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Menlo Ventures Management, L.P.

13F filer · CIK 0001911541
Reported Aug 10, 2026
Net seller this quarter
13F portfolio value$357MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$20.9KBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 10, 20263 positions
CHYMChime Financial, Inc.$357M99.96%26.05%Not reportedQ1 2026
BRZEBraze, Inc.$100K0.03%0.00%-17.3%Q1 2026
SNTISenti Biosciences Holdings, Inc.$39.3K0.01%0.11%Not reportedQ1 2026
Q1 2026Reported May 15, 20263 positions
CHYMChime Financial, Inc.$327M99.95%26.05%NewQ1 2026
BRZEBraze, Inc.$132K0.04%0.00%NewQ1 2026
SNTISenti Biosciences Holdings, Inc.$29K0.01%0.11%NewQ1 2026
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