KPCB XV 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)

$233M $35.8M

Q4 20 Q2 21 Q4 21 Q2 22 Q3 22

$233M in Q4 2020 → $35.8M 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
Rapt Therapeutics, Inc.	43.5%	Trimmed 50%	648,531	$15.6M
Twilio Inc.	36.7%	Unchanged	190,047	$13.1M
Atara Biotherapeutics, Inc.	19.8%	Unchanged	1,876,650	$7.09M

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

quarter ended September 30, 2022 · filed October 26, 2022

Company	Action	Shares changed	Value of change	% of portfolio
Rapt Therapeutics, Inc.	Trimmed	−648,532	−$15.6M	43.5%
Augmedix, Inc.	Exited	−708	−$1K	—

quarter ended June 30, 2022 · filed July 21, 2022

No position changes this quarter.

quarter ended March 31, 2022 · filed May 13, 2022

Company	Action	Shares changed	Value of change	% of portfolio
Twilio Inc.	Added	+1,887	+$311K	40.5%
Augmedix, Inc	New	+708	+$2K	—

quarter ended December 31, 2021 · filed February 14, 2022

No position changes this quarter.

quarter ended September 30, 2021 · filed October 25, 2021

Company	Action	Shares changed	Value of change	% of portfolio
Upstart Holdings, Inc.	Exited	−635,841	−$79.4M	—

quarter ended June 30, 2021 · filed July 28, 2021

Company	Action	Shares changed	Value of change	% of portfolio
Upstart Holdings, Inc.	Trimmed	−211,947	−$26.5M	35.5%
Rapt Therapeutics, Inc.	Trimmed	−650,000	−$20.7M	18.4%
Twilio Inc.	Added	+1,493	+$588K	33.1%

quarter ended March 31, 2021 · filed May 13, 2021

Company	Action	Shares changed	Value of change	% of portfolio
Twilio Inc.	Trimmed	−186,666	−$63.6M	27.4%

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