Discovery Capital Management
LENZ icon

Discovery Capital Management’s LENZ Therapeutics LENZ Stock Holding History

Discovery Capital Management’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Hold
241,300
– – 0.06% 100
2026
Q1 		$2.21M Hold
241,300
– – 0.11% 64
2025
Q4 		$3.86M Buy
+241,300
New +$7.03M 0.21% 68

Other funds holding LENZ

RA Capital Management
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Alpha Wave Global
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
7IH
72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

Discovery Capital Management's LENZ Position: Q2 2026 in Review

Discovery Capital Management held its LENZ Therapeutics (LENZ) position steady in Q2 2026 at 241,300 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #100.

Discovery Capital Management first reported a position in LENZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.86M in Q4 2025. 145 funds tracked by Wall St. Rank hold LENZ as of Q2 2026.

  • Discovery Capital Management held 241,300 shares of LENZ Therapeutics worth $1.37M as of Q2 2026.
  • Discovery Capital Management left its LENZ Therapeutics share count unchanged in Q2 2026.
  • LENZ Therapeutics made up 0.06% of Discovery Capital Management's portfolio in Q2 2026, its #100 holding.
  • Discovery Capital Management first reported a position in LENZ Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Discovery Capital Management's LENZ Therapeutics position peaked at $3.86M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.