72 Investment Holdings, LLC
CIK 1832749 · View on SEC EDGAR ↗
- Portfolio value
- $50.0M
- Positions
- 5
- As of
- June 30, 2026
Portfolio value QoQ: +0.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 5
- Effective number of positions
- 3.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 71.4% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +1.9% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.7% · Options excluded: 0.0%
Sector breakdown
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PRAX Praxis Precision Medicines, Inc. - Common Stock | $22,073,709 | 44.18% | 65,933 | $830,756 | |||
| ANRO Alto Neuroscience, Inc. Common Stock | $17,622,661 | 35.27% | 667,778 | $2,611,012 | |||
| LENZ LENZ Therapeutics, Inc. - Common Stock | $5,780,826 | 11.57% | 1,017,751 | $-3,531,596 | |||
| KRRO Korro Bio, Inc. - Common Stock | $3,648,633 | 7.30% | 276,831 | $514,906 | |||
| CRBU Caribou Biosciences, Inc. - Common Stock | $834,358 | 1.67% | 474,067 | $-66,369 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| OMGAQ | March 31, 2025 | 352,941 | $263,153 | No longer tracked |
| TSBX | Sept. 30, 2025 | 549,980 | $197,443 | No longer tracked |