Sozo Ventures GP II, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Sozo Ventures GP II, L.P. reported 2 stock positions worth $293.8 million. Its top holding was Coinbase Global Class A (COIN) at 97.9% of the portfolio, followed by Metagenomi Therapeutics (MGX, 2.1%). Compared with Q4 2023, it opened 1 new position. The biggest buy was a new position in Metagenomi Therapeutics (MGX).

Most Recent 13F
Q3 2025
Location
REDWOOD CITY, CA
CIK
0001912294
Portfolio Value
$293.8M (Q1 2024)
SEC Filing
0001104659-24-057381 ↗ filed May 6, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $293.8M $293.8M Q1 2024 Q2 2024: $243.5M Q2 2024 Q3 2024: $194.6M Q3 2024 Q4 2024: $2.1M Q4 2024 Q1 2025: $1.0M Q1 2025 Q2 2025: $861K Q2 2025 Q3 2025: $1.3M Q3 2025

Holdings 2 stocks · $293.8M

COIN Coinbase Global Inc. Class A 97.91% 1,085,040 $287.7M No change
MGX Metagenomi Therapeutics Inc. 2.09% 581,577 $6.1M New

Portfolio Sells Q4 2023 → Q1 2024

None this quarter.

Portfolio Buys Q4 2023 → Q1 2024

MGX Metagenomi Therapeutics Inc. New 2.09% +2.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 1$1.3MMGX
Q2 2025 1$861KMGX
Q1 2025 1$1.0MMGX
Q4 2024 1$2.1MMGX
Q3 2024Amended 2$194.6MCOIN, MGX
Q2 2024Amended 2$243.5MCOIN, MGX
Q1 2024Amended 2$293.8MCOIN, MGX