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VL

Versant Vantage Ii, L.p.

LENZ
10% OWNER · LENZ THERAPEUTICS, INC. · CIK 0001832235
FILING MIX · LIFETIME9%/91%
BUYS
4
SELLS
42
TOTAL VALUE
$76.74M
COMPANIES
3
ACTIVE SINCE
Jun 2021
HOLDINGS NOW
13,077,531
AVG SELL PX
$23.19
TRADE KIND
SHOWING 46 / 46
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
38 backtested trades · 8 horizons · 65 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Versant Vantage Ii, L.p., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d38+44.74%+1.69%+0.50%+1.19%+0.33%0.86
14d38+34.21%+3.09%+1.08%+2.01%+2.43%1.03
30d38+39.47%-2.35%+2.35%-4.70%+0.17%-1.75
60d38+73.68%-13.48%+3.57%-17.05%-22.24%-5.26
90d38+78.95%-25.33%+4.07%-29.40%-31.82%-5.65
180d38+97.37%-62.68%+5.11%-67.79%-72.75%-29.27
1y38(29 pending)+88.89%-69.21%+17.65%-86.86%-98.28%—
2y38(36 pending)+50.00%-86.31%+19.65%-105.96%-105.96%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
LENZ · 1,050,776 shares · as of Sep 30, 2025
0491,819983,6381,475,4561,967,2752025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
FLOW · 4 buys / 42 sellsCOVERAGE · 18 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
LENZ
LENZ THERAPEUTICS, INC.
SALE
34,405$45.35$1.56M821,752Sep 30, 2025Oct 2, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
123$47.01$5.8K764,127Sep 30, 2025Oct 2, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
57,502$46.41$2.67M764,250Sep 30, 2025Oct 2, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
177$47.01$8.3K1,050,599Sep 30, 2025Oct 2, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
49,701$45.35$2.25M1,133,842Sep 30, 2025Oct 2, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
83,066$46.41$3.85M1,050,776Sep 30, 2025Oct 2, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
49,479$41.59$2.06M1,224,718Sep 18, 2025Sep 22, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
268$43.30$11.6K1,183,543Sep 18, 2025Sep 22, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
132$43.30$5.7K856,157Sep 18, 2025Sep 22, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
20,148$43.00$866.4K856,289Sep 18, 2025Sep 22, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
24,370$41.59$1.01M876,437Sep 18, 2025Sep 22, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
40,907$43.00$1.76M1,183,811Sep 18, 2025Sep 22, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
43,978$38.97$1.71M1,277,662Aug 26, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
21,661$38.97$844.2K902,514Aug 26, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
3,465$39.50$136.9K1,274,197Aug 26, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
1,707$39.50$67.4K900,807Aug 26, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
24,760$39.53$978.7K925,233Aug 25, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
50,270$39.53$1.99M1,323,789Aug 25, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
2,149$39.92$85.8K1,321,640Aug 25, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
1,058$39.92$42.2K924,175Aug 25, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
2,809$40.59$114.0K949,993Aug 22, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
20,493$40.03$820.3K1,379,727Aug 22, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
5,668$40.59$230.1K1,374,059Aug 22, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
10,076$40.03$403.3K952,802Aug 22, 2025Aug 26, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
15,085$38.56$581.7K962,878Aug 18, 2025Aug 19, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
30,628$38.56$1.18M1,400,220Aug 18, 2025Aug 19, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
145,051$39.50$5.73M1,430,848Aug 15, 2025Aug 19, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
69,949$39.50$2.76M977,963Aug 15, 2025Aug 19, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
191,376$34.00$6.51M1,575,899Jul 10, 2025Jul 14, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
200,000$30.47$6.09M1,767,275Jun 27, 2025Jul 1, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
100,877$30.35$3.06M1,047,912Jun 20, 2025Jun 20, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
133,924$30.25$4.05M1,967,275Jun 20, 2025Jun 20, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
100,000$29.95$3.00M1,148,789Jun 18, 2025Jun 20, 2025 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
SALE
350,000$29.00$10.15M1,248,789Jun 10, 2025Jun 12, 2025 ↗View →
TPST
TEMPEST THERAPEUTICS, INC.
SALE
387,999$1.10$427.0K209,941Aug 12, 2024Aug 12, 2024 ↗View →
TPST
TEMPEST THERAPEUTICS, INC.
SALE
400,000$1.35$540.0K597,940Aug 8, 2024Aug 12, 2024 ↗View →
LENZ
LENZ THERAPEUTICS, INC.
PURCHASE
598,203——842,162Mar 21, 2024Mar 25, 2024 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
SALE
364,800——11,452,014Aug 9, 2022Aug 11, 2022 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
SALE
550,000$13.03$7.17M11,816,814Aug 9, 2022Aug 11, 2022 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
SALE
178,996——12,366,814Jan 31, 2022Feb 2, 2022 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
SALE
371,004——12,545,810Dec 23, 2021Dec 28, 2021 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
PURCHASE
100,000$20.00$2.00M714,095Jun 22, 2021Jun 23, 2021 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
PURCHASE
9,936,011——12,916,814Jun 22, 2021Jun 23, 2021 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
SALE
25,000,000——0Jun 22, 2021Jun 23, 2021 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
SALE
1,545,125——0Jun 22, 2021Jun 23, 2021 ↗View →
IPSC
CENTURY THERAPEUTICS, INC.
PURCHASE
614,095——614,095Jun 22, 2021Jun 23, 2021 ↗View →
Other insiders · LENZ
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About this filer
CIK 0001832235
ROLE
10% Owner
PRIMARY
LENZ
COMPANIES
3
ACTIVE SINCE
Jun 2021
MARKETPEEL · /INSIDER/0001832235DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

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