Fundrise
Innovation
Fund,
LLC
1
The
first
quarter
following
the
public
listing
of
VCX
provided
perhaps
the
clearest
example
yet
of
what
we
mean
when
we
talk
about
the
potential
of
democratizing
access
to
private-market
investing.
In
June,
SpaceX
completed
the
largest
ever
initial
public
offering
and
VCX
shareholders
had
economic
exposure
to
the
company
before
its
shares
became
broadly
available
in
the
public
markets.
Since
then,
several
of
VCX’s
largest
holdings
have
also
announced
their
intentions
to
list
publicly.
These
events
are
a
reminder
of
a
fundamental
change
that
has
taken
place
in
the
capital
markets.
Increasingly,
many
of
the
companies
defining
the
next
generation
of
technology
are
remaining
private
longer,
reaching
enormous
scale
and
creating
substantial
value
before
the
average
individual
investor
has
the
opportunity
to
invest
in
and
own
them.
This
is
precisely
the
problem
VCX
was
designed
to
address.
For
decades,
access
to
many
of
the
highest-quality
late-stage
private
companies
was
largely
reserved
for
venture
funds,
institutions,
and
the
ultra
wealthy.
Our
goal
with
VCX
is
not
simply
to
provide
access
to
private
companies
in
theory
but
to
build
a
concentrated
portfolio
with
meaningful
economic
exposure
to
businesses
we
believe
can
define
their
categories,
and
to
make
that
portfolio
accessible
to
individual
investors
through
a
publicly
traded
fund.
Of
course,
access
does
not
eliminate
risk.
It’s
important
for
investors
to
understand
that
both
private
and
newly
public
companies
can
experience
significant
volatility,
valuations
can
change
materially,
and
investments
held
indirectly
or
subject
to
transfer
restrictions
may
have
different
liquidity
characteristics
than
freely
traded
public
shares.
However,
our
job
remains
the
same:
invest
thoughtfully,
value
the
portfolio
responsibly,
and
remain
focused
on
long-term
outcomes
rather
than
short-term
market
prices.
Underlying
Economic
Exposure
The
Fund
may
obtain
exposure
to
portfolio
companies
either
directly
or
indirectly
through
co-investment
vehicles
(“CIVs”),
special
purpose
vehicles
(“SPVs”),
and
other
investment
vehicles.
These
structures
can
be
an
efficient
means
of
obtaining
access
to
private
investments,
but
the
legal
name
of
an
investment
vehicle
may
not
identify
the
underlying
company
to
which
the
Fund
has
economic
exposure.
We
believe
understanding
the
underlying
economic
issuer
is
critically
important
to
understanding
the
nature
and
concentration
of
an
investment
in
VCX.
Accordingly,
the
supplemental
presentation
below
shows
the
Fund’s
principal
equity
investments
in
portfolio
companies
as
of
June
30,
2026
by
underlying
economic
issuer,
together
with
each
issuer’s
approximate
share
of
the
Fund’s
net
assets.
The
table
does
not
include
the
Fund’s
short-term
holdings
or
its
investments
in
debt
instruments,
and
does
not
include
all
of
the
Fund’s
equity
investments.
Economic
Issuer
Share
of
Net
Assets
Anthropic
PBC
(1)
Greater
than
20%
OpenAI
Group
PBC
(1)
10-20%
Databricks,
Inc.
(1)
10-20%
Ramp
Business
Corp.
2-5%
Space
Exploration
Technologies
Corp.
(1)
2-5%
Anduril
Industries,
Inc.
(1)
2-5%
Flock
Group,
Inc.
2-5%
Fluidstack,
Ltd.
(1)
2-5%
Epic
Games,
Inc.
2-5%
Fivetran,
Inc.
1-2%
Prometheus
(1)
1-2%
Vanta,
Inc.
1-2%
Figure
AI,
Inc.
1-2%
Loyal
Animal
Health,
Inc.
1-2%
Canva,
Inc.
1-2%
(1)
All
or
a
portion
of
the
Fund's
economic
exposure
to
this
portfolio
company
is
held
indirectly
through
one
or
more
co-investment
vehicles,
special
purpose
vehicles,
or
other
investment
vehicles.
Fundrise
Innovation
Fund,
LLC
2
While
historic
in
nature,
the
events
of
this
quarter
do
not
change
the
fundamental
strategy.
If
anything,
they
reinforce
why
we
built
VCX
in
the
first
place.
We
will
continue
to
seek
out
category-defining
technology
companies
before
they
are
broadly
available
in
the
public
markets,
while
maintaining
the
discipline
required
to
manage
a
concentrated
portfolio
of
private
and
other
less
liquid
investments.
For
us,
democratization
means
giving
individual
investors
the
opportunity
to
participate
in
the
same
value
creation
once
reserved
for
institutions,
rather
than
being
shut
out
until
much
of
the
opportunity
has
already
occurred.
Onward,
Ben
Miller
Chief
Executive
Officer
Fundrise
Advisors,
LLC
Fundrise
Innovation
Fund,
LLC
Schedule
of
Investments
(UNAUDITED)
June
30,
2026
3
See
accompanying
notes
to
schedule
of
investments.
(Amounts
in
thousands,
except
per
share
data)
Par/
Value
as
of
%
of
Net
Description
Shares
Security
Type
June
30,
2026
Assets
Technology
Private
Equity
Portfolio
Companies
Artificial
Intelligence
(Cost,
Acquisition
Date)
SaxeCap
Advisors
VIII,
LP
($8,534,
12/06/23)
(1)(2)(3)
N/A
LP
Interest
$
128,169‌
16.5‌%
AI
Growth
GRT,
LLC
($25,019,
07/14/23)
(2)(3)(4)
N/A
LLC
Interest
72,480‌
9.3‌%
Quiet
OA
Access
LP
($25,890,
09/27/24)
(1)(2)(3)
N/A
LP
Interest
64,614‌
8.3‌%
AI
Access
12,
LLC
($20,800,
02/10/26)
(1)(2)(3)
N/A
LLC
Interest
45,459‌
5.9‌%
SP
Private
Investments
XIII,
LLC
($16,404,
07/18/25)
(1)(2)(3)
5
LLC
Interest
33,086‌
4.3‌%
Databricks,
Inc.
($8,874,
11/20/23)
(1)(2)(3)
122
Common
Stock
23,256‌
3.0‌%
AI-LLM,
LLC
($22,397,
08/31/23)
(1)(2)(3)
N/A
LLC
Interest
23,105‌
3.0‌%
8VC
ANSE
SPV,
LP
($6,021,
10/27/23)
(1)(2)(3)
N/A
LP
Interest
21,578‌
2.8‌%
HOF
Capital
AP
Growth,
LLC
($5,350,
12/29/23)
(1)(2)(3)
N/A
LLC
Interest
19,549‌
2.5‌%
FSTK
FR,
LP
($21,594,
06/02/26)
(1)(2)(3)
N/A
LP
Interest
19,313‌
2.5‌%
RWL
AI,
LLC
($16,163,
04/27/26)
(1)(2)(3)
N/A
LLC
Interest
15,000‌
1.9‌%
Figure
AI,
Inc.
($10,000,
05/27/26)
(1)(2)(3)
51
Series
C
-
Preferred
Stock
10,000‌
1.3‌%
Flock
Group,
Inc.
($13,961,
11/26/25)
(1)(2)(3)
631
Class
B
-
Preferred
Stock
9,869‌
1.3‌%
Flock
Group,
Inc.
($6,661,
03/02/26)
(1)(2)(3)
440
Class
A
-
Preferred
Stock
6,878‌
0.9‌%
Flock
Group,
Inc.
($5,639,
03/02/26)
(1)(2)(3)
373
Class
A
First
SAFE
-
Preferred
Stock
5,823‌
0.8‌%
Anduril
Industries,
Inc.
($7,350,
01/06/26)
(1)(2)(3)
76
Series
Seed
-
Preferred
Stock
5,246‌
0.7‌%
Handshake
($2,814,
10/23/25)
(1)(2)(3)
38
Series
C
-
Preferred
Stock
2,814‌
0.4‌%
Anyscale,
Inc.
($2,494,
10/18/23)
(1)(2)(3)
511
Common
Stock
2,494‌
0.3‌%
Fin
($2,385,
10/17/25)
(1)(2)(3)
45
Common
Stock
2,385‌
0.3‌%
Flock
Group,
Inc.
($2,278,
11/26/25)
(1)(2)(3)
103
Class
C
-
Preferred
Stock
1,610‌
0.2‌%
Handshake
($601,
10/23/25)
(1)(2)(3)
8
Series
D
-
Preferred
Stock
601‌
0.1‌%
Fin
($417,
10/17/25)
(1)(2)(3)
8
Series
A
-
Preferred
Stock
417‌
0.1‌%
Risotto
($300,
02/20/25)
(1)(2)(3)
261
Series
Seed
2
-
Preferred
Stock
375‌
0.1‌%
Luminos,
Inc.
($198,
11/09/23)
(1)(2)(3)(5)
170
Series
Seed
2
-
Preferred
Stock
285‌
0.0‌%
Risotto
($125,
11/12/25)
(1)(2)(3)(5)
87
Series
Seed
1
-
Preferred
Stock
125‌
0.0‌%
Luminos,
Inc.
($79,
11/05/25)
(1)(2)(3)(5)
47
Series
Seed
1
-
Preferred
Stock
79‌
0.0‌%
Gumloop
($10,
08/16/24)
(1)(2)(3)(5)
5
Series
A-2
-
Preferred
Stock
67‌
0.0‌%
Total
Artificial
Intelligence
(Cost
$232,358
)
$
514,677‌
66.5‌%
Financial
Technology
(Cost,
Acquisition
Date)
Ramp
Business
Corp.
($10,200,
10/08/25)
(1)(2)(3)
149
Series
A-2
-
Preferred
Stock
$
17,820‌
2.3‌%
Ramp
Business
Corp.
($5,005,
01/31/25)
(1)(2)(3)
133
Series
C-1
-
Preferred
Stock
16,000‌
2.1‌%
Erebor
Bank,
N.A.
($5,000,
02/20/26)
(1)(2)(3)
19
Series
B
-
Preferred
Stock
5,000‌
0.6‌%
Ramp
Business
Corp.
($693,
05/20/24)
(1)(2)(3)
26
Common
Stock
3,168‌
0.4‌%
Stripe,
Inc.
($355,
06/28/24)
(1)(2)(3)
10
Common
Stock
618‌
0.1‌%
Total
Financial
Technology
(Cost
$21,253
)
$
42,606‌
5.5‌%
Data
Infrastructure
(Cost,
Acquisition
Date)
Fivetran,
Inc.
($15,000,
09/22/23)
(1)(2)(3)
441
Series
D
-
Preferred
Stock
$
15,000‌
1.9‌%
Vanta,
Inc.
($5,000,
09/07/22)
(1)(2)(3)
555
Series
B-1
-
Preferred
Stock
10,116‌
1.3‌%
Omni
Analytics,
Inc.
($500,
08/27/24)
(1)(2)(3)
58
Series
B-1
-
Preferred
Stock
1,220‌
0.2‌%
Hightouch
($267,
06/06/24)
(1)(2)(3)
12
Common
Stock
1,098‌
0.1‌%
Immuta,
Inc.
($1,022,
03/28/23)
(1)(2)(3)
80
Common
Stock
1,022‌
0.1‌%
DittoLive,
Inc.
($1,000,
01/17/25)
(1)(2)(3)
73
Series
B
-
Preferred
Stock
1,000‌
0.1‌%
Hightouch
($100,
05/09/25)
(1)(2)(3)(5)
2
Series
C
-
Preferred
Stock
188‌
0.0‌%
Total
Data
Infrastructure
(Cost
$22,889
)
$
29,644‌
3.7‌%
Gaming/Entertainment
(Cost,
Acquisition
Date)
Epic
Games,
Inc.
($19,180,
08/27/25)
(1)(2)(3)
43
Common
Stock
$
19,180‌
2.5‌%
Total
Gaming/Entertainment
(Cost
$19,180
)
$
19,180‌
2.5‌%
Biotechnology
(Cost,
Acquisition
Date)
Loyal
Animal
Health,
Inc.
($10,000,
12/10/25)
(1)(2)(3)
815
Series
C
-
Preferred
Stock
$
10,000‌
1.3‌%
Total
Biotechnology
(Cost
$10,000
)
$
10,000‌
1.3‌%
Vertical/Horizontal
Software
(Cost,
Acquisition
Date)
Canva,
Inc.
($6,220,
09/15/23)
(1)(2)(3)
6
Common
Stock
$
9,599‌
1.2‌%
Total
Vertical/Horizontal
Software
(Cost
$6,220
)
$
9,599‌
1.2‌%
Fundrise
Innovation
Fund,
LLC
Schedule
of
Investments
(UNAUDITED)(Continued)
June
30,
2026
4
See
accompanying
notes
to
schedule
of
investments.
Par/
Value
as
of
%
of
Net
Description
Shares
Security
Type
June
30,
2026
Assets
Technology
Private
Equity
Portfolio
Companies
Property
Technology
(Cost,
Acquisition
Date)
Inspectify,
Inc.
($4,000,
06/30/23)
(1)(2)(3)(6)
1,295
Series
A-5
-
Preferred
Stock
$
5,000‌
0.6‌%
Rhino
Labs,
Inc.
($2,000,
02/05/25)
(1)(2)(3)
10
Series
P
-
Preferred
Stock
1,023‌
0.1‌%
Inspectify,
Inc.
($1,000,
11/03/25)
(1)(2)(3)(6)(7)
N/A
SAFE
1,000‌
0.1‌%
Rhino
Labs,
Inc.
($250,
02/03/25)
(1)(2)(3)(5)
300
Series
D-1A
-
Preferred
Stock
250‌
0.0‌%
Rhino
Labs,
Inc.
($141,
02/03/25)
(1)(2)(3)(5)
170
Series
D-1
-
Preferred
Stock
141‌
0.0‌%
Total
Property
Technology
(Cost
$7,391
)
$
7,414‌
0.8‌%
Total
Technology
Private
Equity
Portfolio
Companies
(Cost
$319,291)
$
633,120‌
81.5‌%
Technology
Fixed
Income
SWITCH
Data
Centers
-
SWCH
2025-DATA
E,
6.97%
(3.34%
+
SOFR),
02/15/27
(8)(9)
$
12,500‌
CMBS
$
12,394‌
1.6‌%
QTS
Data
Centers
-
BX
2025-VOLT
C,
5.98%
(2.35%
+
SOFR),
12/15/27
(8)(9)(10)
10,000‌
CMBS
10,032‌
1.3‌%
QTS
Data
Centers
-
BX
2025-VLT6
E,
6.82%
(3.19%
+
SOFR),
03/15/27
(8)(9)(10)
10,000‌
CMBS
9,976‌
1.3‌%
Vantage
Data
Centers
-
VDCM
2025-AZ
D,
6.43%,
07/13/30
(8)(11)
9,000‌
CMBS
8,943‌
1.2‌%
QTS
Data
Centers
-
BX
2025-VLT7
E,
7.38%
(3.75%
+
SOFR),
07/15/27
(8)(9)(10)
7,000‌
CMBS
7,027‌
0.9‌%
QTS
Data
Centers
-
BX
2025-VLT7
D,
6.88%
(3.25%
+
SOFR),
07/15/27
(8)(9)(10)
7,000‌
CMBS
7,019‌
0.9‌%
EdgeCore
Data
Centers
-
ECORE
2025-1A
B,
4.55%,
07/25/30
(8)
6,000‌
CMBS
5,547‌
0.7‌%
QTS
Data
Centers
-
BX
2025-VLT6
D,
6.22%
(2.59%
+
SOFR),
03/15/27
(8)(9)(10)
5,000‌
CMBS
4,987‌
0.6‌%
Total
Technology
Fixed
Income
(Cost
$66,147)
$
65,925‌
8.5‌%
Promissory
Note
(Cost,
Acquisition
Date)
Promissory
Note
-
Theory
Ventures,
10.00%,
04/28/33
($4,942,
03/01/26)
(1)(3)(12)
5,000‌
Promissory
Note
$
5,696‌
0.7‌%
Total
Promissory
Note
(Cost
$4,942)
$
5,696‌
0.7‌%
Short-Term
Investment
JP
Morgan
U.S.
Treasury
Plus
Money
Market
Fund,
Capital
Shares,
3.61%
(13)
41,696‌
Money
Market
Fund
$
41,696‌
5.4‌%
Total
Short-Term
Investment
(Cost
$41,696)
$
41,696‌
5.4‌%
Total
investments,
at
value
(Cost
$432,076)
$
746,437‌
96.1‌%
Other
assets
in
excess
of
liabilities
30,531‌
3.9‌%
Total
Net
Assets
$
776,968‌
100.0‌%
Net
Asset
Value
Per
Share
$
21.70‌
CMBS
Commercial
Mortgage-Backed
Security
LLC
Limited
Liability
Company
LP
Limited
Partnership
SAFE
Simple
Agreement
for
Future
Equity
SOFR
Secured
Overnight
Financing
Rate
(1)
Investments
classified
as
Level
3
within
the
three-tier
fair
value
hierarchy.
See
Note
2,
Summary
of
Significant
Accounting
Policies
-
Fair
Value
Measurement
for
an
explanation
of
this
hierarchy,
as
well
as
a
list
of
significant
unobservable
inputs
used
in
the
valuation
of
these
instruments.
(2)
Non-income
producing
investment.
(3)
Restricted
security.
The
aggregate
value
of
restricted
securities
at
June
30,
2026
is
approximately
$638,816
(amount
in
thousands)
and
represents
approximately
82.2%
of
net
assets.
See
Note
2,
Summary
of
Significant
Accounting
Policies
for
additional
information.
(4)
Investment
valued
using
net
asset
value
per
share
(or
its
equivalent)
as
a
practical
expedient.
See
Note
2,
Summary
of
Significant
Accounting
Policies
-
Fair
Value
Measurement
for
additional
information.
(5)
Value
is
less
than
0.05%
of
Total
Net
Assets.
(6)
Investment
in
an
affiliate.
See
Note
2,
Summary
of
Significant
Accounting
Policies
for
additional
information.
(7)
This
Simple
Agreement
for
Future
Equity
(“SAFE”)
will
convert
into
preferred
shares
upon
an
equity
financing.
The
number
of
shares
issued
upon
conversion
is
determined
by
dividing
the
Fund's
cost
of
investment
by
a
conversion
price,
which
is
based
on
the
applicable
discount
or
SAFE
price.
(8)
Security
is
exempt
from
registration
under
Rule
144A
of
the
Securities
Act
of
1933.
These
securities
may
be
resold
to
qualified
institutional
buyers
in
transactions
exempt
from
registration.
The
aggregate
value
of
these
securities
at
June
30,
2026
is
approximately
$65,925
(amount
in
thousands)
and
represents
approximately
8.5%
of
net
assets.
(9)
This
investment
has
a
floating
interest
rate.
Coupon
rate,
reference
index
and
spread
shown
at
June
30,
2026.
Fundrise
Innovation
Fund,
LLC
Schedule
of
Investments
(UNAUDITED)(Continued)
June
30,
2026
5
See
accompanying
notes
to
schedule
of
investments.
(10)
All
or
a
portion
of
this
security
has
been
pledged
as
collateral
for
securities
sold
under
agreement
to
repurchase.
See
Note
2,
Summary
of
Significant
Accounting
Policies
for
additional
information.
(11)
This
investment
has
a
variable
interest
rate
which
adjusts
periodically
based
on
changes
in
current
interest
rates.
Coupon
rate
shown
at
June
30,
2026.
(12)
As
of
June
30,
2026,
the
Fund
had
total
unfunded
capital
commitments
of
$
389
(amount
in
thousands)
for
the
promissory
note
investment.
(13)
Rate
disclosed
is
representative
of
the
seven-day
effective
yield
as
of
June
30,
2026.
(Amounts
in
thousands)
Reverse
Repurchase
Agreements
Counterparty
Settlement
Date
Maturity
Date
Interest
%
(Borrowing
Rate)
Principal
Payable
(Including
Accrued
Interest)
Barclays
Bank
PLC
05/29/26
08/26/26
4.66%
$
8,075‌
$
(8,109‌)
Barclays
Bank
PLC
05/29/26
08/26/26
4.76%
5,486‌
(5,510‌)
Barclays
Bank
PLC
05/29/26
08/26/26
4.76%
3,919‌
(3,936‌)
Barclays
Bank
PLC
05/29/26
08/26/26
4.81%
7,600‌
(7,634‌)
Barclays
Bank
PLC
05/29/26
08/26/26
4.81%
5,320‌
(5,343‌)
Total
$
30,400‌
$
(30,532‌)
Fundrise
Innovation
Fund,
LLC
Notes
to
Schedule
of
Investments
(UNAUDITED)
June
30,
2026
6
1.
Formation
and
Organization
Fundrise
Innovation
Fund,
LLC
(the
“Fund”
or
the
“Registrant”)
is
a
Delaware
limited
liability
company.
The
Fund
intends
to
elect
and
intends
to
qualify
to
be
taxed
as
a
regulated
investment
company
(“RIC”)
under
the
Internal
Revenue
Code
of
1986,
as
amended
(the
“Code”),
for
its
taxable
year
ended
March
31,
2026.
During
prior
taxable
years,
the
Fund
was
taxed
as
a
C
corporation
for
U.S.
federal
income
tax
purposes.
The
Fund
is
organized
as
a
non-diversified,
closed-end
management
investment
company
registered
under
the
Investment
Company
Act
of
1940,
as
amended
(the
“1940
Act”).
The
Fund
commenced
investment
operations
on
July
25,
2022.
At
a
meeting
held
on
January
9,
2026,
the
Fund’s
Board
of
Directors
approved
a
legal
name
change
of
the
Fund
from
“Fundrise
Growth
Tech
Fund,
LLC”
to
“Fundrise
Innovation
Fund,
LLC,”
effective
January
20,
2026.
On
January
14,
2026,
the
Fund’s
Board
of
Directors
also
approved
proposals
concerning
the
conversion
of
the
Fund
from
a
closed-end
fund
operating
as
a
tender
offer
fund
under
the
Securities
Act
of
1934,
as
amended,
to
a
listed
closed-end
fund
with
Fund
shares
listed
on
the
New
York
Stock
Exchange,
LLC
(“NYSE”)
and
the
implementation
of
a
six-month
lockup
for
all
Fund
shares
purchased
before
February
20,
2026
to
facilitate
the
listing
of
the
Fund
on
the
NYSE.
Fund
shareholders
approved
these
proposals
at
a
special
meeting
of
shareholders
convened
on
February
19,
2026.
The
Fund’s
shares
began
trading
on
the
NYSE
on
March
19,
2026
under
the
symbol
“VCX”.
In
addition,
in
connection
with
the
conversion
of
the
Fund
to
a
listed
closed-end
fund,
certain
updates
to
the
Fund’s
Limited
Liability
Company
Agreement
(the
“LLC
Agreement”)
were
approved
by
the
Fund’s
Board
of
Directors.
Further,
the
Fund’s
Board
members
have
been
divided
into
three
classes
Class
I
Directors,
Class
II
Directors,
and
Class
III
Directors.
The
updates
to
the
LLC
Agreement
and
the
classification
of
the
Fund’s
Board
of
Directors
became
effective
upon
the
Fund’s
listing
on
the
NYSE.
The
Fund
may
offer
and
sell
securities
directly
to
one
or
more
purchasers,
to
or
through
underwriters,
through
dealers
or
agents
that
the
Fund
designates
from
time
to
time,
or
through
a
combination
of
these
methods.
The
Fund’s
investment
objective
is
to
provide
total
return
primarily
through
long-term
capital
appreciation.
The
Fund
seeks
to
achieve
its
investment
objective
by
investing
in
private
and
public
technology
companies,
directly
or
indirectly,
with
a
primary
focus
on
the
equity
securities
(e.g.,
common
stock,
preferred
stock,
and
convertible
debt)
of
certain
privately
held,
mid-to-late
stage,
growth
companies
(“Portfolio
Companies”),
or
other
investments
(including
derivatives,
exchange-traded
funds
and
other
pooled
investment
vehicles)
that
have
economic
characteristics
similar
to
investments
in
technology
companies.
Under
normal
circumstances,
the
Fund’s
investment
strategy
is
to
invest
at
least
80%
of
its
net
assets
(plus
the
amount
of
any
borrowings
for
investment
purposes)
in
the
securities
of
technology
and
technology-related
companies
(referred
to
herein
as
“technology
companies”)
and
other
investments
(including
derivatives)
that
have
economic
characteristics
similar
to
investments
in
technology
companies.
The
investment
adviser
to
the
Fund
is
Fundrise
Advisors,
LLC
(the
“Adviser”),
an
investment
adviser
registered
with
the
U.S.
Securities
and
Exchange
Commission
(“SEC”)
under
the
Investment
Advisers
Act
of
1940,
as
amended.
The
Adviser
is
a
wholly-
owned
subsidiary
of
Rise
Companies
Corp.
(“Rise
Companies”
or
the
“Sponsor”),
the
Fund’s
sponsor.
Subject
to
the
supervision
of
the
Board
of
Directors
of
the
Fund
(the
“Board”),
the
Adviser
is
responsible
for
directing
the
management
of
the
Fund’s
business
and
affairs,
managing
the
Fund’s
day-to-day
affairs,
and
implementing
the
Fund’s
investment
strategy.
2.
Summary
of
Significant
Accounting
Policies
Valuation
Oversight
Pursuant
to
SEC
Rule
2a-5
under
the
1940
Act,
the
Board
has
approved
the
Adviser
as
the
Fund’s
Valuation
Designee
(“Valuation
Designee”),
to
provide
administration
and
oversight
of
the
Fund’s
valuation
policies
and
procedures.
The
Fund
values
its
investments
in
accordance
with
such
procedures.
Generally,
portfolio
securities
and
other
assets
for
which
market
quotations
are
readily
available
are
valued
at
market
value,
which
is
ordinarily
determined
on
the
basis
of
official
closing
prices
or
the
last
reported
sales
prices.
If
market
quotations
are
not
readily
available
or
are
deemed
unreliable,
the
Fund
will
use
the
fair
value
of
the
securities
or
other
assets
as
determined
by
the
Adviser
in
good
faith,
taking
into
consideration
all
available
information
and
other
factors
that
the
Adviser
deems
pertinent,
in
each
case
subject
to
the
overall
supervision
and
responsibility
of
the
Board.
Fundrise
Innovation
Fund,
LLC
Notes
to
Schedule
of
Investments
(UNAUDITED)(CONTINUED)
June
30,
2026
7
In
calculating
the
Fund’s
net
asset
value
(“NAV”),
the
Adviser,
subject
to
the
oversight
of
the
Board,
uses
various
valuation
methodologies.
To
the
extent
practicable,
the
Adviser
generally
endeavors
to
maximize
the
use
of
observable
inputs
and
minimize
the
use
of
unobservable
inputs
by
requiring
that
the
most
observable
inputs
are
to
be
used
when
available.
The
availability
of
valuation
techniques
and
observable
inputs
can
vary
from
investment
to
investment
and
are
affected
by
a
wide
variety
of
factors.
When
valuation
is
based
on
models
or
inputs
that
are
less
observable
or
unobservable
in
the
market,
the
determination
of
fair
value
requires
more
judgment,
and
may
involve
alternative
methods
to
obtain
fair
values
where
market
prices
or
market-based
valuations
are
not
readily
available.
As
a
result,
the
Adviser
may
exercise
a
higher
degree
of
judgment
in
determining
fair
value
for
certain
securities
or
other
assets.
Fair
Value
Measurement
The
following
is
a
current
summary
of
certain
methods
generally
used
to
value
investments
of
the
Fund
under
the
Fund’s
valuation
procedures:
The
Fund
applies
Financial
Accounting
Standards
Board
(“FASB”)
Accounting
Standards
Codification
(“ASC”)
Topic
820,
Fair
Value
Measurement,
as
amended,
which
establishes
a
framework
for
measuring
fair
value
in
accordance
with
accounting
principles
generally
accepted
in
the
United
States
(“U.S.
GAAP”)
and
required
disclosures
of
fair
value
measurement.
U.S.
GAAP
defines
the
fair
value
as
the
price
that
the
Fund
would
receive
to
sell
an
asset
or
pay
to
transfer
a
liability
in
an
orderly
transaction
between
market
participants
at
the
measurement
date.
The
Fund
determines
the
fair
value
of
certain
investments
in
accordance
with
the
fair
value
hierarchy
that
requires
an
entity
to
maximize
the
use
of
observable
inputs.
The
fair
value
hierarchy
includes
the
following
three
levels
based
on
the
objectivity
of
the
inputs,
which
were
used
for
categorizing
the
assets
or
liabilities
for
which
fair
value
is
being
measured
and
reported:
Level
1
Quoted
market
prices
in
active
markets
for
identical
assets
or
liabilities.
Level
2
Significant
other
observable
inputs
(e.g.,
quoted
prices
for
similar
items
in
active
markets,
quoted
prices
for
identical
or
similar
items
in
markets
that
are
not
active,
inputs
other
than
quoted
prices
that
are
observable
such
as
interest
rate
and
yield
curves,
and
market-corroborated
inputs).
Level
3
Valuation
generated
from
model-based
techniques
that
use
inputs
that
are
significant
and
unobservable
in
the
market.
These
unobservable
assumptions
reflect
estimates
of
inputs
that
market
participants
would
use
in
pricing
the
asset
or
liability.
Valuation
techniques
may
include
use
of
discounted
cash
flow
methodologies
or
similar
techniques,
which
incorporate
management’s
own
estimates
of
assumptions
that
market
participants
would
use
in
pricing
the
instrument
or
other
valuation
assumptions
that
require
significant
management
judgment
or
estimation.
Fixed
income
securities
are
valued
by
an
independent
pricing
service
overseen
by
the
Valuation
Designee.
The
pricing
service
employs
a
pricing
model
that
takes
into
account,
among
other
things,
bids,
yield
spreads
and/or
other
market
data
and
specific
security
characteristics.
In
the
event
prices
or
quotations
are
not
readily
available
or
that
the
application
of
these
valuation
methods
results
in
a
price
for
an
investment
that
is
deemed
to
be
not
representative
of
the
fair
value
of
such
investment,
fair
value
will
be
determined
in
good
faith
by
the
Valuation
Designee,
in
accordance
with
the
valuation
policy
and
procedures
approved
by
the
Board.
These
securities
are
generally
classified
in
Level
2
of
the
fair
value
hierarchy.
Investments
in
registered
investment
companies,
including
money
market
funds,
are
valued
at
the
NAV
as
of
the
close
of
each
business
day.
These
securities
are
generally
classified
in
Level
1
of
the
fair
value
hierarchy.
Based
on
the
short-term
nature
of
the
borrowings
under
the
reverse
repurchase
agreements,
the
carrying
value
of
the
payable
for
reverse
repurchase
agreements
approximated
its
fair
value
as
of
June
30,
2026.
These
reverse
repurchase
agreements
are
generally
classified
in
Level
2
of
the
fair
value
hierarchy.
The
majority
of
the
Fund’s
investments
have
no
readily
available
market
quotations
and,
as
such,
are
valued
at
fair
value
in
good
faith.
There
is
no
single
standard
for
determining
the
fair
value
of
a
security.
Rather,
fair
value
calculations
will
involve
significant
professional
judgment
in
the
application
of
both
observable
and
unobservable
attributes.
For
mid-to-late
stage
growth
Portfolio
Companies,
traditional
valuation
methods
(e.g.,
discounted
cash
flow)
are
often
a
less
reliable
tool
for
valuing
investments
in
accordance
with
ASC
820.
As
such,
until
the
Portfolio
Companies
grow
to
a
point
where
traditional
valuation
methods
apply,
Fundrise
Innovation
Fund,
LLC
Notes
to
Schedule
of
Investments
(UNAUDITED)(CONTINUED)
June
30,
2026
8
the
Adviser
may
deem
it
more
appropriate
to
utilize
other
valuation
methodologies.
Late-stage
private
companies
or
“pre-IPO
companies”
traditionally
raise
capital
from
investors
in
organized
funding
rounds.
During
such
funding
rounds,
a
pre-IPO
company
will
seek
a
lead
investor
who
will,
to
their
best
effort,
define
a
valuation
of
the
company.
Therefore,
the
valuation
of
the
Fund’s
Portfolio
Companies
may
be
adjusted
when
a
new
valuation
is
set
by
the
lead
investor
in
the
next
funding
round.
As
such,
the
Adviser
may
use
the
market
approach
to
estimate
the
fair
value
of
the
Fund’s
Portfolio
Companies
by
adjusting
the
valuation
of
the
Portfolio
Companies
with
each
new
funding
round.
However,
while
the
valuation
as
of
the
latest
funding
round
is
a
prominent
factor
in
the
Adviser’s
valuation
process,
it
is
not
the
only
factor
that
the
Adviser
considers
when
valuing
its
portfolio
investments.
The
Adviser
may
establish
certain
thresholds
or
triggers
that
intend
to
capture
fundamental
changes
in
the
value
of
the
Portfolio
Company
that
would
affect
the
anticipated
return
on
the
Fund’s
investment.
Examples
of
certain
thresholds
or
triggers
may
include,
an
unexpected
business
or
technology
breakthrough,
faster
than
anticipated
revenue
growth,
a
fundamental
failure
of
the
technology,
the
loss
of
a
key
customer,
or
the
success
of
a
competitor
in
the
same
industry.
Additionally,
the
Adviser
may
consider
several
additional
factors
(if
present),
including
but
not
limited
to
the
implied
valuation
of
the
asset
as
reflected
by
stock
purchase
contracts
reported
in
private
markets,
fundamental
analytical
data
relating
to
the
investment
in
the
security,
the
nature
and
duration
of
any
restriction
on
the
disposition
of
the
security,
the
cost
of
the
security
at
the
date
of
purchase,
or
the
liquidity
of
the
market
for
the
security.
The
Adviser
may
also
consider
periodic
financial
statements
(audited
and
unaudited)
or
other
information
provided
by
the
Portfolio
Companies
to
investors
or
prospective
investors,
to
the
extent
that
it
is
available.
The
Fund
invests
in
Portfolio
Companies
by
purchasing
securities
directly
from
such
Portfolio
Companies,
through
simple
agreements
for
future
equity
(“SAFEs”),
or
through
co-investment
vehicles
(“CIV”)
and
special
purpose
vehicles
(“SPV”).
SAFEs
represent
a
contractual
right
to
future
equity
of
a
company,
in
exchange
for
which
the
holder
of
the
SAFE
contributes
capital
to
the
company.
SAFEs
enable
investors
to
convert
their
investment
to
equity
upon
the
occurrence
of
triggering
events
set
forth
in
the
applicable
SAFE.
For
investments
in
companies
that
are
not
considered
“pre-IPO
companies”,
valuation
methods
utilized
may
include,
but
are
not
limited
to
the
following:
sales
comparison
approach;
discounted
cash
flow
method;
hypothetical
sales
method;
and
appraisals
received
from
one
or
more
pricing
services.
In
addition,
the
Fund
may
utilize:
an
analysis
of
financial
ratios
and
valuation
metrics
of
the
Portfolio
Companies
that
issued
private
equity
securities
to
peer
companies
that
are
public;
an
analysis
of
the
Portfolio
Companies’
most
recent
financial
statements
and
forecasts;
an
analysis
of
the
markets
in
which
the
Portfolio
Company
does
business;
and
other
relevant
factors.
Certain
Portfolio
Companies
are
generally
valued
based
on
the
latest
NAV
reported
by
the
Portfolio
Company's
portfolio
manager
(“Portfolio
Manager”)
as
a
practical
expedient,
where
such
valuation
methodologies
employed
by
certain
Portfolio
Companies
reflect
fair
value
pricing
and
the
effects
of
using
fair
value
pricing.
New
purchases
of
certain
Portfolio
Companies
may
be
valued
at
original
transaction
price
initially
until
a
NAV
is
provided
by
the
Portfolio
Manager.
If
the
Valuation
Committee
concludes
in
good
faith
that
the
latest
NAV
reported
by
a
Portfolio
Manager
does
not
represent
fair
value
(e.g.,
there
is
more
current
information
regarding
a
portfolio
asset
which
significantly
changes
its
fair
value),
the
Valuation
Committee
will
make
a
corresponding
adjustment
to
reflect
the
current
fair
value
of
such
asset
within
such
Portfolio
Company.
Attributes
of
those
investments
include
the
investment
strategies
of
the
investees
and
may
also
include,
but
are
not
limited
to,
restrictions
on
the
investor’s
ability
to
redeem
its
investments
at
the
measurement
date
and
any
unfunded
commitments.
Because
of
the
inherent
uncertainty
in
valuation,
the
estimated
values
may
differ
from
the
values
that
would
have
been
used
had
a
ready
market
for
the
securities
existed,
and
the
differences
could
be
material.
Due
to
the
inherent
uncertainty
of
determining
the
fair
value
of
investments
that
do
not
have
a
readily
available
market
value,
the
fair
value
of
the
Fund’s
investments
may
differ
significantly
from
the
values
that
would
have
been
used
had
a
readily
available
market
value
existed
for
such
investments,
and
the
differences
could
be
material.
Fundrise
Innovation
Fund,
LLC
Notes
to
Schedule
of
Investments
(UNAUDITED)(CONTINUED)
June
30,
2026
9
The
following
is
a
summary
of
the
Fund’s
assets
and
liabilities
measured
at
fair
value
on
a
recurring
basis
as
of
June
30,
2026
,
and
indicates
the
fair
value
hierarchy
of
the
inputs
utilized
by
the
Fund
to
determine
such
fair
value
(amounts
in
thousands)
:
The
Fund
utilizes
the
NAV
as
a
practical
expedient
to
value
certain
investments.
The
table
below
sets
forth
those
investments,
including
their
unfunded
commitments
and
other
attributes,
that
were
significant
as
of
June
30,
2026
(1)
.
The
following
is
a
summary
of
quantitative
information
about
the
significant
unobservable
inputs
of
the
Fund’s
Level
3
investments
as
of
June
30,
2026
(amounts
in
thousands)
.
The
tables
are
not
intended
to
be
all-inclusive
but
instead
capture
the
significant
unobservable
inputs
relevant
to
the
Fund’s
determination
of
fair
value.
Level
1
Level
2
Level
3
Practical
Expedient
(1)
Total
Assets
Portfolio
Companies
$
–‌
$
–‌
$
560
,
640‌
$
72,480‌
$
633,120‌
Commercial
Mortgage-Backed
Securities
–‌
65,925‌
–‌
–‌
65,925‌
Promissory
Note
–‌
–‌
5,696‌
–‌
5,696‌
Short-Term
Investment
41,696‌
–‌
–‌
–‌
41,696‌
Total
Assets
$
41,696‌
$
65,925‌
$
566
,
336‌
$
72,480‌
$
7
4
6
,
437‌
Liabilities
Reverse
Repurchase
Agreements
$
–‌
$
(30,532‌)
$
–‌
$
–‌
$
(30,532‌)
Total
Liabilities
$
–‌
$
(30,532‌)
$
–‌
$
–‌
$
(30,532‌)
(1)
As
a
practical
expedient,
certain
investments
that
are
measured
at
fair
value
using
the
NAV
per
share
(or
its
equivalent)
have
not
been
categorized
in
the
fair
value
hierarchy.
The
fair
value
amounts
presented
in
this
table
are
intended
to
permit
reconciliation
of
the
fair
value
hierarchy
to
the
amounts
presented
in
the
Schedule
of
Investments.
Investment
Category
Investment
Strategy
Fair
Value
(amounts
in
thousands)
Unfunded
Commitments
(amounts
in
thousands)
Estimated
Remaining
Life
Redemption
Frequency
Redemption
Notice
Period
(In
Days)
Redemption
Restriction
Terms
Portfolio
Company
To
serve
as
an
investment
vehicle
through
which
the
assets
of
its
partners
may
be
utilized
to
make
investment(s)
in
the
securities
of
Databricks,
Inc.
$
72,480
N/A
Indefinite
None
N/A
N/A
(1)
The
information
summarized
in
the
table
above
represents
the
general
terms
for
the
specified
financing
stage.
Individual
investment
funds
may
have
terms
that
are
more
or
less
restrictive
than
those
terms
indicated
for
the
asset
class
as
a
whole.
In
addition,
most
individual
investment
funds
have
the
flexibility,
as
provided
for
in
their
constituent
documents,
to
modify
and
waive
such
terms.
Investment
Fair
Value
Valuation
Technique
(1)
Unobservable
Input
Range
Impact
to
Valuation
from
an
Increase
in
Input
(2)
Portfolio
Companies
$
401,733‌
Market
Transaction
Transaction
Price
N/A
Increase
Portfolio
Companies
125,821‌
Recent
Transaction
Transaction
Price
N/A
Increase
Portfolio
Companies
33,086‌
Market
Approach
Discount
for
Lack
of
Marketability
22.1%
Decrease
Other
Market
Participant
Adjustment
2.0%
Decrease
Promissory
Note
5,696‌
Discounted
Cash
Flow
Discount
Rate
7.9%
Decrease
Collateral
Value
$5,696
Increase
Total
Investments
$
566,336‌
(1)
Market
transaction
represents
investments
valued
using
private
transaction
prices
or
non-public
third-party
pricing
information
which
is
unobservable.
Recent
transaction
represents
investments
held
at
the
original
transaction
price,
either
from
the
Portfolio
Company's
funding
round
or
a
secondary
seller,
and
other
relevant
market
data.
(2)
Represents
the
expected
directional
change
in
the
fair
value
of
the
Level
3
investments
that
would
result
from
an
increase
in
the
corresponding
input.
A
decrease
to
the
unobservable
input
would
have
the
opposite
effect.
Significant
changes
in
these
inputs
could
result
in
significantly
higher
or
lower
fair
value
measurements.
Fundrise
Innovation
Fund,
LLC
Notes
to
Schedule
of
Investments
(UNAUDITED)(CONTINUED)
June
30,
2026
10
The
following
is
a
reconciliation
of
investments
in
which
significant
unobservable
inputs
(Level
3)
were
used
in
determining
fair
value
(amounts
in
thousands)
:
Affiliated
Investments
The
Fund
invests
in
one
or
more
affiliated
entities.
The
securities
of
the
affiliated
investment
vehicles
have
not
been
registered
under
the
Securities
Act
of
1933,
as
amended,
and
thus
investments
in
such
affiliated
investment
vehicles
are
subject
to
restrictions
on
resale.
During
the
three
months
ended
June
30,
2026,
investments
in
affiliates
were
as
follows
(amounts
in
thousands)
:
Restricted
Securities
The
Fund
may
purchase
securities
for
which
there
is
a
limited
trading
market
or
which
are
subject
to
restrictions
on
resale
to
the
public.
Restricted
securities
and
securities
for
which
there
is
a
limited
trading
market
may
be
significantly
more
difficult
to
value
due
to
the
unavailability
of
reliable
market
quotations
for
such
securities,
and
investment
in
such
securities
may
have
an
adverse
impact
on
NAV.
In
addition,
the
Fund’s
investments
in
Portfolio
Companies
will
often
be
subject
to
lock-up
provisions
that
prohibit
the
Fund
from
selling
its
equity
investments
into
the
public
market
for
specified
periods
of
time
after
IPOs
of
the
Portfolio
Company,
typically
180
days.
The
Fund
may
purchase
Rule
144A
securities
for
which
there
may
be
a
secondary
market
of
qualified
institutional
buyers
as
contemplated
by
Rule
144A
under
the
Securities
Act.
Rule
144A
provides
an
exemption
from
the
registration
requirements
of
the
Securities
Act
for
the
resale
of
certain
restricted
securities
to
qualified
institutional
buyers.
Restricted
securities
held
at
June
30,
2026
are
identified
within
the
Schedule
of
Investments.
Reverse
Repurchase
Agreements
The
Fund
may
use
leverage
to
provide
additional
funds
to
support
its
investment
activities.
The
Fund
may
enter
into
reverse
repurchase
agreements
from
a
bank
or
dealer
at
a
specified
maturity
date,
under
which
the
Fund
will
effectively
pledge
its
assets
as
collateral
to
secure
a
short-term
loan.
Generally,
the
other
party
to
the
agreement
makes
the
loan
in
an
amount
equal
to
a
percentage
of
the
market
value
of
the
pledged
collateral.
At
the
maturity
of
the
reverse
repurchase
agreement,
the
Fund
will
be
required
to
repay
the
loan
and
correspondingly
receive
back
its
collateral.
While
used
as
collateral,
the
assets
continue
to
pay
principal
and
interest
which
are
for
the
benefit
of
the
Fund.
Portfolio
Companies
Promissory
Note
Total
Balance
as
of
March
31,
2026
$
432,913‌
$
4,732‌
$
437,645‌
Purchases
or
conversions
112,096‌
210‌
112,306‌
Realized
gain
(loss)
15,442‌
–‌
15,442‌
Net
change
in
unrealized
appreciation/depreciation
85,193‌
754‌
85,947‌
Sales
or
conversions
(85,004‌)
–‌
(85,004‌)
Transfers
into
Level
3
–‌
–‌
–‌
Transfers
out
of
Level
3
–‌
–‌
–‌
Balance
as
of
June
30,
2026
$
560,640‌
$
5,696‌
$
566,336‌
Net
change
in
unrealized
appreciation/depreciation
for
the
three
months
ended
June
30,
2026
related
to
Level
3
investments
held
at
June
30,
2026
$
99,761‌
$
754‌
$
100,515‌
Non-Controlled
Affiliated
Investment
Balance
as
of
March
31,
2026
Purchases
at
Cost
Proceeds
from
Sales
Net
Realized
Gain
(Loss)
and
Capital
Gain
Distributions
Change
in
Unrealized
Appreciation/
Depreciation
Balance
as
of
June
30,
2026
Total
Dividend
Income
Technology
Private
Equity
Inspectify,
Inc.
$
6,000
$
$
$
$
$
6,000
(1)
$
Total
$
6,000
$
$
$
$
$
6,000
$
(1)
Amount
includes
a
$1,000
SAFE
in
Inspectify,
Inc.
which
has
not
yet
converted
into
an
equity
investment
as
of
June
30,
2026
(amount
in
thousands)
.