13F Pro

Menlo Ventures Management, L.P.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911541
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$326.9M

Holdings

3

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Menlo Ventures Management, L.P. disclosed 3 positions worth $326.9M in its Form 13F-HR for Q1 2026, led by $CHYM (Chime Financial, Inc.) at 100.0% of the equity portfolio, followed by $BRZE and $SNTI. During the quarter the fund opened 3 new positions and exited 0 — including a new stake in $CHYM. The portfolio is most concentrated in Financials (100.0% of disclosed assets). All figures are sourced directly from Menlo Ventures Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1911541.

Sector Allocation

FinancialsTechnologyHealthcare

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Menlo Ventures Management, L.P.'s 3 positions.

Showing top 3 of 3 holdings.

Sector Allocation

Financials

$326.7M

Technology

$131,720

Healthcare

$29,018

Full Holdings — Menlo Ventures Management, L.P. (Q1 2026)

All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1CHYM$CHYMChime Financial, Inc.$326.7M100.0%NEW44.8
2BRZE$BRZEBraze, Inc.$131,7200.0%NEW44.8
3SNTI$SNTISenti Biosciences Holdings, Inc.$29,0180.0%NEW—

New Positions (3)

CHYM$CHYM Chime Financial, Inc.$326.7M
BRZE$BRZE Braze, Inc.$131,720
SNTI$SNTI Senti Biosciences Holdings, Inc.$29,018

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Available Analysis

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Quarter-over-quarter position changes
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AI-Powered Hedge Fund Analysis: Menlo Ventures Management, L.P.

13F Pro is an AI hedge fund tracker and stock research platform. For Menlo Ventures Management, L.P. (SEC CIK: 1911541), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Menlo Ventures Management, L.P.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.