Square Peg Capital Pty Ltd
- SEC CIK
- 0001803194
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 8
- −1 vs. Q2 2025
- Portfolio value
- $110.6M
- −$13.4M (−10.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 123,223 | $23.9M | 21.6% | +29,567+31.6% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 118,626 | $16.9M | 15.3% | +636+0.5% | Added | History |
| XYZBlock, Inc. | CL A | 203,532 | $14.7M | 13.3% | +290.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 65,190 | $14.7M | 13.3% | −904−1.4% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 35,577 | $11.5M | 10.4% | +9,051+34.1% | Added | History |
| PCORProcore Technologies, Inc. | COM | 156,895 | $11.4M | 10.3% | −1,549−1.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 65,218 | $9.69M | 8.8% | −1,150−1.7% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 11,220 | $7.83M | 7.1% | −4,958−30.6% | Reduced | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.