13F

Investor

GREYCROFT LP

CIK 0001910274 · filed 2026-05-15 · SEC filing

13F book

$146.3M

Positions

14

2 new · 0 sold

Largest name

73.3%

Semrush Hldgs Inc

Est. mark

−$10.6M

Price effect on 12 names still held. Flow −$887.3K.
NameTickerSharesValueWeightEst. markChange
Semrush Hldgs Inc8.98M$107.3M73.3%$449.2KHeld
MNTN, Inc.MNTN2.06M$18.1M12.4%−$6.47MHeld
Reddit, Inc.RDDT28.5K$3.84M2.6%−$1.71MAdded−$300.1K
Uber Technologies, IncUBER40K$2.88M2.0%−$391.2KCut−$1.37M
Airbnb, Inc.ABNB19K$2.4M1.6%−$179.4KCut−$315.1K
Spotify Technology S.A.SPOT4.7K$2.28M1.6%−$311.4KAdded$391.8K
Cloudflare, Inc.NET11K$2.27M1.6%$73.5KAdded$692.5K
Sportradar Group AgSRAD130K$2.18M1.5%−$913.9KHeld
Robinhood Mkts Inc30K$2.08M1.4%−$525.6KAdded$721.8K
Life360 Inc50.5K$2.06M1.4%New
ServiceTitan, Inc.TTAN12.5K$793.3K0.5%−$538KCut−$2.4M
Procore Technologies, Inc.PCOR1K$57K0.0%−$15.7KCut−$2.49M
Block Inc767$46.2K0.0%New
ACV Auctions Inc.ACVA10K$42.4K0.0%−$37.8KCut−$1.56M

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.