Menlo Park, CACIK 17021225 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Navan Inc | 49.92M | $852.66M | 61.1% | +49.92M | New |
| 2 | Servicenow Inc | 1.78M | $273.22M | 19.6% | +1.78M | New |
| 3 | Kodiak Ai Inc. | 7.34M | $80.16M | 5.7% | 0 | Held |
| 4 | Blend Labs Inc |
| 23.13M |
| $70.31M |
| 5.0% |
| 0 |
| Held |
| 5 | Personalis Inc | 8.16M | $64.96M | 4.7% | 0 | Held |
| 6 | Olema Pharmaceuticals Inc | 1.93M | $48.27M | 3.5% | 0 | Held |
| 7 | Figma Inc | 183.5K | $6.86M | 0.5% | 0 | Held |