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ADAMS STREET PARTNERS LLC

Q4 2025 · Filed 2026-02-13
Market Value
$264M
+85.0%
Holdings
6
New Purchases
2
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BLLN 53.07% 0.00% +53.07% $140M
PAY 2.68% 2.00% +0.68% $7M
CAI 0.05% 0.00% +0.05% $132K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RMNI 34.65% 77.29% -42.64% $91M
CRVS 9.56% 16.92% -7.36% $25M
IOT 0.00% 3.80% -3.80% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 3 $147M 55.8%
Small Cap 2 $117M 44.2%

Portfolio Analytics

Avg Market Cap
$5.1B
Median Market Cap
$3.4B
Avg P/E
83.8
Median P/E
84.6
Avg Dividend Yield
—%
Avg Beta
0.99
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BLLN 53.07% 1,711,430 $140M $81.84 +1,711,430 NEW
2 RMNI 34.65% 23,565,433 $91M $3.88 -$19M
3 CRVS 9.56% 3,275,616 $25M $7.70 $1M
4 PAY 2.68% 223,506 $7M $31.59 $4M +130,416 +140.1%
5 CAI 0.05% 4,894 $132K $26.98 +4,894 NEW
6 IOT —% -$5M -145,408 -100.0% SOLD

New Positions

SymbolValue% Port
BLLN $140M 53.07%
CAI $132K 0.05%

Sold Out Positions

SymbolValue% Port
IOT —%
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