Greycroft LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Greycroft LP reported 12 stock positions worth $157.8 million. Its top holding was Semrush Class A (SEMR) at 67.7% of the portfolio, followed by MNTN Class A (MNTN, 15.6%) and Uber Technologies (UBER, 2.7%). Compared with Q3 2025, it opened 1 new position, sold out of 2 and added to 9. The biggest buy was Reddit Class A (RDDT, shares +260%) and the biggest sale an exit from Neuehealth (NEUE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001910274
- Portfolio Value
- $157.8M (Q4 2025)
- SEC Filing
- 0001910274-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 12 stocks · $157.8M
| SEMR Semrush Holdings Inc. Class A | 67.70% | 8,983,900 | $106.8M | No change |
| MNTN MNTN Inc. Class A | 15.60% | 2,061,643 | $24.6M | No change |
| UBER Uber Technologies Inc. | 2.69% | 52,000 | $4.2M | Add +188.9% |
| RDDT Reddit Inc. Class A | 2.62% | 18,000 | $4.1M | Add +260.0% |
| TTAN Servicetitan Inc. Class A | 2.02% | 30,000 | $3.2M | Add +200.0% |
| SRAD Sportradar Group AG-A | 1.96% | 130,000 | $3.1M | Add +550.0% |
| ABNB Airbnb Inc. Class A | 1.72% | 20,000 | $2.7M | Add +300.0% |
| PCOR Procore Technologies Inc. | 1.61% | 35,000 | $2.5M | Add +66.7% |
| SPOT Spotify Technology SA | 1.20% | 3,250 | $1.9M | Add +80.6% |
| ACVA Acv Auctions Inc. Class A | 1.02% | 200,000 | $1.6M | Add +185.7% |
| NET Cloudflare Inc. Class A | 1.00% | 8,000 | $1.6M | Add +100.0% |
| HOOD Robinhood Markets Inc. Class A | 0.86% | 12,000 | $1.4M | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| RDDT Reddit Inc. Class A | Add +260.0% | 2.62% | +1.60 |
| SRAD Sportradar Group AG-A | Add +550.0% | 1.96% | +1.48 |
| ABNB Airbnb Inc. Class A | Add +300.0% | 1.72% | +1.18 |
| TTAN Servicetitan Inc. Class A | Add +200.0% | 2.02% | +1.13 |
| UBER Uber Technologies Inc. | Add +188.9% | 2.69% | +1.13 |
| HOOD Robinhood Markets Inc. Class A | New | 0.86% | +0.86 |
| ACVA Acv Auctions Inc. Class A | Add +185.7% | 1.02% | +0.40 |
| PCOR Procore Technologies Inc. | Add +66.7% | 1.61% | +0.25 |
| NET Cloudflare Inc. Class A | Add +100.0% | 1.00% | +0.24 |
| SPOT Spotify Technology SA | Add +80.6% | 1.20% | +0.08 |
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 |