Vault-13

AH Equity Partners LSV III, L.L.C.

Menlo Park, CA · CIK 1889893 · 13F filing filed 2023-11-14

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.

$261.9m reported value -9.7% vs Q2 2023
3positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q2 2023

Holdings, Q3 2023

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 DOORDASH INC CL A DASH DASH 1,461,350 $116.1m44.35% 44.35% UnchangedShares held: Q4 2022 1.5m, Q1 2023 1.5m, Q2 2023 1.5m, Q3 2023 1.5m
2 SAMSARA INC COM CL A IOT IOT 3,995,652 $100.7m38.47% 38.47% UnchangedShares held: Q4 2022 4.0m, Q1 2023 4.0m, Q2 2023 4.0m, Q3 2023 4.0m
3 BLOCK INC CL A XYZ XYZ 1,016,697 $45.0m17.18% 17.18% UnchangedShares held: Q4 2022 1.0m, Q1 2023 1.0m, Q2 2023 1.0m, Q3 2023 1.0m

Trades reported as a company insider in Q3 2023

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

DateCompanyTickerTradeShares ValueTheir holding
2023-09-08 SAMSARA INC 10% owner · By Andreessen Horowitz LSV Fund I, L.P. IOT Sold 310,952 $9.6m311.0k shares -100%
2023-09-08 SAMSARA INC 10% owner · By AH Parallel Fund V, L.P. IOT Sold 80,978 $2.5m81.0k shares -100%