SEC 13F Intelligence

Managers / Q3 2023

Avenir Management Company, LLC

CIK 0001866419 · 817 BROADWAY, 12TH FLOOR, NEW YORK, NY, 10003 · 516-318-6545

Reported Value
$44M
Q3 2023
Positions
4
Filings on Record
8
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Avenir Management Company, LLC reported $44M in U.S.-listed holdings across 4 positions for Q3 2023.

The portfolio is heavily concentrated: KVYO alone accounts for 75.9% of reported value.

Compared with Q2 2023, the fund opened 2 new positions and exited 2.

Portfolio Metrics

Turnover
+74.7%
vs prior filed quarter
Largest Position
+75.9%
Klaviyo
New / Exited
2 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $187MQ4 ’21Q1 ’22: $109MQ1 ’22Q2 ’22: $58MQ2 ’22Q3 ’22: $59MQ3 ’22Q4 ’22: $43MQ4 ’22Q1 ’23: $20MQ1 ’23Q2 ’23: $37MQ2 ’23Q3 ’23: $44MQ3 ’23filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $44M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KVYOKLAVIYO INCNEW+963.4K963.4K+$33M$33M
FNCHQFINCH THERAPEUTICS GROUP INCNEW+45.6K45.6K+$236,467$236,467
LTCHLATCH INCSOLD OUT21.44M0$30M$0
FINCH THERAPEUTICS GROUP INCSOLD OUT55.4K0$472,946$0
CVNACARVANA COHELD+0201.2K+$3M$8M
UBERUBER TECHNOLOGIES INCHELD+040.6K+$114,563$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

4 positions
#IssuerClass% PortfolioValueShares
1KVYOKLAVIYO INChistory →COM SER A75.91%$33M963.4K
2CVNACARVANA COhistory →CL A19.29%$8M201.2K
3UBERUBER TECHNOLOGIES INChistory →COM4.27%$2M40.6K
4FNCHQFINCH THERAPEUTICS GROUP INCCOM NEW0.54%$236,46745.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2023$44M4Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$37M4Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$20M4May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$43M6Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$59M6Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$58M6Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$109M4May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$187M3Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.