2026 Q2 Portfolio Activity
In 2026 Q2, Menlo Ventures Management, L.P. maintained a portfolio of 4 distinct positions. The most significant new addition was SENTI BIOSCIENCES HOLDINGS I, now representing 0.01% of the total fund value.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
CHYM (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Menlo Ventures Management, L.P. Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CHYM
CHIME FINL INC
|
Technology | 99.96% | 99.95% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
17,442,713 | $357,226,762 |
$18.73
+76.7%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
BRZE
BRAZE INC
|
Technology | 0.03% | 0.04% |
#2
Prev: #2
|
2.0 |
—
|
-965 | -17.3% |
P
S
|
4,614 | $100,078 |
$23.61
+30.3%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
N/A
SENTI BIOSCIENC...
|
|
Unknown | 0.01% | — |
#3
Prev: #—
|
4.5 |
—
|
35,737 | — |
NEW
|
35,737 | $39,311 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
SNTI
SENTI BIOSCIENC...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-35,737 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-4 of 4 holdings