Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Zenas BioPharma, Inc. | 1,917,895 | reported | 09 Oct 2025 | tx 11+5,037,854−23,238,113 |
| Odyssey Therapeutics, Inc. | 0 | reported | 11 May 2026 | tx 36+3,796,663−31,205,869 |
| Design Therapeutics, Inc. | 0 | reported | 30 Mar 2021 | tx 5+5,626,476−8,763,656 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 474,048 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 139,366 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 59,692 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 61,762 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 683,817 | — | |
| 11 May 2026 | EXERCISE | Odyssey Therapeutics, Inc. | 191,541 | — | |
| 11 May 2026 | SALE | Odyssey Therapeutics, Inc. | 1,065 | 18.00 USD | |
| 11 May 2026 | PURCHASE | Odyssey Therapeutics, Inc. | 222,222 | 18.00 USD | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 118,512 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 255,823 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 204,658 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 20,582 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 166,168 | — | |
| 11 May 2026 | EXERCISE | Odyssey Therapeutics, Inc. | 49,850 | — | |
| 11 May 2026 | SALE | Odyssey Therapeutics, Inc. | 277 | 18.00 USD | |
| 11 May 2026 | PURCHASE | Odyssey Therapeutics, Inc. | 133,333 | 18.00 USD | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 463,106 | — | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 273,527 | — | |
| 11 May 2026 | EXERCISE | Odyssey Therapeutics, Inc. | 78,656 | — | |
| 11 May 2026 | SALE | Odyssey Therapeutics, Inc. | 438 | 18.00 USD | |
| 11 May 2026 | PURCHASE | Odyssey Therapeutics, Inc. | 200,000 | 18.00 USD | |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 4,606,320 | — | deriv |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 1,299,842 | — | deriv |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 544,162 | — | deriv |
| 11 May 2026 | CONVERSION | Odyssey Therapeutics, Inc. | 600,142 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 09 Oct 2025.