Square Peg Capital Pty Ltd
Net seller this quarter
$76.2M
8
-$30.7M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DDOG | $15.5M | 20.28% | 0.08% | -47.4% | Q4 2024 |
 SNOW | $13.1M | 17.13% | 0.01% | -18.7% | Q4 2024 |
 XYZ | $10.3M | 13.45% | Not reported | -18.1% | Q4 2024 |
 RDDT | $10.1M | 13.30% | Not reported | -10.6% | Q4 2025 |
 SHOP | $9.17M | 12.03% | 0.02% | +0.7% | Q1 2025 |
 NET | $7.9M | 10.36% | Not reported | +468.9% | Q4 2024 |
 MNDY | $6.64M | 8.72% | 0.18% | -19.1% | Q4 2024 |
 PCOR | $3.6M | 4.73% | 0.06% | -18.0% | Q4 2024 |
| Q1 2026 | |||||
| DDOG | $13.3M | 17.69% | 0.14% | -1.9% | Q4 2024 |
| XYZ | $9.91M | 13.17% | Not reported | -19.8% | Q4 2024 |
| SNOW | $9.52M | 12.65% | 0.02% | -1.2% | Q4 2024 |
| SHOP | $9.46M | 12.58% | 0.02% | +26.9% | Q1 2025 |
| RDDT | $8.79M | 11.69% | Not reported | +37.8% | Q4 2025 |
| MNDY | $7.84M | 10.42% | 0.22% | -5.2% | Q4 2024 |
| PCOR | $6.17M | 8.20% | 0.07% | -28.4% | Q4 2024 |
 CRWD | $5M | 6.64% | 0.01% | Not reported | Q1 2025 |
 DUOL | $4.07M | 5.41% | 0.25% | -1.5% | Q4 2024 |
| NET | $1.17M | 1.55% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| MNDY | $17.7M | 17.65% | 0.23% | -2.9% | Q4 2024 |
| DDOG | $15.6M | 15.63% | 0.15% | -3.1% | Q4 2024 |
| SNOW | $14M | 14.01% | 0.02% | -2.0% | Q4 2024 |
| XYZ | $13.4M | 13.35% | Not reported | +0.8% | Q4 2024 |
| PCOR | $11M | 10.98% | 0.10% | -3.8% | Q4 2024 |
| RDDT | $10.9M | 10.89% | Not reported | New | Q4 2025 |
| SHOP | $10.1M | 10.12% | 0.02% | -3.6% | Q1 2025 |
| DUOL | $7.36M | 7.36% | 0.25% | +17.8% | Q4 2024 |
| Q3 2025 | |||||
| MNDY | $23.9M | 21.58% | 0.24% | +31.6% | Q4 2024 |
| DDOG | $16.9M | 15.28% | 0.15% | +0.5% | Q4 2024 |
| XYZ | $14.7M | 13.30% | Not reported | 0.0% | Q4 2024 |
| SNOW | $14.7M | 13.30% | 0.02% | -1.4% | Q4 2024 |
| DUOL | $11.5M | 10.35% | 0.21% | +34.1% | Q4 2024 |
| PCOR | $11.4M | 10.35% | 0.10% | -1.0% | Q4 2024 |
| SHOP | $9.69M | 8.76% | 0.02% | -1.7% | Q1 2025 |
 SPOT | $7.83M | 7.08% | 0.01% | -30.7% | Q4 2024 |