv |
| 12 Feb 2024 | GRANT_AWARD | Azenta, Inc. | 2,465 | 65.93 USD | |
| 02 Jan 2024 | GRANT_AWARD | Quanterix Corp | 2,947 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | Quanterix Corp | 6,412 | 0.00 USD | deriv |
| 20 Oct 2023 | GRANT_AWARD | STANDARD BIOTOOLS INC. | 1,574 | 2.54 USD | |
| 14 Jun 2023 | GRANT_AWARD | STANDARD BIOTOOLS INC. | 26,376 | 0.00 USD | |
| 14 Jun 2023 | GRANT_AWARD | STANDARD BIOTOOLS INC. | 35,380 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 14 Jun 2024.