SVB Financial Group
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), SVB Financial Group reported 13 stock positions worth $181.4 million. Its top holding was Coinbase Global Class A (COIN) at 60.8% of the portfolio, followed by Root Inc./Oh Class A (ROOT, 26.4%) and Robinhood Markets Class A (HOOD, 7.3%). Compared with Q4 2023, it opened 3 new positions, sold out of 3 and reduced 2. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Coinbase Global Class A (COIN, shares −22%).
- Most Recent 13F
- Q3 2025
- Location
- Dallas, TX
- CIK
- 0000719739
- Portfolio Value
- $181.4M (Q1 2024)
- SEC Filing
- 0000950123-24-004831 ↗ filed May 14, 2024
Holdings Value
Holdings 13 stocks · $181.4M
| COIN Coinbase Global Inc. Class A | 60.78% | 415,805 | $110.2M | Reduce -21.7% |
| ROOT Root Inc./Oh Class A | 26.37% | 783,012 | $47.8M | No change |
| HOOD Robinhood Markets Inc. Class A | 7.28% | 655,808 | $13.2M | New |
| OKTA Okta Inc. | 3.07% | 53,152 | $5.6M | Reduce -32.9% |
| AXSM Axsome Therapeutics Inc. | 1.49% | 33,849 | $2.7M | No change |
| OBIO Orchestra Biomed Holdings Inc. | 0.37% | 127,068 | $670K | No change |
| PL Planet Labs PBC | 0.24% | 172,097 | $439K | No change |
| GUTS Fractyl Health Inc. | 0.16% | 38,544 | $285K | New |
| ML Moneylion Inc. | 0.15% | 3,729 | $266K | No change |
| FIRY Firy Inc. filed as SKILLZ INC | 0.05% | 13,950 | $91K | New |
| PACB Pacific Biosciences of Calif | 0.04% | 20,586 | $77K | No change |
| GETR Getaround Inc. | 0.00% | 27,094 | $8K | No change |
| MVLA Movella Holdings Inc. | 0.00% | 55,528 | $3K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| COIN Coinbase Global Inc. Class A | Reduce -21.7% | 60.78% | −21.12 |
| OKTA Okta Inc. | Reduce -32.9% | 3.07% | −3.29 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −0.18 |
| SKILLZ INC | Sold out | 0.00% | −0.08 |
| MKULQ Molekule Group Inc. | Sold out | 0.00% | −0.00 |