FOUNDATION CAPITAL, LLC

HTTP://WWW.FOUNDATIONCAPITAL.COM/ PALO ALTO, CA Investment Advisor How do I update this listing?

Foundation Capital is based out of Palo Alto. Foundation Capital is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2020-03-27). Whalewisdom has at least 22 13F filings

Download 13F Summary Create Alert

12/31/2020

Top Buys

  • Name% Change

12/31/2020

Top Sells

  • Name% Change

12/31/2020

13F Holdings Summary

No holdings for current quarter

09/30/2019

13F Activity

  • Market Value $52.018 Million
  • Prior Market Value $74.827 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in1 stock
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:33.33%
  • Turnover Alt % [2]: 57.88 %
  • Time Held Top20:13.00 quarters
  • Time Held Top10:13.00 quarters
  • Time Held All:13.00 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.

09/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: -2.87%
Performance Last 4 Quarters: 1.98%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

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

Sign in to see

Insider Transactions in the past year

Loading...

WhaleScore history for FOUNDATION CAPITAL, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments