AH Capital Management L L C's Q4 2024 13F: 1 new position, 2 exits
Form 13F-HR for the quarter ended Dec 31, 2024 · filed Feb 12, 2025 · 12 reported positions · accession 0001104659-25-012178
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Exited | ROBINHOOD MKTS INC (HOOD) | 39.0% | — | −39.0 pts | −18.95M sh | −100% |
| Exited | MAPLEBEAR INC (CART) | 10.0% | — | −10.0 pts | −2.8M sh | −100% |
| New | CAMP4 THERAPEUTICS CORP (CAMP) | — | 1.5% | +1.5 pts | +2.13M sh | new |
| Increased | BIOAGE LABS INC (BIOA) | 5.5% | 2.5% | −3.0 pts | +219K sh | +7% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 99.9% of the equity book
Changes in the top 10 this quarter: CAMP entered · ERAS entered · HOOD left · CART left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | DOORDASH INC (DASH) | 3.5% | 35.9% | |
| 2 | SAMSARA INC (IOT) | 16.9% | 23.4% | |
| 3 | REVOLUTION MEDICINES INC (RVMD) | 11.0% | 16.1% | |
| 4 | BLOCK INC (XYZ) | 6.0% | 11.6% | |
| 5 | NAUTILUS BIOTECHNOLOGY INC (NAUT) | 4.4% | 4.0% | |
| 6 | BIOAGE LABS INC (BIOA) | 5.5% | 2.5% | |
| 7 | ACCOLADE INC (ACCD) | 1.8% | 2.5% | |
| 8 | CAMP4 THERAPEUTICS CORP (CAMP) | 0.0% | 1.5% | Entered the top 10 |
| 9 | OPENDOOR TECHNOLOGIES INC (OPEN) | 1.1% | 1.3% | |
| 10 | ERASCA INC (ERAS) | 0.7% | 1.0% | Entered the top 10 |
| — | ROBINHOOD MKTS INC (HOOD) | 39.0% | 0.0% | Left the top 10 |
| — | MAPLEBEAR INC (CART) | 10.0% | 0.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).