Fund Universe

Menlo Ventures Management, L.P.

CIK 0001911541 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.934
AUM ($M)
357
Positions
3
Turnover
0.00
Top-10 wt
100%
Herfindahl
0.999
History (qtrs)
2
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 4 positions · portfolio value $357M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CHYM funds › CHIME FINL INC HOLD 100.0% +0.0% 357.2 17,442,713 +0 1
BRZE funds › BRAZE INC TRIM 0.0% -0.0% 0.1 4,614 -965 1
SNTI funds › SENTI BIOSCIENCES HOLDINGS I NEW 0.0% +0.0% 0.0 35,737 +35,737 1
CUSIP:81726A209 funds › SENTI BIOSCIENCES INC EXIT 0.0% -0.0% 0.0 0 -35,737 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 357 3 0.00 100% 0.999 0.933 entered
2026Q1 327 3 0.00 100% 0.999 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status