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 |
|---|---|---|---|---|
| Camp4 Therapeutics Corp | 197,661 | reported | 11 Sept 2025 | tx 12+3,941,251−19,246,074 |
| Scholar Rock Holding Corp | 38,639 | reported | 09 May 2024 | tx 73+4,956,876−10,433,551 |
| FATE THERAPEUTICS INC | 21,438 | reported | 01 Aug 2019 | tx 119+2,585,186−2,810,328 |
| aTYR PHARMA INC | 20,000 | reported | 15 May 2018 | tx 33+1,911,706−14,699,547 |
| Syros Pharmaceuticals, Inc. | 17,500 | reported | 01 Jun 2022 | tx 14+1,705,153−4,449,954 |
| Metacrine, Inc. | 16,500 | reported | 18 May 2022 | tx 16+2,927,258−2,664,258 |
| BIND Therapeutics, Inc | 15,000 | reported | 09 Jun 2015 | tx 2+30,000 |
| Cartesian Therapeutics, Inc. | 10,000 | reported | 14 Jun 2019 | tx 55+3,055,771−1,919,267 |
| Receptos, Inc. | 9,400 | reported | 03 Jun 2014 | tx 28+1,223,302−8,882,317 |
| Morphic Holding, Inc. | 0 | reported | 16 Aug 2024 | tx 36+2,411,189−4,621,135 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Sept 2025 | PURCHASE | Camp4 Therapeutics Corp | 1,221,721 | 1.53 USD | |
| 11 Sept 2025 | PURCHASE | Camp4 Therapeutics Corp | 85,468 | 1.53 USD | |
| 25 Jun 2025 | GRANT_AWARD | Camp4 Therapeutics Corp | 9,000 | 0.00 USD | deriv |
| 15 Oct 2024 | PURCHASE | Camp4 Therapeutics Corp | 909,090 | 11.00 USD | first after silence |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 353,718 | — | |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 87,448 | — | |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 1,250,061 | — | |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 24,745 | — | |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 3,967,234 | — | deriv |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 980,829 | — | deriv |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 14,020,475 | — | deriv |
| 15 Oct 2024 | CONVERSION | Camp4 Therapeutics Corp | 277,536 | — | deriv |
| 16 Aug 2024 | TENDER | Morphic Holding, Inc. | 145 | — | |
| 16 Aug 2024 | TENDER | Morphic Holding, Inc. | 1,860,498 | — | |
| 16 Aug 2024 | TENDER | Morphic Holding, Inc. | 130,153 | — | |
| 16 Aug 2024 | OTHER | Morphic Holding, Inc. | 24,000 | — | deriv |
| 16 Aug 2024 | OTHER | Morphic Holding, Inc. | 12,000 | — | deriv |
| 16 Aug 2024 | OTHER | Morphic Holding, Inc. | 9,910 | — | deriv |
| 16 Aug 2024 | OTHER | Morphic Holding, Inc. | 17,550 | — | deriv |
| 16 Aug 2024 | OTHER | Morphic Holding, Inc. | 12,535 | — | deriv |
| 16 Aug 2024 | OTHER | Morphic Holding, Inc. | 23,168 | — | deriv |
| 04 Jun 2024 | GRANT_AWARD | Morphic Holding, Inc. | 23,168 | 0.00 USD | deriv |
| 09 May 2024 | OTHER | Scholar Rock Holding Corp | 13,096 | 0.00 USD | |
| 09 May 2024 | OTHER | Scholar Rock Holding Corp | 27,606 | 0.00 USD | |
| 09 May 2024 | OTHER | Scholar Rock Holding Corp | 322 | 0.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 15 Oct 2024.