72 Investment Holdings
STAMFORD, CTfiles as 72 Investment Holdings, LLC
$50m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 7.3% of the portfolio this quarter.
Value
$50m
Stocks
5
Top 10 share
100.0%
Turnover
7.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Praxis Precision MedicinesPRAX | 44.2% | $22m | 65,933 | Held |
| Alto NeuroscienceANRO | 35.3% | $18m | 667,778 | Held |
| LENZ TherapeuticsLENZ | 11.6% | $6m | 1,017,751 | Held |
| Korro BioKRRO | 7.3% | $4m | 276,831 | Held |
| Caribou BiosciencesCRBU | 1.7% | $834,358 | 474,067 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.4% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.