Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 33 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 |
|---|---|---|---|---|
| Acumen Pharmaceuticals, Inc. | 19,103,785 | reported | 16 Mar 2026 | tx 9+15,831,379−7,895,773 |
| Verastem, Inc. | 17,303,351 | reported | 27 Apr 2020 | tx 1−1,301,300 |
| Cytek Biosciences, Inc. | 12,797,184 | reported | 11 Mar 2022 | tx 12+2,271,147 |
| Iterum Therapeutics plc | 11,651,597 | reported | 04 Feb 2021 | tx 2+11,651,597−8,486,000 |
| KALA BIO, Inc. | 8,045,299 | reported | 25 May 2022 | tx 14+10,961,533−11,057,928 |
| Jade Biosciences, Inc. | 7,893,678 | reported | 17 Jun 2024 | tx 9+8,950,625−16,265,582 |
| Nkarta, Inc. | 7,805,129 | reported | 26 Apr 2022 | tx 6+8,373,162−8,405,656 |
| Mineralys Therapeutics, Inc. | 5,825,521 | reported | 30 Mar 2026 | tx 2+369,000 |
| Werewolf Therapeutics, Inc. | 5,701,056 | reported | 06 Jan 2023 | tx 7+5,821,583−19,536,550 |
| RHYTHM PHARMACEUTICALS, INC. | 5,271,989 | reported | 29 Jun 2020 | tx 3−150,323 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Mar 2026 | PURCHASE | Mineralys Therapeutics, Inc. | 310,700 | 23.67 USD | first after silence |
| 30 Mar 2026 | PURCHASE | Mineralys Therapeutics, Inc. | 58,300 | 24.16 USD | |
| 16 Mar 2026 | GRANT_AWARD | Acumen Pharmaceuticals, Inc. | 6,060,606 | 3.30 USD | |
| 05 Feb 2026 | GRANT_AWARD | SpyGlass Pharma, Inc. | 27,400 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 19,554,319 | — | |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 335,364 | — | |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 4,331,081 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 7,000 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 7,000 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 56,400 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 25,000 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 27,400 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 45,150 | 0.00 USD | deriv |
| 30 Oct 2025 | OTHER | 89bio, Inc. | 12,500 | 0.00 USD | deriv |
| 15 Oct 2025 | SALE | Vor Biopharma Inc. | 8,384 | 30.55 USD | |
| 17 Oct 2025 | SALE | Vor Biopharma Inc. | 34,284 | 29.12 USD | |
| 16 Oct 2025 | SALE | Vor Biopharma Inc. | 4 | 31.35 USD | anomaly |
| 17 Oct 2025 | SALE | Vor Biopharma Inc. | 30,758 | 30.28 USD | |
| 17 Oct 2025 | SALE | Vor Biopharma Inc. | 6,040 | 30.28 USD | |
| 17 Oct 2025 | SALE | Vor Biopharma Inc. | 12,691 | 31.00 USD | |
| 17 Oct 2025 | SALE | Vor Biopharma Inc. | 2,492 | 31.00 USD | |
| 15 Oct 2025 | SALE | Vor Biopharma Inc. | 42,699 | 30.55 USD | |
| 17 Oct 2025 | SALE | Vor Biopharma Inc. | 174,594 | 29.12 USD | |
| 16 Oct 2025 | SALE | Vor Biopharma Inc. | 20 | 31.35 USD | |
| 16 Oct 2025 | SALE | Vor Biopharma Inc. | 3,108 | 30.36 USD |
2 purchases reported after at least 12 months of silence — most recent on 27 Mar 2026.