Sozo Ventures GP II, L.P.
Annual return '25
+32.8%
SPY '25
+17.7%
Alpha
+15.0ptsvs SPY
Invested
$40.7M
Holdings
189
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ZIM
ZIM INTEGRATED SHIPPING SERV
Held since at least Q1 2024
1.3%
02
$INTC
INTEL CORP
Held since at least Q1 2024
1.1%
03
$WDC
WESTERN DIGITAL CORP
Held since at least Q1 2024
1.1%
04
$APLS
APELLIS PHARMACEUTICALS INC
Held since at least Q1 2024
1.0%
05
$VSAT
VIASAT INC
Held since at least Q1 2024
1.0%
06
$LMT
LOCKHEED MARTIN CORP
Q1 2026: New position (1.7k shares)
1.0%
07
$GE
GE AEROSPACE
Q1 2026: New position (2.1k shares)
1.0%
08
$TPC
TUTOR PERINI CORP
Held since at least Q1 2024
1.0%
09
$CPS
COOPER STD HLDGS INC
Held since at least Q1 2024
0.9%
10
$INTU
INTUIT
Held since at least Q1 2024
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:12 UTC.