Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| CARGO Therapeutics, Inc. | 5,175,832 | reported | 12 Jan 2024 | tx 1−1,842,499 |
| Milestone Pharmaceuticals Inc. | 4,315,102 | reported | 07 Sept 2022 | tx 18+14,115,218−4,412,535 |
| Landos Biopharma, Inc. | 3,975,722 | reported | 23 Sept 2022 | tx 4+4,275,722−3,950,722 |
| Stoke Therapeutics, Inc. | 3,544,248 | reported | 08 Nov 2019 | tx 1−16,434 |
| Avidity Biosciences, Inc. | 3,045,000 | reported | 16 Jun 2020 | tx 3+3,995,000−6,423,431 |
| Constellation Alpha Capital Corp. | 3,018,666 | reported | 04 Nov 2022 | tx 8+301,578.5−131,450 |
| Chardan Healthcare Acquisition 2 Corp. | 3,000,803 | reported | 18 Jan 2022 | tx 8+1,000,597.93 |
| LeonaBio, Inc. | 2,668,913 | reported | 18 Sept 2020 | tx 3+2,285,131−1,535,131 |
| Orchestra BioMed Holdings, Inc. | 2,386,331 | reported | 27 Apr 2026 | tx 7+7,748,528−1,250,064 |
| Tarsus Pharmaceuticals, Inc. | 2,013,601 | reported | 07 May 2021 | tx 1−450,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Apr 2026 | EXERCISE | Orchestra BioMed Holdings, Inc. | 1,250,032 | 0.00 USD | |
| 27 Apr 2026 | SALE | Orchestra BioMed Holdings, Inc. | 32 | 4.13 USD | |
| 27 Apr 2026 | EXERCISE | Orchestra BioMed Holdings, Inc. | 1,250,032 | 2.75 USD | deriv |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 10,276,820 | — | |
| 20 Apr 2026 | PURCHASE | Kailera Therapeutics, Inc. | 500,000 | 16.00 USD | |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 8,250,000 | — | deriv |
| 20 Apr 2026 | CONVERSION | Kailera Therapeutics, Inc. | 2,026,820 | — | deriv |
| 19 Sept 2025 | OTHER | ROCKET PHARMACEUTICALS, INC. | 59,000 | 3.11 USD | |
| 19 Sept 2025 | EXERCISE | ROCKET PHARMACEUTICALS, INC. | 1,000,000 | 40.03 USD | |
| 19 Sept 2025 | OTHER | ROCKET PHARMACEUTICALS, INC. | 1,000,000 | 3.11 USD | |
| 19 Sept 2025 | EXERCISE | ROCKET PHARMACEUTICALS, INC. | 41,000 | 19.09 USD | |
| 19 Sept 2025 | OTHER | ROCKET PHARMACEUTICALS, INC. | 41,000 | 3.11 USD | |
| 19 Sept 2025 | EXERCISE | ROCKET PHARMACEUTICALS, INC. | 59,000 | 17.81 USD | |
| 19 Sept 2025 | EXERCISE | ROCKET PHARMACEUTICALS, INC. | 1 | — | deriv |
| 19 Sept 2025 | EXERCISE | ROCKET PHARMACEUTICALS, INC. | 1 | — | deriv |
| 19 Sept 2025 | EXERCISE | ROCKET PHARMACEUTICALS, INC. | 1 | — | deriv |
| 04 Aug 2025 | PURCHASE | Orchestra BioMed Holdings, Inc. | 3,636,363 | 2.75 USD | deriv |
| 29 Apr 2025 | PURCHASE | Orchestra BioMed Holdings, Inc. | 50,000 | 2.53 USD | first after silence |
| 12 Jan 2024 | OTHER | CARGO Therapeutics, Inc. | 1,842,499 | — | |
| 15 Sept 2023 | PURCHASE | ROCKET PHARMACEUTICALS, INC. | 3,126,955 | 15.99 USD | deriv |
| 28 Aug 2023 | OTHER | ROCKET PHARMACEUTICALS, INC. | 500,000 | 22.05 USD | |
| 28 Aug 2023 | OTHER | ROCKET PHARMACEUTICALS, INC. | 500,000 | 15.87 USD | |
| 28 Aug 2023 | OTHER | ROCKET PHARMACEUTICALS, INC. | 500,000 | 15.87 USD | |
| 28 Aug 2023 | OTHER | ROCKET PHARMACEUTICALS, INC. | 500,000 | 22.05 USD | |
| 28 Aug 2023 | OTHER | ROCKET PHARMACEUTICALS, INC. | 1 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 29 Apr 2025.