Formation8 GP, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Formation8 GP, LLC reported 3 stock positions worth $67.6 million. Its top holding was Blend Labs Class A (BLND) at 78.0% of the portfolio, followed by Riskified Class A (RSKD, 13.6%) and Contextlogic Class A (8.4%). Compared with Q4 2023, it sold out of 1. The biggest sale was an exit from Oscar Health Class A (OSCR).

Most Recent 13F
Q1 2024
Location
Los Altos, CA
CIK
0001835718
Portfolio Value
$67.6M (Q1 2024)
SEC Filing
0000950123-24-003735 ↗ filed May 2, 2024

Holdings 3 stocks · $67.6M

BLND Blend Labs Inc. Class A 78.02% 16,220,511 $52.7M No change
RSKD Riskified Ltd. Class A 13.60% 1,698,600 $9.2M No change
CONTEXTLOGIC INC - A 8.38% 995,330 $5.7M No change

Portfolio Sells Q4 2023 → Q1 2024

OSCR Oscar Health Inc. Class A Sold out 0.00% −46.23

Portfolio Buys Q4 2023 → Q1 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2024 3$67.6MBLND, RSKD, CONTEXTLOGIC INC - A