Meritech Capital Associates V L.L.C.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Meritech Capital Associates V L.L.C. reported 3 stock positions worth $299.1 million. Its top holding was Roblox Class A (RBLX) at 55.0% of the portfolio, followed by Datadog Class A (DDOG, 38.8%) and 10X Genomics Class A (TXG, 6.2%). Compared with Q4 2023, it sold out of 3 and reduced 1. The biggest sale was Roblox Class A (RBLX, shares −20%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001613048
Portfolio Value
$299.1M (Q1 2024)
SEC Filing
0001104659-24-061920 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $299.1M $299.1M Q1 2024 Q2 2024: $291.7M Q2 2024 Q3 2024: $298.8M Q3 2024 Q4 2024: $258.8M Q4 2024 Q1 2025: $155.9M Q1 2025 Q2 2025: $239.4M Q2 2025 Q3 2025: $282.9M Q3 2025 Q4 2025: $179.7M Q4 2025 Q1 2026: $141.2M Q1 2026 Q2 2026: $151.3M Q2 2026

Holdings 3 stocks · $299.1M
RBLX Roblox Corp. Class A 55.02% 4,310,520 $164.6M Reduce -20.0%
DDOG Datadog Inc. Class A 38.78% 938,437 $116.0M No change
TXG 10X Genomics Inc. Class A 6.20% 494,236 $18.5M No change

Portfolio Sells Q4 2023 → Q1 2024
RBLX Roblox Corp. Class A Reduce -20.0% 55.02% −4.90
AMPL Amplitude Inc. Class A Sold out 0.00% −2.38
OKTA Okta Inc. Sold out 0.00% −2.25
NXDR Nextdoor Holdings Inc. Sold out 0.00% −1.02

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$151.3MDDOG, RBLX
Q1 2026 2$141.2MDDOG, RBLX
Q4 2025 2$179.7MDDOG, RBLX
Q3 2025 2$282.9MRBLX, DDOG
Q2 2025 2$239.4MDDOG, RBLX
Q1 2025 2$155.9MDDOG, RBLX
Q4 2024 2$258.8MDDOG, RBLX
Q3 2024 2$298.8MRBLX, DDOG
Q2 2024 3$291.7MRBLX, DDOG, TXG
Q1 2024 3$299.1MRBLX, DDOG, TXG