Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Mineralys Therapeutics, Inc. | 4,280,051 | reported | 13 Mar 2025 | tx 7+4,474,772−1,928,476 |
| Sionna Therapeutics, Inc. | 715,988 | reported | 28 Oct 2025 | tx 8−373,610 |
| Bicara Therapeutics Inc. | 23,746 | reported | 09 Jun 2025 | tx 9+6,979,739−47,354,422 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 66,672 | 39.50 USD | |
| 24 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 122,271 | 39.50 USD | |
| 28 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 3,624 | 39.58 USD | |
| 28 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 10,476 | 39.58 USD | |
| 28 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 17,118 | 39.58 USD | |
| 24 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 107,941 | 39.50 USD | |
| 28 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 31,392 | 39.58 USD | |
| 24 Oct 2025 | SALE | Sionna Therapeutics, Inc. | 14,116 | 39.50 USD | |
| 09 Jun 2025 | GRANT_AWARD | Bicara Therapeutics Inc. | 23,746 | 0.00 USD | deriv |
| 13 Mar 2025 | PURCHASE | Mineralys Therapeutics, Inc. | 1,296,296 | 13.50 USD | |
| 16 Sept 2024 | CONVERSION | Bicara Therapeutics Inc. | 2,500,095 | — | |
| 16 Sept 2024 | PURCHASE | Bicara Therapeutics Inc. | 1,680,520 | 18.00 USD | first after silence |
| 16 Sept 2024 | PURCHASE | Bicara Therapeutics Inc. | 152,480 | 18.00 USD | |
| 16 Sept 2024 | CONVERSION | Bicara Therapeutics Inc. | 2,622,898 | — | |
| 16 Sept 2024 | CONVERSION | Bicara Therapeutics Inc. | 18,409,755 | — | deriv |
| 16 Sept 2024 | CONVERSION | Bicara Therapeutics Inc. | 12,273,169 | — | deriv |
| 16 Sept 2024 | CONVERSION | Bicara Therapeutics Inc. | 5,835,024 | — | deriv |
| 16 Sept 2024 | CONVERSION | Bicara Therapeutics Inc. | 10,836,474 | — | deriv |
| 14 Feb 2023 | PURCHASE | Mineralys Therapeutics, Inc. | 131,600 | 16.00 USD | |
| 14 Feb 2023 | CONVERSION | Mineralys Therapeutics, Inc. | 1,735,629 | — | |
| 14 Feb 2023 | CONVERSION | Mineralys Therapeutics, Inc. | 192,847 | — | |
| 14 Feb 2023 | PURCHASE | Mineralys Therapeutics, Inc. | 1,118,400 | 16.00 USD | |
| 14 Feb 2023 | CONVERSION | Mineralys Therapeutics, Inc. | 192,847 | 0.00 USD | deriv |
| 14 Feb 2023 | CONVERSION | Mineralys Therapeutics, Inc. | 1,735,629 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 16 Sept 2024.