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Pinegrove Venture Partners, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$63M
-99.7%
Holdings
11
+2
New Purchases
4
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
45.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOT 24.20% 0.00% +24.20% $15M
DASH 5.66% 0.00% +5.66% $4M
AXSM 5.64% 0.02% +5.62% $4M
COIN 4.94% 0.01% +4.93% $3M
CRWD 1.20% 0.00% +1.20% $750K
CXM 1.19% 0.00% +1.19% $746K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NU 54.47% 94.50% -40.04% $34M
AVPT 1.00% 2.38% -1.38% $624K
PL 1.68% 2.96% -1.29% $1M
PACB 0.04% 0.12% -0.08% $26K
RBRK 0.00% 0.01% -0.01% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $61M 97.8%
Mid Cap 1 $624K 1.0%
Small Cap 2 $772K 1.2%

Portfolio Analytics

Avg Market Cap
$37.3B
Median Market Cap
$14.3B
Avg P/E
52.0
Median P/E
57.0
Avg Dividend Yield
—%
Avg Beta
1.44
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 54.47% 2,487,395 $34M $13.72 -$18.5B +675,374 +37.3%
2 IOT 24.20% 381,171 $15M $39.78 +381,171 NEW
3 DASH 5.66% 14,375 $4M $246.51 +14,375 NEW
4 AXSM 5.64% 33,849 $4M $104.39 -$414K
5 COIN 4.94% 8,832 $3M $350.49 $2M
6 PL 1.68% 172,097 $1M $6.10 -$581M
7 CRWD 1.20% 1,472 $750K $509.31 +1,472 NEW
8 CXM 1.19% 88,228 $746K $8.46 +88,228 NEW
9 AVPT 1.00% 32,310 $624K $19.31 -$466M
10 PACB 0.04% 20,586 $26K $1.24 -$24M
11 RBRK —% -$1M -16,515 -100.0% SOLD

New Positions

SymbolValue% Port
IOT $15M 24.20%
DASH $4M 5.66%
CRWD $750K 1.20%
CXM $746K 1.19%

Sold Out Positions

SymbolValue% Port
RBRK —%
View SEC EDGAR Filings for Pinegrove Venture Partners, LLC →

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