Cota Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Cota Capital Management, LLC reported 9 stock positions worth $28.3 million. Its top holding was Zscaler (ZS) at 19.8% of the portfolio, followed by Sentinelone Class A (S, 18.6%) and Elastic (ESTC, 18.3%). Compared with Q1 2024, it sold out of 3, added to 2 and reduced 2. The biggest buy was Zscaler (ZS, shares +33%) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q4 2025
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801577
- Portfolio Value
- $28.3M (Q2 2024)
- SEC Filing
- 0001104659-24-089475 ↗ filed Aug 14, 2024
Holdings Value
Holdings 9 stocks · $28.3M
| ZS Zscaler Inc. | 19.81% | 29,199 | $5.6M | Add +32.7% |
| S Sentinelone Inc. Class A | 18.58% | 250,022 | $5.3M | No change |
| ESTC Elastic NV | 18.25% | 45,391 | $5.2M | Reduce -17.9% |
| SMAR Smartsheet Inc. Class A | 16.40% | 105,396 | $4.6M | No change |
| DT Dynatrace Inc. | 12.24% | 77,499 | $3.5M | No change |
| SNOW Snowflake Inc. | 6.18% | 12,967 | $1.8M | Add +113.9% |
| PATH Uipath Inc. Class A | 4.61% | 103,001 | $1.3M | Reduce -50.0% |
| FIVN FIVE9 Inc. | 2.56% | 16,442 | $725K | No change |
| EQ Equillium Inc. | 1.38% | 562,278 | $390K | No change |