Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| Savara Inc | 24,471,264 | reported | 17 Jul 2023 | tx 1+333,333 |
| INTERLEUKIN GENETICS INC | 20,120,724 | reported | 29 Jul 2016 | tx 4+79,979,378 |
| Senseonics Holdings, Inc. | 19,747,649 | reported | 22 Apr 2020 | tx 9+1,578,947−546,962 |
| Adaptimmune Therapeutics PLC | 19,500,000 | reported | 24 Jan 2020 | tx 9+43,209,672 |
| TAPIMMUNE INC | 10,714,285 | reported | 16 Mar 2021 | tx 1+5,714,285 |
| Millennial Media Inc. | 8,196,614 | reported | 29 Oct 2012 | tx 4+9,794,401−11,392,188 |
| Epizyme, Inc. | 5,854,351 | reported | 12 Jan 2016 | tx 16+7,567,813−18,206,032 |
| Regulus Therapeutics Inc. | 5,239,254 | reported | 04 Dec 2020 | tx 8+24,903,571 |
| Achaogen Inc | 5,215,128 | reported | 19 Dec 2016 | tx 1+500,000 |
| RHYTHM PHARMACEUTICALS, INC. | 4,909,956 | reported | 10 Oct 2017 | tx 5+4,880,578−4,330,578 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 207,100 | 11.11 USD | |
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 242,945 | 11.11 USD | deriv |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 1.37 USD | |
| 17 Apr 2025 | EXERCISE | Trevi Therapeutics, Inc. | 1,851,852 | 0.00 USD | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 937,500 | 16.00 USD | first after silence |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 402,273 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 954,990 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 182 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 124,085 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 900 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 607,536 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 2,455 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 1,656,789 | 0.01 USD | |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 674,554 | — | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 276 | 6.75 USD |
4 purchases reported after at least 12 months of silence — most recent on 09 Feb 2026.