Institutional Manager · CIK 0001832749
72 Investment Holdings, LLC
Stamford, CT · File #028-20409
Latest AUM
$50.6M
Positions
5
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ALTO NEUROSCIENCE INC | ANRO | 0 | $0 | +$9.2M |
| REDUCE | CARIBOU BIOSCIENCES INC | CRBU | 0 | $0 | -$350,809 |
| REDUCE | KORRO BIO INC | KRRO | 0 | $0 | -$11.0M |
| REDUCE | LENZ THERAPEUTICS INC | LENZ | 0 | $0 | -$31.1M |
| REDUCE | PRAXIS PRECISION MEDICINES I | PRAX | 0 | $0 | +$15.9M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20255 pos · $50.6M
- 13F HOLDINGS REPORTQ/E Sep 20255 pos · $67.9M
- 13F HOLDINGS REPORTQ/E Jun 20256 pos · $38.3M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $35.6M
- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $49.1M
- 13F HOLDINGS REPORTQ/E Sep 20247 pos · $46.5M
- 13F HOLDINGS REPORTQ/E Jun 20247 pos · $39.8M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $67.1M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $14.9M
Top 5 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I | PRAX | 65,933 | $19.4M | 38.42% |
| 2 | LENZ THERAPEUTICS INC | LENZ | 1,017,751 | $16.3M | 32.20% |
| 3 | ALTO NEUROSCIENCE INC | ANRO | 667,778 | $11.9M | 23.50% |
| 4 | KORRO BIO INC | KRRO | 276,831 | $2.2M | 4.38% |
| 5 | CARIBOU BIOSCIENCES INC | CRBU | 474,067 | $753,767 | 1.49% |