DV
Dag Ventures, LLC
13F filer · CIK 0001624576Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$125MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$9Buys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 11, 20263 positions | |||||
| $123M | 98.95% | 9.25% | 0.0% | Q4 2025 | |
| $1.1M | 0.88% | Not reported | Not reported | Q4 2023 | |
| $220K | 0.18% | 0.08% | Not reported | Q4 2023 | |
| Q1 2026Reported May 14, 20263 positions | |||||
| $128M | 99.19% | 9.19% | Not reported | Q4 2025 | |
| $868K | 0.67% | Not reported | -14.2% | Q4 2023 | |
| $177K | 0.14% | 0.08% | Not reported | Q4 2023 | |
| Q4 2025Reported Feb 4, 20263 positions | |||||
| $188M | 99.31% | 31.81% | New | Q4 2025 | |
| $1.09M | 0.58% | Not reported | -12.0% | Q4 2023 | |
| $203K | 0.11% | 0.09% | Not reported | Q4 2023 | |
| Q3 2024Reported Nov 7, 20243 positions | |||||
| ZZUOZuora, Inc | $5.84M | 80.77% | Not reported | Not reported | Q4 2023 |
| $1.28M | 17.73% | Not reported | Not reported | Q4 2023 | |
| $108K | 1.49% | 0.11% | Not reported | Q4 2023 | |
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