Square Peg Capital Pty Ltd
- SEC CIK
- 0001803194
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- −2 vs. Q1 2026
- Portfolio value
- $76.2M
- +$977.3K (+1.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 59,351 | $15.5M | 20.3% | −53,395−47.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 51,293 | $13.1M | 17.1% | −11,801−18.7% | Reduced | History |
| XYZBlock, Inc. | CL A | 134,884 | $10.3M | 13.5% | −29,772−18.1% | Reduced | History |
| RDDTReddit, Inc. | Stock | 58,406 | $10.1M | 13.3% | −6,901−10.6% | Reduced | History |
| SHOPShopify Inc. | Stock | 80,300 | $9.17M | 12.0% | +529+0.7% | Added | History |
| NETCloudflare, Inc. | CL A COM | 32,199 | $7.90M | 10.4% | +26,539+468.9% | Added | History |
| MNDYmonday.com Ltd. | SHS | 91,787 | $6.64M | 8.7% | −21,681−19.1% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 88,710 | $3.60M | 4.7% | −19,483−18.0% | Reduced | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.