SQN Investors LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), SQN Investors LP reported 20 stock positions worth $136.1 million. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 8.8% of the portfolio, followed by Informatica Class A (INFA, 8.0%) and GoDaddy Class A (GDDY, 7.7%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 7 and reduced 9. The biggest buy was Mongodb (MDB, shares +193%) and the biggest sale an exit from Fastly Class A (FSLY).
- Most Recent 13F
- Q3 2025
- Location
- Menlo Park, CA
- CIK
- 0001665887
- Portfolio Value
- $136.1M (Q2 2024)
- SEC Filing
- 0001172661-24-003469 ↗ filed Aug 14, 2024
Holdings Value
Holdings 20 stocks · $136.1M
| CYBR Cyberark Software Ltd./Israel | 8.75% | 43,566 | $11.9M | Add +15.0% |
| INFA Informatica Inc. Class A | 8.02% | 353,305 | $10.9M | Add +6.5% |
| GDDY GoDaddy Inc. Class A | 7.72% | 75,241 | $10.5M | Add +34.6% |
| NTNX Nutanix Inc. Class A | 7.62% | 182,283 | $10.4M | Reduce -16.9% |
| MDB Mongodb Inc. | 7.50% | 40,847 | $10.2M | Add +193.0% |
| WIX Wix.com Ltd. | 7.01% | 59,943 | $9.5M | Reduce -43.9% |
| OKTA Okta Inc. | 6.73% | 97,876 | $9.2M | Reduce -6.1% |
| WDAY Workday Inc. Class A | 5.47% | 33,294 | $7.4M | Add +17.6% |
| KVYO Klaviyo Inc. Class A | 5.17% | 282,482 | $7.0M | Reduce -4.2% |
| BILL Bill Holdings Inc. | 4.63% | 119,791 | $6.3M | Add +8.6% |
| GTLB Gitlab Inc. Class A | 4.36% | 119,295 | $5.9M | Reduce -7.3% |
| HUBS HubSpot Inc. | 4.06% | 9,358 | $5.5M | Reduce -54.0% |
| INTA Intapp Inc. | 3.91% | 145,194 | $5.3M | New |
| VRNS Varonis Systems Inc. | 3.73% | 105,700 | $5.1M | New |
| FIVN FIVE9 Inc. | 3.68% | 113,533 | $5.0M | Reduce -23.6% |
| DCBO Docebo Inc. | 3.25% | 114,647 | $4.4M | Reduce -27.1% |
| BL Blackline Inc. | 2.69% | 75,535 | $3.7M | Reduce -25.9% |
| DOCN Digitalocean Holdings Inc. | 2.55% | 100,000 | $3.5M | New |
| ZS Zscaler Inc. | 2.34% | 16,600 | $3.2M | Add +30.1% |
| GDRX Goodrx Holdings Inc. Class A | 0.81% | 140,500 | $1.1M | New |
Portfolio Sells Q1 2024 → Q2 2024
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −4.38 |
| HUBS HubSpot Inc. | Reduce -54.0% | 4.06% | −4.18 |
| WIX Wix.com Ltd. | Reduce -43.9% | 7.01% | −2.49 |
| FIVN FIVE9 Inc. | Reduce -23.6% | 3.68% | −2.29 |
| WK Workiva Inc. | Sold out | 0.00% | −2.15 |
| DT Dynatrace Inc. | Sold out | 0.00% | −2.02 |
| DCBO Docebo Inc. | Reduce -27.1% | 3.25% | −1.72 |
| BL Blackline Inc. | Reduce -25.9% | 2.69% | −1.57 |
| NTNX Nutanix Inc. Class A | Reduce -16.9% | 7.62% | −1.14 |
| GTLB Gitlab Inc. Class A | Reduce -7.3% | 4.36% | −0.49 |
| OKTA Okta Inc. | Reduce -6.1% | 6.73% | −0.31 |
| KVYO Klaviyo Inc. Class A | Reduce -4.2% | 5.17% | +0.31 |
Portfolio Buys Q1 2024 → Q2 2024
| MDB Mongodb Inc. | Add +193.0% | 7.50% | +4.27 |
| INTA Intapp Inc. | New | 3.91% | +3.91 |
| VRNS Varonis Systems Inc. | New | 3.73% | +3.73 |
| GDDY GoDaddy Inc. Class A | Add +34.6% | 7.72% | +3.44 |
| DOCN Digitalocean Holdings Inc. | New | 2.55% | +2.55 |
| CYBR Cyberark Software Ltd./Israel | Add +15.0% | 8.75% | +2.25 |
| GDRX Goodrx Holdings Inc. Class A | New | 0.81% | +0.81 |
| ZS Zscaler Inc. | Add +30.1% | 2.34% | +0.76 |
| INFA Informatica Inc. Class A | Add +6.5% | 8.02% | +0.51 |
| WDAY Workday Inc. Class A | Add +17.6% | 5.47% | +0.48 |
| BILL Bill Holdings Inc. | Add +8.6% | 4.63% | −0.27 |