Portfolio timeline
Bessemer Venture Partners — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 20
- Avg positions
- 12
- Latest top 5 weight
- 96.4%
- Avg top 5 weight
- 96.5%
- Avg changed names
- 6.1
- Held in ≥75% of stored quarters
- 6
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 3 | 1 | 96.4% |
| Q1 2026 | 1 | 0 | 2 | 0 | 97.1% |
| Q4 2025 | 0 | 0 | 2 | 1 | 98.3% |
| Q3 2025 | 1 | 0 | 1 | 1 | 97.8% |
| Q2 2025 | 0 | 0 | 2 | 0 | 98% |
| Q1 2025 | 0 | 0 | 1 | 1 | 98.2% |
| Q4 2024 | 1 | 0 | 2 | 2 | 96.1% |
| Q3 2024 | 0 | 0 | 3 | 1 | 89.9% |
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| LAW CS Disco, Inc. | 19 | 4% | $32.7M |
| KYMR Kymera Therapeutics, Inc. | 19 | 1.8% | $14.4M |
| NSH Spire Global, Inc. | 19 | 1.2% | $10.0M |
| TCRX Tscan Therapeutics, Inc. | 19 | 0.2% | $1.2M |
| FVRR Fiverr International Ltd | 19 | 0% | $0 |
| Unmapped CUSIP Rocket Lab Usa, Inc. | 15 | 0% | $0 |
Tip: hover any ticker below to see its weight in that quarter's portfolio.