Institutional Manager · CIK 0001611737
KPCB DGF II Associates, LLC
Menlo Park, CA · File #028-19921
Latest AUM
$78.6M
Positions
3
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
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 | Better Home and Finance Holding Company | 08774B102 | 0 | $0 | +$15.7M |
| REDUCE | Maplebear Inc. | 565394103 | 0 | $0 | -$11.4M |
| REDUCE | Doordash, Inc. | 25809K105 | 0 | $0 | +$861,682 |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $78.6M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $73.4M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $63.6M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $58.7M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $115.7M
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $137.6M
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $159.1M
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $128.1M
Top 3 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Maplebear Inc. | 565394103 | 1,340,313 | $49.3M | 62.69% |
| 2 | Better Home and Finance Holding Company | 08774B102 | 358,518 | $20.1M | 25.61% |
| 3 | Doordash, Inc. | 25809K105 | 33,818 | $9.2M | 11.70% |