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CIK: 0000719739
Total reported value
—
$142.4M
11 檔
99.4%
During the Q2 2024 filing period, Svb Financial Group (CIK: 0000719739) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $142.4M across 11 reported positions.
During Q2 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 | 64.87% | — | — | |
| 2 | ROOT | Root Inc/oh -class A | Stock-Other | 28.37% | — | — | |
| 3 | OKTA | Okta Inc | Stock-Tech | 3.49% | — | — | |
| 4 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.91% | — | — | |
| 5 | OBIO | Orchestra Biomed Holdings In | Stock-Other | 0.73% | — | — | |
| 6 | PL | Planet Labs Pbc | Stock-Industrials | 0.22% | — | — | |
| 7 | ✓ | Moneylion Inc | Stock-Other | 0.19% | — | — | |
| 8 | GUTS | Fractyl Health Inc | Stock-Other | 0.12% | — | — | |
| 9 | FIRY | Firy Inc | Stock-Other | 0.07% | — | — | |
| 10 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.02% | — | — | |
| 11 | GETR | Getaround Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Svb Financial Group reported a total U.S. public equity portfolio value of $142.4M across 11 disclosed positions in Q2 2024.
During Q2 2024, Svb Financial Group's top holdings by market value included COIN (64.9%)、ROOT (28.4%)、OKTA (3.5%). The largest single position, COIN, represented 64.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including COIN, ROOT, OKTA) accounted for 99.4% of total reported equity market value during Q2 2024.
In Q2 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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