Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Arcus Biosciences, Inc. | 2,642,763 | reported | 19 Mar 2018 | tx 8+3,540,850−3,540,850 |
| Revolution Medicines, Inc. | 1,571,963 | reported | 28 Apr 2021 | tx 27+92,534−3,307,031 |
| NGM BIOPHARMACEUTICALS INC | 380,472 | reported | 12 Dec 2022 | tx 96+18,508,665−26,210,267 |
| CONSTELLATION PHARMACEUTICALS INC | 99,155 | reported | 17 Feb 2021 | tx 10+4,696,995−50,402,010 |
| Nurix Therapeutics, Inc. | 49,689 | reported | 05 May 2021 | tx 15+809,826−3,488,027 |
| RAPT Therapeutics, Inc. | 34,425 | reported | 24 Aug 2021 | tx 30+405,319−2,767,808 |
| Oric Pharmaceuticals, Inc. | 16,625 | reported | 16 Jun 2021 | tx 10+4,726,431−4,693,181 |
| Immune Design Corp. | 12,500 | reported | 04 Jan 2018 | tx 17+7,112,176−3,191,060 |
| Gritstone Oncology, Inc. | 8,570 | reported | 19 Jun 2019 | tx 4+3,111,504−3,102,934 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Dec 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 300 | 4.98 USD | |
| 22 Nov 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 4,330 | 5.00 USD | |
| 21 Nov 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 35,997 | 5.00 USD | |
| 02 Jun 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 33,071 | 13.03 USD | |
| 02 Jun 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 1,129 | 13.03 USD | |
| 18 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 60,583 | 13.20 USD | |
| 17 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 2,939 | 13.42 USD | |
| 17 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 86,110 | 13.42 USD | |
| 18 May 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 2,067 | 13.20 USD | |
| 24 Jan 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 241,750 | — | first after silence |
| 24 Jan 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 8,250 | — | |
| 25 Jan 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 579,910 | — | |
| 25 Jan 2022 | PURCHASE | NGM BIOPHARMACEUTICALS INC | 19,791 | — | |
| 23 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 8,204 | 30.94 USD | |
| 23 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 2,007 | 32.39 USD | |
| 23 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 13,623 | 31.40 USD | |
| 23 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 7,278 | 30.92 USD | |
| 24 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 4,318 | 30.94 USD | |
| 20 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 1,440 | 30.09 USD | |
| 24 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 7,100 | 31.77 USD | |
| 24 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 3,463 | 31.76 USD | |
| 24 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 2,200 | 30.79 USD | |
| 24 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 3,486 | 31.76 USD | |
| 24 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 2,300 | 30.81 USD | |
| 23 Aug 2021 | SALE | RAPT Therapeutics, Inc. | 2,200 | 32.35 USD |
4 purchases reported after at least 12 months of silence — most recent on 24 Jan 2022.