— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

GREYCROFT LP

Q1 2026 · Filed 2026-05-15
Market Value
$128M
-3.7%
Holdings
13
New Purchases
2
Added To
4
Closed
0
Reduced
5
Top 10 Concentration
99.9%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SEMR 83.68% 80.21% +3.47% $107M
LIF 1.61% 0.00% +1.61% $2M
HOOD 1.62% 1.02% +0.60% $2M
NET 1.77% 1.18% +0.59% $2M
SPOT 1.78% 1.42% +0.36% $2M
SQ 0.04% 0.00% +0.04% $46K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCOR 0.04% 1.91% -1.87% $57K
TTAN 0.62% 2.40% -1.78% $793K
ACVA 0.03% 1.20% -1.17% $42K
UBER 2.24% 3.19% -0.95% $3M
SRAD 1.70% 2.32% -0.62% $2M
ABNB 1.87% 2.04% -0.17% $2M
RDDT 2.99% 3.11% -0.11% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 7 $16M 12.3%
Mid Cap 4 $5M 4.0%
Small Cap 2 $107M 83.7%

Portfolio Analytics

Avg Market Cap
$44.3B
Median Market Cap
$27.3B
Avg P/E
34.4
Median P/E
34.4
Avg Dividend Yield
—%
Avg Beta
1.45
# 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 83.68% 8,983,900 $107M $11.94 $449K
2 RDDT 2.99% 28,500 $4M $134.65 -$300K +10,500 +58.3%
3 UBER 2.24% 40,000 $3M $71.93 -$1M -12,000 -23.1%
4 ABNB 1.87% 19,000 $2M $126.28 -$315K -1,000 -5.0%
5 SPOT 1.78% 4,700 $2M $484.91 $392K +1,450 +44.6%
6 NET 1.77% 11,000 $2M $206.34 $693K +3,000 +37.5%
7 SRAD 1.70% 130,000 $2M $16.74 -$914K
8 HOOD 1.62% 30,000 $2M $69.30 $722K +18,000 +150.0%
9 LIF 1.61% 50,469 $2M $40.82 +50,469 NEW
10 TTAN 0.62% 12,500 $793K $63.46 -$2M -17,500 -58.3%
11 PCOR 0.04% 1,000 $57K $57.00 -$2M -34,000 -97.1%
12 SQ 0.04% 767 $46K $60.18 +767 NEW
13 ACVA 0.03% 10,000 $42K $4.24 -$2M -190,000 -95.0%

New Positions

SymbolValue% Port
LIF $2M 1.61%
SQ $46K 0.04%
View SEC EDGAR Filings for GREYCROFT LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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