CIK: 0001772287
Total reported value
$315.4M
Reporting period: 2023-09-30 · Number of holdings: 4
AH Equity Partners LSV I, L.L.C. disclosed 4 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $315.4M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "A"
AH Equity Partners LSV I, L.L.C.'s disclosed holdings carry a Herfindahl concentration index of 0.412 — mathematically equivalent to about 2 equally-sized positions, well below its 4 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.93), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global INC -class A | Stock-Financials | 53.87% | — | — | |
| 2 | HOOD | Robinhood Markets INC - A | Stock-Financials | 33.70% | — | — | |
| 3 | ✓ | Eqrx INC | Stock-Other | 8.05% | — | — | |
| 4 | CART | Maplebear INC | Stock-Consumer Disc | 4.38% | — | — |
Performance for Q3 2026
-15.2%
Performance Last 4 Quarters
-57%
Based on 58% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2023-09-30 | 4 | $315.4M | 0 | |
| 2023-06-30 | 3 | $291.4M | 0 | |
| 2023-03-31 | 3 | $280.3M | 0 | |
| 2022-12-31 | 3 | $196.4M | 0 | |
| 2022-09-30 | 3 | $312.0M | 0 | |
| 2022-06-30 | 3 | $249.1M | 0 | |
| 2022-03-31 | 3 | $623.3M | 0 | |
| 2021-12-31 | 3 | $841.6M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001532516
Total reported value
$315.3M
313 stks
2020-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001991301
Total reported value
$315.5M
73 stks
2025-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001960657
Total reported value
$315.3M
57 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001540361
Total reported value
$743.9M
13 stks
2022-09-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Coinbase Global INC -class A
CIK 0001829384
Total reported value
$95.6M
4 stks
2023-09-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Robinhood Markets INC - A
CIK 0001836733
Total reported value
$1.7B
16 stks
2026-03-31
2 of the top 5 holdings overlap, including Robinhood Markets INC - A