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SAPPHIRE VENTURES, L.L.C.

Q1 2026 · Filed 2026-05-12
Market Value
$99M
+33.9%
Holdings
5
-1
New Purchases
1
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NTSK 48.43% 0.00% +48.43% $48M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRZE 39.55% 76.90% -37.35% $39M
KLTR 9.79% 17.62% -7.83% $10M
PATH 2.23% 4.41% -2.18% $2M
ONTF 0.00% 1.07% -1.07% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $90M 90.2%
Small Cap 1 $0 0.0%
Micro Cap 1 $10M 9.8%

Portfolio Analytics

Avg Market Cap
$2.8B
Median Market Cap
$2.7B
Avg P/E
20.7
Median P/E
20.7
Avg Dividend Yield
—%
Avg Beta
1.26
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NTSK 48.43% 5,672,579 $48M $8.49 +5,672,579 NEW
2 BRZE 39.55% 1,665,798 $39M $23.61 -$18M
3 KLTR 9.79% 7,980,295 $10M $1.22 -$3M
4 PATH 2.23% 200,000 $2M $11.10 -$1M
5 ONTF —% -$796K -100,000 -100.0% SOLD

New Positions

SymbolValue% Port
NTSK $48M 48.43%

Sold Out Positions

SymbolValue% Port
ONTF —%
View SEC EDGAR Filings for SAPPHIRE VENTURES, L.L.C. →

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