Versant Venture Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Versant Venture Management, LLC reported 9 stock positions worth $212.5 million. Its top holding was Lenz Therapeutics (LENZ) at 58.3% of the portfolio, followed by Monte Rosa Therapeutics (GLUE, 19.7%) and Jade Biosciences (JBIO, 6.2%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Lenz Therapeutics (LENZ) and the biggest sale Crispr Therapeutics (CRSP, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001560009
- Portfolio Value
- $212.5M (Q3 2025)
- SEC Filing
- 0001193125-25-274459 ↗ filed Nov 10, 2025
Holdings Value
Holdings 9 stocks · $212.5M
| LENZ Lenz Therapeutics Inc. | 58.25% | 2,656,888 | $123.8M | New |
| GLUE Monte Rosa Therapeutics Inc. | 19.72% | 5,652,922 | $41.9M | No change |
| JBIO Jade Biosciences Inc. | 6.20% | 1,525,820 | $13.2M | No change |
| CRSP Crispr Therapeutics AG | 4.54% | 148,831 | $9.6M | Reduce -70.2% |
| SKYE Skye Bioscience Inc. | 3.71% | 2,007,704 | $7.9M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 3.00% | 542,628 | $6.4M | No change |
| RPTX Repare Therapeutics Inc. | 2.19% | 2,646,657 | $4.7M | No change |
| TPST Tempest Therapeutics Inc. | 1.31% | 269,772 | $2.8M | No change |
| ADVM Adverum Biotechnologies Inc. | 1.08% | 506,821 | $2.3M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CRSP Crispr Therapeutics AG | Reduce -70.2% | 4.54% | −24.98 |
Portfolio Buys Q2 2025 → Q3 2025
| LENZ Lenz Therapeutics Inc. | New | 58.25% | +58.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $162.6M | GLUE, IPSC, JBIO, LENZ, CTNM |
| Q1 2026 | 8 | $141.4M | GLUE, IPSC, LENZ, JBIO, CTNM |
| Q4 2025 | 7 | $151.1M | GLUE, LENZ, JBIO, CRSP, CTNM |
| Q3 2025 | 9 | $212.5M | LENZ, GLUE, JBIO, CRSP, SKYE |
| Q2 2025 | 8 | $82.1M | GLUE, CRSP, JBIO, SKYE, RPTX |
| Q1 2025 | 7 | $60.2M | GLUE, CRSP, CTNM, SKYE, RPTX |
| Q4 2024 | 7 | $86.7M | GLUE, CRSP, CTNM, SKYE, RPTX |
| Q3 2024 | 6 | $63.6M | CRSP, CTNM, RPTX, SKYE, ADVM |
| Q2 2024 | 8 | $77.3M | CRSP, CTNM, SKYE, RPTX, ADVM |
| Q1 2024 | 7 | $103.1M | CRSP, SKYE, RPTX, GRITSTONE BIO INC, ADVM |