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 |
|---|---|---|---|---|
| Atara Biotherapeutics, Inc. | 115,689 | reported | 31 May 2023 | tx 37+2,305,237−2,821,676 |
| Progyny, Inc. | 43,416 | reported | 23 May 2024 | tx 84+23,182,405−35,893,858 |
| Sagimet Biosciences Inc. | 32,250 | reported | 09 Jun 2025 | tx 18+2,166,565−154,685,709 |
| Kyverna Therapeutics, Inc. | 20,582 | reported | 27 May 2026 | tx 11+4,764,917−20,588,834 |
| Vera Therapeutics, Inc. | 17,084 | reported | 21 May 2026 | tx 36+2,034,229−1,374,628 |
| BIOCRYST PHARMACEUTICALS INC | 15,000 | reported | 13 May 2010 | tx 7+78,000 |
| Epizyme, Inc. | 8,481 | reported | 30 Jun 2019 | tx 16+4,322,697−13,068,837 |
| AMGEN INC | 1,681 | reported | 15 Mar 2004 | tx 3+50,000−1,858 |
| ARMO BioSciences, Inc. | 0 | reported | 22 Jun 2018 | tx 10+4,284,683−8,551,366 |
| ACELYRIN, Inc. | 0 | reported | 21 May 2025 | tx 14+9,989,373−18,530,102 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | Kyverna Therapeutics, Inc. | 5,093 | 0.00 USD | |
| 27 May 2026 | GRANT_AWARD | Kyverna Therapeutics, Inc. | 20,582 | 0.00 USD | deriv |
| 21 May 2026 | GRANT_AWARD | Vera Therapeutics, Inc. | 17,084 | 0.00 USD | deriv |
| 18 Dec 2025 | PURCHASE | Kyverna Therapeutics, Inc. | 133,333 | 7.50 USD | first after silence |
| 09 Jun 2025 | GRANT_AWARD | Sagimet Biosciences Inc. | 32,250 | 0.00 USD | deriv |
| 06 Jun 2025 | GRANT_AWARD | Sagimet Biosciences Inc. | 28,522 | 0.00 USD | deriv |
| 29 May 2025 | GRANT_AWARD | Kyverna Therapeutics, Inc. | 16,634 | 0.00 USD | |
| 29 May 2025 | GRANT_AWARD | Kyverna Therapeutics, Inc. | 65,351 | 0.00 USD | deriv |
| 21 May 2025 | OTHER | ACELYRIN, Inc. | 60,000 | — | |
| 21 May 2025 | OTHER | ACELYRIN, Inc. | 9,790,729 | — | |
| 21 May 2025 | OTHER | ACELYRIN, Inc. | 23,243 | — | deriv |
| 21 May 2025 | OTHER | ACELYRIN, Inc. | 92,158 | — | deriv |
| 14 May 2025 | GRANT_AWARD | Vera Therapeutics, Inc. | 14,000 | 0.00 USD | deriv |
| 28 Oct 2024 | SALE | Vera Therapeutics, Inc. | 202 | 49.54 USD | anomaly |
| 28 Oct 2024 | SALE | Vera Therapeutics, Inc. | 14,798 | 48.01 USD | |
| 18 Sept 2024 | SALE | Vera Therapeutics, Inc. | 1,177 | 42.01 USD | anomaly |
| 19 Sept 2024 | SALE | Vera Therapeutics, Inc. | 13,823 | 42.31 USD | |
| 18 Sept 2024 | SALE | Vera Therapeutics, Inc. | 1,476 | 42.00 USD | anomaly |
| 07 Jun 2024 | GRANT_AWARD | ACELYRIN, Inc. | 92,158 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | Sagimet Biosciences Inc. | 51,459 | 0.00 USD | deriv |
| 23 May 2024 | GRANT_AWARD | Progyny, Inc. | 7,206 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | Progyny, Inc. | 26,926 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | Vera Therapeutics, Inc. | 14,000 | 0.00 USD | deriv |
| 12 Feb 2024 | CONVERSION | Kyverna Therapeutics, Inc. | 3,787,940 | — | |
| 12 Feb 2024 | CONVERSION | Kyverna Therapeutics, Inc. | 735,984 | — |
5 purchases reported after at least 12 months of silence — most recent on 18 Dec 2025.