Menlo Ventures Management, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Menlo Ventures Management, L.P. reported 3 stock positions worth $357.4 million. Its top holding was Chime Financial Class A (CHYM) at 100.0% of the portfolio, followed by Braze Class A (BRZE, 0.0%) and Senti Biosciences Holdings I (SNTI, 0.0%). Compared with Q1 2026, it reduced 1. The biggest sale was Braze Class A (BRZE, shares −17%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001911541
Portfolio Value
$357.4M (Q2 2026)
SEC Filing
0001911541-26-000011 ↗ filed Aug 10, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2026: $326.9M Q1 2026 Q2 2026: $357.4M $357.4M Q2 2026

Holdings 3 stocks · $357.4M
CHYM Chime Financial Inc. Class A 99.96% 17,442,713 $357.2M No change
BRZE Braze Inc. Class A 0.03% 4,614 $100K Reduce -17.3%
SNTI Senti Biosciences Holdings I 0.01% 35,737 $39K No change

Portfolio Sells Q1 2026 → Q2 2026
BRZE Braze Inc. Class A Reduce -17.3% 0.03% −0.01

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$357.4MCHYM, BRZE, SNTI
Q1 2026 3$326.9MCHYM, BRZE, SNTI