Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| Edgewise Therapeutics, Inc. | 6,071,703 | reported | 14 Sept 2022 | tx 6+6,071,703−4,962,207 |
| IO Biotech, Inc. | 4,354,449 | reported | 26 Jul 2024 | tx 10+8,216,202−1,684,992 |
| Hemab Therapeutics Holdings, Inc. | 4,180,550 | reported | 04 May 2026 | tx 5+4,180,550−190,025 |
| Bolt Biotherapeutics, Inc. | 3,703,991 | reported | 13 Jul 2022 | tx 7+4,427,088−4,827,088 |
| MapLight Therapeutics, Inc. | 3,686,622 | reported | 28 Oct 2025 | tx 4+3,686,622−45,925,878 |
| Cyteir Therapeutics, Inc. | 3,522,136 | reported | 20 Jul 2023 | tx 22+4,840,413−16,871,393 |
| OnKure Therapeutics, Inc. | 3,330,337 | reported | 23 Jun 2023 | tx 4+3,430,377−12,467,054 |
| Arcellx, Inc. | 3,183,545 | reported | 08 Feb 2022 | tx 6+4,016,878−3,183,545 |
| SPRUCE BIOSCIENCES, INC. | 2,550,000 | reported | 21 Mar 2024 | tx 12+8,853,336−35,647,336 |
| Galera Therapeutics, Inc. | 2,459,021 | reported | 18 Feb 2021 | tx 7+3,409,021−15,659,659 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 4,180,550 | — | |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 23,343 | 0.00 USD | deriv |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 71,866 | 0.00 USD | deriv |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 62,121 | 0.00 USD | deriv |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 32,695 | 0.00 USD | deriv |
| 01 May 2026 | CONVERSION | Avalyn Pharma Inc. | 3,327,734 | — | |
| 01 May 2026 | PURCHASE | Avalyn Pharma Inc. | 555,555 | 18.00 USD | |
| 01 May 2026 | CONVERSION | Avalyn Pharma Inc. | 18,000,000 | 0.00 USD | deriv |
| 01 May 2026 | CONVERSION | Avalyn Pharma Inc. | 1,986,369 | 0.00 USD | deriv |
| 01 May 2026 | CONVERSION | Avalyn Pharma Inc. | 25,899,284 | 0.00 USD | deriv |
| 01 May 2026 | CONVERSION | Avalyn Pharma Inc. | 5,587,603 | 0.00 USD | deriv |
| 01 May 2026 | CONVERSION | Avalyn Pharma Inc. | 12,558,081 | 0.00 USD | deriv |
| 28 Oct 2025 | PURCHASE | MapLight Therapeutics, Inc. | 952,941 | 17.00 USD | first after silence |
| 28 Oct 2025 | CONVERSION | MapLight Therapeutics, Inc. | 2,733,681 | — | |
| 28 Oct 2025 | CONVERSION | MapLight Therapeutics, Inc. | 19,734,671 | 0.00 USD | deriv |
| 28 Oct 2025 | CONVERSION | MapLight Therapeutics, Inc. | 26,191,207 | 0.00 USD | deriv |
| 25 Jul 2024 | SALE | IO Biotech, Inc. | 51,522 | 1.33 USD | |
| 26 Jul 2024 | SALE | IO Biotech, Inc. | 23,478 | 1.31 USD | |
| 10 May 2024 | SALE | IO Biotech, Inc. | 658,809 | 1.22 USD | |
| 21 Mar 2024 | SALE | SPRUCE BIOSCIENCES, INC. | 465,021 | 0.75 USD | |
| 18 Mar 2024 | SALE | SPRUCE BIOSCIENCES, INC. | 842,020 | 0.77 USD | |
| 20 Mar 2024 | SALE | SPRUCE BIOSCIENCES, INC. | 359,979 | 0.73 USD | |
| 19 Mar 2024 | SALE | SPRUCE BIOSCIENCES, INC. | 593,000 | 0.76 USD | |
| 14 Mar 2024 | SALE | SPRUCE BIOSCIENCES, INC. | 1,912,316 | 0.89 USD | |
| 13 Feb 2024 | PURCHASE | Metagenomi Therapeutics, Inc. | 800,000 | 15.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 28 Oct 2025.