Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| 89bio, Inc. | 8,955,410 | reported | 18 Oct 2022 | tx 3+6,806,541 |
| Solid Biosciences Inc. | 4,192,216 | reported | 11 Jan 2024 | tx 2+913,810 |
| Vor Biopharma Inc. | 1,401,226 | reported | 21 Oct 2025 | tx 5−117,050 |
| Tyra Biosciences, Inc. | 14,500 | reported | 31 May 2023 | tx 10+7,250,954−2,304,788 |
| Jade Biosciences, Inc. | 12,500 | reported | 05 Jun 2024 | tx 1+12,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Oct 2025 | SALE | Vor Biopharma Inc. | 13,817 | 29.63 USD | |
| 20 Oct 2025 | SALE | Vor Biopharma Inc. | 70,366 | 29.63 USD | |
| 21 Oct 2025 | SALE | Vor Biopharma Inc. | 25,027 | 28.11 USD | |
| 20 Oct 2025 | SALE | Vor Biopharma Inc. | 1,287 | 30.12 USD | |
| 20 Oct 2025 | SALE | Vor Biopharma Inc. | 6,553 | 30.12 USD | |
| 05 Jun 2024 | GRANT_AWARD | Jade Biosciences, Inc. | 12,500 | 0.00 USD | deriv |
| 11 Jan 2024 | PURCHASE | Solid Biosciences Inc. | 904,160 | 5.53 USD | first after silence |
| 31 May 2023 | GRANT_AWARD | Tyra Biosciences, Inc. | 14,500 | 0.00 USD | deriv |
| 13 Dec 2022 | GRANT_AWARD | Solid Biosciences Inc. | 9,650 | 0.00 USD | deriv |
| 18 Oct 2022 | PURCHASE | 89bio, Inc. | 1,172,741 | 7.65 USD | |
| 01 Jul 2022 | PURCHASE | 89bio, Inc. | 2,816,900 | 3.55 USD | |
| 01 Jul 2022 | PURCHASE | 89bio, Inc. | 2,816,900 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 442,721 | — | |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 1,496,613 | — | |
| 17 Sept 2021 | PURCHASE | Tyra Biosciences, Inc. | 1,250,000 | 16.00 USD | |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 4,047,120 | — | |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 182,257 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 546,773 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 1,011,370 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 393,940 | 0.00 USD | deriv |
| 17 Sept 2021 | CONVERSION | Tyra Biosciences, Inc. | 170,448 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 11 Jan 2024.