Square Peg Capital PTY Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Square Peg Capital PTY Ltd. reported 8 stock positions worth $76.2 million. Its top holding was Datadog Class A (DDOG) at 20.3% of the portfolio, followed by Snowflake (SNOW, 17.1%) and Block (XYZ, 13.5%). Compared with Q1 2026, it sold out of 2, added to 2 and reduced 6. The biggest buy was Cloudflare Class A (NET, shares +469%) and the biggest sale an exit from CrowdStrike Class A (CRWD).
- Most Recent 13F
- Q2 2026
- Location
- SURRY HILLS, NSW, C3
- CIK
- 0001803194
- Portfolio Value
- $76.2M (Q2 2026)
- SEC Filing
- 0001803194-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $76.2M
| DDOG Datadog Inc. Class A | 20.28% | 59,351 | $15.5M | Reduce -47.4% |
| SNOW Snowflake Inc. | 17.13% | 51,293 | $13.1M | Reduce -18.7% |
| XYZ Block Inc. | 13.45% | 134,884 | $10.3M | Reduce -18.1% |
| RDDT Reddit Inc. Class A | 13.30% | 58,406 | $10.1M | Reduce -10.6% |
| SHOP Shopify Inc. Class A | 12.03% | 80,300 | $9.2M | Add +0.7% |
| NET Cloudflare Inc. Class A | 10.36% | 32,199 | $7.9M | Add +468.9% |
| MNDY Monday.com Ltd. | 8.72% | 91,787 | $6.6M | Reduce -19.1% |
| PCOR Procore Technologies Inc. | 4.73% | 88,710 | $3.6M | Reduce -18.0% |
Portfolio Sells Q1 2026 → Q2 2026
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −6.64 |
| DUOL Duolingo | Sold out | 0.00% | −5.41 |
| PCOR Procore Technologies Inc. | Reduce -18.0% | 4.73% | −3.47 |
| MNDY Monday.com Ltd. | Reduce -19.1% | 8.72% | −1.70 |
| XYZ Block Inc. | Reduce -18.1% | 13.45% | +0.28 |
| RDDT Reddit Inc. Class A | Reduce -10.6% | 13.30% | +1.61 |
| DDOG Datadog Inc. Class A | Reduce -47.4% | 20.28% | +2.58 |
| SNOW Snowflake Inc. | Reduce -18.7% | 17.13% | +4.48 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $76.2M | DDOG, SNOW, XYZ, RDDT, SHOP |
| Q1 2026 | 10 | $75.2M | DDOG, XYZ, SNOW, SHOP, RDDT |
| Q4 2025 | 8 | $100.0M | MNDY, DDOG, SNOW, XYZ, PCOR |
| Q3 2025 | 8 | $110.6M | MNDY, DDOG, XYZ, SNOW, DUOL |
| Q2 2025 | 9 | $124.0M | MNDY, DDOG, SNOW, XYZ, SPOT |
| Q1 2025 | 10 | $112.2M | MNDY, XYZ, DUOL, SPOT, PCOR |
| Q4 2024 | 8 | $109.0M | MNDY, XYZ, PCOR, SPOT, DUOL |