GSV Capital

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GSV Capital (NASDAQ: GSVC) is a publicly traded investment fund that seeks to identify and invest in rapidly growing, late stage, venture capital-backed private companies. GSVC is a unique public fund that gives growth equity investors access to private companies with huge potential. Peer into our portfolio and you’ll find market makers and risk takers, history makers and record breakers, life savers and game-changers. Once upon a time, investors could buy shares of young, exciting businesses through IPOs, but company leaders no longer see the benefits of going public early in their life cycle.

Top 10 Positions Representing 83.1% of total portfolio value Data as of March 31, 2018

Rank GSCV Investment Growth Theme Investment (mm) Portfolio FV (%)* Investment Thesis
1 Palantir Cloud + Big Data $35.9 16.9% Superior, highly efficient customer-specific products for fraud detection + cyber security
2 Spotify Social/Mobile $31.1 14.6% Social music platform
3 Dropbox Cloud + Big Data $24.1 11.3% Sticky, dependent model with recurring revenue
4 Coursera Education Technology $18.4 8.6% Potential to democratize education, enabling online access to the world’s best universities
5 GSVlabs Marketplaces $14.8 7% Global innovation platform
6 Stormwind Education Technology $13.6 6.4% Disrupting the corporate IT training market
7 Lyft Marketplaces $12.2 5.8% On-demand ride sharing platform for friendly + affordable rides
8 Course Hero Education $11.2 5.3% Peer-to-peer marketplace for educational resources and expert tutors
9 General Assembly Education Technology $9.6 4.5% Next generation global educational institution
10 Parchment Education Technology $5.7 2.7% Leading electronic transcript (e-Transcript) exchange
*Including cash