AI Portfolio Summary
In 2025 Q4, Pinegrove Venture Partners, LLC maintained a portfolio of 10 distinct positions. The most significant new addition to the portfolio was NEXTDOOR HOLDINGS IN, which now represents 8.61% of the total fund value. Conversely, Pinegrove Venture Partners, LLC completely exited their position in SAMSARA INC.
Total Positions
10
Quarter
2025 Q4
Top Holding
COIN (71.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-10 of 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
COIN
COINBASE GLOBAL...
|
Financial Services | 71.73% | 9.39% |
#1
2
Prev: #3
|
10.0 | no change | no change |
P
S
|
8,832 | $1,997,268 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVPT
AVEPOINT INC
|
Technology | 16.12% | 1.53% |
#2
4
Prev: #6
|
6.4 | no change | no change |
P
S
|
32,310 | $448,786 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KIND
NEXTDOOR HOLDIN...
|
Unknown | 8.61% | — |
#3
Prev: #—
|
5.4 | 114,178 | no change |
NEW
|
114,178 | $239,774 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SKLZ
SKILLZ INC
|
Communication Services | 2.16% | 0.35% |
#4
3
Prev: #7
|
0.9 | no change | no change |
P
S
|
13,950 | $60,125 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PACB
PACIFIC BIOSCIE...
|
Healthcare | 1.38% | 0.08% |
#5
4
Prev: #9
|
0.6 | no change | no change |
P
S
|
20,586 | $38,496 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IOT
SAMSARA INC
|
Technology | 0.00% | 65.31% |
Sold All 😨
(Was: #1) |
0.3 | -556,582 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 0.00% | 12.95% |
Sold All 😨
(Was: #2) |
0.3 | -33,849 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PL
PLANET LABS PBC
|
Industrials | 0.00% | 7.04% |
Sold All 😨
(Was: #4) |
0.3 | -172,097 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDB
MONGODB INC
|
Technology | 0.00% | 3.25% |
Sold All 😨
(Was: #5) |
0.3 | -3,325 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.00% | 0.10% |
Sold All 😨
(Was: #8) |
0.3 | -10,286 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-10 of 10 holdings