GGV Capital LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), GGV Capital LLC reported 11 stock positions worth $135.4 million. Its top holding was Ibotta Class A (IBTA) at 35.1% of the portfolio, followed by Opendoor Technologies (OPEN, 17.3%) and Hashicorp Class A (HCP, 16.4%). Compared with Q1 2024, it opened 3 new positions, sold out of 1, added to 1 and reduced 2. The biggest buy was a new position in Ibotta Class A (IBTA) and the biggest sale Kanzhun Ltd. - ADR (BZ, shares −78%).
- Most Recent 13F
- Q4 2024
- Location
- Menlo Park, CA
- CIK
- 0001829132
- Portfolio Value
- $135.4M (Q2 2024)
- SEC Filing
- 0001104659-24-088970 ↗ filed Aug 13, 2024
Holdings Value
Holdings 11 stocks · $135.4M
| IBTA Ibotta Inc. Class A | 35.08% | 631,871 | $47.5M | New |
| OPEN Opendoor Technologies Inc. | 17.34% | 12,759,792 | $23.5M | No change |
| HCP Hashicorp Inc. Class A | 16.40% | 658,990 | $22.2M | No change |
| BZ Kanzhun Ltd. - ADR | 7.29% | 525,000 | $9.9M | Reduce -77.8% |
| XPEV Xpeng Inc. - ADR | 6.35% | 1,173,588 | $8.6M | New |
| HERE Here Group Ltd. filed as QUANTASING GROUP LTD | 3.72% | 3,051,640 | $5.0M | Add +1019.8% |
| CONTEXTLOGIC INC - A | 3.61% | 856,917 | $4.9M | No change |
| API Agora Inc.-ADR | 3.13% | 1,999,917 | $4.2M | Reduce -13.7% |
| CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC | 2.60% | 437,537 | $3.5M | No change |
| LIF LIFE360 Inc. | 2.38% | 99,544 | $3.2M | New |
| GRAB Grab Holdings Ltd. Class A | 2.07% | 791,066 | $2.8M | No change |