HarbourVest Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), HarbourVest Partners LLC reported 15 stock positions worth $91.3 million. Its top holding was Wayfair Class A (W) at 59.5% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 12.4%) and Samsara Class A (IOT, 9.5%). Compared with Q1 2025, it opened 2 new positions, sold out of 3 and reduced 2. The biggest buy was a new position in Samsara Class A (IOT) and the biggest sale Servicetitan Class A (TTAN, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001201001
- Portfolio Value
- $91.3M (Q2 2025)
- SEC Filing
- 0000950123-25-007940 ↗ filed Aug 14, 2025
Holdings Value
Holdings 15 stocks · $91.3M
| W Wayfair Inc. Class A | 59.51% | 1,062,126 | $54.3M | No change |
| YMM Full Truck Alliance -SPN ADR | 12.39% | 957,580 | $11.3M | No change |
| IOT Samsara Inc. Class A | 9.50% | 217,965 | $8.7M | New |
| RBRK Rubrik Inc. Class A | 8.60% | 87,658 | $7.9M | Reduce -49.2% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 3.14% | 238,055 | $2.9M | No change |
| CAMP CAMP4 Therapeutics Corp. | 2.02% | 1,271,948 | $1.8M | No change |
| RLAY Relay Therapeutics Inc. | 1.12% | 296,402 | $1.0M | No change |
| TTAN Servicetitan Inc. Class A | 0.99% | 8,458 | $907K | Reduce -99.0% |
| U Unity Software Inc. | 0.91% | 34,194 | $827K | No change |
| SONDQ Sonder Holdings Inc. | 0.67% | 225,112 | $608K | No change |
| DIBS 1STDIBS.COM Inc. | 0.60% | 199,496 | $549K | No change |
| CXM Sprinklr Inc. Class A | 0.49% | 52,337 | $443K | New |
| OPEN Opendoor Technologies Inc. | 0.03% | 46,707 | $25K | No change |
| RPTX Repare Therapeutics Inc. | 0.02% | 12,276 | $17K | No change |
| IPSC Century Therapeutics Inc. | 0.02% | 29,018 | $16K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $170.0M | KLAR, GENB, XNDU, YMM, CAMP |
| Q1 2026 | 5 | $100.9M | KLAR, GENB, YMM, CAMP, IPSC |
| Q4 2025 | 7 | $174.2M | KLAR, YMM, CAMP, RBRK, EPSN |
| Q3 2025 | 9 | $205.1M | KLAR, YMM, CAMP, PGY, RKLB |
| Q2 2025 | 15 | $91.3M | W, YMM, IOT, RBRK, HAPN |
| Q1 2025 | 16 | $153.7M | TTAN, W, YMM, RBRK, CAMP |
| Q4 2024 | 22 | $202.6M | TTAN, W, HCP, YMM, HSAI |
| Q3 2024 | 34 | $192.3M | TOST, W, HCP, YMM, HAPN |
| Q2 2024 | 40 | $187.9M | TOST, W, HCP, YMM, OMGAQ |
| Q1 2024 | 48 | $219.3M | W, TOST, NABL, OMGAQ, YMM |