Greylock 15 GP LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
2550 Sand Hill Road Menlo Park, CA 94025
As of the latest 13F report, the guru’s equity portfolio contained 4 stocks valued at a total of $86.00Mil. The top holdings were RBLX(47.13%), COIN(24.89%), and BLND(16.86%).
According to GuruFocus data, these were Greylock 15 GP LLC’s top five trades of the quarter.
Sonder Holdings Inc
The guru established a new position worth 7,685,588 shares in NAS:SOND, giving the stock a 13.34% weight in the equity portfolio. Shares traded for an average price of $6.68 during the quarter.
On 02/07/2023, Sonder Holdings Inc traded for a price of $1.57 per share and a market cap of $342.35Mil. The stock has returned -84.47% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Sonder Holdings Inc has a price-earnings ratio of 7.04, a price-book ratio of 8.72, a EV-to-Ebitda ratio of 6.53 and a price-sales ratio of 1.71.
Roblox Corp
Greylock 15 GP LLC reduced their investment in NYSE:RBLX by 1,418,967 shares. The trade had a 22.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $97.97.
On 02/07/2023, Roblox Corp traded for a price of $38.99 per share and a market cap of $23.43Bil. The stock has returned -38.83% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Roblox Corp has a price-book ratio of 54.92, a EV-to-Ebitda ratio of -33.60 and a price-sales ratio of 10.38.
Blend Labs Inc
The guru established a new position worth 10,034,191 shares in NYSE:BLND, giving the stock a 27.79% weight in the equity portfolio. Shares traded for an average price of $16.99 during the quarter.
On 02/07/2023, Blend Labs Inc traded for a price of $2.1 per share and a market cap of $499.18Mil. The stock has returned -75.67% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Blend Labs Inc has a price-book ratio of 2.84, a EV-to-Ebitda ratio of -0.45 and a price-sales ratio of 1.79.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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