☆72 Investment Holdings, LLC
Quality Q
0.000
AUM ($M)
50
Positions
5
Turnover
0.07
Top-10 wt
100%
Herfindahl
0.339
History (qtrs)
6
Excess Return
not eligible
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Holdings · 5 positions · portfolio value $50M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PRAX funds › | PRAXIS PRECISION MEDICINES I | HOLD | — | 44.2% | +1.4% | 22.1 | 65,933 | +0 | 0 | — |
| ☆ANRO funds › | ALTO NEUROSCIENCE INC | HOLD | — | 35.3% | +5.0% | 17.6 | 667,778 | +0 | 0 | — |
| ☆LENZ funds › | LENZ THERAPEUTICS INC | HOLD | — | 11.6% | -7.2% | 5.8 | 1,017,751 | +0 | 0 | — |
| ☆KRRO funds › | KORRO BIO INC | HOLD | — | 7.3% | +1.0% | 3.6 | 276,831 | +0 | 0 | — |
| ☆CRBU funds › | CARIBOU BIOSCIENCES INC | HOLD | — | 1.7% | -0.1% | 0.8 | 474,067 | +0 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 50 | 5 | 0.07 | 100% | 0.339 | 0.000 | — | out |
| 2026Q1 | 50 | 5 | 0.13 | 100% | 0.315 | 0.000 | — | left |
| 2025Q4 | 51 | 5 | 0.53 | 100% | 0.309 | 0.036 | — | in |
| 2025Q3 | 68 | 5 | 0.11 | 100% | 0.529 | 0.622 | — | entered |
| 2025Q2 | 38 | 6 | 0.05 | 100% | 0.621 | 0.000 | — | out |
| 2025Q1 | 36 | 6 | 0.00 | 100% | 0.566 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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