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GREYCROFT LP

Q2 2025 · Filed 2025-08-14
Market Value
$93M
-0.8%
Holdings
11
-1
New Purchases
0
Added To
3
Closed
0
Reduced
4
Top 10 Concentration
99.3%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VERX 1.45% 0.38% +1.08% $1M
SPOT 1.49% 0.83% +0.67% $1M
NET 0.85% 0.48% +0.36% $783K
PCOR 1.55% 1.20% +0.35% $1M
TTAN 1.16% 1.02% +0.14% $1M
ACVA 1.58% 1.51% +0.07% $1M
NEUE 1.03% 1.00% +0.03% $955K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SEMR 87.85% 89.83% -1.98% $81M
RDDT 0.81% 1.29% -0.48% $753K
ABNB 0.71% 0.90% -0.18% $662K
UBER 1.51% 1.56% -0.05% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $5M 5.4%
Mid Cap 3 $4M 4.2%
Small Cap 2 $83M 89.4%
Micro Cap 1 $955K 1.0%

Portfolio Analytics

Avg Market Cap
$41.2B
Median Market Cap
$7.1B
Avg P/E
30.2
Median P/E
32.7
Avg Dividend Yield
—%
Avg Beta
1.15
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SEMR 87.85% 8,983,900 $81M $9.05 -$3M
2 ACVA 1.58% 90,000 $1M $16.22 $51K -10,000 -10.0%
3 PCOR 1.55% 21,000 $1M $68.42 $314K +4,000 +23.5%
4 UBER 1.51% 15,000 $1M $93.30 -$58K -5,000 -25.0%
5 SPOT 1.49% 1,800 $1M $767.34 $611K +400 +28.6%
6 VERX 1.45% 38,000 $1M $35.34 $993K +28,000 +280.0%
7 TTAN 1.16% 10,000 $1M $107.18 $121K
8 NEUE 1.03% 138,352 $955K $6.90 $19K
9 NET 0.85% 4,000 $783K $195.83 $333K
10 RDDT 0.81% 5,000 $753K $150.57 -$454K -6,500 -56.5%
11 ABNB 0.71% 5,000 $662K $132.34 -$175K -2,000 -28.6%
View SEC EDGAR Filings for GREYCROFT LP →

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