Dag Ventures, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Dag Ventures, LLC reported 4 stock positions worth $7.9 million. Its top holding was Zuora Class A (ZUO) at 77.9% of the portfolio, followed by Block (XYZ, 20.4%) and Oportun Financial (OPRT, 1.2%). Its holdings were unchanged from Q4 2023.

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001624576
Portfolio Value
$7.9M (Q1 2024)
SEC Filing
0001104659-24-061171 ↗ filed May 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $7.9M $7.9M Q1 2024 Q2 2024: $8.1M Q2 2024 Q3 2024: $7.2M Q3 2024 Q4 2025: $189.0M Q4 2025 Q1 2026: $128.8M Q1 2026 Q2 2026: $124.8M Q2 2026

Holdings 4 stocks · $7.9M
ZUO Zuora Inc. Class A 77.91% 678,044 $6.2M No change
XYZ Block Inc. 20.37% 19,113 $1.6M No change
OPRT Oportun Financial Corp. 1.18% 38,452 $93K No change
MVLA Movella Holdings Inc. 0.54% 689,117 $43K No change

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$124.8MWLTH, XYZ, OPRT
Q1 2026 3$128.8MWLTH, XYZ, OPRT
Q4 2025 3$189.0MWLTH, XYZ, OPRT
Q3 2024 3$7.2MZUO, XYZ, OPRT
Q2 2024 3$8.1MZUO, XYZ, OPRT
Q1 2024 4$7.9MZUO, XYZ, OPRT, MVLA