FOUNDATION CAPITAL, LLC

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Foundation Capital is based out of Palo Alto. Foundation Capital is a registered investment advisory firm Their last reported 13F filing for Q1 2022 included $156,079,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Foundation Capital's largest holding is Doma Holdings Inc with shares held of 44,777,155. Whalewisdom has at least 24 13F filings

03/31/2022

Top Sells (13F)

  • Name% Change

03/31/2022

13F Activity

  • Market Value $156.079 Million
  • Prior Market Value $260.38 Million
  • New Purchases1 stock
  • Additional Purchases2 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:20.00%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.80 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.80 quarters

[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.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -30.1%
Performance Last 4 Quarters: -21.63%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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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.

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Insider Transactions in the past year

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WhaleScore history for FOUNDATION CAPITAL, LLC

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