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Venture Capital ← All Institutions

Versant Venture Management, LLC

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

Q3 2025 · Filed 2025-11-10
Market Value
$202M
+180.6%
Holdings
7
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LENZ 61.33% 0.00% +61.33% $124M
CTNM 3.16% 3.00% +0.16% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRSP 4.78% 33.72% -28.94% $10M
GLUE 20.76% 35.45% -14.70% $42M
JBIO 6.53% 21.20% -14.67% $13M
RPTX 2.31% 5.12% -2.81% $5M
ADVM 1.14% 1.52% -0.38% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $10M 4.8%
Small Cap 3 $61M 30.4%
Micro Cap 3 $131M 64.8%

Portfolio Analytics

Avg Market Cap
$1.1B
Median Market Cap
$518M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.32
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LENZ 61.33% 2,656,888 $124M $46.58 +2,656,888 NEW
2 GLUE 20.76% 5,652,922 $42M $7.41 $16M
3 JBIO 6.53% 1,525,820 $13M $8.63 -$2M
4 CRSP 4.78% 148,831 $10M $64.81 -$15M -349,727 -70.2%
5 CTNM 3.16% 542,628 $6M $11.75 $4M
6 RPTX 2.31% 2,646,657 $5M $1.76 $979K
7 ADVM 1.14% 506,821 $2M $4.53 $1M

New Positions

SymbolValue% Port
LENZ $124M 61.33%
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