LENZ Therapeutics, Inc. (NASDAQ:LENZ) Q3 2025 Earnings Call Transcript
Operator: Good afternoon, ladies and gentlemen, and welcome to the LENZ Therapeutic Third Quarter 2025 Financial Results Conference Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RA Capital Management Peter Kolchinsky | 4,178,823 | $194,649,575 | 2.4% | |
| 2. | Falcon Edge Capital Richard Gerson And Navroz D. Udwadia | 3,612,211 | $168,256,788 | 17.04% | |
| 3. | 72 Investment Holdings Steve Cohen | 1,017,751 | $47,406,842 | 69.77% | |
| 4. | Tang Capital Management Kevin C. Tang | 897,616 | $41,810,953 | 1.61% | |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 627,618 | $29,234,446 | -45% | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.79 | 10,500 | $239,278.20 | 10,500 | 2025-11-07 | Filing | |
| $22.76 | 2,178 | $49,562.79 | 5,386 | 2025-11-07 | Filing | |
| $22.71 | 20 | $454.20 | 3,208 | 2025-11-07 | Filing | |
| $15.68 | 3,188 | $49,987.84 | 3,188 | 2024-05-14 | Filing | |
| $15.99 | 31,332 | $501,092.68 | 525,565 | 2024-05-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.37 | 5,788 | $152,611.62 | 4,733 | 2025-11-17 | Filing | |
| $25.74 | 4,212 | $108,410.56 | 10,521 | 2025-11-17 | Filing | |
| $47.01 | 123 | $5,782.64 | 764,127 | 2025-09-30 | Filing | |
| $47.01 | 177 | $8,321.35 | 1,050,599 | 2025-09-30 | Filing | |
| $46.41 | 57,502 | $2,668,483.81 | 764,250 | 2025-09-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,656,888 | $123,757,843 | 58.25% | |
| 2. | 1,473,104 | $68,617,185 | 0% | |
| 3. | 1,330,286 | $61,964,723 | 0% | |
| 4. | 1,201,616 | $55,971,274 | 0.01% | |
| 5. | 1,073,461 | $50,001,813 | 1.42% |