GGV Capital LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), GGV Capital LLC reported 8 stock positions worth $114.5 million. Its top holding was Ibotta Class A (IBTA) at 32.1% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 28.5%) and Hashicorp Class A (HCP, 19.7%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 4. The biggest buy was Kanzhun Ltd. - ADR (BZ, shares +187%) and the biggest sale Opendoor Technologies (OPEN, shares −49%).

Most Recent 13F
Q4 2024
Location
Menlo Park, CA
CIK
0001829132
Portfolio Value
$114.5M (Q4 2024)
SEC Filing
0001104659-25-014102 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $115.4M Q1 2024 Q2 2024: $135.4M Q2 2024 Q3 2024: $107.3M Q3 2024 Q4 2024: $114.5M $114.5M Q4 2024

Holdings 8 stocks · $114.5M

IBTA Ibotta Inc. Class A 32.07% 564,371 $36.7M Reduce -10.7%
BZ Kanzhun Ltd. - ADR 28.52% 2,366,764 $32.7M Add +186.9%
HCP Hashicorp Inc. Class A 19.69% 658,990 $22.5M No change
OPEN Opendoor Technologies Inc. 6.13% 4,387,627 $7.0M Reduce -48.8%
TTAN Servicetitan Inc. Class A 5.69% 63,315 $6.5M New
HERE Here Group Ltd. filed as QUANTASING GROUP LTD 4.38% 2,320,650 $5.0M Reduce -19.2%
API Agora Inc.-ADR 2.72% 750,000 $3.1M Reduce -55.4%
CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC 0.80% 149,721 $916K No change

Portfolio Sells Q3 2024 → Q4 2024

OPEN Opendoor Technologies Inc. Reduce -48.8% 6.13% −9.85
IBTA Ibotta Inc. Class A Reduce -10.7% 32.07% −4.21
GRAB Grab Holdings Ltd. Class A Sold out 0.00% −2.80
HERE Here Group Ltd. Reduce -19.2% 4.38% −1.83
API Agora Inc.-ADR Reduce -55.4% 2.72% −1.05

Portfolio Buys Q3 2024 → Q4 2024

BZ Kanzhun Ltd. - ADR Add +186.9% 28.52% +15.17
TTAN Servicetitan Inc. Class A New 5.69% +5.69

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2024 8$114.5MIBTA, BZ, HCP, OPEN, TTAN
Q3 2024 8$107.3MIBTA, HCP, OPEN, BZ, HERE
Q2 2024 11$135.4MIBTA, OPEN, HCP, BZ, XPEV
Q1 2024 9$115.4MBZ, OPEN, HCP, API, CONTEXTLOGIC INC - A