Svb Financial Group
Latest statistics and disclosures from Svb Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COIN, ROOT, HOOD, OKTA, AXSM, and represent 98.99% of Svb Financial Group's stock portfolio.
- Added to shares of these 7 stocks: HOOD (+$13M), COIN, Fractyl Health, ML, SKLZ, PACB, GETR.
- Started 5 new stock positions in HOOD, GETR, ML, SKLZ, Fractyl Health.
- Reduced shares in these 10 stocks: OKTA, GPCR, MLTX, Rover Group, Caremax, GLBE, CGEM, CRBU, GBIO, Skillz.
- Sold out of its positions in Aeroclean Technologies, ALVR, Caremax, CRBU, CGEM, ELDN, GBIO, MLTX, Rover Group, Skillz. GPCR, Venus Concept, GLBE.
- Svb Financial Group was a net buyer of stock by $8.8M.
- Svb Financial Group has $181M in assets under management (AUM), dropping by 241.16%.
- Central Index Key (CIK): 0000719739
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Portfolio Holdings for Svb Financial Group
Svb Financial Group holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coinbase Global Com Cl A (COIN) | 60.8 | $110M | +2% | 416k | 265.12 |
|
| Root Cl A (ROOT) | 26.4 | $48M | 783k | 61.08 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 7.3 | $13M | NEW | 656k | 20.13 |
|
| Okta Cl A (OKTA) | 3.1 | $5.6M | -32% | 53k | 104.62 |
|
| Axsome Therapeutics (AXSM) | 1.5 | $2.7M | 34k | 79.80 |
|
|
| Health Sciences Acq Corp 2 (OBIO) | 0.4 | $670k | 127k | 5.27 |
|
|
| Planet Labs Pbc Com Cl A (PL) | 0.2 | $439k | 172k | 2.55 |
|
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| Fractyl Health | 0.2 | $285k | NEW | 39k | 7.40 |
|
| Moneylion Cl A (ML) | 0.1 | $266k | NEW | 3.7k | 71.31 |
|
| Skillz Com Cl A (SKLZ) | 0.0 | $91k | NEW | 14k | 6.49 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $77k | +100% | 21k | 3.75 |
|
| Getaround (GETR) | 0.0 | $8.3k | NEW | 27k | 0.31 |
|
| Movella Holdings (MVLA) | 0.0 | $3.5k | 56k | 0.06 |
|
Past Filings by Svb Financial Group
SEC 13F filings are viewable for Svb Financial Group going back to 2022
- Svb Financial Group 2024 Q1 filed May 14, 2024
- Svb Financial Group 2023 Q3 filed Nov. 14, 2023
- Svb Financial Group 2023 Q2 filed Aug. 11, 2023
- Svb Financial Group 2023 Q1 filed May 15, 2023
- Svb Financial Group 2022 Q4 filed Feb. 14, 2023