IA Venture Strategies Fund II, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), IA Venture Strategies Fund II, LP reported 3 stock positions worth $116.7 million. Its top holding was Digitalocean (DOCN) at 96.9% of the portfolio, followed by Better Home & Finance Holdin (2.6%) and Teads (TEAD, 0.5%). Compared with Q4 2023, it reduced 1. The biggest sale was Digitalocean (DOCN, shares −33%).

Most Recent 13F
Q4 2025
Location
NEW YORK, NY
CIK
0001530237
Portfolio Value
$116.7M (Q1 2024)
SEC Filing
0001104659-24-058474 ↗ filed May 8, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $116.7M $116.7M Q1 2024 Q2 2024: $55.0M Q2 2024 Q3 2024: $2.8M Q3 2024 Q4 2024: $2.1M Q4 2024 Q1 2025: $1.8M Q1 2025 Q2 2025: $1.9M Q2 2025 Q3 2025: $7.1M Q3 2025 Q4 2025: $4.1M Q4 2025

Holdings 3 stocks · $116.7M

DOCN Digitalocean Holdings Inc. 96.92% 2,961,791 $113.1M Reduce -33.3%
BETTER HOME & FINANCE HOLDIN 2.62% 6,113,141 $3.1M No change
TEAD Teads Holding Co. filed as OUTBRAIN INC 0.46% 136,091 $538K No change

Portfolio Sells Q4 2023 → Q1 2024

DOCN Digitalocean Holdings Inc. Reduce -33.3% 96.92% +0.25

Portfolio Buys Q4 2023 → Q1 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 2$4.1MBETTER HOME & FINANCE HOLDIN, TEAD
Q3 2025 2$7.1MBETTER HOME & FINANCE HOLDIN, TEAD
Q2 2025 2$1.9MBETTER HOME & FINANCE HOLDIN, TEAD
Q1 2025 2$1.8MBETTER HOME & FINANCE HOLDIN, TEAD
Q4 2024 2$2.1MBETTER HOME & FINANCE HOLDIN, TEAD
Q3 2024 2$2.8MBETTER HOME & FINANCE HOLDIN, TEAD
Q2 2024 3$55.0MDOCN, BETTER HOME & FINANCE HOLDIN, TEAD
Q1 2024 3$116.7MDOCN, BETTER HOME & FINANCE HOLDIN, TEAD