LENZ
LENZ Therapeutics, Inc. · Healthcare · Biotechnology
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.1% ·
Aktienfluss +3.8% ·
neue Nettopositionen -10.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | 0 | 17.94M | $101.96M | +9 | −9 |
| Q1 2026 | 63 | -5 | 16.96M | $155.30M | +10 | −15 |
| Q4 2025 | 68 | +1 | 17.01M | $272.30M | +3 | −2 |
| Q3 2025 | 14 | +1 | 5.86M | $273.11M | +1 | — |
| Q2 2025 | 10 | -1 | 5.40M | $158.18M | — | −1 |
| Q1 2025 | 8 | 0 | 2.39M | $61.53M | +2 | −2 |
| Q4 2024 | 8 | +1 | 2.51M | $72.56M | +1 | — |
| Q3 2024 | 6 | +1 | 1.75M | $41.57M | +2 | −1 |
| Q2 2024 | 5 | — | 1.34M | $23.21M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 1.43M | — | $41.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passiv) | 1.29M | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passiv) | 1.29M | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passiv) | 1.29M | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passiv) | 1.29M | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passiv) | 1.29M | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 1.12M | +108.8% | $32.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 618.14K | -27.5% | $18.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passiv) | 416.12K | +15.5% | $12.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passiv) | 416.12K | +15.5% | $12.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passiv) | 375.73K | +30.8% | $11.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 81.64K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wellington Management ✦ | 34.83K | +14.2% | $1.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Wellington Management ✦ | 34.83K | +14.2% | $1.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 34.83K | +14.2% | $1.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 14.93K | -95.1% | $438,000 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 9.04K | -5.8% | $264,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Two Sigma Investments | $213,959 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 143 Inhaber, 33.15M Anteile, $300.01M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.