Versant Venture Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Versant Venture Management, LLC reported 7 stock positions worth $151.1 million. Its top holding was Monte Rosa Therapeutics (GLUE) at 45.5% of the portfolio, followed by Lenz Therapeutics (LENZ, 28.1%) and Jade Biosciences (JBIO, 15.6%). Compared with Q3 2025, it sold out of 2 and reduced 1. The biggest sale was an exit from Repare Therapeutics (RPTX).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001560009
- Portfolio Value
- $151.1M (Q4 2025)
- SEC Filing
- 0001193125-26-048719 ↗ filed Feb 12, 2026
Holdings Value
Holdings 7 stocks · $151.1M
| GLUE Monte Rosa Therapeutics Inc. | 45.49% | 4,382,687 | $68.7M | Reduce -22.5% |
| LENZ Lenz Therapeutics Inc. | 28.14% | 2,656,888 | $42.5M | No change |
| JBIO Jade Biosciences Inc. | 15.59% | 1,525,820 | $23.5M | No change |
| CRSP Crispr Therapeutics AG | 5.17% | 148,831 | $7.8M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 4.11% | 542,628 | $6.2M | No change |
| SKYE Skye Bioscience Inc. | 1.00% | 2,007,704 | $1.5M | No change |
| TPST Tempest Therapeutics Inc. | 0.51% | 269,772 | $774K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |