CRV, LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 3 stocks valued at a total of $2.00Mil. The top holdings were FSLY(58.47%), BRDS(38.91%), and KIND(2.62%).
According to GuruFocus data, these were CRV, LLC’s top five trades of the quarter.
Angi Inc
The guru sold out of their 1,004-share investment in NAS:ANGI. Previously, the stock had a 0.25% weight in the equity portfolio. Shares traded for an average price of $4.4 during the quarter.
On 11/02/2022, Angi Inc traded for a price of $2.245 per share and a market cap of $1.13Bil. The stock has returned -80.89% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Angi Inc has a price-book ratio of 1.04, a EV-to-Ebitda ratio of -41.40 and a price-sales ratio of 0.65.
The price-to-GF Value ratio is 0.17, earning the stock a GF Value rank of 2.
Bird Global Inc
The guru established a new position worth 1,740,970 shares in NYSE:BRDS, giving the stock a 74.55% weight in the equity portfolio. Shares traded for an average price of $6.79 during the quarter.
On 11/02/2022, Bird Global Inc traded for a price of $0.4183 per share and a market cap of $118.31Mil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Bird Global Inc has a price-book ratio of 1.22, a EV-to-Ebitda ratio of -0.59 and a price-sales ratio of 0.48.
Mandiant Inc
The guru sold out of their 1,367,171-share investment in NAS:MNDT. Previously, the stock had a 53.75% weight in the equity portfolio. Shares traded for an average price of $17.55 during the quarter.
On 11/02/2022, Mandiant Inc traded for a price of $22.98 per share and a market cap of $5.40Bil. The stock has returned 26.47% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Mandiant Inc has a price-earnings ratio of 6.55, a price-book ratio of 3.96, a EV-to-Ebitda ratio of -17.04 and a price-sales ratio of 10.30.
The price-to-GF Value ratio is 1.07, earning the stock a GF Value rank of 3.
Recursion Pharmaceuticals Inc
The guru sold out of their 733,986-share investment in NAS:RXRX. Previously, the stock had a 37.3% weight in the equity portfolio. Shares traded for an average price of $18.74 during the quarter.
On 11/02/2022, Recursion Pharmaceuticals Inc traded for a price of $10.59 per share and a market cap of $2.00Bil. The stock has returned -48.74% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Recursion Pharmaceuticals Inc has a price-book ratio of 4.19, a EV-to-Ebitda ratio of -6.15 and a price-sales ratio of 100.24.
Nextdoor Holdings Inc
The guru established a new position worth 14,661 shares in NYSE:KIND, giving the stock a 0.81% weight in the equity portfolio. Shares traded for an average price of $10.18 during the quarter.
On 11/02/2022, Nextdoor Holdings Inc traded for a price of $2.44 per share and a market cap of $919.35Mil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Nextdoor Holdings Inc has a price-book ratio of 1.32, a EV-to-Ebitda ratio of -5.18 and a price-sales ratio of 8.73.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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