Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Royalty Pharma plc | 8,558 | reported | 31 Jul 2025 | tx 2+8,558 |
| INSULET CORP | 6,902 | reported | 20 May 2026 | tx 6+6,902 |
| AMERICAN MEDICAL SYSTEMS HOLDINGS INC | 4,706 | reported | 08 Mar 2007 | tx 14+50,000−4,008,698 |
| WRIGHT MEDICAL GROUP INC | 3,984 | reported | 13 Feb 2006 | tx 3+556,250−3,337,487 |
| VAPOTHERM INC | 0 | reported | 20 Sept 2024 | tx 33+1,214,350−101,377 |
| ev3 Inc. | 0 | reported | 12 Jul 2010 | tx 25+6,112,344−37,493,208 |
| Tornier N.V. | 0 | reported | 11 Nov 2020 | tx 88+195,160−12,459,127 |
| MICRO THERAPEUTICS INC | 0 | reported | 06 Jan 2006 | tx 11+14,468,689−32,000 |
| Hana Biosciences Inc | 0 | reported | 16 Jul 2013 | tx 16+152,468,944−153,436,251 |
| KYPHON INC | 0 | reported | 02 Nov 2007 | tx 7+15,000−41,922 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | INSULET CORP | 1,660 | 0.00 USD | |
| 31 Jul 2025 | GRANT_AWARD | Royalty Pharma plc | 5,806 | 0.00 USD | |
| 31 Jul 2025 | GRANT_AWARD | Royalty Pharma plc | 2,752 | 0.00 USD | |
| 22 May 2025 | GRANT_AWARD | INSULET CORP | 778 | 0.00 USD | |
| 03 Apr 2025 | OTHER | NEVRO CORP | 86,171 | — | |
| 31 Dec 2024 | GRANT_AWARD | NEVRO CORP | 5,325 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | NEVRO CORP | 3,544 | 0.00 USD | |
| 20 Sept 2024 | OTHER | VAPOTHERM INC | 14,555 | 2.18 USD | |
| 20 Sept 2024 | OTHER | VAPOTHERM INC | 3,000 | 2.18 USD | |
| 20 Sept 2024 | OTHER | VAPOTHERM INC | 81,546 | 2.18 USD | |
| 20 Sept 2024 | OTHER | VAPOTHERM INC | 1,187 | 0.00 USD | deriv |
| 20 Sept 2024 | OTHER | VAPOTHERM INC | 1,089 | 0.00 USD | deriv |
| 17 Sept 2024 | OTHER | Silk Road Medical Inc | 155,004 | — | |
| 17 Sept 2024 | OTHER | Silk Road Medical Inc | 8,910 | 7.50 USD | deriv |
| 17 Sept 2024 | OTHER | Silk Road Medical Inc | 35,185 | 25.90 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | NEVRO CORP | 2,353 | 0.00 USD | |
| 18 Jun 2024 | GRANT_AWARD | Silk Road Medical Inc | 5,859 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | NEVRO CORP | 19,169 | 0.00 USD | |
| 22 May 2024 | GRANT_AWARD | INSULET CORP | 1,380 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | NEVRO CORP | 1,372 | 0.00 USD | |
| 01 Jan 2024 | GRANT_AWARD | VAPOTHERM INC | 6,000 | 10.00 USD | |
| 31 Dec 2023 | GRANT_AWARD | NEVRO CORP | 920 | 0.00 USD | |
| 30 Sept 2023 | GRANT_AWARD | NEVRO CORP | 1,030 | 0.00 USD | |
| 26 Jul 2023 | GRANT_AWARD | VAPOTHERM INC | 21,000 | 0.00 USD | |
| 30 Jun 2023 | GRANT_AWARD | NEVRO CORP | 779 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 02 Dec 2022.