Latest SVB FINANCIAL GROUP Stock Portfolio

About SVB FINANCIAL GROUP and 13F Hedge Fund Stock Holdings

SVB FINANCIAL GROUP is a hedge fund based in MENLO PARK, CA. On 12-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $0 Millions. In it's latest 13F Holdings report, SVB FINANCIAL GROUP reported an equity portfolio of $0.4 Millions as of 30 Sep, 2024.

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.

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 Annual Return Estimates Vs S&P 500

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

Sector	%
Financial Services	100

Market Cap. Distribution

Category	%
LARGE-CAP	100

Stocks belong to which Index?

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

Last Reported on: 12 Nov, 2024

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	COIN	coinbase global inc	100	2,437	434,200	reduced	-99.41
Historical Trend of COINBASE GLOBAL INC Position Held By SVB FINANCIAL GROUP What % of Portfolio is COIN?: Number of COIN shares held: Change in No. of Shares Held:
		skillz inc	0.00	0.00	0.00	sold off	-100

	ROOT	root inc	0.00	0.00	0.00	sold off	-100

	PL	planet labs pbc	0.00	0.00	0.00	sold off	-100

	PACB	pacific biosciences calif in	0.00	0.00	0.00	sold off	-100

		orchestra biomed holdings inc	0.00	0.00	0.00	sold off	-100

	OKTA	okta inc	0.00	0.00	0.00	sold off	-100

	ML	moneylion inc.	0.00	0.00	0.00	sold off	-100

		getaround inc	0.00	0.00	0.00	sold off	-100

		fractyl health inc	0.00	0.00	0.00	sold off	-100

	AXSM	axsome therapeutics inc	0.00	0.00	0.00	sold off	-100