VarCov Co’s LENZ Therapeutics LENZ Stock Holding History

VarCov Co’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 Q1	–	Sell	-78,831	Closed	-$1.26M	–	671
2025 Q4	$1.26M	Buy	+78,831	New	+$2.3M	0.5%	34

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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

7IH

72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

VarCov Co's LENZ Position: Q1 2026 in Review

VarCov Co sold out of LENZ Therapeutics (LENZ) in Q1 2026, closing a stake of 78,831 shares — an estimated $1.26M sold.

VarCov Co first reported a position in LENZ in Q4 2025 and held it in 1 quarter. The position peaked at $1.26M in Q4 2025. 145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

VarCov Co reported no remaining LENZ Therapeutics position as of Q1 2026 after selling out during the quarter.
VarCov Co sold 78,831 LENZ Therapeutics shares in Q1 2026, an estimated $1.26M.
VarCov Co first reported a position in LENZ Therapeutics in Q4 2025 and held it in 1 quarter.
VarCov Co's LENZ Therapeutics position peaked at $1.26M in Q4 2025.
145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on VarCov Co's 13F filing for Q1 2026, filed 15 May 2026.