SVB FINANCIAL GROUP
CIK 719739 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- COIN81.90%
- ROOT7.27%
- OKTA6.35%
- AXSM2.39%
- OBIO1.03%
- PL0.38%
- 60938K3040.21%
- GLBE0.18%
- PACB0.18%
- 83067L1090.08%
Share classes counted separately99.97%
Portfolio value by quarter
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $92.41M | 81.90% | 531.32K shares | — | ↗▾ | |
| 02 | ROOTROOT INC/OH -CLASS ACL A View history and evidence | $8.21M | 7.27% | 783.01K shares | — | ↗▾ | |
| 03 | OKTAOKTA INCCL A View history and evidence | $7.17M | 6.35% | 79.15K shares | — | ↗▾ | |
| 04 | AXSMAXSOME THERAPEUTICS INC View history and evidence | $2.69M | 2.39% | 33.85K shares | — | ↗▾ | |
| 05 | OBIOORCHESTRA BIOMED HOLDINGS IN View history and evidence | $1.16M | 1.03% | 127.07K shares | — | ↗▾ | |
| 06 | PLPLANET LABS PBCCOM CL A View history and evidence | $425.08K | 0.38% | 172.10K shares | — | ↗▾ | |
| 07 | 60938K304MONEYLION INC.CL A View history and evidence | $233.75K | 0.21% | 3.73K shares | — | ↗▾ | |
| 08 | GLBEGLOBAL-E ONLINE LTDSHS View history and evidence | $202.67K | 0.18% | 5.11K shares | — | ↗▾ | |
| 09 | PACBPACIFIC BIOSCIENCES OF CALIF View history and evidence | $201.95K | 0.18% | 20.59K shares | — | ↗▾ | |
| 10 | 83067L109SKILLZ INC View history and evidence | $86.81K | 0.08% | 13.95K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GPCR STRUCTURE THERAPEUTICS INC | Non-derivative | — | — | SEC filing ↗ | |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | Non-derivative | — | — | SEC filing ↗ | |
| 77936F103 ROVER GROUP INC | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 719739 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112823128
}Take these holdings further.
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