GREYLOCK 15 GP LLC

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

Reported portfolio value by quarter (14 quarters reported)

$487M $47M

Q2 21 Q1 22 Q4 22 Q3 23 Q2 24 Q3 24

$408M in Q2 2021 → $85.6M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2024. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
AI Aurora Innovations, Inc.	53.9%	Unchanged	7,793,874	$46.1M
Blend Labs Inc	44.0%	Unchanged	10,034,191	$37.6M
Sonder Holdings Inc	2.1%	Unchanged	384,278	$1.8M

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2024 · filed November 05, 2024

No position changes this quarter.

quarter ended June 30, 2024 · filed August 06, 2024

Company	Action	Shares changed	Value of change	% of portfolio
AI Aurora Innovations, Inc.	Trimmed	−1,397,381	−$3.87M	45.9%

quarter ended March 31, 2024 · filed May 09, 2024

Company	Action	Shares changed	Value of change	% of portfolio
AI Aurora Innovations, Inc.	Trimmed	−4,905,717	−$13.8M	43.4%

quarter ended December 31, 2023 · filed February 06, 2024

Company	Action	Shares changed	Value of change	% of portfolio
AI Aurora Innovations, Inc.	New	+14,096,972	+$61.6M	69.6%
Roblox Corp	Exited	−1,379,603	−$40M	—

quarter ended September 30, 2023 · filed November 01, 2023

Company	Action	Shares changed	Value of change	% of portfolio
Sonder Holdings Inc	Trimmed	−7,301,310	−$59.9M	5.5%
Coinbase Global Inc	Exited	−602,702	−$43.1M	—

quarter ended June 30, 2023 · filed August 09, 2023

No position changes this quarter.

quarter ended March 31, 2023 · filed April 26, 2023

Company	Action	Shares changed	Value of change	% of portfolio
Roblox Corp	Trimmed	−39,364	−$1.77M	52.3%

quarter ended December 31, 2022 · filed February 07, 2023

No position changes this quarter.

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