Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| IDEAYA Biosciences, Inc. | 54,281 | reported | 02 Mar 2026 | tx 8+136,650 |
| NOVACEA INC | 0 | reported | 21 Sept 2023 | tx 25+141,000−141,000 |
| Trius Therapeutics Inc | 0 | reported | 11 Sept 2013 | tx 17+791,447−1,311,142 |
| Cidara Therapeutics, Inc. | 0 | reported | 07 Jan 2026 | tx 81+6,355,109−1,452,718 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | PURCHASE | IDEAYA Biosciences, Inc. | 50,000 | 32.96 USD | first after silenceanomaly |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 5,763 | 221.50 USD | |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 67,498 | 221.50 USD | |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 2,379 | 221.50 USD | |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 16,499 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 27,174 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 51,999 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 560,888 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 275,000 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 7,949 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 11,000 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 11,749 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 13,249 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 16,499 | — | deriv |
| 07 Jan 2026 | OTHER | Cidara Therapeutics, Inc. | 26,249 | — | deriv |
| 10 Nov 2020 | PURCHASE | Cidara Therapeutics, Inc. | 2,500 | 40.01 USD | |
| 05 Jun 2017 | OTHER | Cidara Therapeutics, Inc. | 750 | 118.95 USD | |
| 05 Jun 2017 | PURCHASE | Cidara Therapeutics, Inc. | 750 | 118.95 USD | |
| 12 Sept 2017 | OTHER | Cidara Therapeutics, Inc. | 367 | 135.80 USD | |
| 31 Dec 2021 | GIFT | Cidara Therapeutics, Inc. | 1,873 | 0.00 USD | |
| 10 Nov 2020 | OTHER | Cidara Therapeutics, Inc. | 2,500 | 40.01 USD | |
| 10 Dec 2020 | OTHER | Cidara Therapeutics, Inc. | 658 | 0.00 USD | |
| 31 Mar 2017 | PURCHASE | Cidara Therapeutics, Inc. | 645 | 155.00 USD | |
| 23 May 2016 | OTHER | Cidara Therapeutics, Inc. | 270 | — | |
| 31 Mar 2017 | OTHER | Cidara Therapeutics, Inc. | 645 | 155.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 02 Mar 2026.