KPCB DGF II Associates, LLC — 13F Holdings & Portfolio
CIK 1611737 · latest 13F-HR filed 2025-11-04
KPCB DGF II Associates, LLC manages $78.6M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are CART (62.69%), BETRW (25.61%), DASH (11.70%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 0 new positions, exited 0, added to 2, and trimmed 1.
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.
$78.6M
Long-equity book
3
Distinct positions
2025-09-30
Filed 2025-11-04
+0 / −0 / ↑2 / ↓1
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Better Home and Finance Holding Company$15.7M +353.1%
- Doordash, Inc.$861.7K +10.3%
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).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-11-04 | $78.6M | 3 | 0001104659-25-105796 |
| 2025-06-30 | 2025-08-11 | $73.4M | 3 | 0001104659-25-076188 |