Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MNTNMntn Inc | $19.0M | 43.0% | |
| RDDTReddit Inc | $4.9M | 11.0% | −1.8% |
| LIFLife360 Inc | $2.8M | 6.3% | |
| APPApplovin Corp | $2.6M | 5.8% | New |
| ABNBAirbnb Inc | $2.1M | 4.9% | −21.1% |
| Spotify Technology S ACUSIP L8681T102 | $2.1M | 4.7% | −4.3% |
| Acv Auctions IncCUSIP 00091G104 | $2.0M | 4.5% | +2650.0% |
| NETCloudflare Inc | $2.0M | 4.5% | −27.3% |
| Sportradar Group AgCUSIP H8088L103 | $1.9M | 4.4% | |
| UBERUber Technologies Inc | $1.8M | 4.1% | −37.5% |
| HOODRobinhood Mkts Inc | $1.5M | 3.4% | −50.0% |
| TTANServicetitan Inc | $1.4M | 3.2% | +60.0% |
| XYZBlock Inc | $58K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RDDTReddit Inc | March 31, 2024 | +251.9% | $4.9M |
| NETCloudflare Inc | September 30, 2024 | +203.2% | $2.0M |
| Spotify Technology S ACUSIP L8681T102 | December 31, 2023 | +144.3% | $2.1M |
| UBERUber Technologies Inc | September 30, 2023 | +56.9% | $1.8M |
| LIFLife360 Inc | March 31, 2026 | +35.6% | $2.8M |
| XYZBlock Inc | March 31, 2026 | +26.3% | $58K |
| HOODRobinhood Mkts Inc | December 31, 2025 | −11.3% | $1.5M |
| ABNBAirbnb Inc | March 31, 2024 | −13.3% | $2.1M |
| TTANServicetitan Inc | December 31, 2024 | −31.3% | $1.4M |
| Sportradar Group AgCUSIP H8088L103 | September 30, 2025 | −44.3% | $1.9M |
Sold off last quarter
- Semrush Hldgs IncCUSIP 81686C104 was $107.3M
- PCORProcore Technologies Inc was $57K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −8.1% | −4.6% |
| December 31, 2025 | +25.8% | +2.4% |
| September 30, 2025 | −18.3% | +7.8% |
| June 30, 2025 | −0.5% | +10.5% |
| March 31, 2025 | −20.8% | −4.6% |
| December 31, 2024 | −22.3% | +2.1% |
| September 30, 2024 | +16.8% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | −2.8% | +10.0% |
| December 31, 2023 | +60.1% | +11.2% |
| September 30, 2023 | −11.2% | −3.6% |
| June 30, 2023 | −4.8% | +8.3% |
| March 31, 2023 | +19.3% | +7.0% |
| December 31, 2022 | −28.4% | +7.1% |
| September 30, 2022 | −17.1% | −5.3% |
| June 30, 2022 | −0.2% | −16.5% |
| March 31, 2022 | −33.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greycroft LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910274&type=13F-HR&dateb=&owner=include&count=40CIK 1910274
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910274/000191027426000009/Filed August 14, 2026 · accession 0001910274-26-000009