Greycroft LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Greycroft LP reported 13 stock positions worth $112.7 million. Its top holding was Semrush Class A (SEMR) at 56.5% of the portfolio, followed by MNTN Class A (MNTN, 33.9%) and Uber Technologies (UBER, 1.6%). Compared with Q2 2025, it opened 1 new position, added to 1 and reduced 2. The biggest buy was Uber Technologies (UBER, shares +20%) and the biggest sale Vertex Class A (VERX, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001910274
- Portfolio Value
- $112.7M (Q3 2025)
- SEC Filing
- 0001910274-25-000004 ↗ filed Nov 14, 2025
Holdings Value
Holdings 13 stocks · $112.7M
| SEMR Semrush Holdings Inc. Class A | 56.45% | 8,983,900 | $63.6M | No change |
| MNTN MNTN Inc. Class A | 33.94% | 2,061,643 | $38.2M | No change |
| UBER Uber Technologies Inc. | 1.57% | 18,000 | $1.8M | Add +20.0% |
| PCOR Procore Technologies Inc. | 1.36% | 21,000 | $1.5M | No change |
| SPOT Spotify Technology SA | 1.12% | 1,800 | $1.3M | No change |
| RDDT Reddit Inc. Class A | 1.02% | 5,000 | $1.1M | No change |
| TTAN Servicetitan Inc. Class A | 0.89% | 10,000 | $1.0M | No change |
| NEUE Neuehealth Inc. | 0.82% | 138,352 | $923K | No change |
| NET Cloudflare Inc. Class A | 0.76% | 4,000 | $858K | No change |
| ACVA Acv Auctions Inc. Class A | 0.62% | 70,000 | $694K | Reduce -22.2% |
| ABNB Airbnb Inc. Class A | 0.54% | 5,000 | $607K | No change |
| SRAD Sportradar Group AG-A | 0.48% | 20,000 | $538K | New |
| VERX Vertex Inc. Class A | 0.44% | 20,000 | $496K | Reduce -47.4% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |