Latest SVB FINANCIAL GROUP Stock Portfolio

$434Thousand | No. of Holdings #1

About SVB FINANCIAL GROUP and 13F Hedge Fund Stock Holdings

SVB FINANCIAL GROUP is a hedge fund based in Menlo Park, CA. On 2024-11-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SVB FINANCIAL GROUP reported an equity portfolio of $0.4 Millions as of 30 Sep, 2024. <br><br> The top stock holdings of SVB FINANCIAL GROUP are COIN, AXSM, . The fund has invested 100% of it's portfolio in COINBASE GLOBAL INC and 0% of portfolio in AXSOME THERAPEUTICS INC. <br><br> The fund managers got completely rid off ROOT INC (ROOT), OKTA INC (OKTA) and AXSOME THERAPEUTICS INC (AXSM) stocks. They significantly reduced their stock positions in COINBASE GLOBAL INC (COIN).

SVB FINANCIAL GROUP Equity Portfolio Value

Last Reported on: 12 Nov, 2024

$434Thousand

as of Nov 12, 2024

SVB FINANCIAL GROUP Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by SVB FINANCIAL GROUP

Additions

No additions were made to existing positions by SVB FINANCIAL GROUP

Reductions

Ticker	% Reduced
coinbase global inc	-99.41

SVB FINANCIAL GROUP reduced stake in above stock

Sold off

Ticker	$ Sold
root inc	-40,411,200
planet labs pbc	-320,100
orchestra biomed holdings inc	-1,035,600
okta inc	-4,975,560
fractyl health inc	-164,583
axsome therapeutics inc	-2,724,840
getaround inc	-3,793
pacific biosciences calif in	-28,203

SVB FINANCIAL GROUP got rid off the above stocks

Sector Distribution

Financial Services

Sector	%
Financial Services	100

Market Cap. Distribution

LARGE-CAP

Category	%
LARGE-CAP	100

Stocks belong to which Index?

Others

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
COIN	coinbase global inc	-8.1 %

Top 5 Losers ($)		$
COIN	coinbase global inc	-7.5 M

SVB FINANCIAL GROUP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SVB FINANCIAL GROUP

$434.2KTotal Value

11.00Positions

12 Nov, 2024Last Reported

Current holdings of Current Stock Holdings of SVB FINANCIAL GROUP, last reported on 12 Nov, 2024. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AXSM Axsome Therapeutics Inc Axsome Therapeutics IncAXSM SVB FINANCIAL GROUP's holding in Axsome Therapeutics Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

COIN Coinbase Global Inc Coinbase Global IncCOIN SVB FINANCIAL GROUP's holding in Coinbase Global Inc over time	100%	2,437	$434.2K 100%	decreased 99.41 percentreduced

ML Moneylion Inc. Moneylion Inc.ML SVB FINANCIAL GROUP's holding in Moneylion Inc. over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

OKTA Okta Inc Okta IncOKTA SVB FINANCIAL GROUP's holding in Okta Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

PACB Pacific Biosciences Calif In Pacific Biosciences Calif InPACB SVB FINANCIAL GROUP's holding in Pacific Biosciences Calif In over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

PL Planet Labs Pbc Planet Labs PbcPL SVB FINANCIAL GROUP's holding in Planet Labs Pbc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

ROOT Root Inc Root IncROOT SVB FINANCIAL GROUP's holding in Root Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

Com Cl A Skillz Inc Skillz Inc SVB FINANCIAL GROUP's holding in Skillz Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

Com Orchestra Biomed Holdings Inc Orchestra Biomed Holdings Inc SVB FINANCIAL GROUP's holding in Orchestra Biomed Holdings Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

Com Getaround Inc Getaround Inc SVB FINANCIAL GROUP's holding in Getaround Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

Com Fractyl Health Inc Fractyl Health Inc SVB FINANCIAL GROUP's holding in Fractyl Health Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off