KPCB DGF II Associates, LLC

CIK 1611737 · View on SEC EDGAR ↗

Portfolio value
$78.6M
#8,500 of 9,443 by 13F value · top 90.0%
Positions
3
As of
Sept. 30, 2025 Data as of Q3 2025

Portfolio value QoQ: +7.1% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
2.1

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

Turnover Q3 2025: 0.0% Est. buys $0 · sells $0

Median holding: 4.0 quarters Tracked Q4 2024–Q3 2025 · 100.0% still held

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

Performance vs S&P 500

Tracked Q4 2024–Q3 2025
-5.6%
S&P 500 total return (same window)
+13.4%
Excess return
-19.0%

Annualized: -7.4% · S&P 500: +18.3%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 94.1% · Options excluded: 0.0%

Sector breakdown

Retail
62.7%
Consumer Discretionary
11.7%
Other/Unmapped
25.6%

Full portfolio 3 positions

Type Streak 8Q trend
CART Maplebear Inc. - Common Stock $49,269,905 62.69% 1,340,313 $-11,365,855
BETRXXXX $20,127,200 25.61% 358,518 $15,685,162
DASH DoorDash, Inc. - Common Stock $9,198,157 11.70% 33,818 $861,682

Top movers (QoQ)

Security Action Shares Δ Value Δ
BETRXXXX Price move only +0 +$15.7M
CART Price move only +0 -$11.4M
DASH Price move only +0 +$862K