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Pinegrove Venture Partners, LLC

Q3 2025 · Filed 2025-11-03
Market Value
$23.5B
+37431.4%
Holdings
12
+1
New Purchases
2
Added To
1
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOT 88.16% 24.20% +63.96% $20.7B
PL 9.50% 1.68% +7.82% $2.2B
AVPT 2.06% 1.00% +1.07% $485M
ALEC 0.13% 0.00% +0.13% $30M
PACB 0.11% 0.04% +0.07% $26M
MDB 0.00% 0.00% +0.00% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NU 0.00% 54.47% -54.47% $0
DASH 0.00% 5.66% -5.66% $0
AXSM 0.02% 5.64% -5.62% $4M
COIN 0.01% 4.94% -4.93% $3M
CRWD 0.00% 1.20% -1.20% $0
CXM 0.00% 1.19% -1.19% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $23.0B 97.7%
Mid Cap 1 $485M 2.1%
Small Cap 2 $26M 0.1%
Micro Cap 1 $30M 0.1%

Portfolio Analytics

Avg Market Cap
$35.3B
Median Market Cap
$16.1B
Avg P/E
52.0
Median P/E
57.0
Avg Dividend Yield
—%
Avg Beta
1.44
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IOT 88.16% 556,582 $20.7B $37,250.00 $20.7B +175,411 +46.0%
2 PL 9.50% 172,097 $2.2B $12,980.00 $2.2B
3 AVPT 2.06% 32,310 $485M $15,010.00 $484M
4 ALEC 0.13% 10,286 $30M $2,960.04 +10,286 NEW
5 PACB 0.11% 20,586 $26M $1,280.00 $26M
6 AXSM 0.02% 33,849 $4M $121.45 $577K
7 COIN 0.01% 8,832 $3M $337.49 -$115K
8 MDB —% 3,325 $1M $310.38 +3,325 NEW
9 NU —% -$34M -2,487,395 -100.0% SOLD
10 DASH —% -$4M -14,375 -100.0% SOLD
11 CRWD —% -$750K -1,472 -100.0% SOLD
12 CXM —% -$746K -88,228 -100.0% SOLD

New Positions

SymbolValue% Port
ALEC $30M 0.13%
MDB $1M —%

Sold Out Positions

SymbolValue% Port
NU —%
CXM —%
DASH —%
CRWD —%
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