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 |
|---|---|---|---|---|
| Savara Inc | 24,471,264 | reported | 17 Jul 2023 | tx 1+333,333 |
| Monte Rosa Therapeutics, Inc. | 2,715,968 | reported | 28 Jun 2021 | tx 7+7,692,298−23,450,637 |
| MBX Biosciences, Inc. | 1,023,103 | reported | 16 Sept 2024 | tx 5+3,614,486−37,442,694 |
| Bright Health Group Inc. | 674,830 | reported | 02 Oct 2025 | tx 33+5,610,811−6,164,953 |
| Korro Bio, Inc. | 242,945 | reported | 10 Mar 2026 | tx 3+467,902 |
| SpyGlass Pharma, Inc. | 0 | reported | 09 Feb 2026 | tx 9+6,035,038−5,097,538 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 207,100 | 11.11 USD | |
| 10 Mar 2026 | PURCHASE | Korro Bio, Inc. | 242,945 | 11.11 USD | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | |
| 09 Feb 2026 | PURCHASE | SpyGlass Pharma, Inc. | 937,500 | 16.00 USD | first after silence |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,619,240 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 737,962 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 09 Feb 2026 | CONVERSION | SpyGlass Pharma, Inc. | 1,370,168 | — | deriv |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 2,384,873 | — | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 182 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 124,085 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 900 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 607,536 | 0.01 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 189,195 | 0.01 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 1,656,789 | 0.01 USD | |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 674,554 | — | |
| 02 Oct 2025 | TAX_WITHHOLDING | Bright Health Group Inc. | 276 | 6.75 USD | |
| 02 Oct 2025 | EXERCISE | Bright Health Group Inc. | 186,128 | 0.01 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 280 | 6.75 USD | |
| 02 Oct 2025 | SALE | Bright Health Group Inc. | 2,455 | 6.75 USD | |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 75,000 | — | deriv |
| 02 Oct 2025 | OTHER | Bright Health Group Inc. | 37,700 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 09 Feb 2026.