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GREYCROFT LP

Q4 2025 · Filed 2026-02-17
Market Value
$133M
+78.9%
Holdings
13
+1
New Purchases
1
Added To
9
Closed
2
Reduced
0
Top 10 Concentration
99.0%
Turnover
23.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SRAD 2.32% 0.72% +1.60% $3M
RDDT 3.11% 1.54% +1.56% $4M
ABNB 2.04% 0.82% +1.22% $3M
TTAN 2.40% 1.35% +1.04% $3M
HOOD 1.02% 0.00% +1.02% $1M
UBER 3.19% 2.37% +0.82% $4M
ACVA 1.20% 0.93% +0.27% $2M
NET 1.18% 1.15% +0.03% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SEMR 80.21% 85.46% -5.25% $107M
NEUE 0.00% 1.24% -1.24% $0
VERX 0.00% 0.67% -0.67% $0
SPOT 1.42% 1.69% -0.27% $2M
PCOR 1.91% 2.06% -0.15% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $16M 12.0%
Mid Cap 4 $9M 6.6%
Small Cap 2 $108M 81.4%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$40.3B
Median Market Cap
$7.1B
Avg P/E
34.0
Median P/E
34.4
Avg Dividend Yield
—%
Avg Beta
1.28
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SEMR 80.21% 8,983,900 $107M $11.89 $43M
2 UBER 3.19% 52,000 $4M $81.71 $2M +34,000 +188.9%
3 RDDT 3.11% 18,000 $4M $229.87 $3M +13,000 +260.0%
4 TTAN 2.40% 30,000 $3M $106.50 $2M +20,000 +200.0%
5 SRAD 2.32% 130,000 $3M $23.77 $3M +110,000 +550.0%
6 ABNB 2.04% 20,000 $3M $135.72 $2M +15,000 +300.0%
7 PCOR 1.91% 35,000 $3M $72.74 $1M +14,000 +66.7%
8 SPOT 1.42% 3,250 $2M $580.71 $631K +1,450 +80.6%
9 ACVA 1.20% 200,000 $2M $8.02 $910K +130,000 +185.7%
10 NET 1.18% 8,000 $2M $197.15 $719K +4,000 +100.0%
11 HOOD 1.02% 12,000 $1M $113.10 +12,000 NEW
12 VERX —% -$496K -20,000 -100.0% SOLD
13 NEUE —% -$923K -138,352 -100.0% SOLD

New Positions

SymbolValue% Port
HOOD $1M 1.02%

Sold Out Positions

SymbolValue% Port
VERX —%
NEUE —%
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