Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 33 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 |
|---|---|---|---|---|
| Theseus Pharmaceuticals, Inc. | 16,542,652 | reported | 21 Jan 2022 | tx 7+203,134 |
| Enliven Therapeutics, Inc. | 7,663,349 | reported | 16 May 2024 | tx 9+5,867,859−11,081,719 |
| Passage BIO, Inc. | 6,885,572 | reported | 17 Apr 2025 | tx 28+7,159,723−6,397,656 |
| Synthorx, Inc. | 5,316,355 | reported | 11 Dec 2018 | tx 3+5,316,355−6,333,206 |
| Kinnate Biopharma Inc. | 4,425,462 | reported | 02 May 2023 | tx 9+1,405,168 |
| Repare Therapeutics Inc. | 3,177,041 | reported | 07 Sept 2021 | tx 4−8,084 |
| Terns Pharmaceuticals, Inc. | 1,973,881 | reported | 16 Aug 2022 | tx 6+4,000,000 |
| Venetian-1 Acquisition Corp. | 1,233,506 | reported | 01 Nov 2024 | tx 13+2,677,256−1,233,506 |
| Keros Therapeutics, Inc. | 1,119,812 | reported | 13 Apr 2020 | tx 5+1,268,734−893,534 |
| Galecto, Inc. | 879,867 | reported | 31 Jul 2023 | tx 6−248,600 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Apr 2025 | SALE | Passage BIO, Inc. | 10,326 | 0.38 USD | |
| 16 Apr 2025 | SALE | Passage BIO, Inc. | 61,638 | 0.33 USD | |
| 17 Apr 2025 | SALE | Passage BIO, Inc. | 77,090 | 0.33 USD | |
| 06 Jan 2025 | SALE | Passage BIO, Inc. | 19,481 | 0.77 USD | |
| 07 Jan 2025 | SALE | Passage BIO, Inc. | 52,536 | 0.71 USD | |
| 08 Jan 2025 | SALE | Passage BIO, Inc. | 75,007 | 0.68 USD | |
| 20 Dec 2024 | SALE | Passage BIO, Inc. | 230,321 | 0.60 USD | |
| 04 Dec 2024 | SALE | Passage BIO, Inc. | 76,200 | 0.79 USD | |
| 06 Dec 2024 | SALE | Passage BIO, Inc. | 20,903 | 0.82 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 323,916 | 3.20 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 389,078 | 3.60 USD | |
| 01 Nov 2024 | GRANT_AWARD | Venetian-1 Acquisition Corp. | 155,120 | 4.00 USD | |
| 01 Nov 2024 | GRANT_AWARD | Venetian-1 Acquisition Corp. | 479,736 | 4.00 USD | |
| 01 Nov 2024 | GRANT_AWARD | Venetian-1 Acquisition Corp. | 808,894 | 4.00 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 74,613 | 3.60 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 230,753 | 3.60 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 215,146 | 3.20 USD | |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 323,916 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 74,613 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 230,753 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 389,078 | 0.00 USD | deriv |
| 01 Nov 2024 | CONVERSION | Venetian-1 Acquisition Corp. | 215,146 | 0.00 USD | deriv |
| 16 Sept 2024 | SALE | Passage BIO, Inc. | 63,100 | 0.74 USD | |
| 18 Sept 2024 | SALE | Passage BIO, Inc. | 25,631 | 0.73 USD | |
| 17 Sept 2024 | SALE | Passage BIO, Inc. | 111,400 | 0.73 USD |
1 purchase reported after at least 12 months of silence — most recent on 28 Feb 2020.