Accel Growth Fund V Associates L.L.C.
Long book
$81.7M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsAccel Growth Fund V Associates L.L.C. is a diversified fundamental manager, specialised in financials (80% of the long book), running a $81.7M US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SOFI TECHNOLOGIES INC, BUMBLE INC-A.
Over the last 9 quarters its long book ran on average 1.3pp per quarter ahead of the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-8.1%
Q2 2024
-19.6%
Q3 2024
+61.8%
Q4 2024
-33.2%
Q1 2025
+55.1%
Q2 2025
+28.8%
Q3 2025
-9.9%
Q4 2025
-34.9%
Q1 2026
+12.0%
Sector allocation
Financials 80%
Technology 20%
Long book by quarter
What does Accel Growth own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 2 | $81.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 2 | $125.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 2 | $139.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 2 | $108.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 2 | $69.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 2 | $104.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 2 | $64.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 2 | $80.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 2 | $87.3M | canonical | SEC ↗ |