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Venture Capital ← All Institutions

Versant Venture Management, LLC

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

Q4 2025 · Filed 2026-02-12
Market Value
$149M
-26.3%
Holdings
7
New Purchases
0
Added To
0
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLUE 46.19% 20.76% +25.43% $69M
JBIO 15.82% 6.53% +9.30% $24M
CTNM 4.17% 3.16% +1.01% $6M
CRSP 5.25% 4.78% +0.47% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LENZ 28.57% 61.33% -32.76% $43M
RPTX 0.00% 2.31% -2.31% $0
ADVM 0.00% 1.14% -1.14% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $8M 5.2%
Small Cap 3 $98M 66.2%
Micro Cap 3 $43M 28.6%

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 GLUE 46.19% 4,382,687 $69M $15.68 $27M -1,270,235 -22.5%
2 LENZ 28.57% 2,656,888 $43M $16.00 -$81M
3 JBIO 15.82% 1,525,820 $24M $15.43 $10M
4 CRSP 5.25% 148,831 $8M $52.44 -$2M
5 CTNM 4.17% 542,628 $6M $11.43 -$174K
6 RPTX —% -$5M -2,646,657 -100.0% SOLD
7 ADVM —% -$2M -506,821 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
RPTX —%
ADVM —%
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