SECTORAL ASSET MANAGEMENT INC LENZ — LENZ THERAPEUTICS

Ownership history in SECTORAL ASSET MANAGEMENT INC  ·  7 quarters on record

AI Ownership Summary

SECTORAL ASSET MANAGEMENT INC reported LENZ THERAPEUTICS (LENZ) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 19.56% in 2025 Q1. The latest visible filing shows LENZ at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LENZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SECTORAL ASSET MANAGEMENT INC's position in LENZ THERAPEUTICS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LENZ was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.56% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LENZ stock page SECTORAL ASSET MANAGEMENT INC fund profile SECTORAL ASSET MANAGEMENT INC full holdings
How SECTORAL ASSET MANAGEMENT INC held LENZ — position size vs. price
% of Fund (quarterly)    LENZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 95.7% -42.8% ✅ 42,500 -934,745 -95.7% 0.55% $680K 2026-02-14 (Est.) $12.88
2025 Q2 UNCHANGED — — — 977,245 — 0% 18.91% $28.6M 2025-08-14 $40.91
2025 Q1 UNCHANGED — — — 977,245 — 0% 19.56% $25.1M 2025-05-15 $27.34
2024 Q4 UNCHANGED — — — 977,245 — 0% 18.83% $28.2M 2025-02-14 $25.22
2024 Q3 REDUCED 9.9% +26.7% ❌ 977,245 -107,159 -9.9% 13.70% $23.2M 2024-11-14 $33.93
2024 Q2 ADDED — — — 1,084,404 +15,729 +1.5% 7.62% $18.7M 2024-08-13 $23.17
2024 Q1 INITIATED — — — 1,068,675 — — 9.38% $23.9M 2024-05-14 $15.72

🏢 Other funds also holding LENZ

As of 2026 Q1 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.03% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Ares Financial Consulting, LLC 0.0% True Wealth Design, LLC 3Y 0.0% GF FUND MANAGEMENT CO. LTD. 0.0% Fortitude Family Office, LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About SECTORAL ASSET MANAGEMENT INC and LENZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has SECTORAL ASSET MANAGEMENT INC reported owning LENZ?

SECTORAL ASSET MANAGEMENT INC reported LENZ across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported LENZ position in SECTORAL ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for LENZ was 19.56% in 2025 Q1.

What is the latest reported LENZ position on this page?

The most recent filing on this page is 2025 Q4, when SECTORAL ASSET MANAGEMENT INC reported 42,500 shares, equal to 0.55% of portfolio, with an estimated market value of $680K.

What does the chart on this LENZ ownership page compare?

The chart compares SECTORAL ASSET MANAGEMENT INC's quarterly LENZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SECTORAL ASSET MANAGEMENT INC time their LENZ position?

Based on 13F filing dates vs. subsequent LENZ price moves, SECTORAL ASSET MANAGEMENT INC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on LENZ relative to SPY over the holding period was +18.6%.

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