The Analysis of Menlo Ventures Management, L.P.'s Holdings & P&L


Currently, Menlo Ventures Management, L.P. holds 3 types of securities in its portfolio with a total value $326.9M. In the most recent quarter, they have increased their positions in CHYM (+17.4M shares, valued at $326.7M), BRZE (+5.6K shares, valued at $131.7K), N/A (+35.7K shares, valued at $29.0K); initiated new positions in CHYM (+17.4M shares, valued at $326.7M), BRZE (+5.6K shares, valued at $131.7K), N/A (+35.7K shares, valued at $29.0K).


1M P&L
+85.0M+29.62%
3M P&L
+29.7M+8.68%
HY P&L
-112.5M-23.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application326.8M
100.0%

Top Industries by Stock Count

1Software - Application2 stocks
100.0%
Stock Holdings
CHYM
CHIME FINL INC
New
Shares17.4M
Event2026-03-31
Filed2026-05-15
BRZE
BRAZE INC
New
Shares5.6K
Event2026-03-31
Filed2026-05-15
SENTI BIOSCIENCES INC
SENTI BIOSCIENCES INC
New
Shares35.7K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available