Greycroft LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Greycroft LP reported 13 stock positions worth $44.1 million. Its top holding was MNTN Class A (MNTN) at 43.0% of the portfolio, followed by Reddit Class A (RDDT, 11.0%) and LIFE360 (LIF, 6.3%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 2 and reduced 6. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale an exit from Semrush Class A (SEMR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001910274
- Portfolio Value
- $44.1M (Q2 2026)
- SEC Filing
- 0001910274-26-000009 ↗ filed Aug 14, 2026
Holdings Value
Holdings 13 stocks · $44.1M
| MNTN MNTN Inc. Class A | 43.03% | 2,061,643 | $19.0M | No change |
| RDDT Reddit Inc. Class A | 11.03% | 28,000 | $4.9M | Reduce -1.8% |
| LIF LIFE360 Inc. | 6.34% | 50,469 | $2.8M | No change |
| APP AppLovin Corp. Class A | 5.84% | 5,000 | $2.6M | New |
| ABNB Airbnb Inc. Class A | 4.87% | 15,000 | $2.1M | Reduce -21.1% |
| SPOT Spotify Technology SA | 4.69% | 4,500 | $2.1M | Reduce -4.3% |
| ACVA Acv Auctions Inc. Class A | 4.49% | 275,000 | $2.0M | Add +2650.0% |
| NET Cloudflare Inc. Class A | 4.45% | 8,000 | $2.0M | Reduce -27.3% |
| SRAD Sportradar Group AG-A | 4.42% | 130,000 | $1.9M | No change |
| UBER Uber Technologies Inc. | 4.09% | 25,000 | $1.8M | Reduce -37.5% |
| HOOD Robinhood Markets Inc. Class A | 3.41% | 15,000 | $1.5M | Reduce -50.0% |
| TTAN Servicetitan Inc. Class A | 3.21% | 20,000 | $1.4M | Add +60.0% |
| XYZ Block Inc. | 0.13% | 767 | $58K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SEMR Semrush Holdings Inc. Class A | Sold out | 0.00% | −73.31 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Reduce -50.0% | 3.41% | +1.99 |
| UBER Uber Technologies Inc. | Reduce -37.5% | 4.09% | +2.13 |
| NET Cloudflare Inc. Class A | Reduce -27.3% | 4.45% | +2.90 |
| SPOT Spotify Technology SA | Reduce -4.3% | 4.69% | +3.13 |
| ABNB Airbnb Inc. Class A | Reduce -21.1% | 4.87% | +3.23 |
| RDDT Reddit Inc. Class A | Reduce -1.8% | 11.03% | +8.40 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $44.1M | MNTN, RDDT, LIF, APP, ABNB |
| Q1 2026 | 14 | $146.3M | SEMR, MNTN, RDDT, UBER, ABNB |
| Q4 2025 | 12 | $157.8M | SEMR, MNTN, UBER, RDDT, TTAN |
| Q3 2025 | 13 | $112.7M | SEMR, MNTN, UBER, PCOR, SPOT |
| Q2 2025 | 12 | $137.6M | SEMR, MNTN, ACVA, PCOR, UBER |
| Q1 2025 | 11 | $93.3M | SEMR, UBER, ACVA, RDDT, PCOR |
| Q4 2024 | 11 | $113.2M | SEMR, NEUE, RDDT, ACVA, UBER |
| Q3 2024 | 10 | $146.3M | SEMR, UBER, ACVA, RDDT, NEUE |
| Q2 2024 | 8 | $124.6M | SEMR, UBER, NEUE, ACVA, ABNB |
| Q1 2024 | 7 | $142.7M | SEMR, NEUE, UBER, ACVA, ABNB |