Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 38 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 |
|---|---|---|---|---|
| Compass Therapeutics, Inc. | 15,219,994 | reported | 08 Nov 2022 | tx 5+2,049,648 |
| Prelude Therapeutics Inc | 11,808,945 | reported | 21 Apr 2026 | tx 14+22,654,986−13,887,965 |
| Adicet Bio, Inc. | 9,026,359 | reported | 08 Oct 2025 | tx 6+5,875,000 |
| ViewRay, Inc. | 7,234,976 | reported | 20 Aug 2018 | tx 8−1,195,669 |
| Passage BIO, Inc. | 6,066,343 | reported | 26 Jun 2025 | tx 16+1,243,377−1,144,024 |
| PMV Pharmaceuticals, Inc. | 5,975,291 | reported | 10 Sept 2025 | tx 13+7,064,330−6,614,330 |
| Alector, Inc. | 5,955,674 | reported | 16 Apr 2020 | tx 63+13,094,029−16,883,969 |
| SpringWorks Therapeutics, Inc. | 5,753,739 | reported | 09 Aug 2022 | tx 15+7,406,307−7,557,373 |
| ORTHOVITA INC | 5,350,000 | reported | 14 Jan 2004 | tx 8+8,395,747−2,431,106 |
| scPharmaceuticals Inc. | 5,328,328 | reported | 25 Nov 2022 | tx 6+5,559,528−18,500,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | PURCHASE | Q32 Bio Inc. | 1,250,000 | 8.00 USD | |
| 28 May 2026 | PURCHASE | Q32 Bio Inc. | 625,000 | 8.00 USD | |
| 27 May 2026 | SALE | Sionna Therapeutics, Inc. | 101 | 44.49 USD | 10b5-1 |
| 07 May 2026 | SALE | Sionna Therapeutics, Inc. | 48,546 | 44.61 USD | 10b5-1 |
| 08 May 2026 | SALE | Sionna Therapeutics, Inc. | 59,767 | 44.58 USD | 10b5-1 |
| 11 May 2026 | SALE | Sionna Therapeutics, Inc. | 184,639 | 46.22 USD | 10b5-1 |
| 16 Apr 2026 | PURCHASE | Traws Pharma, Inc. | 597,729 | 1.67 USD | |
| 16 Apr 2026 | PURCHASE | Traws Pharma, Inc. | 597,729 | — | deriv |
| 16 Apr 2026 | PURCHASE | Traws Pharma, Inc. | 597,729 | — | deriv |
| 16 Apr 2026 | PURCHASE | Traws Pharma, Inc. | 1,793,187 | — | deriv |
| 21 Apr 2026 | PURCHASE | Prelude Therapeutics Inc | 1,689,189 | 4.44 USD | |
| 21 Apr 2026 | PURCHASE | Prelude Therapeutics Inc | 1,126,126 | 4.44 USD | |
| 24 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 94,583 | 44.54 USD | |
| 26 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 1,600 | 44.49 USD | |
| 25 Nov 2025 | SALE | Sionna Therapeutics, Inc. | 11,890 | 44.60 USD | |
| 08 Oct 2025 | PURCHASE | Adicet Bio, Inc. | 1,500,000 | 1.00 USD | |
| 08 Oct 2025 | PURCHASE | Adicet Bio, Inc. | 3,500,000 | 1.00 USD | |
| 10 Sept 2025 | SALE | PMV Pharmaceuticals, Inc. | 500,000 | 1.80 USD | |
| 08 Aug 2025 | TENDER | Turnstone Biologics Corp. | 3,099,265 | — | |
| 25 Jul 2025 | GRANT_AWARD | ImageneBio, Inc. | 83,611 | 2.49 USD | |
| 27 Jun 2025 | SALE | Corvus Pharmaceuticals, Inc. | 1,176,332 | 4.16 USD | |
| 27 Jun 2025 | EXERCISE | Corvus Pharmaceuticals, Inc. | 1,397,684 | 3.50 USD | |
| 27 Jun 2025 | EXERCISE | Corvus Pharmaceuticals, Inc. | 1,397,684 | 0.00 USD | deriv |
| 24 Jun 2025 | SALE | Passage BIO, Inc. | 231,600 | 0.35 USD | |
| 26 Jun 2025 | SALE | Passage BIO, Inc. | 213,257 | 0.33 USD |
6 purchases reported after at least 12 months of silence — most recent on 16 Sept 2024.