Founders Circle Capital LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Founders Circle Capital LLC reported 6 stock positions worth $79.8 million. Its top holding was Monday.com (MNDY) at 30.9% of the portfolio, followed by Robinhood Markets Class A (HOOD, 27.2%) and Udemy (UDMY, 18.1%). Compared with Q1 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Hashicorp Class A (HCP).

Most Recent 13F
Q3 2024
Location
Campbell, CA
CIK
0001887190
Portfolio Value
$79.8M (Q2 2024)
SEC Filing
0000919574-24-004162 ↗ filed Jul 30, 2024

Holdings Value

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

Holdings 6 stocks · $79.8M

MNDY Monday.com Ltd. 30.85% 102,263 $24.6M No change
HOOD Robinhood Markets Inc. Class A 27.19% 955,343 $21.7M Reduce -17.8%
UDMY Udemy Inc. 18.12% 1,675,981 $14.5M No change
BARK Bark Inc. 18.01% 7,941,922 $14.4M No change
CFLT Confluent Inc. Class A 4.64% 125,329 $3.7M No change
FIRY Firy Inc. filed as SKILLZ INC 1.19% 132,267 $950K No change

Portfolio Sells Q1 2024 → Q2 2024

HCP Hashicorp Inc. Class A Sold out 0.00% −7.15
HOOD Robinhood Markets Inc. Class A Reduce -17.8% 27.19% −0.15

Portfolio Buys Q1 2024 → Q2 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