Svb Financial Group

Long-term holder

Total reported value

—

Reporting period: 2025-09-30 · Number of holdings: 1

SVB FINANCIAL GROUP disclosed 1 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

—

Stdev: +101.8%
Beta: +5.27
Alpha: +5.8%
Max Drawdown: -33.5%
Annualized Perf: +85.8%
Batting Avg vs S&P: +42.1%
Sortino: +2.69
Stutzer: +0.32
Treynor: +0.2
Sterling: +1.97
Calmar: +2.56
Information Ratio: +0.92
Tracking Error: +93.8%
Stdev Down: +39%
Winning Months %: +42.1%
Losing Months %: +57.9%
Best 12 Months: +217.8%
Worst 12 Months: +29.7%
Efficiency Ratio: +0.39
Sharpe: +1.03
Stdev Sectors: —
Skewness: +0.79
Kurtosis: -0.45
Upside Potential: +4.82

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Top holdings
2025-09-30	1	—
2025-06-30	1	—
2025-03-31	1	—
2024-12-31	1	—
2024-09-30	1	$434.2K	1COIN Top holdings2024-09-30 1.COIN
2024-06-30	12	$142.4M	1COIN 2ROOT 3OKTA Top holdings2024-06-30 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.OBIO 6.PL 7.60938K 8.GUTS 9.FIRY 10.PACB
2024-03-31	14	$181.4M	1COIN 2ROOT 3HOOD Top holdings2024-03-31 1.COIN 2.ROOT 3.HOOD 4.OKTA 5.AXSM 6.OBIO 7.PL 8.GUTS 9.60938K 10.FIRY
2023-12-31	14	$112.8M	1COIN 2ROOT 3OKTA Top holdings2023-12-31 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.OBIO 6.PL 7.60938K 8.GLBE 9.PACB 10.83067L
2023-09-30	21	$53.2M	1COIN 2ROOT 3OKTA Top holdings2023-09-30 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.GPCR 6.OBIO 7.MLTX 8.TLRY 9.14171W 10.PL
2023-06-30	24	$52.9M	1COIN 2ROOT 3OKTA Top holdings2023-06-30 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.GPCR 6.23345J 7.14171W 8.OBIO 9.MLTX 10.PL
2023-03-31	28	$52.3M	1COIN 2OKTA 3ROOT Top holdings2023-03-31 1.COIN 2.OKTA 3.ROOT 4.OBIO 5.AXSM 6.FROG 7.GPCR 8.23345J 9.14171W 10.PATH
2022-12-31	30	$36.6M	1COIN 2OKTA 3ROOT Top holdings2022-12-31 1.COIN 2.OKTA 3.ROOT 4.AXSM 5.FROG 6.23345J 7.14171W 8.PL 9.OWLT 10.TLRY

Holding changes this quarter

Position changes disclosed by Svb Financial Group for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

FAQ

What is Svb Financial Group and what type of investor is it?

Svb Financial Group is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Svb Financial Group's largest equity positions?

Based on the latest 13F filing, Svb Financial Group's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Svb Financial Group make in its most recent portfolio filing?

No notable portfolio changes were recorded for Svb Financial Group in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Svb Financial Group focus on?

Sector breakdown data is not yet available for Svb Financial Group. Check back after the next 13F processing cycle.