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72 Investment Holdings, LLC

CIK:0001832749
Hedge Fund
$38M AUM
6 holdings
Stamford, CT, United States
Founded:2014
2,900 employees
Latest filing:Jun 30, 2025

72 Investment Holdings, LLC is a subsidiary or affiliated entity managed under the Point72 Asset Management umbrella, headquartered in Stamford, CT, United States. Founded by Steven A. Cohen, the wider firm traces roots back to 2014, though 72 Investment Holdings appears to be a special purpose vehicle differentiated in SEC filings. Point72 currently manages over 2,900 employees globally and provides investment management services primarily to institutional investors and qualified clients, employing deep fundamental research and systematic strategies across asset classes.

Investment Strategy

72 Investment Holdings, LLC primarily invests in public equities, with a concentrated portfolio heavily weighted in biotechnology and healthcare innovation firms. The fund typically focuses on high-conviction positions with rigorous research, often leveraging Point72’s broader investment resources. The top holdings as of Q1 2025 are dominated by biotech companies, suggesting a specialized thematic focus. The approach appears to be opportunistic, seeking outsized returns through concentrated bets backed by fundamental analysis, often paralleling the investment philosophy of the broader Point72 organization.

Latest 13F Filing Activity

72 Investment Holdings, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $38M. The fund increased holdings in Lenz Therapeutics Inc., Praxis Precision Medicines I, Caribou Biosciences Inc. among other positions. 72 Investment Holdings, LLC reduced exposure to Korro Bio Inc., Turnstone Biologics Corp., Alto Neuroscience Inc. among others.

Top Buys
L
LENZLENZ THERAPEUTICS INC
+$3.7M
K
KRROKORRO BIO INC
-$1.4M
P
PRAXPRAXIS PRECISION MEDICINES I
+$275.6K
C
CRBUCARIBOU BIOSCIENCES INC
+$164.5K
T
TSBXTURNSTONE BIOLOGICS CORP
-$28.0K
Top Sells
L
LENZLENZ THERAPEUTICS INC
+$3.7M
K
KRROKORRO BIO INC
-$1.4M
P
PRAXPRAXIS PRECISION MEDICINES I
+$275.6K
C
CRBUCARIBOU BIOSCIENCES INC
+$164.5K
T
TSBXTURNSTONE BIOLOGICS CORP
-$28.0K

Top Holdings

L
LENZLENZ THERAPEUTICS INC
+77.8%$29.8M
K
KRROKORRO BIO INC
+9.0%$3.5M
P
PRAXPRAXIS PRECISION MEDICINES I
+7.2%$2.8M
A
ANROALTO NEUROSCIENCE INC
+3.8%$1.5M
C
CRBUCARIBOU BIOSCIENCES INC
+1.6%$597.3K

Equity Positions (6)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
LENZ THERAPEUTICS INC77.84%$29.8M1,017,751$21.01$29.31+$3.7M
KORRO BIO INC9.02%$3.5M276,831$47.93$12.49-$1.4M
PRAXIS PRECISION MEDICINES I7.23%$2.8M65,933$22.28$42.05+$275.6K
ALTO NEUROSCIENCE INC3.83%$1.5M667,778$14.56$2.20+$26.7K
CARIBOU BIOSCIENCES INC1.56%$597.3K474,067$23.87$1.26+$164.5K

Industry Allocation

BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+71.4%
PHARMACEUTICAL PREPARATIONS
+28.6%