Pinegrove Venture Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Pinegrove Venture Partners, LLC reported 9 stock positions worth $31.7 million. Its top holding was Samsara Class A (IOT) at 65.3% of the portfolio, followed by Axsome Therapeutics (AXSM, 13.0%) and Coinbase Global Class A (COIN, 9.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 4 and added to 1. The biggest buy was Samsara Class A (IOT, shares +46%) and the biggest sale an exit from Nu Holdings Ltd./Cayman Isl-A (NU).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0002011811
- Portfolio Value
- $31.7M (Q3 2025)
- SEC Filing
- 0001172661-25-004530 ↗ filed Nov 3, 2025
Holdings Value
Holdings 9 stocks · $31.7M
| IOT Samsara Inc. Class A | 65.31% | 556,582 | $20.7M | Add +46.0% |
| AXSM Axsome Therapeutics Inc. | 12.95% | 33,849 | $4.1M | No change |
| COIN Coinbase Global Inc. Class A | 9.39% | 8,832 | $3.0M | No change |
| PL Planet Labs PBC | 7.04% | 172,097 | $2.2M | No change |
| MDB Mongodb Inc. | 3.25% | 3,325 | $1.0M | New |
| AVPT Avepoint Inc. | 1.53% | 32,310 | $485K | No change |
| FIRY Firy Inc. filed as SKILLZ INC | 0.35% | 13,950 | $112K | No change |
| ALEC Alector Inc. | 0.10% | 10,286 | $30K | New |
| PACB Pacific Biosciences of Calif | 0.08% | 20,586 | $26K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |