Pinegrove Venture Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Pinegrove Venture Partners, LLC reported 5 stock positions worth $2.8 million. Its top holding was Coinbase Global Class A (COIN) at 71.7% of the portfolio, followed by Avepoint (AVPT, 16.1%) and Nextdoor (NXDR, 8.6%). Compared with Q3 2025, it opened 1 new position and sold out of 5. The biggest buy was a new position in Nextdoor (NXDR) and the biggest sale an exit from Samsara Class A (IOT).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0002011811
Portfolio Value
$2.8M (Q4 2025)
SEC Filing
0001172661-26-000943 ↗ filed Feb 17, 2026

Holdings Value

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

Holdings 5 stocks · $2.8M

COIN Coinbase Global Inc. Class A 71.73% 8,832 $2.0M No change
AVPT Avepoint Inc. 16.12% 32,310 $449K No change
NXDR Nextdoor Holdings Inc. 8.61% 114,178 $240K New
FIRY Firy Inc. filed as SKILLZ INC 2.16% 13,950 $60K No change
PACB Pacific Biosciences of Calif 1.38% 20,586 $38K No change

Portfolio Sells Q3 2025 → Q4 2025

IOT Samsara Inc. Class A Sold out 0.00% −65.31
AXSM Axsome Therapeutics Inc. Sold out 0.00% −12.95
PL Planet Labs PBC Sold out 0.00% −7.04
MDB Mongodb Inc. Sold out 0.00% −3.25
ALEC Alector Inc. Sold out 0.00% −0.10

Portfolio Buys Q3 2025 → Q4 2025

NXDR Nextdoor Holdings Inc. New 8.61% +8.61

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