DOSSIER · 13F-HR · Q1 2026

72 Investment Holdings, LLC

$50M in tracked AUM across 5 positions as of Q1 2026.

7I
CIK 0001832749 · last filed Mar 31, 2026
Total AUM
$50M
as of Q1 2026
Holdings
5
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

72 Investment Holdings, LLC presents a textbook example of a high-conviction, concentrated investment strategy with a distinct focus on the healthcare and biotechnology sectors. As of the reporting period ending September 30, 2025, the firm manages a portfolio valued at approximately $53.59 million, representing a significant growth of 39.8% from the $38.32 million reported in the previous quarter. Despite the increase in total assets under management (AUM), the portfolio...

Key Holdings

The portfolio is dominated by Lenz Therapeutics Inc (LENZ), which accounts for a staggering 88.47% of the total value, or approximately $47.41 million. With a position size of 1.02 million shares, this is clearly the firm’s "core" holding. The performance of this stock likely drove the 39.8% portfolio appreciation observed during the quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PRAX
PRAXIS PRECISION MEDICINES I
$21M66K42.8%
02
ANRO
ALTO NEUROSCIENCE INC
$15M668K30.3%
03
LENZ
LENZ THERAPEUTICS INC
$9M1.0M18.8%
04
KRRO
KORRO BIO INC
$3M277K6.3%
05
CRBU
CARIBOU BIOSCIENCES INC
$901K474K1.8%

Filing history

2026Q1Mar 31
$50M 1.9%
5 positionsView →
2025Q4Dec 31
$51M 5.6%
5 positionsView →
2025Q3Sep 30
$54M 39.8%
3 positionsView →
2025Q2Jun 30
$38M 26.4%
6 positionsLocked
2025Q1Mar 31
$30M 38.2%
4 positionsLocked
2024Q4Dec 31
$49M 5.6%
7 positionsLocked
2024Q3Sep 30
$47M 16.9%
7 positionsLocked
2024Q2Jun 30
$40M 40.7%
7 positionsLocked
2024Q1Mar 31
$67M 197.9%
7 positionsLocked
2023Q4Dec 31
$23M 50.9%
6 positionsLocked
2023Q3Sep 30
$15M 16.3%
5 positionsLocked
2023Q2Jun 30
$13M 93.9%
4 positionsLocked
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