Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 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. | 16,734,518 | reported | 07 Nov 2022 | tx 8+17,030,668−16,213,668 |
| Edgewise Therapeutics, Inc. | 14,809,075 | reported | 03 Apr 2025 | tx 3+981,267 |
| Compass Therapeutics, Inc. | 14,500,119 | reported | 04 Nov 2021 | tx 2+5,357,143 |
| Nivalis Therapeutics, Inc. | 3,466,613 | reported | 28 Dec 2023 | tx 6−1,546,347 |
| Galecto, Inc. | 2,510,041 | reported | 06 Apr 2023 | tx 6−102,630 |
| Janux Therapeutics, Inc. | 2,258,566 | reported | 29 Dec 2021 | tx 6−553,100 |
| Terns Pharmaceuticals, Inc. | 1,967,924 | reported | 16 Jul 2024 | tx 7+137,931−56,164 |
| Disc Medicine, Inc. | 941,569 | reported | 17 Jun 2024 | tx 17+85,058−570,848 |
| Keros Therapeutics, Inc. | 759,155 | reported | 21 Nov 2025 | tx 4−464,522 |
| MBX Biosciences, Inc. | 747,887 | reported | 18 Feb 2025 | tx 4+190,672 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Nov 2025 | OTHER | Keros Therapeutics, Inc. | 140,057 | 17.75 USD | |
| 21 Nov 2025 | OTHER | Keros Therapeutics, Inc. | 74,465 | 17.75 USD | |
| 03 Apr 2025 | PURCHASE | Edgewise Therapeutics, Inc. | 124,193 | 20.13 USD | |
| 03 Apr 2025 | PURCHASE | Edgewise Therapeutics, Inc. | 372,578 | 20.13 USD | |
| 18 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 94,100 | 10.84 USD | |
| 14 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 17,962 | 9.90 USD | |
| 18 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 49,070 | 10.84 USD | |
| 14 Feb 2025 | PURCHASE | MBX Biosciences, Inc. | 29,540 | 9.85 USD | |
| 13 Aug 2024 | SALE | Keros Therapeutics, Inc. | 29,400 | 44.01 USD | |
| 13 Aug 2024 | SALE | Keros Therapeutics, Inc. | 220,600 | 44.01 USD | |
| 16 Jul 2024 | SALE | Terns Pharmaceuticals, Inc. | 623 | 10.00 USD | |
| 16 Jul 2024 | SALE | Terns Pharmaceuticals, Inc. | 4,009 | 10.00 USD | |
| 15 Jul 2024 | SALE | Terns Pharmaceuticals, Inc. | 6,142 | 10.00 USD | |
| 15 Jul 2024 | SALE | Terns Pharmaceuticals, Inc. | 5,401 | 10.00 USD | |
| 15 Jul 2024 | SALE | Terns Pharmaceuticals, Inc. | 39,433 | 10.00 USD | |
| 16 Jul 2024 | SALE | Terns Pharmaceuticals, Inc. | 556 | 10.00 USD | |
| 17 Jun 2024 | PURCHASE | Disc Medicine, Inc. | 28,404 | 36.00 USD | |
| 17 Jun 2024 | PURCHASE | Disc Medicine, Inc. | 10,986 | 36.00 USD | |
| 17 Jun 2024 | PURCHASE | Disc Medicine, Inc. | 43,944 | 36.00 USD | first after silence |
| 28 Dec 2023 | SALE | Nivalis Therapeutics, Inc. | 26,872 | 19.82 USD | |
| 28 Dec 2023 | SALE | Nivalis Therapeutics, Inc. | 139,166 | 18.32 USD | |
| 28 Dec 2023 | SALE | Nivalis Therapeutics, Inc. | 1,195,683 | 18.32 USD | |
| 28 Dec 2023 | SALE | Nivalis Therapeutics, Inc. | 3,128 | 19.82 USD | |
| 27 Dec 2023 | SALE | Nivalis Therapeutics, Inc. | 18,922 | 19.96 USD | |
| 27 Dec 2023 | SALE | Nivalis Therapeutics, Inc. | 162,576 | 19.96 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Jun 2024.