DOSSIER · 13F-HR · Q2 2026

ADAMS STREET PARTNERS LLC

$443M in tracked AUM across 4 positions as of Q2 2026.

AS
CIK 0001193586 · last filed Jun 30, 2026
Total AUM
$443M
as of Q2 2026
Holdings
4
positions
Whale Score
74
74
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The filing for ADAMS STREET PARTNERS LLC reveals a highly concentrated portfolio characterized by a significant reduction in overall assets and a shift in strategy. As of the reporting period ending September 30, 2025, the total portfolio value stands at approximately $129.08 million, representing a decrease of 9.1% from the previous quarter's $141.98 million. The portfolio is extremely concentrated, containing only four holdings. This lack of diversification is further h...

Key Holdings

The portfolio is dominated by Rimini Street, Inc., which accounts for $110.29 million or 85.44% of the total portfolio. With 23.57 million shares held, this massive concentration indicates that the firm's performance is inextricably linked to the fortunes of this single security. Such a high-conviction position suggests either a specialized mandate or a strong proprietary view on the company's value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BLLN
BillionToOne, Inc.
$205M1.7M46.4%
02
RMNI
Rimini Street, Inc.
$100M23.6M22.7%
03
CBRS
Cerebras Systems, Inc.
$88M398K19.9%
04
CRVS
Corvus Pharmaceuticals, Inc.
$49M3.3M11.1%

Filing history

2026Q2Jun 30
$443M 70.0%
4 positionsView →
2026Q1Mar 31
$260M 1.4%
3 positionsView →
2025Q4Dec 31
$264M 104.5%
5 positionsView →
2025Q3Sep 30
$129M 9.1%
4 positionsView →
2025Q2Jun 30
$142M 55.9%
6 positionsLocked
2025Q1Mar 31
$91M 19.3%
5 positionsLocked
2024Q4Dec 31
$113M 37.9%
6 positionsLocked
2024Q3Sep 30
$182M 25.1%
6 positionsLocked
2024Q2Jun 30
$243M 3.6%
9 positionsLocked
2024Q1Mar 31
$252M 22.5%
12 positionsLocked
2023Q4Dec 31
$325M 13.4%
14 positionsLocked
2023Q3Sep 30
$286M 25.1%
14 positionsLocked
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