Square Peg Capital Pty Ltd 13F Holdings · Q2 2026
Square Peg Capital Pty Ltd reported 8 securities worth $76.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DDOG (20.28%), SNOW (17.13%), XYZ (13.45%). Among its top 25 positions this quarter: 2 added, 6 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | $15.5M | 20.28% | 59,351 | Trimmed |
| 2 | SNOW | SNOWFLAKE INC | $13.1M | 17.13% | 51,293 | Trimmed |
| 3 | XYZ | BLOCK INC | $10.3M | 13.45% | 134,884 | Trimmed |
| 4 | RDDT | REDDIT INC | $10.1M | 13.30% | 58,406 | Trimmed |
| 5 | SHOP | SHOPIFY INC | $9.2M | 12.03% | 80,300 | Added |
| 6 | NET | CLOUDFLARE INC | $7.9M | 10.36% | 32,199 | Added |
| 7 | MNDY | MONDAY.COM LTD | $6.6M | 8.72% | 91,787 | Trimmed |
| 8 | PCOR | PROCORE TECHNOLOGIES INC | $3.6M | 4.73% | 88,710 | Trimmed |
| 9 | CRWD | CROWDSTRIKE INC | $0 | 0.00% | 0 | Exited |
| 10 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR