Menlo Ventures Management, L.P.
MENLO PARK, CA
$357m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.0% of the portfolio this quarter.
Value
$357m
Stocks
3
Top 10 share
100.0%
Turnover
0.0%
What changed this quarter
New
Bought for the first time this quarter.
- Senti Biosciences HoldingsSNTI<0.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- BrazeBRZE<0.1% of the fund-17%
Sold out
Sold their entire stake.
- Senti Biosciences-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Chime FinancialCHYM | 100.0% | $357m | 17,442,713 | Held |
| BrazeBRZE | <0.1% | $100,078 | 4,614 | -17% |
| Senti Biosciences HoldingsSNTI | <0.1% | $39,311 | 35,737 | New |
Over time and by industry
Value over time
Jun '26
Value is up 9.3% since 31 March 2026.
Where the money is
Financial services100.0%
Technology0.0%
Health care0.0%
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.