Greycroft LP
•CIK: 1910274•Filing: Q4 2025
**Greycroft LP** manages $158M across a concentrated portfolio of 12 positions. The fund exhibits a significant overweighting in SEMR, representing $106.8M of its total assets. Further notable allocations include MNTN at $24.6M and UBER at $4.2M. This structure suggests a focused, high-conviction approach targeting specific market leaders.
Total AUM
$157.8M
QoQ Performance
+40.0%
Positions
12
Top 10 Concentration
98.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SEMR
MNTN
SEMR67.7%
MNTN15.6%
UBER2.7%
RDDT2.6%
TTAN2.0%
SRAD2.0%
ABNB1.7%
PCOR1.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.4%
Consumer4.4%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
—
NEUEHEALTH INC
SOLD
$922.8K
Changes from Q3 2025
NEW1 new position
↑9 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023