AI Portfolio Summary
In 2025 Q3, KPCB DGF II Associates, LLC maintained a portfolio of 3 distinct positions.
Total Positions
3
Quarter
2025 Q3
Top Holding
CART (62.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CART
Maplebear Inc.
|
Consumer Cyclical | 62.69% | 82.59% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
1,340,313 | $49,269,905 | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BETR
Better Home and...
|
Financial Services | 25.61% | 6.05% |
#2
1
Prev: #3
|
6.5 | no change | no change |
P
S
|
358,518 | $20,127,200 | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
DASH
Doordash, Inc.
|
Consumer Cyclical | 11.70% | 11.36% |
#3
1
Prev: #2
|
6.0 | no change | no change |
P
S
|
33,818 | $9,198,157 | 2020 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-3 of 3 holdings