Pinegrove Venture Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Pinegrove Venture Partners, LLC reported 11 stock positions worth $62.8 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 54.4% of the portfolio, followed by Samsara Class A (IOT, 24.2%) and DoorDash Class A (DASH, 5.6%). Compared with Q1 2025, it opened 4 new positions, sold out of 2 and added to 1. The biggest buy was a new position in Samsara Class A (IOT) and the biggest sale an exit from Root Inc./Oh Class A (ROOT).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0002011811
- Portfolio Value
- $62.8M (Q2 2025)
- SEC Filing
- 0001172661-25-003092 ↗ filed Aug 13, 2025
Holdings Value
Holdings 11 stocks · $62.8M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 54.38% | 2,487,395 | $34.1M | Add +37.3% |
| IOT Samsara Inc. Class A | 24.16% | 381,171 | $15.2M | New |
| DASH DoorDash Inc. Class A | 5.65% | 14,375 | $3.5M | New |
| AXSM Axsome Therapeutics Inc. | 5.63% | 33,849 | $3.5M | No change |
| COIN Coinbase Global Inc. Class A | 4.93% | 8,832 | $3.1M | No change |
| PL Planet Labs PBC | 1.67% | 172,097 | $1.0M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.19% | 1,472 | $750K | New |
| CXM Sprinklr Inc. Class A | 1.19% | 88,228 | $746K | New |
| AVPT Avepoint Inc. | 0.99% | 32,310 | $624K | No change |
| FIRY Firy Inc. filed as SKILLZ INC | 0.15% | 13,950 | $95K | No change |
| PACB Pacific Biosciences of Calif | 0.04% | 20,586 | $26K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |