Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
- Peter Lynch
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 4)*
Amplitude, Inc.
(Name of Issuer)
Class A Common Stock, par value $0.00001 per share
(Title of Class of Securities)
03213A104**
(CUSIP Number)
SC US (TTGP), Ltd.
2800 Sand Hill Road
Suite 101
Menlo Park, CA 94025
Attention: Douglas M. Leone
Telephone: (650) 854-3927
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
with copies to:
Craig Marcus
Ropes & Gray LLP
800 Boylston Street
Boston, Massachusetts 02199
(617) 951-7802
November 7, 2023
(Date of Event which Requires Filing of this Statement)
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐
Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See §240.13d-7 for other parties to whom copies are to be sent.
* | The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. |
** | This CUSIP number applies to the Issuers Class A Common Stock. Each share of Class B Common Stock is convertible into one share of Class A Common Stock. |
The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
1. |
Names of Reporting Persons.
SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS, L.P. (SC GGF III) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
2,554,932, of which 2,554,932 shares are Class B Common Stock | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
2,554,932, of which 2,554,932 shares are Class B Common Stock |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
2,554,932 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
3.0% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SEQUOIA CAPITAL U.S. GROWTH FUND VIII, LP (SEQUOIA CAPITAL U.S. GROWTH FUND VIII) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Delaware |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
4,869,459, of which 4,869,459 shares are Class B Common Stock | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
4,869,459, of which 4,869,459 shares are Class B Common Stock |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
4,869,459 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
5.5% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SEQUOIA CAPITAL U.S. VENTURE 2010 SEED FUND, L.P. (USV 2010 SEED) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Delaware |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
235,201 | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
235,201 |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
235,201 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
0.3% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SEQUOIA CAPITAL U.S. GROWTH FUND IX, L.P. (SEQUOIA CAPITAL U.S. GROWTH FUND IX) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
2,225,077 | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
2,225,077 |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
2,225,077 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
2.7% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX, L.P. (SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
95,885 | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
95,885 |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
95,885 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
0.1% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND, L.P. (SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
242,788 | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
242,788 |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
242,788 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
0.3% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SCGGF III ENDURANCE PARTNERS MANAGEMENT, L.P. (SCGGF IIIENDURANCE PARTNERS MANAGEMENT) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
2,554,932 shares, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
2,554,932 shares, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
2,554,932 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
3.0% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SC U.S. GROWTH VIII MANAGEMENT, L.P. (SC U.S. GROWTH VIII MANAGEMENT) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
4,869,459 shares, of which 4,869,459 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND VIII. The General Partner of SEQUOIA CAPITAL U.S. GROWTH FUND VIII is SC U.S. GROWTH VIII MANAGEMENT. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
4,869,459 shares, of which 4,869,459 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND VIII. The General Partner of SEQUOIA CAPITAL U.S. GROWTH FUND VIII is SC U.S. GROWTH VIII MANAGEMENT. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
4,869,459 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
5.5% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SC U.S. VENTURE 2010 MANAGEMENT, L.P. (USV 2010 MANAGEMENT) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
235,201 shares, of which 235,201 shares of Class A Common Stock are directly owned by USV 2010SEED. The General Partner of USV 2010SEED is USV 2010 MANAGEMENT. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
235,201 shares, of which 235,201 shares of Class A Common Stock are directly owned by USV 2010SEED. The General Partner of USV 2010SEED is USV 2010 MANAGEMENT. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
235,201 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
0.3% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SC U.S. GROWTH IX MANAGEMENT, L.P. (SC U.S. GROWTH IX MANAGEMENT) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
PN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
2,563,750 shares, of which 2,225,077 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND IX, 95,885 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and 242,788 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND. The General Partner of each of SEQUOIA CAPITAL U.S. GROWTH FUND IX, SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND is SC U.S. GROWTH IX MANAGEMENT. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
2,563,750 shares, of which 2,225,077 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND IX, 95,885 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and 242,788 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND. The General Partner of each of SEQUOIA CAPITAL U.S. GROWTH FUND IX, SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND is SC U.S. GROWTH IX MANAGEMENT. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
2,563,750 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
3.1% | |||||
14. | Type of Reporting Person (See Instructions)
PN |
1. |
Names of Reporting Persons.
SC US (TTGP), LTD. (SC US (TTGP)) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
OO | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
10,223,342 shares, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS, 4,869,459 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND VIII, 235,201 shares of Class A Common Stock are directly owned by USV 2010SEED, 2,225,077 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND IX, 95,885 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and 242,788 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. The General Partner of SEQUOIA CAPITAL U.S. GROWTH FUND VIII is SC U.S. GROWTH VIII MANAGEMENT. The General Partner of USV 2010SEED is USV 2010 MANAGEMENT. The General Partner of each of SEQUOIA CAPITAL U.S. GROWTH FUND IX, SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND is SC U.S. GROWTH IX MANAGEMENT. SC US TTGP is the General Partner of each of SCGGF III ENDURANCE PARTNERS MANAGEMENT, SC U.S. GROWTH VIII MANAGEMENT, USV 2010 MANAGEMENT and SC U.S. GROWTH IX MANAGEMENT. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
10,223,342 shares, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS, 4,869,459 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND VIII, 235,201 shares of Class A Common Stock are directly owned by USV 2010SEED, 2,225,077 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH FUND IX, 95,885 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and 242,788 shares of Class A Common Stock are directly owned by SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. The General Partner of SEQUOIA CAPITAL U.S. GROWTH FUND VIII is SC U.S. GROWTH VIII MANAGEMENT. The General Partner of USV 2010SEED is USV 2010 MANAGEMENT. The General Partner of each of SEQUOIA CAPITAL U.S. GROWTH FUND IX, SEQUOIA CAPITAL U.S. GROWTH PARTNERS FUND IX and SEQUOIA CAPITAL U.S. GROWTH IX PRINCIPALS FUND is SC U.S. GROWTH IX MANAGEMENT. SC US TTGP is the General Partner of each of SCGGF III ENDURANCE PARTNERS MANAGEMENT, SC U.S. GROWTH VIII MANAGEMENT, USV 2010 MANAGEMENT and SC U.S. GROWTH IX MANAGEMENT. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
10,684,083 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
11.2% | |||||
14. | Type of Reporting Person (See Instructions)
OO |
1. |
Names of Reporting Persons.
DOUGLAS LEONE (DL) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
IN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
USA |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
2,554,932, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. The General Partner of SCGGF III ENDURANCE PARTNERS MANAGEMENT is SC US (TTGP). The directors and stockholders of SC US (TTGP) who exercise voting and investment discretion with respect to the shares held by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS are Messrs. DL and RB. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
2,554,932, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. The General Partner of SCGGF III ENDURANCE PARTNERS MANAGEMENT is SC US (TTGP). The directors and stockholders of SC US (TTGP) who exercise voting and investment discretion with respect to the shares held by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS are Messrs. DL and RB. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
2,554,932 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
3.0% | |||||
14. | Type of Reporting Person (See Instructions)
IN |
1. |
Names of Reporting Persons.
ROELOF BOTHA (RB) | |||||
2. | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3. | SEC Use Only
| |||||
4. | Source of Funds (See Instructions)
IN | |||||
5. | Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)
☐ | |||||
6. | Citizenship or Place of Organization
USA |
Number of Shares Beneficially Owned by Each Reporting Person With
|
7. | Sole Voting Power
0 | ||||
8. | Shared Voting Power
2,554,932, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. The General Partner of SCGGF III ENDURANCE PARTNERS MANAGEMENT is SC US (TTGP). The directors and stockholders of SC US (TTGP) who exercise voting and investment discretion with respect to the shares held by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS are Messrs. DL and RB. | |||||
9. | Sole Dispositive Power
0 | |||||
10. | Shared Dispositive Power
2,554,932, of which 2,554,932 shares of Class B Common Stock are directly owned by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS. The General Partner of SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS is SCGGF III ENDURANCE PARTNERS MANAGEMENT. The General Partner of SCGGF III ENDURANCE PARTNERS MANAGEMENT is SC US (TTGP). The directors and stockholders of SC US (TTGP) who exercise voting and investment discretion with respect to the shares held by SEQUOIA CAPITAL GLOBAL GROWTH FUND III ENDURANCE PARTNERS are Messrs. DL and RB. |
11. |
Aggregate Amount Beneficially Owned by Each Reporting Person
2,554,932 | |||||
12. | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13. | Percent of Class Represented by Amount in Row (11)
3.0% | |||||
14. | Type of Reporting Person (See Instructions)
IN |
Except as set forth in this Amendment No. 4, the initial Schedule 13D filed on March 7, 2022, as amended by Amendment No. 1 thereto on May 2, 2022, Amendment No. 2 thereto on August 10, 2022 and Amendment No. 3 thereto on February 22, 2023 (collectively, the Original 13D) remains in effect, and capitalized terms used herein but not defined herein have such respective meanings, as defined in such Original 13D. The information set forth in response to the Item below shall be deemed to be a response to all Items where such information is relevant. The information set forth in the Exhibits to the Original 13D is expressly incorporated herein by reference and the response to each Item of this Statement is qualified in its entirety by the provisions of such Exhibits.
ITEM 5. INTEREST IN SECURITIES OF THE ISSUER.
Paragraphs (a) and (b) of Item 5 are hereby amended and restated in their entirety as follows:
(a) The aggregate number of Class A Common Stock and Class B Common Stock and the percentage of total outstanding Class A Common Stock beneficially owned by the Reporting Persons is set forth below. References to percentage ownerships of Class A Common Stock in this Statement are based upon the 83,668,476 shares of Class A Common Stock stated to be outstanding as of November 3, 2023, as reported in the Companys 10-Q filed with the Securities and Exchange Commission on November 7, 2023. The Reporting Persons may be deemed to beneficially own an aggregate of 2,798,951 shares of Class A Common Stock and 7,424,391 shares of Class B Common Stock, which constitutes approximately 11.2% of the Companys Class A Common Stock, calculated in accordance with Rule 13d-3 under the Act. The filing of this Statement shall not be construed as an admission that a Reporting Person beneficially owns those shares held by any other Reporting Person.
SC GGF III beneficially owns 2,554,932 shares of Class B Common Stock, which represents approximately 3.0% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act. RB and DL are the managing members of SC GGF III. RB and DL disclaim beneficial ownerships of all such shares except to the extent of their individual pecuniary interest therein.
Sequoia Capital U.S. Growth Fund VIII beneficially owns 4,869,459 shares of Class B Common Stock, which represents approximately 5.5% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
USV 2010SEED beneficially owns 235,201 shares of Class A Common Stock, which represents approximately 0.3% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
Sequoia Capital U.S. Growth Fund IX beneficially owns 2,225,077 shares of Class A Common Stock, which represents approximately 2.7% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
Sequoia Capital U.S. Growth Partners Fund IX beneficially owns 95,885 shares of Class A Common Stock, which represents approximately 0.1% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
Sequoia Capital U.S. Growth IX Principals Fund beneficially owns 242,788 shares of Class A Common Stock, which represents approximately 0.3% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
SC GGF III Management, as the general partner of SC GGF III, may be deemed to beneficially own an aggregate of 2,554,932 shares of Class B Common Stock, which represents approximately 3.0% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
SC U.S. Growth VIII Management, as the general partner of Sequoia Capital U.S. Growth Fund VIII, may be deemed to beneficially own an aggregate of 4,869,459 shares of Class B Common Stock, which represents approximately 5.5% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
USV 2010 Management, as the general partner of USV 2010SEED, may be deemed to beneficially own an aggregate of 235,201 shares of Class A Common Stock, which represents approximately 0.3% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
SC U.S. Growth IX Management, as the general partner of each of Sequoia Capital U.S. Growth Fund IX, Sequoia Capital U.S. Growth Partners Fund IX and Sequoia Capital U.S. Growth IX Principals Fund, may be deemed to beneficially own an aggregate of 2,563,750 shares of Class A Common Stock, which represents approximately 3.1% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
SC US (TTGP), as the general partner of each of SC GGF III Management, SC U.S. Growth VIII Management, USV 2010 Management and SC U.S. Growth IX Management, may be deemed to beneficially own an aggregate of an aggregate of 2,798,951 shares of Class A Common Stock and 7,424,391, which represents approximately 11.2% of the outstanding Class A Common Stock calculated in accordance with the requirements of Rule 13d-3 under the Act.
By virtue of the relationship described herein, the Reporting Persons may be deemed to constitute a group for purposes of Rule 13(d)(3) of the Act. Each Reporting Person expressly disclaims beneficial ownership of any securities reported herein except to the extent such Reporting Person actually exercises voting or dispositive power with respect to such securities.
(b) The number of Class A Common Stock as to which each of the Reporting Persons has sole or shared power to vote, direct the vote, dispose or direct the disposition are as set forth in rows seven through ten of the cover pages hereof. The information set forth in Item 2 is hereby incorporated by reference into this Item 5(b).
SIGNATURES
After reasonable inquiry and to the best of its knowledge and belief, the undersigned certifies that the information set forth in this Statement is true, complete and correct.
Dated: November 14, 2023
Sequoia Capital Global Growth Fund III Endurance Partners, LP | ||
By: | SCGGF III Endurance Partners Management, L.P. | |
its General Partner | ||
By: | SC US (TTGP), Ltd., its General Partner | |
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
Sequoia Capital U.S. Growth Fund VIII, L.P. | ||
By: | SC U.S. Growth VIII Management, L.P., its General Partner | |
By: | SC US (TTGP), Ltd., its General Partner | |
By: | /s/ Roelof Botha | |
Roelof Botha, Director |
Sequoia Capital U.S. Venture 2010Seed Fund, L.P. | ||
By: | SC U.S. Venture 2010 Management, L.P., its General Partner | |
By: | SC US (TTGP), Ltd., its General Partner | |
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
Sequoia Capital U.S. Growth Fund IX, L.P. | ||
By: SC U.S. Growth IX Management, L.P., | ||
its General Partner | ||
By: SC US (TTGP), Ltd., | ||
its General Partner | ||
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
Sequoia Capital U.S. Growth Partners Fund IX, L.P. | ||
By: SC U.S. Growth IX Management, L.P., | ||
its General Partner | ||
By: SC US (TTGP), Ltd., | ||
its General Partner | ||
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
Sequoia Capital U.S. Growth IX Principals Fund, L.P. | ||
By: SC U.S. Growth IX Management, L.P., | ||
its General Partner | ||
By: | SC US (TTGP), Ltd., | |
its General Partner | ||
By: | /s/ Roelof Botha | |
Roelof Botha, Director |
SCGGF III Endurance Partners Management, L.P. | ||
By: | SC US (TTGP), Ltd. | |
its General Partner | ||
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
SC U.S. Growth VIII Management, L.P. | ||
By: | SC US (TTGP), Ltd., its General Partner | |
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
SC U.S. Venture 2010 Management, L.P. | ||
By: | SC US (TTGP), Ltd. its General Partner | |
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
SC U.S. Growth IX Management, L.P., | ||
By: | SC US (TTGP), Ltd., | |
its General Partner | ||
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
SC US (TTGP), Ltd. | ||
By: | /s/ Roelof Botha | |
Roelof Botha, Director | ||
Douglas Leone | ||
By: | /s/ Douglas Leone | |
Roelof Botha | ||
By: | /s/ Roelof Botha |