IR
Superintel
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Lightspeed Ultimate General Partner Select III, Ltd.

Portfolio Profile

CIK: 0001912675 | Menlo Park, CA

$31.0M
AUM
2
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Aurora Innovation, Inc.(AUR)11,746,572$26.0M83.86%
2Blend Labs, Inc.(BLND)2,261,500$5.0M16.14%

Sector Allocation

Latest filing, equity positions only

Technology100% · $31.0M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Technology100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Mid Cap80.78%

AUM History

$148.9M | 2 pos.
$78.6M | 2 pos.
$27.8M | 2 pos.
$31.0M | 2 pos.
Q4
21
Q1
22
Q2
22
Q3
22
83.86%
+3.08%
Small Cap19.22%16.14%-3.08%

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
2
Unchanged