Institutional Venture Management XVI, LLC — 13F Holdings & Portfolio
CIK 1716997 · latest 13F-HR filed 2025-11-14
Institutional Venture Management XVI, LLC manages $1.2M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are LVLU (100.00%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 1 new position and exited 2; 0 existing positions rose in reported value and 0 fell.
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.
Long-equity book
Distinct positions
Filed 2025-11-14
vs 2025-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 25 → Q3 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 28, 2026.
SUITE 250
MENLO PARK, CA 94025
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CHAFFEE, TODD, CLAYTON Control | MANAGING DIRECTOR since Sep 2017 | 10–25% | Individual |
| DASH, SOMESH Control | MANAGING DIRECTOR since Sep 2017 | 10–25% | Individual |
| FOGELSONG, NORMAN, ARTHUR Control | MANAGING DIRECTOR since Sep 2017 | Less than 5% | Individual |
| HARRICK, STEPHEN, JAMES Control | MANAGING DIRECTOR since Sep 2017 | Less than 5% | Individual |
| LIAW, ERIC Control | MANAGING DIRECTOR since Sep 2017 | 10–25% | Individual |
| MALTZ, JULES, ANDREW Control | MANAGING DIRECTOR since Sep 2017 | 10–25% | Individual |
| MILLER, JOSEPH, SANFORD Control | MANAGING DIRECTOR since Sep 2017 | Less than 5% | Individual |
| PHELPS, DENNIS, BRIAN Control | MANAGING DIRECTOR since Sep 2017 | Less than 5% | Individual |
| DENNIS B. PHELPS, JR. REVOCABLE TRUST | MEMBER since Sep 2017 | 10–25% | Domestic Entity |
| GREEN COCONUTS REVOCABLE TRUST | MEMBER since Jul 2021 | 10–25% | Domestic Entity |
| HARRICK MIN INVESTMENTS LP | MEMBER since Sep 2017 | 10–25% | Domestic Entity |
| J. SANFORD MILLER 2005 TRUST | MEMBER since Jan 2018 | 10–25% | Domestic Entity |
| JULES MALTZ AND KELLY GREENWOOD FAMILY TRUST | MEMBER since Jul 2018 | 10–25% | Domestic Entity |
| Stolper, Leslie | CCO since Dec 2023 | Less than 5% | Individual |
| 2005 HARRICK MIN FAMILY TRUST Indirect owner via HARRICK MIN INVESTMENTS LP | GENERAL PARTNER since Sep 2017 | General partner, trustee or manager | Domestic Entity |
| 2005 HARRICK MIN FAMILY TRUST Indirect owner via HARRICK MIN INVESTMENTS LP | LIMITED PARTNER since Sep 2017 | 75% or more | Domestic Entity |
| ERIC LIAW/AMY C.LIAW Indirect owner via GREEN COCONUTS REVOCABLE TRUST | TRUSTEE since Jul 2021 | General partner, trustee or manager | Individual |
| J. SANFORD MILLER, TRUSTEE OF THE J. SANFORD MILLER 2005 TRUST Indirect owner via J. SANFORD MILLER 2005 TRUST | TRUSTEE since Jan 2018 | General partner, trustee or manager | Individual |
| JULES MALTZ/KELLY GREENWOOD Indirect owner via JULES MALTZ AND KELLY GREENWOOD FAMILY TRUST | TRUSTEE since Jul 2018 | General partner, trustee or manager | Individual |
| PHELPS, DENNIS BRIAN Indirect owner via DENNIS B. PHELPS, JR. REVOCABLE TRUST | TRUSTEE since Sep 2017 | General partner, trustee or manager | Individual |
| STEPHEN J. HARRICK/JENNIFER U. MIN Indirect owner via 2005 HARRICK MIN FAMILY TRUST | TRUSTEE since Sep 2017 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 5 filings with changes since Nov 21, 2017
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedHOGAN, TRACY · CFO · Less than 5% · listed since Sep 2017
- AddedStolper, Leslie · CCO · Less than 5%
- AddedERIC LIAW/AMY C.LIAW · TRUSTEE · General partner, trustee or manager · indirect via GREEN COCONUTS REVOCABLE TRUST
- AddedGREEN COCONUTS REVOCABLE TRUST · MEMBER · 10–25%
- AddedJULES MALTZ AND KELLY GREENWOOD FAMILY TRUST · MEMBER · 10–25%
- AddedJULES MALTZ/KELLY GREENWOOD · TRUSTEE · General partner, trustee or manager · indirect via JULES MALTZ AND KELLY GREENWOOD FAMILY TRUST
- AddedJ. SANFORD MILLER 2005 TRUST · MEMBER · 10–25%
- AddedJ. SANFORD MILLER, TRUSTEE OF THE J. SANFORD MILLER 2005 TRUST · TRUSTEE · General partner, trustee or manager · indirect via J. SANFORD MILLER 2005 TRUST
- ChangedMILLER, JOSEPH, SANFORD · ownership 10–25% → Less than 5%
- Listed2005 HARRICK MIN FAMILY TRUST · GENERAL PARTNER / LIMITED PARTNER · General partner, trustee or manager · indirect via HARRICK MIN INVESTMENTS LP
- ListedCHAFFEE, TODD, CLAYTON · MANAGING DIRECTOR · 10–25% · control person
- ListedDASH, SOMESH · MANAGING DIRECTOR · 10–25% · control person
- ListedDENNIS B. PHELPS, JR. REVOCABLE TRUST · MEMBER · 10–25%
- ListedFOGELSONG, NORMAN, ARTHUR · MANAGING DIRECTOR · Less than 5% · control person
- ListedHARRICK MIN INVESTMENTS LP · MEMBER · 10–25%
- ListedHARRICK, STEPHEN, JAMES · MANAGING DIRECTOR · Less than 5% · control person
- ListedHOGAN, TRACY · CFO · Less than 5%
- ListedLIAW, ERIC · MANAGING DIRECTOR · 10–25% · control person
- ListedMALTZ, JULES, ANDREW · MANAGING DIRECTOR · 10–25% · control person
- ListedMILLER, JOSEPH, SANFORD · MANAGING DIRECTOR · 10–25% · control person
- ListedPHELPS, DENNIS BRIAN · TRUSTEE · General partner, trustee or manager · indirect via DENNIS B. PHELPS, JR. REVOCABLE TRUST
- ListedPHELPS, DENNIS, BRIAN · MANAGING DIRECTOR · Less than 5% · control person
- ListedSTEPHEN J. HARRICK/JENNIFER U. MIN · TRUSTEE · General partner, trustee or manager · indirect via 2005 HARRICK MIN FAMILY TRUST
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Institutional Venture Management XVI, LLC Holdings (2025-09-30)
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 | LULUS FASHION LOUNGE HOLDING | LVLU | 55003A207 | $1.2M | 100.00% | 251,574 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-11-14 | $1.2M | 1 | 0001716997-25-000005 |
| 2025-06-30 | 2025-08-14 | $44.0M | 2 | 0001415889-25-021875 |