Menlo Ventures Management, L.P. — 13F Holdings

2026 Q2  ·  3 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Menlo Ventures Management, L.P. maintained a portfolio of 3 distinct positions.
Position History hover any row below to update
Loading…
PCA Score Concentration Risk
Risk ENB
Total Positions
3
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 1-3 of 3

Menlo Ventures Management, L.P. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
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 +60.6%
$20.48 +46.9%
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 2026 Q1 13F Filing 2026-06-30 2026-08-10
SNTI
SENTI BIOSCIENC...
Healthcare 0.01% 0.01% #3
Prev: #3
2.0
—
no change no change
P
S
35,737 $39,311 2026 Q1 13F Filing 2026-06-30 2026-08-10
Showing 1-3 of 3 holdings

Unlock Full Menlo Ventures Management, L.P. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →