IA Venture Strategies Fund II, LP — 13F Holdings & Portfolio

CIK 1530237 · latest 13F-HR filed 2026-02-11

IA Venture Strategies Fund II, LP manages $4.1M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are BETRW (97.65%), TEAD (2.35%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$4.1M

Long-equity book

Holdings

2

Distinct positions

Period

2025-12-31

Filed 2026-02-11

Q/Q Activity

+0 / −0 / ↑0 / ↓2

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • BETTER HOME & FINANCE HOLDING COMPANY-$2.9M -42.0%
  • TEADS HOLDING CO.-$128.7K -57.3%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BETTER HOME & FINANCE HOLDING COMPANY BETRW 08774B102 $4.0M 97.65% 122,263 SH
2 TEADS HOLDING CO. TEAD 69002R103 $95.8K 2.35% 136,091 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-11 $4.1M 2 0001104659-26-013053
2025-09-30 2025-11-12 $7.1M 2 0001104659-25-109717