SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Viola Ventures V.C. Management 4 Ltd.

CIK 0001965208 · 2 LEONARDO DA VINCI ST., LANDMARK TOWER, 32ND FLOOR, TEL AVIV, 6473309 · 972 9 9720 400

Reported Value
$199M
Q1 2025
Positions
4
Filings on Record
14
2019–present window
Filed
May 14, 2025
original filing

Summary

Viola Ventures V.c. Management 4 Ltd. reported $199M in U.S.-listed holdings across 4 positions for Q1 2025.

The portfolio is heavily concentrated: Similarweb alone accounts for 45.0% of reported value.

The book was largely unchanged from Q4 2024.

Portfolio Metrics

Turnover
+4.1%
vs prior filed quarter
Largest Position
+45.0%
Similarweb

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 ’22: $450MQ4 ’22Q1 ’23: $467MQ2 ’23: $481MQ2 ’23Q3 ’23: $334MQ4 ’23: $321MQ4 ’23Q1 ’24: $273MQ2 ’24: $262MQ2 ’24Q3 ’24: $271MQ4 ’24: $271MQ4 ’24Q1 ’25: $199MQ2 ’25: $229MQ2 ’25Q3 ’25: $117MQ4 ’25: $90MQ4 ’25Q1 ’26: $35Mfilingsflow.com

Portfolio Composition

By security type
Other: 100.0%Equity WRT: 0.0%
  • Other · 100.0% · $199M
  • Equity WRT · 0.0% · $1,741

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Similarweb Ltd.HELD+010.81M$64M$89M
Outbrain Inc.HELD+06.35M$19M$24M
Pagaya Technologies Ltd.HELD+08.18M+$10M$86M
LDTDFLeddarTech Holdings Inc.HELD+03.8K$3,937$1,741

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

Holdings — Q1 2025

4 positions
#IssuerClass% PortfolioValueShares
1Similarweb Ltd.COM44.98%$89M10.81M
2Pagaya Technologies Ltd.CL A43.11%$86M8.18M
3Outbrain Inc.COM11.91%$24M6.35M
4LDTDFLeddarTech Holdings Inc.COM0.00%$1,7413.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$35M4May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$90M4Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$117M4Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$229M3Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$199M4May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$271M4Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$271M5Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$262M5Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$273M5May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$321M5Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$334M4Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$481M5Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$467M5May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$450M5Feb 14, 202313F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Viola Ventures GP 3 Ltd.028-22972
  • Viola Growth Management Fund 2 Ltd.028-22971

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 ↗.