KELLEHER FINANCIAL ADVISORS

Position in LENZ — LENZ Therapeutics, Inc.

CIK 1507971 NEW YORK, NY

Position in LENZ

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$155,760

-$116,608 QoQ

Shares Held

17,023

0.0% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Healthcare · as of Mar 31, 2026

KELLEHER FINANCIAL ADVISORS holds $324,622 across 5 Biotechnology names. LENZ ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LENZ	LENZ Therapeutics, Inc. This page	17,023	$155,760
2	MRNA	Moderna, Inc.	1,335	$67,818
3	VRTX	Vertex Pharmaceuticals Inc / Ma	100	$44,654
4	NWBO	Northwest Biotherapeutics Inc	200,000	$42,000
5	NKTR	Nektar Therapeutics	200	$14,390

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$155,760	17,023	0.0%	Shares	Sole	2026-05-08
2025-12-31	$272,368	17,023	0.0%	Shares	Sole	2026-01-20
2025-09-30	$792,931	17,023	0.0%	Shares	Sole	2025-11-14
2025-06-30	$498,944	17,023	0.0%	Shares	Sole	2025-08-08
2025-03-31	$437,661	17,023	0.0%	Shares	Sole	2025-05-14
2024-12-31	$491,454	17,023	-18.1%	Shares	Sole	2025-01-17
2024-09-30	$493,151	20,773	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.