L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 14 Aug 2025
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 2 listed it in both
Shares listed
3,072,495
combined, among listed positions
Reported value
$43m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +197,574.

Managers listing VRDN in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Maverick Capital Ltd2,257,010$32m0.47%Added+195,73614 Aug 2025 (the filing on sec.gov)
Woodline Partners LP815,485$11m0.06%Added+1,83814 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

024620222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VRDN by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20211$10mn.a.n.a.
Q4 20212$7.3mn.a.n.a.
Q1 20222$7.1mn.a.n.a.
Q2 20222$8.5mn.a.n.a.
Q3 20222$10.0mn.a.n.a.
Q4 20225$38mn.a.n.a.
Q1 20231$3.0mn.a.n.a.
Q2 20232$8.9mn.a.n.a.
Q3 20231$366kn.a.n.a.
Q4 20231$51m11
Q1 20242$55m20
Q2 20242$48m11
Q3 20245$92m32
Q4 20243$68m12
Q1 20252$39m10
Q2 20252$43m20
Q3 20252$65m01
Q4 20254$89m254
Q1 20263$65m1120
Q2 20263$70m1311

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VRDN and LLY →VRDN and JNJ →VRDN and VRTX →Choose a stock to compare with VRDN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VRDN, latest filings →Back to the 13F Explorer →