KPCB XII Associates, LLC

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

Reported portfolio value by quarter (8 quarters reported)

$137M $738K

Q4 18 Q2 19 Q4 19 Q2 20 Q3 20

$137M in Q4 2018 → $738K now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2020. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
Amyris, Inc.	100.0%	Unchanged	252,834	$738K

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

quarter ended September 30, 2020 · filed October 20, 2020

Company	Action	Shares changed	Value of change	% of portfolio
Inspire Medical Systems, Inc.	Exited	−396,406	−$34.5M	—

quarter ended June 30, 2020 · filed August 03, 2020

No position changes this quarter.

quarter ended March 31, 2020 · filed April 10, 2020

Company	Action	Shares changed	Value of change	% of portfolio
AB Amyris Biotechnologies, Inc.	Exited	−252,834	−$781K	—
Amyris, Inc.	New	+252,834	+$647K	2.6%

quarter ended December 31, 2019 · filed February 13, 2020

Company	Action	Shares changed	Value of change	% of portfolio
CB Carbon Black, Inc.	Exited	−1,002,253	−$26M	—

quarter ended September 30, 2019 · filed November 13, 2019

No position changes this quarter.

quarter ended June 30, 2019 · filed August 07, 2019

Company	Action	Shares changed	Value of change	% of portfolio
CB Carbon Black, Inc.	Trimmed	−1,813,200	−$30.3M	40.2%

quarter ended March 31, 2019 · filed April 25, 2019

Company	Action	Shares changed	Value of change	% of portfolio
Inspire Medical Systems, Inc.	Trimmed	−1,359,900	−$77.2M	36.1%
CB Carbon Black, Inc.	Trimmed	−1,813,200	−$25.3M	63.0%
AB Amyris Biotechnologies, Inc.	Exited	−252,834	−$844K	—
AB Amyris Biotechnologies, Inc.	New	+252,834	+$528K	0.8%

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