CRV, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (8 quarters reported)

$1.23B $1.57M

Q4 20 Q2 21 Q4 21 Q2 22 Q3 22

$1.23B in Q4 2020 → $1.57M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2022. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
Fastly Inc	58.5%	Unchanged	99,914	$915K
Bird Global Inc	38.9%	Unchanged	1,740,970	$609K
Nextdoor Holdings Inc	2.6%	Unchanged	14,661	$41K

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 7 quarters.

quarter ended September 30, 2022 · filed November 02, 2022

Company	Action	Shares changed	Value of change	% of portfolio
Angi Inc	Exited	−1,004	−$5K	—

quarter ended June 30, 2022 · filed August 12, 2022

No position changes this quarter.

quarter ended March 31, 2022 · filed April 25, 2022

No position changes this quarter.

quarter ended December 31, 2021 · filed February 10, 2022

Company	Action	Shares changed	Value of change	% of portfolio
F Fireeye Inc	Exited	−1,367,171	−$24.3M	—
Recursion Pharmaceuticals Inc	Exited	−733,986	−$16.9M	—
Bird Global Inc	New	+1,740,970	+$10.7M	74.6%
Nextdoor Holdings Inc	New	+14,661	+$116K	0.8%

quarter ended September 30, 2021 · filed November 10, 2021

No position changes this quarter.

quarter ended June 30, 2021 · filed August 06, 2021

Company	Action	Shares changed	Value of change	% of portfolio
Doordash Inc	Exited	−4,826,440	−$633M	—
Recursion Pharmaceuticals Inc	New	+733,986	+$26.8M	44.4%
OF Opportun Finl Corp	Exited	−819,760	−$17M	—
Splunk Inc	Exited	−67,243	−$9.11M	—
Fastly Inc	Trimmed	−99,914	−$5.96M	9.9%
Datadog Inc	Exited	−22,531	−$1.88M	—
Airbnb Inc	Exited	−9,522	−$1.79M	—

quarter ended March 31, 2021 · filed May 05, 2021

Company	Action	Shares changed	Value of change	% of portfolio
Doordash Inc	Trimmed	−3,217,627	−$422M	90.0%

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