StockDriftsStockDriftsTop 4 Sapphire Ventures L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NTSK | NETSKOPE INC | 53.1% | 5.04M | $55.1M | -11.17%(-633.90K) | $13.02(+24.39%) | 2026-06-30 | |
| BRZE | BRAZE INC | 34.81% | 1.67M | $36.1M | +0.00%(+0) | $77.16(-61.29%) | 2026-06-30 | |
| KLTR | KALTURA INC | 9.99% | 7.98M | $10.4M | +0.00%(+0) | $10.29(-84.55%) | 2026-06-30 | |
| PATH | UIPATH INC | 2.09% | 200.0K | $2.2M | +0.00%(+0) | $67.93(-75.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -16.42% | -41.62% | -18.52% | -64.08% |
| Top 20 Holdings Unweighted | -25.28% | -58.28% | -24.69% | -75.78% |
Sapphire Ventures L P reports $103.80M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are NTSK (53.1%), BRZE (34.8%) and KLTR (10.0%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -41.62% on a three-year cumulative basis. 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 Sapphire Ventures L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697665). View Sapphire Ventures L P’s 13F filings on SEC