Funds · 13F filer · Menlo Park, CA

Pinegrove Venture Partners, LLC

$7.4M in 6 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.¹

1y return−17.7%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since September 30, 2024: $265 against $130 in the S&P 500.²

Pinegrove Venture Partners, LLCS&P 500 (SPY)

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.²

Stock	Value	Share of portfolio	Change
HAWKHawkeye 360 Inc	$5.3M	71.8%	New
COINCoinbase Global Inc	$1.3M	17.4%
AVPTAvepoint Inc	$362K	4.9%
NXDRNextdoor Holdings Inc	$259K	3.5%
FIRYFiry Inc	$142K	1.9%
PACBPacific Biosciences Calif In	$35K	0.5%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

Stock	Held since	Return since	Now worth
NXDRNextdoor Holdings Inc	December 31, 2025	+8.1%	$259K
PACBPacific Biosciences Calif In	September 30, 2024	−1.2%	$35K
COINCoinbase Global Inc	September 30, 2024	−17.9%	$1.3M
AVPTAvepoint Inc	December 31, 2024	−32.1%	$362K

Quarter by quarter

Quarter	Its picks	S&P 500
June 30, 2026	−4.4%	+14.8%
March 31, 2026	−25.6%	−4.6%
December 31, 2025	+4.8%	+2.4%
September 30, 2025	+10.4%	+7.8%
June 30, 2025	+24.4%	+10.5%
March 31, 2025	+71.3%	−4.6%
December 31, 2024	+51.1%	+2.1%

Sources

Every number on this page points here. Each one links to the public record.

1
SEC EDGAR: Pinegrove Venture Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011811&type=13F-HR&dateb=&owner=include&count=40
CIK 2011811
2
SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011811/000208585326000964/
Filed August 10, 2026 · accession 0002085853-26-000964