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Square Peg Capital Pty Ltd

SEC CIK
0001803194
Latest filing
Aug 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
8
0 vs. Q3 2025
Portfolio value
$100.0M
−$10.6M (−9.6%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Square Peg Capital Pty Ltd in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MNDYmonday.com Ltd.SHS119,645$17.7M17.7%−3,578−2.9%ReducedHistory
DDOGDatadog, Inc.CL A COM114,920$15.6M15.6%−3,706−3.1%ReducedHistory
SNOWSnowflake Inc.Stock63,889$14.0M14.0%−1,301−2.0%ReducedHistory
XYZBlock, Inc.CL A205,189$13.4M13.4%+1,657+0.8%AddedHistory
PCORProcore Technologies, Inc.COM151,015$11.0M11.0%−5,880−3.7%ReducedHistory
RDDTReddit, Inc.Stock47,384$10.9M10.9%+47,384NewHistory
SHOPShopify Inc.Stock62,886$10.1M10.1%−2,332−3.6%ReducedHistory
DUOLDuolingo, Inc.CL A COM41,924$7.36M7.4%+6,347+17.8%AddedHistory

Sold out since Q3 2025 (1)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Square Peg Capital Pty Ltd sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
SPOTSpotify Technology S.A.Stock11,220$7.83M7.1%History