Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| Savara Inc | 24,471,264 | reported | 17 Jul 2023 | tx 1+333,333 |
| TAPIMMUNE INC | 10,714,285 | reported | 16 Mar 2021 | tx 1+5,714,285 |
| Regulus Therapeutics Inc. | 6,451,056 | reported | 04 Dec 2020 | tx 8+24,903,571 |
| SpyGlass Pharma, Inc. | 6,035,038 | reported | 09 Feb 2026 | tx 13+7,392,301−6,454,801 |
| ARDELYX, INC. | 3,482,186 | reported | 09 Dec 2019 | tx 1+400,000 |
| MBX Biosciences, Inc. | 3,114,486 | reported | 16 Sept 2024 | tx 5+3,614,486−37,442,694 |
| Metacrine, Inc. | 2,734,189 | reported | 22 Dec 2021 | tx 8+3,060,527−2,788,567 |
| Inozyme Pharma, Inc. | 2,000,533 | reported | 28 Jul 2020 | tx 5+2,437,689−2,187,689 |
| Korro Bio, Inc. | 242,945 | reported | 10 Mar 2026 | tx 3+467,902 |
| Trine Acquisition Corp. | 135,000 | reported | 08 Jun 2021 | tx 5+137,079−9,135,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 207,100 | 11.11 USD | |
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 242,945 | 11.11 USD | deriv |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 1.37 USD | |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 0.00 USD | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 937,500 | 16.00 USD | first after silence |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | deriv |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 16,443 | — | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 189,195 | 0.01 USD | |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 2,384,873 | — | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 182 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 124,085 | 0.01 USD | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 900 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 607,536 | 0.01 USD | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 2,455 | 6.75 USD |
2 purchases reported after at least 12 months of silence — most recent on 09 Feb 2026.