Mill Valley, CACIK 20584751 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blend Labs Inc | 11.85M | $36.02M | 7.7% | +11.85M | New Position |
| 2 | Genius Sports Limited | 3.13M | $34.45M | 7.4% | +3.13M | New Position |
| 3 | Q2 Hldgs Inc | 460.4K | $33.25M | 7.1% | +460.4K | New Position |
| 4 |
| 1.28M |
| $30.34M |
| 6.5% |
| +1.28M |
| New Position |
| 5 | Jfrog Ltd | 424.0K | $26.48M | 5.7% | +424.0K | New Position |
| 6 | Freshworks Inc | 2.06M | $25.57M | 5.5% | +2.06M | New Position |
| 7 | Udemy Inc | 4.38M | $25.56M | 5.5% | +4.38M | New Position |
| 8 | Sentinelone Inc | 1.64M | $24.69M | 5.3% | +1.64M | New Position |
| 9 | Bandwidth Inc | 1.51M | $23.34M | 5.0% | +1.51M | New Position |
| 10 | Procore Technologies Inc | 315.0K | $22.94M | 4.9% | +315.0K | New Position |
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