FOUNDATION CAPITAL, LLC

HTTP://WWW.FOUNDATIONCAPITAL.COM/ • PALO ALTO, CA • Investment Advisor
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Foundation Capital is based out of Palo Alto. Foundation Capital is a registered investment advisory firm Whalewisdom has at least 26 13F filings

03/31/2023

13F Holdings Summary

12/31/2022

13F Activity

  • Market Value $0
  • Prior Market Value $55.49 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:
  • Time Held Top10:
  • Time Held All:

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2023

13F Sector Allocation Over Time

Fund Metrics

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Portfolio Analysis

ALL HOLDINGS TOP-20 HOLDINGS
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Sector Allocation

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -18.93%
Performance Last 4 Quarters: -53.23%
Performance Metrics
Stats are not available for the latest quarter
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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

FOUNDATION CAPITAL, LLC
550 HIGH STREET 3RD FLOOR
PALO ALTO CA    94301
Country: United States
Business Phone: 650-614-0500
Fax: 650-833-6500
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WhaleScore history for FOUNDATION CAPITAL, LLC

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