Bullfrog Capital GP, Ltd.
CIK
1801182
Location
Palo Alto, CA
Portfolio Value
Small
$190,671,054
Diversification
Highly concentrated
Reports for
Malka Meyer
Filing Date
Global Rank
#4,088
/ 7,026
▼ 62
· as of Sep 2023
Top Industry
Capital Markets
66.3%
3Y Alpha vs SPY
+170.9%
Period ended 3 years ago
Filed Nov 14, 2023 · 2y
8 quarters · since Dec 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
3 tracked positions · as of Sep 30, 2023 · Δ vs Jun 30, 2023Top Position
66.3%
+1.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,514
Highly concentrated+93
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $190,671,054 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HOOD | Robinhood Markets, Inc. | +2,112 | 12,876,978 | $126,323,154 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 tracked positions ·
$190,671,054 total
· filing declares
3 positions · $190,671,055
· as of Sep 30, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 12,876,978 | $126,323,154 | 66.25% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 8,819,028 | $63,937,953 | 33.53% | |
| ROOT |
Root, Inc.
Financial Services
|
Held | 43,107 | $409,947 | 0.22% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.