Pinegrove Venture Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Pinegrove Venture Partners, LLC reported 9 stock positions worth $69.4 million. Its top holding was Root Inc./Oh Class A (ROOT) at 81.8% of the portfolio, followed by Okta (OKTA, 6.0%) and Axsome Therapeutics (AXSM, 4.1%). Compared with Q3 2024, it opened 2 new positions and reduced 1. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Coinbase Global Class A (COIN, shares −98%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0002011811
Portfolio Value
$69.4M (Q4 2024)
SEC Filing
0001172661-25-000567 ↗ filed Feb 7, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q3 2024: $110.7M Q3 2024 Q4 2024: $69.4M $69.4M Q4 2024 Q1 2025: $33.9M Q1 2025 Q2 2025: $62.8M Q2 2025 Q3 2025: $31.7M Q3 2025 Q4 2025: $2.8M Q4 2025 Q1 2026: $2.1M Q1 2026 Q2 2026: $7.4M Q2 2026

Holdings 9 stocks · $69.4M

ROOT Root Inc./Oh Class A 81.85% 783,012 $56.8M No change
OKTA Okta Inc. 6.03% 53,152 $4.2M No change
AXSM Axsome Therapeutics Inc. 4.12% 33,849 $2.9M No change
COIN Coinbase Global Inc. Class A 3.16% 8,832 $2.2M Reduce -97.9%
HOOD Robinhood Markets Inc. Class A 2.99% 55,704 $2.1M New
PL Planet Labs PBC 1.00% 172,097 $695K No change
AVPT Avepoint Inc. 0.69% 29,102 $480K New
FIRY Firy Inc. filed as SKILLZ INC 0.10% 13,950 $70K No change
PACB Pacific Biosciences of Calif 0.05% 20,586 $38K No change

Portfolio Sells Q3 2024 → Q4 2024

COIN Coinbase Global Inc. Class A Reduce -97.9% 3.16% −63.36

Portfolio Buys Q3 2024 → Q4 2024

HOOD Robinhood Markets Inc. Class A New 2.99% +2.99
AVPT Avepoint Inc. New 0.69% +0.69

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$7.4MHAWK, COIN, AVPT, NXDR, FIRY
Q1 2026 5$2.1MCOIN, AVPT, NXDR, FIRY, PACB
Q4 2025 5$2.8MCOIN, AVPT, NXDR, FIRY, PACB
Q3 2025 9$31.7MIOT, AXSM, COIN, PL, MDB
Q2 2025 11$62.8MNU, IOT, DASH, AXSM, COIN
Q1 2025 9$33.9MNU, ROOT, AXSM, COIN, RBRK
Q4 2024 9$69.4MROOT, OKTA, AXSM, COIN, HOOD
Q3 2024Amended 7$110.7MCOIN, ROOT, OKTA, AXSM, PL