Morgenthaler Management Partners IX, LLC

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

Reported portfolio value by quarter (8 quarters reported)

$125M —

Q4 15 Q2 16 Q4 18 Q2 19 Q4 21

$91.9M in Q4 2015 → — now. Hover for any quarter.

Holdings

As reported for the quarter ended December 31, 2021. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
0 0	NaN%	New	0	—

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

quarter ended December 31, 2021 · filed February 11, 2022

Company	Action	Shares changed	Value of change	% of portfolio
Vapotherm, Inc.	Exited	−982,690	−$22.6M	—
0 0	New	+0	—	—

quarter ended June 30, 2019 · filed August 14, 2019

Company	Action	Shares changed	Value of change	% of portfolio
RP Ra Pharmaceuticals, Inc.	Exited	−1,229,782	−$27.5M	—

quarter ended March 31, 2019 · filed May 15, 2019

Company	Action	Shares changed	Value of change	% of portfolio
PB Principia Biopharma, Inc.	Exited	−2,195,125	−$60.1M	—
RP Ra Pharmaceuticals, Inc.	Trimmed	−1,267,770	−$28.4M	58.8%

quarter ended December 31, 2018 · filed February 14, 2019

Company	Action	Shares changed	Value of change	% of portfolio
PB Principia Biopharma, Inc.	New	+2,195,125	+$60.1M	48.0%
RP Ra Pharmaceuticals, Inc.	New	+2,497,552	+$45.5M	36.3%
Vapotherm, Inc.	New	+982,690	+$19.6M	15.7%
Calithera Biosciences, Inc.	Exited	−2,161,915	−$7.03M	—

quarter ended September 30, 2016 · filed November 08, 2016

No position changes this quarter.

quarter ended June 30, 2016 · filed August 04, 2016

Company	Action	Shares changed	Value of change	% of portfolio
LC Lendingclub Corporation	Exited	−4,967,784	−$41.2M	—
Amicus Therapeutics, Inc.	Exited	−1,783,948	−$15.1M	—

quarter ended March 31, 2016 · filed May 12, 2016

Company	Action	Shares changed	Value of change	% of portfolio
S Salesforce.com, Inc.	Exited	−39,830	−$3.12M	—

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