Industry Ventures, L.L.C.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Industry Ventures, L.L.C. reported 9 stock positions worth $64.9 million. Its top holding was Maplebear (CART) at 48.6% of the portfolio, followed by Marqeta (MQ, 29.0%) and Braze Class A (BRZE, 11.3%). Compared with Q1 2024, it opened 4 new positions, sold out of 1, added to 1 and reduced 2. The biggest buy was a new position in Braze Class A (BRZE) and the biggest sale Marqeta (MQ, shares −9%).
- Most Recent 13F
- Q3 2024
- Location
- San Francisco, CA
- CIK
- 0001811532
- Portfolio Value
- $64.9M (Q2 2024)
- SEC Filing
- 0001104659-24-079229 ↗ filed Jul 11, 2024
Holdings Value
Holdings 9 stocks · $64.9M
| CART Maplebear Inc. | 48.55% | 980,458 | $31.5M | Add +3.3% |
| MQ Marqeta Inc. | 28.96% | 3,430,264 | $18.8M | Reduce -9.1% |
| BRZE Braze Inc. Class A | 11.30% | 188,773 | $7.3M | New |
| UDMY Udemy Inc. | 5.32% | 400,000 | $3.5M | New |
| GTLB Gitlab Inc. Class A | 2.01% | 26,215 | $1.3M | Reduce -5.2% |
| COMP Compass Inc. Class A | 1.62% | 291,714 | $1.1M | No change |
| AFRM Affirm Holdings Inc. | 1.13% | 24,205 | $731K | New |
| SNOW Snowflake Inc. | 0.92% | 4,408 | $595K | New |
| NTBLQ Notable Labs Ltd. | 0.20% | 204,424 | $129K | No change |