JO
LENZ

John Overdeck’s LENZ Therapeutics LENZ Stock Holding History

John Overdeck’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 		$1.62M Sell
285,584
-215,413
-43% -$1.74M ﹤0.01% 3188
2026
Q1 		$4.58M Buy
500,997
+207,551
+71% +$2.92M ﹤0.01% 2055
2025
Q4 		$4.7M Buy
293,446
+233,264
+388% +$6.8M 0.01% 1767
2025
Q3 		$2.8M Buy
+60,182
New +$2.21M ﹤0.01% 1897
2025
Q2 		– Sell
-8,322
Closed -$214K – 3613
2025
Q1 		$214K Sell
8,322
-8,757
-51% -$216K ﹤0.01% 2830
2024
Q4 		$493K Sell
17,079
-8,428
-33% -$257K ﹤0.01% 2547
2024
Q3 		$606K Sell
25,507
-8,769
-26% -$195K ﹤0.01% 2374
2024
Q2 		$593K Buy
+34,276
New +$599K ﹤0.01% 2286
2024
Q1 		– Sell
-18,724
Closed -$343K – 3433
2023
Q4 		$343K Sell
18,724
-5,521
-23% -$91.2K ﹤0.01% 2638
2023
Q3 		$421K Buy
24,245
+244
+1% +$4.24K ﹤0.01% 2349
2023
Q2 		$437K Buy
24,001
+3,473
+17% +$69.4K ﹤0.01% 2385
2023
Q1 		$352K Sell
20,528
-9,239
-31% -$149K ﹤0.01% 2352
2022
Q4 		$692K Sell
29,767
-7,423
-20% -$172K ﹤0.01% 1877
2022
Q3 		$825K Sell
37,190
-25,276
-40% -$602K ﹤0.01% 1548
2022
Q2 		$1.2M Buy
+62,466
New +$1.39M ﹤0.01% 1467

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
AWG
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

John Overdeck's LENZ Position: Q2 2026 in Review

John Overdeck reduced its LENZ Therapeutics (LENZ) stake by 43% in Q2 2026, selling an estimated $1.74M and leaving 285,584 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

John Overdeck first reported a position in LENZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.7M in Q4 2025. 143 funds tracked by Wall St. Rank hold LENZ as of Q2 2026.

  • John Overdeck held 285,584 shares of LENZ Therapeutics worth $1.62M as of Q2 2026.
  • John Overdeck sold 215,413 LENZ Therapeutics shares in Q2 2026, an estimated $1.74M.
  • LENZ Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3188 holding.
  • John Overdeck first reported a position in LENZ Therapeutics in Q2 2022 and has held it in 15 quarters since.
  • John Overdeck's LENZ Therapeutics position peaked at $4.7M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.