Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 51 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 |
|---|---|---|---|---|
| Wave Life Sciences Ltd. | 26,975,505 | reported | 30 Mar 2026 | tx 10+9,884,841 |
| Climb Bio, Inc. | 22,546,000 | reported | 29 Apr 2026 | tx 1+2,106,000 |
| Acumen Pharmaceuticals, Inc. | 13,043,179 | reported | 21 Jul 2023 | tx 1+5,161,290 |
| Fulcrum Therapeutics, Inc. | 11,609,704 | reported | 20 Jan 2023 | tx 4+4,326,125 |
| 89bio, Inc. | 11,081,584 | reported | 24 Mar 2023 | tx 2+3,761,538 |
| Cytek Biosciences, Inc. | 10,105,657 | reported | 16 Feb 2022 | tx 3+498,629 |
| ARS Pharmaceuticals, Inc. | 9,958,073 | reported | 27 Mar 2024 | tx 4+5,151,299 |
| DICE Therapeutics, Inc. | 6,561,060 | reported | 27 Mar 2023 | tx 3+498,556 |
| Hemab Therapeutics Holdings, Inc. | 6,376,968 | reported | 20 May 2026 | tx 23+7,740,958−219,913 |
| Werewolf Therapeutics, Inc. | 5,709,858 | reported | 12 May 2026 | tx 7+17,500−565,167 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | Tyra Biosciences, Inc. | 13,160 | 0.00 USD | deriv |
| 19 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 3,802 | 24.97 USD | |
| 20 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 996 | 24.94 USD | |
| 18 May 2026 | GRANT_AWARD | Acrivon Therapeutics, Inc. | 9,366 | 0.00 USD | |
| 12 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 6,387 | 24.90 USD | |
| 11 May 2026 | PURCHASE | Artiva Biotherapeutics, Inc. | 6,510,416 | 11.52 USD | |
| 11 May 2026 | PURCHASE | Artiva Biotherapeutics, Inc. | 2,170,138 | 11.52 USD | deriv |
| 08 May 2026 | SALE | Werewolf Therapeutics, Inc. | 351,514 | 0.71 USD | |
| 08 May 2026 | SALE | Werewolf Therapeutics, Inc. | 25,012 | 0.71 USD | |
| 11 May 2026 | SALE | Werewolf Therapeutics, Inc. | 81,678 | 0.67 USD | |
| 11 May 2026 | SALE | Werewolf Therapeutics, Inc. | 5,812 | 0.67 USD | |
| 12 May 2026 | SALE | Werewolf Therapeutics, Inc. | 94,432 | 0.64 USD | |
| 12 May 2026 | SALE | Werewolf Therapeutics, Inc. | 6,719 | 0.64 USD | |
| 07 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 7,921 | 24.34 USD | |
| 07 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 1,985 | 24.95 USD | |
| 08 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 1,483 | 24.98 USD | |
| 11 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 14,149 | 24.47 USD | |
| 11 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 25,720 | 25.00 USD | |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 3,607,846 | — | |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 1,009,052 | — | |
| 04 May 2026 | CONVERSION | Hemab Therapeutics Holdings, Inc. | 221,188 | — | |
| 04 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 2,541,250 | 18.00 USD | |
| 04 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 133,750 | 18.00 USD | |
| 05 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 87,143 | 24.59 USD | |
| 05 May 2026 | PURCHASE | Hemab Therapeutics Holdings, Inc. | 10,268 | 25.00 USD |