Pinegrove Venture Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Pinegrove Venture Partners, LLC reported 9 stock positions worth $33.9 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 54.7% of the portfolio, followed by Root Inc./Oh Class A (ROOT, 22.8%) and Axsome Therapeutics (AXSM, 11.6%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 1 and reduced 1. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale Root Inc./Oh Class A (ROOT, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0002011811
- Portfolio Value
- $33.9M (Q1 2025)
- SEC Filing
- 0001172661-25-001742 ↗ filed May 13, 2025
Holdings Value
Holdings 9 stocks · $33.9M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 54.73% | 1,812,021 | $18.6M | New |
| ROOT Root Inc./Oh Class A | 22.83% | 58,000 | $7.7M | Reduce -92.6% |
| AXSM Axsome Therapeutics Inc. | 11.64% | 33,849 | $3.9M | No change |
| COIN Coinbase Global Inc. Class A | 4.49% | 8,832 | $1.5M | No change |
| RBRK Rubrik Inc. Class A | 2.97% | 16,515 | $1.0M | New |
| PL Planet Labs PBC | 1.72% | 172,097 | $582K | No change |
| AVPT Avepoint Inc. | 1.38% | 32,310 | $467K | Add +11.0% |
| FIRY Firy Inc. filed as SKILLZ INC | 0.19% | 13,950 | $63K | No change |
| PACB Pacific Biosciences of Calif | 0.07% | 20,586 | $24K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $7.4M | HAWK, COIN, AVPT, NXDR, FIRY |
| Q1 2026 | 5 | $2.1M | COIN, AVPT, NXDR, FIRY, PACB |
| Q4 2025 | 5 | $2.8M | COIN, AVPT, NXDR, FIRY, PACB |
| Q3 2025 | 9 | $31.7M | IOT, AXSM, COIN, PL, MDB |
| Q2 2025 | 11 | $62.8M | NU, IOT, DASH, AXSM, COIN |
| Q1 2025 | 9 | $33.9M | NU, ROOT, AXSM, COIN, RBRK |
| Q4 2024 | 9 | $69.4M | ROOT, OKTA, AXSM, COIN, HOOD |
| Q3 2024Amended | 7 | $110.7M | COIN, ROOT, OKTA, AXSM, PL |