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GREYCROFT LP

Q3 2025 · Filed 2025-11-14
Market Value
$74M
-19.6%
Holdings
12
+1
New Purchases
1
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
98.6%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UBER 2.37% 1.51% +0.86% $2M
RDDT 1.54% 0.81% +0.73% $1M
SRAD 0.72% 0.00% +0.72% $538K
PCOR 2.06% 1.55% +0.50% $2M
NET 1.15% 0.85% +0.31% $858K
NEUE 1.24% 1.03% +0.21% $923K
TTAN 1.35% 1.16% +0.20% $1M
SPOT 1.69% 1.49% +0.20% $1M
ABNB 0.82% 0.71% +0.10% $607K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SEMR 85.46% 87.85% -2.39% $64M
VERX 0.67% 1.45% -0.78% $496K
ACVA 0.93% 1.58% -0.65% $694K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $6M 7.6%
Mid Cap 4 $4M 4.8%
Small Cap 2 $64M 86.4%
Micro Cap 1 $923K 1.2%

Portfolio Analytics

Avg Market Cap
$38.1B
Median Market Cap
$6.5B
Avg P/E
33.8
Median P/E
33.9
Avg Dividend Yield
—%
Avg Beta
1.19
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SEMR 85.46% 8,983,900 $64M $7.08 -$18M
2 UBER 2.37% 18,000 $2M $97.97 $364K +3,000 +20.0%
3 PCOR 2.06% 21,000 $2M $72.92 $94K
4 SPOT 1.69% 1,800 $1M $698.00 -$125K
5 RDDT 1.54% 5,000 $1M $229.99 $397K
6 TTAN 1.35% 10,000 $1M $100.83 -$64K
7 NEUE 1.24% 138,352 $923K $6.67 -$32K
8 NET 1.15% 4,000 $858K $214.59 $75K
9 ACVA 0.93% 70,000 $694K $9.91 -$766K -20,000 -22.2%
10 ABNB 0.82% 5,000 $607K $121.42 -$55K
11 SRAD 0.72% 20,000 $538K $26.90 +20,000 NEW
12 VERX 0.67% 20,000 $496K $24.79 -$847K -18,000 -47.4%

New Positions

SymbolValue% Port
SRAD $538K 0.72%
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