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ADAMS STREET PARTNERS LLC

Q2 2025 · Filed 2025-08-13
Market Value
$142M
+25.7%
Holdings
9
+1
New Purchases
2
Added To
1
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
55.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOT 15.50% 0.00% +15.50% $22M
PAY 7.05% 1.69% +5.36% $10M
DASH 0.91% 0.00% +0.91% $1M
CRVS 9.23% 9.22% +0.01% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RMNI 62.57% 72.60% -10.02% $89M
PVLA 4.75% 10.15% -5.40% $7M
VCSA 0.00% 4.47% -4.47% $0
BZ 0.00% 1.48% -1.48% $0
TEM 0.00% 0.40% -0.40% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $23M 16.4%
Mid Cap 3 $10M 7.0%
Small Cap 3 $109M 76.5%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$12.0B
Median Market Cap
$2.9B
Avg P/E
34.4
Median P/E
26.3
Avg Dividend Yield
0.00%
Avg Beta
1.31
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RMNI 62.57% 23,565,433 $89M $3.77 $7M
2 IOT 15.50% 553,085 $22M $39.78 +553,085 NEW
3 CRVS 9.23% 3,275,616 $13M $4.00 $3M
4 PAY 7.05% 305,568 $10M $32.75 $8M +232,600 +318.8%
5 PVLA 4.75% 298,986 $7M $22.54 -$5M -110,680 -27.0%
6 DASH 0.91% 5,214 $1M $246.51 +5,214 NEW
7 BZ —% -$2M -87,157 -100.0% SOLD
8 VCSA —% -$5M -938,221 -100.0% SOLD
9 TEM —% -$447K -9,266 -100.0% SOLD

New Positions

SymbolValue% Port
IOT $22M 15.50%
DASH $1M 0.91%

Sold Out Positions

SymbolValue% Port
BZ —%
TEM —%
VCSA —%
View SEC EDGAR Filings for ADAMS STREET PARTNERS LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms