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StepStone Group LP

Q2 2025 · Filed 2025-08-13
Market Value
$50M
+15.2%
Holdings
17
+3
New Purchases
4
Added To
1
Closed
4
Reduced
0
Top 10 Concentration
97.2%
Turnover
47.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RBRK 10.78% 7.56% +3.22% $5M
PAY 2.59% 0.00% +2.59% $1M
PATH 32.94% 30.53% +2.41% $16M
PHAT 8.10% 6.10% +2.00% $4M
DKNG 18.41% 16.42% +1.99% $9M
CXM 1.27% 0.00% +1.27% $635K
PDD 1.25% 0.00% +1.25% $626K
IOT 0.97% 0.00% +0.97% $485K
HLVX 3.29% 2.76% +0.53% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TRDA 10.23% 15.86% -5.62% $5M
BZ 0.00% 4.67% -4.67% $0
OKUR 2.35% 4.87% -2.52% $1M
FRSH 0.00% 1.38% -1.38% $0
DOCS 0.00% 1.00% -1.00% $0
NEUE 7.25% 8.18% -0.93% $4M
AMPL 0.00% 0.05% -0.05% $0
TNYA 0.56% 0.61% -0.04% $282K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $16M 31.4%
Mid Cap 5 $18M 35.5%
Small Cap 3 $5M 9.4%
Micro Cap 5 $12M 23.7%

Portfolio Analytics

Avg Market Cap
$12.0B
Median Market Cap
$2.5B
Avg P/E
47.7
Median P/E
19.8
Avg Dividend Yield
0.00%
Avg Beta
0.92
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PATH 32.94% 1,286,527 $16M $12.80 $3M
2 DKNG 18.41% 214,536 $9M $42.89 $2M
3 RBRK 10.78% 60,182 $5M $89.59 $2M +6,344 +11.8%
4 TRDA 10.23% 761,277 $5M $6.72 -$2M
5 PHAT 8.10% 422,085 $4M $9.59 $1M
6 NEUE 7.25% 525,247 $4M $6.90 $74K
7 HLVX 3.29% 826,569 $2M $1.99 $446K
8 PAY 2.59% 39,573 $1M $32.75 +39,573 NEW
9 OKUR 2.35% 491,938 $1M $2.39 -$940K
10 CXM 1.27% 75,116 $635K $8.46 +75,116 NEW
11 PDD 1.25% 7,032 $626K $89.00 +7,032 NEW
12 IOT 0.97% 12,189 $485K $39.78 +12,189 NEW
13 TNYA 0.56% 462,163 $282K $0.61 $19K
14 DOCS —% -$435K -7,497 -100.0% SOLD
15 FRSH —% -$601K -42,586 -100.0% SOLD
16 BZ —% -$2M -105,645 -100.0% SOLD
17 AMPL —% -$23K -2,235 -100.0% SOLD

New Positions

SymbolValue% Port
PAY $1M 2.59%
CXM $635K 1.27%
PDD $626K 1.25%
IOT $485K 0.97%

Sold Out Positions

SymbolValue% Port
DOCS —%
FRSH —%
BZ —%
AMPL —%
View SEC EDGAR Filings for StepStone Group LP →

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