KPCB DGF II Associates, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), KPCB DGF II Associates, LLC reported 3 stock positions worth $63.6 million. Its top holding was Maplebear (CART) at 84.1% of the portfolio, followed by DoorDash Class A (DASH, 9.7%) and Better Home & Finance Holdin (6.2%). Compared with Q4 2024, it opened 1 new position. The biggest buy was a new position in DoorDash Class A (DASH).

Most Recent 13F
Q3 2025
Location
MENLO PARK, CA
CIK
0001611737
Portfolio Value
$63.6M (Q1 2025)
SEC Filing
0001104659-25-048480 ↗ filed May 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.1M Q1 2024 Q2 2024: $137.6M Q2 2024 Q3 2024: $115.7M Q3 2024 Q4 2024: $58.7M Q4 2024 Q1 2025: $63.6M $63.6M Q1 2025 Q2 2025: $73.4M Q2 2025 Q3 2025: $78.6M Q3 2025

Holdings 3 stocks · $63.6M

CART Maplebear Inc. 84.12% 1,340,313 $53.5M No change
DASH DoorDash Inc. Class A 9.72% 33,818 $6.2M New
BETTER HOME & FINANCE HOLDIN filed as AMPLIFY SNACK BRANDS COM 6.15% 358,518 $3.9M No change

Portfolio Sells Q4 2024 → Q1 2025

None this quarter.

Portfolio Buys Q4 2024 → Q1 2025

DASH DoorDash Inc. Class A New 9.72% +9.72

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$78.6MCART, BETTER HOME & FINANCE HOLDIN, DASH
Q2 2025 3$73.4MCART, DASH, BETTER HOME & FINANCE HOLDIN
Q1 2025 3$63.6MCART, DASH, BETTER HOME & FINANCE HOLDIN
Q4 2024 2$58.7MCART, BETTER HOME & FINANCE HOLDIN
Q3 2024 2$115.7MCART, BETTER HOME & FINANCE HOLDIN
Q2 2024 2$137.6MCART, BETTER HOME & FINANCE HOLDIN
Q1 2024 2$159.1MCART, BETTER HOME & FINANCE HOLDIN