LENZ
LENZ Therapeutics, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +7.7% ·
flujo de acciones +1.9% ·
nuevas posiciones netas +7.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 1.47M | +2.8% | $68.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 1.33M | +3.0% | $61.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 1.33M | +3.0% | $61.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 1.33M | +3.0% | $61.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 1.33M | +3.0% | $61.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 1.33M | +3.0% | $61.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 627.62K | -44.1% | $29.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 454.90K | +9.3% | $21.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 454.90K | +9.3% | $21.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (pasivo) | 417.98K | +11.2% | $19.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 399.43K | +4319.9% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 340.00K | -45.0% | $15.84M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 296.22K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 251.13K | +1581.7% | $11.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 251.13K | +1581.7% | $11.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 87.31K | +7.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 87.31K | +7.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wellington Management ✦ | 61.32K | +76.1% | $2.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Wellington Management ✦ | 61.32K | +76.1% | $2.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Wellington Management ✦ | 61.32K | +76.1% | $2.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 60.18K | Nuevo | $2.80M | 0.0% | New | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 41.28K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 41.28K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 22.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 22.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 22.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 22.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 22.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 22.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Two Sigma Investments | $2.80M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 143 tenedores, 33.15M acciones, $300.01M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.