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Venture Capital ← All Institutions

Versant Venture Management, LLC

ONE SANSOME STREET, SUITE 1650, SAN FRANCISCO, CA 94104 • 650-233-7877

Q2 2025 · Filed 2025-08-11
Market Value
$72M
+26.1%
Holdings
7
+1
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JBIO 21.20% 0.00% +21.20% $15M
CRSP 33.72% 29.76% +3.97% $24M
RPTX 5.12% 4.58% +0.54% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLUE 35.45% 46.00% -10.55% $25M
CTNM 3.00% 11.24% -8.24% $2M
TPST 0.00% 4.54% -4.54% $0
ADVM 1.52% 3.88% -2.37% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $24M 33.7%
Small Cap 3 $43M 59.6%
Micro Cap 3 $5M 6.6%

Portfolio Analytics

Avg Market Cap
$1.1B
Median Market Cap
$518M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.85
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLUE 35.45% 5,652,922 $25M $4.51 -$735K
2 CRSP 33.72% 498,558 $24M $48.64 $7M
3 JBIO 21.20% 1,525,820 $15M $9.99 +1,525,820 NEW
4 RPTX 5.12% 2,646,657 $4M $1.39 $1M
5 CTNM 3.00% 542,628 $2M $3.97 -$4M -375,535 -40.9%
6 ADVM 1.52% 506,821 $1M $2.15 -$1M
7 TPST —% -$3M -3,507,055 -100.0% SOLD

New Positions

SymbolValue% Port
JBIO $15M 21.20%

Sold Out Positions

SymbolValue% Port
TPST —%
View SEC EDGAR Filings for Versant Venture Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms