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CIK: 0000719739
Total reported value
—
$181.4M
13 檔
99.0%
In Q1 2024, Svb Financial Group's U.S. equity holdings reached a combined market value of $181.4M, distributed across 13 disclosed stock positions.
During Q1 2024, Svb Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | Stock-Financials | 60.78% | — | -21.74% | |
| 2 | ROOT | Root Inc/oh -class A | Stock-Other | 26.37% | — | — | |
| 3 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 7.28% | — | — | |
| 4 | OKTA | Okta Inc | Stock-Tech | 3.07% | — | -32.85% | |
| 5 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.49% | — | — | |
| 6 | OBIO | Orchestra Biomed Holdings In | Stock-Other | 0.37% | — | — | |
| 7 | PL | Planet Labs Pbc | Stock-Industrials | 0.24% | — | — | |
| 8 | GUTS | Fractyl Health Inc | Stock-Other | 0.16% | — | — | |
| 9 | ✓ | Moneylion Inc | Stock-Other | 0.15% | — | — | |
| 10 | FIRY | Firy Inc | Stock-Other | 0.05% | — | — | |
| 11 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.04% | — | — | |
| 12 | GETR | Getaround Inc | Stock-Other | — | — | — | |
| 13 | MVLA | Movella Holdings Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Svb Financial Group reported a total U.S. public equity portfolio value of $181.4M across 13 disclosed positions in Q1 2024.
During Q1 2024, Svb Financial Group's top holdings by market value included COIN (60.8%)、ROOT (26.4%)、HOOD (7.3%). The largest single position, COIN, represented 60.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including COIN, ROOT, HOOD) accounted for 99.0% of total reported equity market value during Q1 2024.
In Q1 2024, Svb Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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