Square Peg Capital Pty Ltd
- SEC CIK
- 0001803194
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- −1 vs. Q1 2025
- Portfolio value
- $124.0M
- +$11.8M (+10.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 93,656 | $29.5M | 23.8% | −11,444−10.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 117,990 | $15.8M | 12.8% | +1,072+0.9% | Added | History |
| SNOWSnowflake Inc. | Stock | 66,094 | $14.8M | 11.9% | −7,476−10.2% | Reduced | History |
| XYZBlock, Inc. | CL A | 203,503 | $13.8M | 11.2% | −22,060−9.8% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 16,178 | $12.4M | 10.0% | −5,150−24.1% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 26,526 | $10.9M | 8.8% | −12,060−31.3% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 158,444 | $10.8M | 8.7% | −18,373−10.4% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 42,259 | $8.28M | 6.7% | −4,358−9.3% | Reduced | History |
| SHOPShopify Inc. | Stock | 66,368 | $7.66M | 6.2% | −6,542−9.0% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.