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HarbourVest Partners LLC

Q2 2025 · Filed 2025-08-14
Market Value
$91M
-40.6%
Holdings
18
-4
New Purchases
2
Added To
0
Closed
3
Reduced
2
Top 10 Concentration
98.9%
Turnover
27.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
W 59.51% 22.13% +37.38% $54M
IOT 9.50% 0.00% +9.50% $9M
YMM 12.39% 7.95% +4.44% $11M
RBRK 8.60% 6.85% +1.76% $8M
LC 3.14% 1.60% +1.54% $3M
RLAY 1.12% 0.51% +0.62% $1M
CXM 0.49% 0.00% +0.49% $443K
U 0.91% 0.44% +0.47% $827K
SONDQ 0.67% 0.29% +0.37% $608K
DIBS 0.60% 0.39% +0.21% $549K
RPTX 0.02% 0.01% +0.01% $17K
IPSC 0.02% 0.01% +0.01% $16K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TTAN 0.99% 54.81% -53.82% $907K
CAMP 2.02% 3.31% -1.29% $2M
AMPL 0.00% 0.76% -0.76% $0
OKLO 0.00% 0.68% -0.68% $0
NEUE 0.00% 0.23% -0.23% $0
OPEN 0.03% 0.03% -0.00% $25K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $17M 19.0%
Mid Cap 5 $68M 74.0%
Small Cap 3 $3M 3.6%
Micro Cap 6 $3M 3.3%

Portfolio Analytics

Avg Market Cap
$4.9B
Median Market Cap
$2.2B
Avg P/E
26.9
Median P/E
13.5
Avg Dividend Yield
0.00%
Avg Beta
1.29
# Stocks
18
# ETFs / Funds
0

Top Holdings (18 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 W 59.51% 1,062,126 $54M $51.14 $20M
2 YMM 12.39% 957,580 $11M $11.81 -$919K
3 IOT 9.50% 217,965 $9M $39.78 +217,965 NEW
4 RBRK 8.60% 87,658 $8M $89.59 -$3M -84,973 -49.2%
5 LC 3.14% 238,055 $3M $12.03 $407K
6 CAMP 2.02% 1,271,948 $2M $1.45 -$3M
7 RLAY 1.12% 296,402 $1M $3.46 $249K
8 TTAN 0.99% 8,458 $907K $107.18 -$83M -877,503 -99.0%
9 U 0.91% 34,194 $827K $24.20 $158K
10 SONDQ 0.67% 225,112 $608K $2.70 $158K
11 DIBS 0.60% 199,496 $549K $2.75 -$58K
12 CXM 0.49% 52,337 $443K $8.46 +52,337 NEW
13 OPEN 0.03% 46,707 $25K $0.53 -$23K
14 RPTX 0.02% 12,276 $17K $1.39 $5K
15 IPSC 0.02% 29,018 $16K $0.56 $2K
16 OKLO —% -$1M -48,420 -100.0% SOLD
17 AMPL —% -$1M -114,231 -100.0% SOLD
18 NEUE —% -$356K -52,720 -100.0% SOLD

New Positions

SymbolValue% Port
IOT $9M 9.50%
CXM $443K 0.49%

Sold Out Positions

SymbolValue% Port
OKLO —%
AMPL —%
NEUE —%
View SEC EDGAR Filings for HarbourVest Partners LLC →

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