Menlo Ventures Management, L.P. — 13F Holdings & Portfolio
CIK 1911541 · latest 13F-HR filed 2026-08-10
Menlo Ventures Management, L.P. manages $357.4M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CHYM (99.96%), BRZE (0.03%), SNTI (0.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 1; 1 existing position rose in reported value and 1 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 2026-08-10
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box 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
Q1 26 → Q2 26Estimated 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 31, 2026.
MENLO PARK, CA 94025
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CAROLAN, SHAWN, TIMOTHY Control | PARTNER since Oct 2016 | 10–25% | Individual |
| GANESAN, VENKATARAMAN, VISHNAMPET Control | PARTNER since Apr 2016 | 10–25% | Individual |
| MELLO, KIRSTEN, EILEEN ASHTON Control | CHIEF FINANCIAL OFFICER since Apr 2016 | Less than 5% | Individual |
| MVM GP, L.L.C. Control | GENERAL PARTNER since Apr 2016 | Less than 5% | Domestic Entity |
| Murphy, Matthew, J Control | PARTNER since Apr 2016 | 10–25% | Individual |
| SIEGEL, MARK, AARON Control | PARTNER since Apr 2016 | 5–10% | Individual |
| CAROLAN, SHAWN, TIMOTHY Control Indirect owner via MVM GP, L.L.C. | ELECTED MANAGER since Oct 2016 | General partner, trustee or manager | Individual |
| GANESAN, VENKATARAMAN, VISHNAMPET Control Indirect owner via MVM GP, L.L.C. | ELECTED MANAGER since Apr 2016 | General partner, trustee or manager | Individual |
| Murphy, Matthew, J Control Indirect owner via MVM GP, L.L.C. | ELECTED MANAGER since Apr 2016 | General partner, trustee or manager | Individual |
| SIEGEL, MARK, AARON Control Indirect owner via MVM GP, L.L.C. | ELECTED MANAGER since Apr 2016 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 3 filings with changes since Jun 22, 2016
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.
- ChangedSIEGEL, MARK, AARON · ownership 10–25% → 5–10%
- No longer listedVAZIRANI, PRAVIN, ANAND · PARTNER · 10–25% · control person · listed since Apr 2016
- No longer listedVAZIRANI, PRAVIN, ANAND · ELECTED MANAGER · General partner, trustee or manager · indirect via MVM GP, L.L.C. · control person · listed since Apr 2016
- AddedCAROLAN, SHAWN, TIMOTHY · PARTNER · 10–25% · control person
- AddedCAROLAN, SHAWN, TIMOTHY · ELECTED MANAGER · General partner, trustee or manager · indirect via MVM GP, L.L.C. · control person
- ChangedGANESAN, VENKATARAMAN, VISHNAMPET · indirect via MVM GP, L.L.C.: ownership 25–50% → General partner, trustee or manager
- ChangedMurphy, Matthew, J · indirect via MVM GP, L.L.C.: ownership 25–50% → General partner, trustee or manager
- ChangedSIEGEL, MARK, AARON · indirect via MVM GP, L.L.C.: ownership 25–50% → General partner, trustee or manager
- ChangedVAZIRANI, PRAVIN, ANAND · indirect via MVM GP, L.L.C.: ownership 25–50% → General partner, trustee or manager
- ListedGANESAN, VENKATARAMAN, VISHNAMPET · PARTNER · 10–25% · control person
- ListedGANESAN, VENKATARAMAN, VISHNAMPET · ELECTED MANAGER · 25–50% · indirect via MVM GP, L.L.C. · control person
- ListedMELLO, KIRSTEN, EILEEN ASHTON · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedMVM GP, L.L.C. · GENERAL PARTNER · Less than 5% · control person
- ListedMurphy, Matthew, J · PARTNER · 10–25% · control person
- ListedMurphy, Matthew, J · ELECTED MANAGER · 25–50% · indirect via MVM GP, L.L.C. · control person
- ListedSIEGEL, MARK, AARON · PARTNER · 10–25% · control person
- ListedSIEGEL, MARK, AARON · ELECTED MANAGER · 25–50% · indirect via MVM GP, L.L.C. · control person
- ListedVAZIRANI, PRAVIN, ANAND · PARTNER · 10–25% · control person
- ListedVAZIRANI, PRAVIN, ANAND · ELECTED MANAGER · 25–50% · indirect via MVM GP, L.L.C. · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Menlo Ventures Management, L.P. Holdings (2026-06-30)
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).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $357.4M | 3 | 0001911541-26-000011 |
| 2026-03-31 | 2026-05-15 | $326.9M | 3 | 0001911541-26-000008 |
MENLO PARK, CA 94025