Cota Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Cota Capital Management, LLC reported 7 stock positions worth $25.1 million. Its top holding was Dynatrace (DT) at 21.7% of the portfolio, followed by Zscaler (ZS, 19.9%) and Datadog Class A (DDOG, 17.4%). Compared with Q2 2024, it opened 1 new position, sold out of 3, added to 4 and reduced 1. The biggest buy was a new position in Datadog Class A (DDOG) and the biggest sale an exit from Smartsheet Class A (SMAR).
- Most Recent 13F
- Q4 2025
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801577
- Portfolio Value
- $25.1M (Q3 2024)
- SEC Filing
- 0001104659-24-118286 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $25.1M
| DT Dynatrace Inc. | 21.74% | 101,936 | $5.5M | Add +31.5% |
| ZS Zscaler Inc. | 19.94% | 29,242 | $5.0M | Add +0.1% |
| DDOG Datadog Inc. Class A | 17.39% | 37,895 | $4.4M | New |
| ESTC Elastic NV | 15.96% | 52,143 | $4.0M | Add +14.9% |
| S Sentinelone Inc. Class A | 11.93% | 125,011 | $3.0M | Reduce -50.0% |
| SNOW Snowflake Inc. | 11.17% | 24,386 | $2.8M | Add +88.1% |
| EQ Equillium Inc. | 1.87% | 562,278 | $468K | No change |