We are live on ! Find out more
UVM

Upfront Ventures Management Portfolio holdings

AUM $12.3K
This Fund
S&P 500
This Quarter Est. Return
-44.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$43.5M
AUM Growth
+$3.79M
Cap. Flow
+$28.6M
Cap. Flow %
65.63%
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
–
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
TDUP icon
ThredUp
TDUP
+$31.6M

Top Sells

Rank Stock Value
1
LSPD icon
Lightspeed Commerce
LSPD
+$3M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 92.95%
2 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDUP icon
1
ThredUp
TDUP
$746M
$27.9M 64.12%
+3,624,315
New +$31.6M
BRDS
2
DELISTED
Bird Global, Inc.
BRDS
$12.5M 28.83%
204,831
– –
LSPD icon
3
Lightspeed Commerce
LSPD
$1.31B
$3.07M 7.05%
100,678
-100,677
-50% -$3M

Similar funds

BRA
Blue Rock Advisors Wayzata, Minnesota $7K AUM
GIFI
Gemini Israel Funds IV Herzliya, Israel $46K AUM
WM
Wyrmwood Management New York $104K AUM
QTM
qPULA Trading Management New York $289K AUM 0% 1-Year Est. Return
DU
Delphia (USA) Toronto, Ontario, Canada $445K AUM 28.82% 1-Year Est. Return
GC
Gilfoyle & Co San Francisco, California $671K AUM
STC
Sarah T. Connolly $1.11M AUM 24.13% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return

Upfront Ventures Management's Q1 2022 Portfolio in Review

As of Q1 2022, Upfront Ventures Management held 3 positions worth $43.5M, up 9.5% from $39.7M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Upfront Ventures Management deployed $28.6M of net new capital in Q1 2022, opening 1 new position. Its largest new stake was ThredUp: 3,624,315 shares worth $27.9M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 93% of assets, up from 80% a quarter earlier, followed by Technology.

On the sell side, the largest reduction was Lightspeed Commerce, an estimated $3M trimmed.

  • Upfront Ventures Management's largest Q1 2022 buy was ThredUp: 3,624,315 shares worth $27.9M.
  • Upfront Ventures Management's biggest Q1 2022 reduction was Lightspeed Commerce, cutting an estimated $3M.
  • Upfront Ventures Management's ten largest holdings make up 100% of its $43.5M portfolio in Q1 2022.
  • Upfront Ventures Management opened 1 new position and closed 0 in Q1 2022.
  • Upfront Ventures Management's portfolio value rose 9.5% quarter-over-quarter to $43.5M.

Based on Upfront Ventures Management's 13F filing for Q1 2022, filed 18 May 2022.