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AlpInvest Partners B.V.

JACHTHAVENWEG 118, AMSTERDAM P7 1081 KJ • 31 20 540 7575

Q4 2025 · Filed 2026-02-13
Market Value
$64M
-99.8%
Holdings
12
+4
New Purchases
5
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
98.0%
Turnover
41.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 23.75% 0.02% +23.73% $15M
CHYM 13.50% 0.00% +13.50% $9M
CRWD 10.99% 0.03% +10.96% $7M
CRCL 6.03% 0.00% +6.03% $4M
ETOR 2.75% 0.00% +2.75% $2M
OMDA 1.32% 0.00% +1.32% $850K
DDOG 0.80% 0.00% +0.80% $513K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NABL 27.81% 71.45% -43.64% $18M
FWRD 4.65% 11.63% -6.99% $3M
DNUT 3.96% 9.39% -5.43% $3M
BZ 1.25% 3.53% -2.28% $802K
TBLA 3.20% 3.95% -0.74% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 47.8%
Technology 34.9%
Communication Services 5.3%
Industrials 4.5%
Consumer Defensive 4.3%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $27M 41.6%
Mid Cap 3 $11M 17.5%
Small Cap 4 $23M 36.3%
Micro Cap 1 $3M 4.6%

Portfolio Analytics

Avg Market Cap
$30.4B
Median Market Cap
$4.9B
Avg P/E
18.7
Median P/E
13.6
Avg Dividend Yield
0.00%
Avg Beta
1.09
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NABL 27.81% 2,386,000 $18M $7.48 -$18.6B
2 HOOD 23.75% 134,796 $15M $113.10 $9M +89,847 +199.9%
3 CHYM 13.50% 344,273 $9M $25.17 +344,273 NEW
4 CRWD 10.99% 15,041 $7M $468.76 -$325K
5 CRCL 6.03% 48,787 $4M $79.30 +48,787 NEW
6 FWRD 4.65% 103,330 $3M $28.85 -$3.0B
7 DNUT 3.96% 631,987 $3M $4.02 -$2.4B
8 TBLA 3.20% 446,131 $2M $4.61 -$1.0B +144,631 +48.0%
9 ETOR 2.75% 50,152 $2M $35.13 +50,152 NEW
10 OMDA 1.32% 53,867 $850K $15.78 +53,867 NEW
11 BZ 1.25% 39,340 $802K $20.38 -$918M
12 DDOG 0.80% 3,773 $513K $135.99 +3,773 NEW

New Positions

SymbolValue% Port
CHYM $9M 13.50%
CRCL $4M 6.03%
ETOR $2M 2.75%
OMDA $850K 1.32%
DDOG $513K 0.80%
View SEC EDGAR Filings for AlpInvest Partners B.V. →

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