Menlo Ventures Management, L.P. holds a concentrated book of 3 stocks worth $326.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Chime Financial Inc-CL A at 100% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911541/holdings"
Use Arkolith to show Menlo Ventures Management, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Menlo Ventures Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3 / 3 | $272.3M |
| BlackRock, Inc. | 3 / 3 | $212.4M |
| UBS Group AG | 3 / 3 | $144.3M |
| GEODE CAPITAL MANAGEMENT, LLC | 3 / 3 | $69.7M |
| STATE STREET CORP | 3 / 3 | $58.2M |
| MORGAN STANLEY | 3 / 3 | $38.7M |
| BANK OF AMERICA CORP /DE/ | 3 / 3 | $36.0M |
| VANGUARD FIDUCIARY TRUST CO | 3 / 3 | $23.3M |
Ranked by how many of Menlo Ventures Management, L.P.'s top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | COM SHS CL A | $326.7M | 17.44M | 100.0% | ▲New New position | |
| 2 | COM CL A | $132K | 5.6K | 0.0% | ▲New New position | |
| 3 | COM NEW | $29K | 35.7K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 3 | $326.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.