SCHEDULE: NeoTribe Group Discloses 10.6% Stake in BillionToOne

A group of NeoTribe entities and Krishna Kolluri have filed a Schedule 13G, disclosing beneficial ownership of 10.6% of BillionToOne, Inc.'s Class A Common Stock.

Summary

• NeoTribe Ventures I, L.P. (NTV I) beneficially owns 2,710,286 shares, representing 6.6% of BillionToOne, Inc.'s Class A Common Stock.
• NeoTribe Associates I, L.P. (NTA I) beneficially owns 109,204 shares, representing 0.3% of the Class A Common Stock, held as nominee by NTV I.
• NeoTribe Partners I, LLC (NTP I), the general partner of NTV I and NTA I, beneficially owns 2,819,490 shares, representing 6.8% of the Class A Common Stock.
• Neotribe Ignite Fund I, L.P. (NTIF I) beneficially owns 1,297,799 shares, representing 3.1% of the Class A Common Stock.
• Neotribe Ignite Partners I, LLC (NTIP I), the general partner of NTIF I, beneficially owns 1,297,799 shares, representing 3.1% of the Class A Common Stock.
• Neotribe SPV I BTO, LLC (NT SPV I) beneficially owns 242,216 shares, representing 0.6% of the Class A Common Stock.
• Neotribe Partners SPV I BTO, LLC (NTP SPV I), the managing member of NT SPV I, beneficially owns 242,216 shares, representing 0.6% of the Class A Common Stock.
• Krishna Kittu Kolluri, a director of BillionToOne, Inc. and managing member of NTP I, NTIP I, and NTP SPV I, beneficially owns an aggregate of 4,359,505 shares, representing 10.6% of the Class A Common Stock.
• The percentages are calculated based on 41,216,110 shares of Class A Common Stock outstanding as of December 5, 2025, as reported in BillionToOne, Inc.'s Form 10-Q.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a routine disclosure of significant beneficial ownership by an investment group and an affiliated director. The substantial stake held by a director and related funds suggests continued confidence in the issuer, which is a mildly positive signal, but the filing itself does not contain new operational or financial news.

Positives

• A director of BillionToOne, Inc., Krishna Kolluri, along with affiliated investment entities, holds a significant aggregate beneficial ownership of 10.6% of the company's Class A Common Stock, indicating strong insider alignment and confidence.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that significant beneficial ownership disclosures by venture capital groups and affiliated individuals, especially those with board representation, are common in growth-oriented companies. This filing indicates continued investment and oversight from the NeoTribe group in BillionToOne, Inc.

Related Party Transactions

• Under certain circumstances set forth in the limited partnership agreements and limited liability company agreements of the NeoTribe entities, the partners or members may be deemed to have the right to receive dividends or proceeds from the sale of shares of BillionToOne, Inc. directly or indirectly owned by these entities.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant ownership stakes, particularly by an insider (Krishna Kolluri) and affiliated funds, which can influence perceptions of corporate control and long-term commitment.

Key Dates

Keywords

BillionToOne, Class A Common Stock, Schedule 13G, Beneficial Ownership, NeoTribe Ventures, Krishna Kolluri, Insider Holdings, Equity Stake, SEC Filing