Sapphire Ventures, L.P.
Austin, TX
$104m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.9% of the portfolio this quarter.
Value
$104m
Stocks
4
Top 10 share
100.0%
Turnover
4.9%
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.
- NetskopeNTSK53.1% of the fund-11%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NetskopeNTSK | 53.1% | $55m | 5,038,679 | -11% |
| BrazeBRZE | 34.8% | $36m | 1,665,798 | Held |
| KalturaKLTR | 10.0% | $10m | 7,980,295 | Held |
| UiPathPATH | 2.1% | $2m | 200,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.7% since 30 June 2025.
Where the money is
Technology100.0%
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.