Institutional Manager · CIK 0001530237
IA Venture Strategies Fund II, LP
New York, NY · File #028-22300
Latest AUM
$4.1M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | TEADS HOLDING CO. | TEAD | 0 | $0 | -$128,742 |
| REDUCE | BETTER HOME & FINANCE HOLDING COMPANY | BETRW | 0 | $0 | -$2.9M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $4.1M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $7.1M
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $1.8M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $2.1M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $2.8M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $55.0M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $116.7M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $110.3M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BETTER HOME & FINANCE HOLDING COMPANY | BETRW | 122,263 | $4.0M | 97.65% |
| 2 | TEADS HOLDING CO. | TEAD | 136,091 | $95,808 | 2.35% |