KPCB DGF II Associates
MENLO PARK, CAfiles as KPCB DGF II Associates, LLC
$79m in 3 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 19.9% of the portfolio this quarter.
Value
$79m
Stocks
3
Top 10 share
100.0%
Turnover
19.9%
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
- 25.6%
- Value
- $20m
- Shares
- 358,518
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MaplebearCART | 62.7% | $49m | 1,340,313 | Held |
| Better Home & Finance Holdin | 25.6% | $20m | 358,518 | Held |
| DoorDashDASH | 11.7% | $9m | 33,818 | Held |
Over time and by industry
Value over time
Sep '25
Value is up 7.1% since 30 June 2025.
Where the money is
Everyday goods62.7%
Retail & consumer11.7%
Other25.6%
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.