Greycroft LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Greycroft LP reported 11 stock positions worth $113.2 million. Its top holding was Semrush Class A (SEMR) at 94.3% of the portfolio, followed by Neuehealth (NEUE, 0.9%) and Reddit Class A (RDDT, 0.8%). Compared with Q3 2024, it opened 1 new position, added to 1 and reduced 1. The biggest buy was a new position in Servicetitan Class A (TTAN) and the biggest sale Reddit Class A (RDDT, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001910274
- Portfolio Value
- $113.2M (Q4 2024)
- SEC Filing
- 0001104659-25-014113 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $113.2M
| SEMR Semrush Holdings Inc. Class A | 94.27% | 8,983,900 | $106.7M | No change |
| NEUE Neuehealth Inc. | 0.91% | 138,352 | $1.0M | No change |
| RDDT Reddit Inc. Class A | 0.79% | 5,500 | $899K | Reduce -54.2% |
| ACVA Acv Auctions Inc. Class A | 0.76% | 40,000 | $864K | No change |
| UBER Uber Technologies Inc. | 0.61% | 11,500 | $694K | No change |
| ABNB Airbnb Inc. Class A | 0.58% | 5,000 | $657K | No change |
| SPOT Spotify Technology SA | 0.57% | 1,450 | $649K | No change |
| NET Cloudflare Inc. Class A | 0.57% | 6,000 | $646K | No change |
| PCOR Procore Technologies Inc. | 0.43% | 6,500 | $487K | Add +116.7% |
| TTAN Servicetitan Inc. Class A | 0.32% | 3,500 | $360K | New |
| FLYW Flywire Corp.-Voting | 0.18% | 10,000 | $206K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| RDDT Reddit Inc. Class A | Reduce -54.2% | 0.79% | +0.25 |
Portfolio Buys Q3 2024 → Q4 2024
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 |