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 |
|---|---|---|---|---|
| Aimmune Therapeutics, Inc. | 3,967,900 | reported | 31 May 2016 | tx 2−240,000 |
| ALUMIS INC. | 2,908,332 | reported | 08 Jan 2026 | tx 41+15,013,334−11,476,484 |
| AERIE PHARMACEUTICALS INC | 1,501,400 | reported | 20 Dec 2019 | tx 13+643,455−70,289 |
| FS Development Corp. II | 37,500 | reported | 01 Jun 2023 | tx 4+1,486,372 |
| Quantum-Si Inc | 20,512 | reported | 11 Jun 2021 | tx 7+8,424,317 |
| Disc Medicine, Inc. | 17,245 | reported | 04 Oct 2021 | tx 5+4,887,495−2,928,750 |
| Aclaris Therapeutics, Inc. | 0 | reported | 01 Nov 2021 | tx 2+8,276−1,954,904 |
| Kinnate Biopharma Inc. | 0 | reported | 03 Apr 2024 | tx 25+13,779,062−23,616,199 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Jan 2026 | PURCHASE | ALUMIS INC. | 294,117 | 17.00 USD | |
| 08 Jan 2026 | PURCHASE | ALUMIS INC. | 117,647 | 17.00 USD | |
| 21 Nov 2025 | PURCHASE | ALUMIS INC. | 72,212 | 7.38 USD | |
| 18 Nov 2025 | PURCHASE | ALUMIS INC. | 117,374 | 6.19 USD | |
| 19 Nov 2025 | PURCHASE | ALUMIS INC. | 190,500 | 6.56 USD | |
| 17 Nov 2025 | PURCHASE | ALUMIS INC. | 150,000 | 5.59 USD | |
| 17 Nov 2025 | PURCHASE | ALUMIS INC. | 50,000 | 5.60 USD | |
| 06 May 2025 | PURCHASE | ALUMIS INC. | 20,000 | 4.34 USD | |
| 02 May 2025 | PURCHASE | ALUMIS INC. | 25,000 | 4.62 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 560,076 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 1,944,577 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 1,022,398 | 0.00 USD | |
| 01 Jul 2024 | PURCHASE | ALUMIS INC. | 312,500 | 16.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 194,459 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 481,283 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 560,076 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 311,172 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 681,598 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 967,567 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 311,172 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 681,598 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 311,172 | 0.00 USD | |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 1,703,998 | 0.00 USD | |
| 01 Jul 2024 | PURCHASE | ALUMIS INC. | 2,187,500 | 16.00 USD | first after silence |
| 01 Jul 2024 | CONVERSION | ALUMIS INC. | 1,122,994 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 01 Jul 2024.