Founders Circle Capital LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Founders Circle Capital LLC reported 7 stock positions worth $85.5 million. Its top holding was Robinhood Markets Class A (HOOD) at 27.3% of the portfolio, followed by Monday.com (MNDY, 27.0%) and Udemy (UDMY, 21.5%). Compared with Q4 2023, it sold out of 1 and reduced 2. The biggest sale was an exit from Okta (OKTA).

Most Recent 13F
Q3 2024
Location
Campbell, CA
CIK
0001887190
Portfolio Value
$85.5M (Q1 2024)
SEC Filing
0000919574-24-002828 ↗ filed May 10, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $85.5M $85.5M Q1 2024 Q2 2024: $79.8M Q2 2024 Q3 2024: $79.5M Q3 2024

Holdings 7 stocks · $85.5M

HOOD Robinhood Markets Inc. Class A 27.34% 1,161,624 $23.4M Reduce -49.0%
MNDY Monday.com Ltd. 27.01% 102,263 $23.1M No change
UDMY Udemy Inc. 21.52% 1,675,981 $18.4M No change
BARK Bark Inc. 11.51% 7,941,922 $9.8M No change
HCP Hashicorp Inc. Class A 7.15% 226,858 $6.1M No change
CFLT Confluent Inc. Class A 4.47% 125,329 $3.8M Reduce -25.0%
FIRY Firy Inc. filed as SKILLZ INC 1.00% 132,267 $858K No change

Portfolio Sells Q4 2023 → Q1 2024

OKTA Okta Inc. Sold out 0.00% −8.31
HOOD Robinhood Markets Inc. Class A Reduce -49.0% 27.34% −2.42
CFLT Confluent Inc. Class A Reduce -25.0% 4.47% +0.46

Portfolio Buys Q4 2023 → Q1 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2024 6$79.5MMNDY, HOOD, BARK, UDMY, CFLT
Q2 2024 6$79.8MMNDY, HOOD, UDMY, BARK, CFLT
Q1 2024 7$85.5MHOOD, MNDY, UDMY, BARK, HCP