StockDriftsStockDriftsTop 2 Menlo Ventures Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHYM | CHIME FINL INC | 99.96% | 17.44M | $357.2M | +0.00%(+0) | $21.95(+41.78%) | 2026-06-30 | |
| BRZE | BRAZE INC | 0.03% | 4.6K | $100K | -17.30%(-965) | $28.95(-1.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.23% |
Menlo Ventures Management, L.P. reports $357.37M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are CHYM (100.0%) and BRZE (0.0%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +9.34% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Menlo Ventures Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911541). View Menlo Ventures Management, L.P.’s 13F filings on SEC