Vault-13

GGV Capital LLC

Menlo Park, CA · CIK 1829132 · 13F filing filed 2025-02-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$114.5m reported value +6.7% vs Q3 2024
8positions
100.0%in top 10
1 new 1 added 4 reduced 1 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 IBOTTA INC CLASS A COM SHS IBTA IBTA 564,371 $36.7m32.07% 32.07% ReducedShares held: Q1 2024 0, Q2 2024 631.9k, Q3 2024 631.9k, Q4 2024 564.4k -67.5k -67,500 -10.7%
2 KANZHUN LIMITED SPONSORED ADS BZ BZ 2,366,764 $32.7m28.52% 28.52% AddedShares held: Q1 2024 2.4m, Q2 2024 525.0k, Q3 2024 825.0k, Q4 2024 2.4m +1.5m +1,541,764 186.9%
3 HASHICORP INC COM CL A HCP HCP 658,990 $22.5m19.69% 19.69% UnchangedShares held: Q1 2024 659.0k, Q2 2024 659.0k, Q3 2024 659.0k, Q4 2024 659.0k
4 OPENDOOR TECHNOLOGIES INC COM OPEN OPEN 4,387,627 $7.0m6.13% 6.13% ReducedShares held: Q1 2024 12.8m, Q2 2024 12.8m, Q3 2024 8.6m, Q4 2024 4.4m -4.2m -4,185,464 -48.8%
5 SERVICETITAN INC SHS CL A TTAN TTAN 63,315 $6.5m5.69% 5.69% NewShares held: Q1 2024 0, Q2 2024 0, Q3 2024 0, Q4 2024 63.3k
6 QUANTASING GROUP LTD ADS HERE HERE 2,320,650 $5.0m4.38% 4.38% ReducedShares held: Q1 2024 272.5k, Q2 2024 3.1m, Q3 2024 2.9m, Q4 2024 2.3m -550.6k -550,609 -19.2%
7 AGORA INC ADS API API 750,000 $3.1m2.72% 2.72% ReducedShares held: Q1 2024 2.3m, Q2 2024 2.0m, Q3 2024 1.7m, Q4 2024 750.0k -929.9k -929,917 -55.4%
8 BIGCOMMERCE HLDGS INC COM SER 1 CMRC CMRC 149,721 $916.3k0.80% 0.80% UnchangedShares held: Q1 2024 437.5k, Q2 2024 437.5k, Q3 2024 149.7k, Q4 2024 149.7k

Sold out since Q3 2024

SecurityTickerShares held beforeValue then
GRAB HOLDINGS LIMITED GRAB GRAB 791,066 $3.0m791.1k shares