AI Portfolio Summary
In 2025 Q4, Madrona Venture Group, LLC maintained a portfolio of 3 distinct positions.
Total Positions
3
Quarter
2025 Q4
Top Holding
NAUT (53.2%)
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NAUT
NAUTILUS BIOTEC...
|
Healthcare | 53.24% | 36.76% |
#1
1
Prev: #2
|
10.0 | no change | no change |
P
S
|
6,020,770 | $11,741,000 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PATH
UIPATH INC
|
Technology | 45.16% | 58.76% |
#2
1
Prev: #1
|
10.0 | no change | no change |
P
S
|
607,673 | $9,960,000 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNA
GINKGO BIOWORKS...
|
Healthcare | 1.60% | 4.47% |
#3
Prev: #3
|
0.6 | no change | no change |
P
S
|
42,430 | $353,000 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-3 of 3 holdings