Square Peg Capital PTY Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Square Peg Capital PTY Ltd. reported 9 stock positions worth $124.0 million. Its top holding was Monday.com (MNDY) at 23.8% of the portfolio, followed by Datadog Class A (DDOG, 12.8%) and Snowflake (SNOW, 11.9%). Compared with Q1 2025, it sold out of 1, added to 1 and reduced 8. The biggest buy was Datadog Class A (DDOG, shares +1%) 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
- $124.0M (Q2 2025)
- SEC Filing
- 0001803194-25-000005 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $124.0M
| MNDY Monday.com Ltd. | 23.76% | 93,656 | $29.5M | Reduce -10.9% |
| DDOG Datadog Inc. Class A | 12.78% | 117,990 | $15.8M | Add +0.9% |
| SNOW Snowflake Inc. | 11.93% | 66,094 | $14.8M | Reduce -10.2% |
| XYZ Block Inc. | 11.15% | 203,503 | $13.8M | Reduce -9.8% |
| SPOT Spotify Technology SA | 10.01% | 16,178 | $12.4M | Reduce -24.1% |
| DUOL Duolingo | 8.77% | 26,526 | $10.9M | Reduce -31.3% |
| PCOR Procore Technologies Inc. | 8.74% | 158,444 | $10.8M | Reduce -10.4% |
| NET Cloudflare Inc. Class A | 6.67% | 42,259 | $8.3M | Reduce -9.3% |
| SHOP Shopify Inc. Class A | 6.17% | 66,368 | $7.7M | Reduce -9.0% |
Portfolio Sells Q1 2025 → Q2 2025
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −3.97 |
| DUOL Duolingo | Reduce -31.3% | 8.77% | −1.90 |
| PCOR Procore Technologies Inc. | Reduce -10.4% | 8.74% | −1.66 |
| SPOT Spotify Technology SA | Reduce -24.1% | 10.01% | −0.44 |
| SHOP Shopify Inc. Class A | Reduce -9.0% | 6.17% | −0.03 |
| XYZ Block Inc. | Reduce -9.8% | 11.15% | +0.23 |
| MNDY Monday.com Ltd. | Reduce -10.9% | 23.76% | +0.98 |
| NET Cloudflare Inc. Class A | Reduce -9.3% | 6.67% | +1.99 |
| SNOW Snowflake Inc. | Reduce -10.2% | 11.93% | +2.35 |
Portfolio Buys Q1 2025 → Q2 2025
| DDOG Datadog Inc. Class A | Add +0.9% | 12.78% | +2.45 |
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 |