GGV Capital LLC

CIK 1829132 · View on SEC EDGAR ↗

Portfolio value
$114.5M
#8,127 of 9,443 by 13F value · top 86.1%
Positions
8
As of
Dec. 31, 2024 Data as of Q4 2024
Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
7
Effective number of positions
4.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions
8
Increased
0
Decreased
0
Closed
0
On this page

Sector breakdown

Communication Services
32.1%
Industrials
28.5%
Technology
9.2%
Real Estate
6.1%
Diversified Consumer Services
4.4%
Other/Unmapped
19.7%

Full portfolio 8 positions

Type Streak 8Q trend
IBTA Ibotta, Inc. Class A Common Stock $36,729,265 32.07% 564,371 Up ×1
BZ KANZHUN LIMITED - American Depository Shares $32,661,343 28.52% 2,366,764 Up ×1
HCP $22,544,048 19.69% 658,990 Up ×1
OPEN Opendoor Technologies Inc - Common Stock $7,020,203 6.13% 4,387,627 Up ×1
TTAN ServiceTitan, Inc. - Class A Common Stock $6,513,214 5.69% 63,315 Up ×1
HERE Here Group Limited - American Depositary Shares $5,012,604 4.38% 2,320,650 Up ×1
API Agora, Inc. - ADS $3,120,000 2.72% 750,000 Up ×1
CMRC Commerce.com, Inc. - Series 1 Common Stock $916,293 0.80% 149,721 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IBTA $36,729,265 564,371 32.07%
BZ $32,661,343 2,366,764 28.52%
HCP $22,544,048 658,990 19.69%
OPEN $7,020,203 4,387,627 6.13%
TTAN $6,513,214 63,315 5.69%
HERE $5,012,604 2,320,650 4.38%
API $3,120,000 750,000 2.72%
CMRC $916,293 149,721 0.80%