Greycroft LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Greycroft LP reported 12 stock positions worth $137.6 million. Its top holding was Semrush Class A (SEMR) at 59.1% of the portfolio, followed by MNTN Class A (MNTN, 32.8%) and Acv Auctions Class A (ACVA, 1.1%). Compared with Q1 2025, it opened 1 new position, added to 3 and reduced 4. The biggest buy was a new position in MNTN Class A (MNTN) and the biggest sale Reddit Class A (RDDT, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001910274
- Portfolio Value
- $137.6M (Q2 2025)
- SEC Filing
- 0001415889-25-021865 ↗ filed Aug 14, 2025
Holdings Value
Holdings 12 stocks · $137.6M
| SEMR Semrush Holdings Inc. Class A | 59.07% | 8,983,900 | $81.3M | No change |
| MNTN MNTN Inc. Class A | 32.76% | 2,061,643 | $45.1M | New |
| ACVA Acv Auctions Inc. Class A | 1.06% | 90,000 | $1.5M | Reduce -10.0% |
| PCOR Procore Technologies Inc. | 1.04% | 21,000 | $1.4M | Add +23.5% |
| UBER Uber Technologies Inc. | 1.02% | 15,000 | $1.4M | Reduce -25.0% |
| SPOT Spotify Technology SA | 1.00% | 1,800 | $1.4M | Add +28.6% |
| VERX Vertex Inc. Class A | 0.98% | 38,000 | $1.3M | Add +280.0% |
| TTAN Servicetitan Inc. Class A | 0.78% | 10,000 | $1.1M | No change |
| NEUE Neuehealth Inc. | 0.69% | 138,352 | $955K | No change |
| NET Cloudflare Inc. Class A | 0.57% | 4,000 | $783K | No change |
| RDDT Reddit Inc. Class A | 0.55% | 5,000 | $753K | Reduce -56.5% |
| ABNB Airbnb Inc. Class A | 0.48% | 5,000 | $662K | Reduce -28.6% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |