Institutional Fund
Square Peg Capital Pty Ltd
Surry Hills, Nsw, AustraliaCIK 18031945 filings on record
Portfolio Value
$75.23M
Q1 2026
Holdings
10
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-24.8%
from $100.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Datadog Inc17.7%
- Block Inc13.2%
- Snowflake Inc12.6%
- Shopify Inc12.6%
- Reddit Inc11.7%
- Monday Com Ltd10.4%
- Other21.8%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Datadog Inc | 112.7K | $13.31M | 17.7% | −2.2K | Reduced |
| 2 | Block Inc | 164.7K | $9.91M | 13.2% | −40.5K | Reduced |
| 3 | Snowflake Inc | 63.1K | $9.52M | 12.6% | −795 | Reduced |
| 4 | Shopify Inc | 79.8K | $9.46M | 12.6% | +16.9K | Added |
| 5 | Reddit Inc | 65.3K | $8.79M | 11.7% | +17.9K | Added |
| 6 | Monday Com Ltd | 113.5K | $7.84M | 10.4% | −6.2K | Reduced |
| 7 | Procore Technologies Inc | 108.2K | $6.17M | 8.2% | −42.8K | Reduced |
| 8 | Crowdstrike Hldgs Inc | 12.8K | $5.00M | 6.6% | +12.8K | New |
| 9 | Duolingo Inc | 41.3K | $4.07M | 5.4% | −636 | Reduced |
| 10 | Cloudflare Inc | 5.7K | $1.17M | 1.6% | +5.7K | New |