Menlo Ventures Management, L.P. reported 2 positions worth $357.33M for the quarter ended Jun 30, 2026, up 9.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 1. Its largest holding is Chime Financial, Inc. at 100% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SNTI Senti Biosciences Holdings, Inc. | -35.7K | $29.02K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CHYM Chime Financial, Inc. | Technology | 17.44M | $357.23M | 99.97% | 0 | 0.0% | Unchanged | 5.03% |
| 2 | BRZE Braze, Inc. | Technology | 4,614 | $100.08K | 0.028% | -965 | -17.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Menlo Ventures Management.
As of its Q2 2026 13F filing, Menlo Ventures Management, L.P.’s five largest positions were Chime Financial, Inc. (CHYM) at 100.0%, Braze, Inc. (BRZE) at 0.0% of the reported portfolio.
Menlo Ventures Management, L.P. reported a 13F portfolio worth $357.33M across 2 positions for Q2 2026. That is up 9.3% from the previous quarter.
Its largest sales by value were Senti Biosciences Holdings, Inc. ($29.02K), Braze, Inc. ($20.93K). It exited 1 positions entirely.
From the Form 13F-HR reports Menlo Ventures Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.