LA
VRNA

Lee Ainslie’s Verona Pharma VRNA Stock Holding History

Lee Ainslie’s Portfolio VRNA Stock Details VRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-521,859
Closed -$49.4M – 332
2025
Q2 		$49.4M Sell
521,859
-1,261,639
-71% -$93.4M 0.74% 38
2025
Q1 		$113M Sell
1,783,498
-1,345,018
-43% -$80.5M 2% 15
2024
Q4 		$145M Sell
3,128,516
-1,087,457
-26% -$40.8M 2.61% 10
2024
Q3 		$121M Buy
4,215,973
+1,123,166
+36% +$27.6M 2.37% 15
2024
Q2 		$44.7M Buy
3,092,807
+1,316,998
+74% +$19.2M 0.85% 36
2024
Q1 		$28.6M Buy
1,775,809
+119,317
+7% +$2.06M 0.54% 49
2023
Q4 		$32.9M Buy
+1,656,492
New +$24.5M 0.66% 43

Other funds holding VRNA

PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lee Ainslie's VRNA Position: Q3 2025 in Review

Lee Ainslie sold out of Verona Pharma (VRNA) in Q3 2025, closing a stake of 521,859 shares — an estimated $49.4M sold.

Lee Ainslie first reported a position in VRNA in Q4 2023 and held it in 7 quarters. The position peaked at $145M in Q4 2024. 243 funds tracked by Wall St. Rank hold VRNA as of Q3 2025.

  • Lee Ainslie reported no remaining Verona Pharma position as of Q3 2025 after selling out during the quarter.
  • Lee Ainslie sold 521,859 Verona Pharma shares in Q3 2025, an estimated $49.4M.
  • Lee Ainslie first reported a position in Verona Pharma in Q4 2023 and held it in 7 quarters.
  • Lee Ainslie's Verona Pharma position peaked at $145M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Verona Pharma as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.