Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 34 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 |
|---|---|---|---|---|
| Revolution Medicines, Inc. | 2,096,612 | reported | 05 Dec 2024 | tx 44+7,791,805−2,118,214 |
| PMV Pharmaceuticals, Inc. | 1,101,283 | reported | 06 Oct 2021 | tx 101+2,528,290−3,670,881 |
| ARS Pharmaceuticals, Inc. | 238,096 | reported | 08 Dec 2020 | tx 5+1,910,029−6,207,889 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Dec 2024 | PURCHASE | Revolution Medicines, Inc. | 543,478 | 46.00 USD | first after silence |
| 05 Dec 2024 | PURCHASE | Revolution Medicines, Inc. | 760,869 | 46.00 USD | |
| 09 Nov 2023 | GRANT_AWARD | Revolution Medicines, Inc. | 922,099 | — | |
| 09 Nov 2023 | GRANT_AWARD | Revolution Medicines, Inc. | 535,112 | — | |
| 09 Nov 2023 | GRANT_AWARD | Revolution Medicines, Inc. | 120,683 | — | deriv |
| 09 Nov 2023 | GRANT_AWARD | Revolution Medicines, Inc. | 70,035 | — | deriv |
| 07 Mar 2023 | PURCHASE | Revolution Medicines, Inc. | 318,181 | 22.00 USD | |
| 07 Mar 2023 | PURCHASE | Revolution Medicines, Inc. | 231,819 | 22.00 USD | |
| 10 Mar 2023 | PURCHASE | Revolution Medicines, Inc. | 6,200 | 20.85 USD | |
| 10 Mar 2023 | PURCHASE | Revolution Medicines, Inc. | 93,800 | 20.43 USD | |
| 22 Jul 2022 | PURCHASE | Revolution Medicines, Inc. | 250,000 | 20.00 USD | |
| 28 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 725 | 24.71 USD | |
| 25 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 29,235 | 24.59 USD | |
| 25 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 12,765 | 25.26 USD | |
| 22 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 71,186 | 23.18 USD | |
| 22 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 53,501 | 23.69 USD | |
| 22 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 5,440 | 22.15 USD | |
| 24 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 49,119 | 24.26 USD | |
| 23 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 15,410 | 23.99 USD | |
| 23 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 37,708 | 23.61 USD | |
| 17 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 10,120 | 18.78 USD | |
| 18 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 5,992 | 19.28 USD | |
| 21 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 879 | 21.22 USD | |
| 21 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 74,852 | 20.73 USD | |
| 18 Mar 2022 | PURCHASE | Revolution Medicines, Inc. | 76,208 | 20.38 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 Dec 2024.