IA Venture Strategies Fund II, LP
NEW YORK, NY
$4m in 2 US stocks at the end of 31 December 2025. The top 10 are 100.0% of the money. It changed about 0.8% of the portfolio this quarter.
Value
$4m
Stocks
2
Top 10 share
100.0%
Turnover
0.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Better Home & Finance Holdin
- Share
- 97.7%
- Value
- $4m
- Shares
- 122,263
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Better Home & Finance Holdin | 97.7% | $4m | 122,263 | Held |
| Teads HoldingTEAD | 2.3% | $95,808 | 136,091 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 120.2% since 30 June 2025.
Where the money is
Technology2.3%
Other97.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.