Square Peg Capital PTY Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Square Peg Capital PTY Ltd. reported 8 stock positions worth $109.0 million. Its top holding was Monday.com (MNDY) at 21.9% of the portfolio, followed by Block (XYZ, 14.3%) and Procore Technologies (PCOR, 12.6%).
- Most Recent 13F
- Q2 2026
- Location
- SURRY HILLS, NSW, C3
- CIK
- 0001803194
- Portfolio Value
- $109.0M (Q4 2024)
- SEC Filing
- 0001803194-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $109.0M
| MNDY Monday.com Ltd. | 21.92% | 101,522 | $23.9M | — |
| XYZ Block Inc. | 14.30% | 183,433 | $15.6M | — |
| PCOR Procore Technologies Inc. | 12.60% | 183,351 | $13.7M | — |
| SPOT Spotify Technology SA | 12.41% | 30,246 | $13.5M | — |
| DUOL Duolingo | 10.87% | 36,560 | $11.9M | — |
| SNOW Snowflake Inc. | 10.67% | 75,382 | $11.6M | — |
| DDOG Datadog Inc. Class A | 10.62% | 81,008 | $11.6M | — |
| NET Cloudflare Inc. Class A | 6.62% | 67,008 | $7.2M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |