Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LENZ Therapeutics, Inc. | 7,814,180 | reported | 15 Dec 2021 | tx 4+73,129 |
| Mineralys Therapeutics, Inc. | 5,674,916 | reported | 13 Mar 2025 | tx 4+1,232,455 |
| CARGO Therapeutics, Inc. | 4,415,689 | reported | 30 May 2024 | tx 1+294,000 |
| vTv Therapeutics Inc. | 206,784 | reported | 05 Mar 2024 | tx 2+58,885−58,836 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
1 purchase reported after at least 12 months of silence — most recent on 12 Feb 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2025 | PURCHASE | Mineralys Therapeutics, Inc. | 600,000 | 13.50 USD | |
| 13 Feb 2025 | GRANT_AWARD | Mineralys Therapeutics, Inc. | 32,900 | 0.00 USD | deriv |
| 05 Mar 2024 | OTHER | vTv Therapeutics Inc. | 58,836 | — | |
| 05 Mar 2024 | GRANT_AWARD | vTv Therapeutics Inc. | 58,885 | — | deriv |
| 30 May 2024 | PURCHASE | CARGO Therapeutics, Inc. | 294,000 | 17.00 USD | |
| 12 Feb 2024 | PURCHASE | Mineralys Therapeutics, Inc. | 555,555 | 13.50 USD | first after silence |
| 09 Feb 2023 | GRANT_AWARD | Mineralys Therapeutics, Inc. | 44,000 | 0.00 USD | deriv |
| 15 Dec 2021 | PURCHASE | LENZ Therapeutics, Inc. | 22,329 | 10.19 USD | |
| 15 Oct 2021 | PURCHASE | LENZ Therapeutics, Inc. | 2,300 | 12.49 USD | |
| 14 Oct 2021 | PURCHASE | LENZ Therapeutics, Inc. | 3,100 | 12.50 USD | |
| 13 Oct 2021 | PURCHASE | LENZ Therapeutics, Inc. | 45,400 | 13.22 USD |