Institutional Venture Management Xv 13F annual report

Institutional Venture Management Xv is an investment fund managing more than $146 billion ran by Leslie Stolper. There are currently 5 companies in Mrs. Stolper’s portfolio. The largest investments include Ziprecruiter and Hims & Hers Health, together worth $121 billion.

$146 billion Assets Under Management (AUM)

As of 7th August 2024, Institutional Venture Management Xv’s top holding is 7,592,699 shares of Ziprecruiter currently worth over $69 billion and making up 47.2% of the portfolio value. Relative to the number of outstanding shares of Ziprecruiter, Institutional Venture Management Xv owns more than 0.1% of the company. In addition, the fund holds 2,597,558 shares of Hims & Hers Health worth $52.4 billion, whose value grew 78.6% in the past six months. The third-largest holding is Amplitude Inc worth $16.9 billion and the next is Lulus Fashion Lounge Holding worth $6.98 billion, with 3,773,603 shares owned.

Currently, Institutional Venture Management Xv's portfolio is worth at least $146 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Institutional Venture Management Xv

The Institutional Venture Management Xv office and employees reside in Menlo Park, California. According to the last 13-F report filed with the SEC, Leslie Stolper serves as the Authorized Signatory at Institutional Venture Management Xv.

Recent trades

In the most recent 13F filing, Institutional Venture Management Xv revealed that it had opened a new position in Rubrik Inc. and bought 31,250 shares worth $958 million.

On the other hand, there are companies that Institutional Venture Management Xv is getting rid of from its portfolio. Institutional Venture Management Xv closed its position in Surf Air Mobility Inc on 14th August 2024. It sold the previously owned 496,312 shares for $809 million. Leslie Stolper also disclosed a decreased stake in Hims & Hers Health by 0.7%. This leaves the value of the investment at $52.4 billion and 2,597,558 shares.

One of the smallest hedge funds

The two most similar investment funds to Institutional Venture Management Xv are Avondale Wealth Management and Freedom. They manage $146 billion and $146 billion respectively.

Leslie Stolper investment strategy

Institutional Venture Management Xv’s portfolio is diversified across 3 sectors. Currently, their heaviest sector is Industrials — making up 47.2% of the total portfolio value. The fund focuses on investments in the United States as 40.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $1.64 billion.

The complete list of Institutional Venture Management Xv trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ziprecruiter, Inc.	No change 7,592,699	$69,017,634,000	47.18%
Hims & Hers Health, Inc.	66.36% 2,597,558	$52,444,696,000	35.85%
Amplitude Inc	No change 1,895,531	$16,870,226,000	11.53%
Lulus Fashion Lounge Holding	No change 3,773,603	$6,981,166,000	4.77%
Rubrik Inc.	Opened 31,250	$958,125,000	0.66%
Surf Air Mobility Inc	Closed 496,312	$808,989,000
No transactions found
Showing first 500 out of 6 holdings