Square Peg Capital PTY Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Square Peg Capital PTY Ltd. reported 8 stock positions worth $110.6 million. Its top holding was Monday.com (MNDY) at 21.6% of the portfolio, followed by Datadog Class A (DDOG, 15.3%) and Block (XYZ, 13.3%). Compared with Q2 2025, it sold out of 1, added to 4 and reduced 4. The biggest buy was Datadog Class A (DDOG, shares +1%) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q2 2026
- Location
- SURRY HILLS, NSW, C3
- CIK
- 0001803194
- Portfolio Value
- $110.6M (Q3 2025)
- SEC Filing
- 0001803194-25-000007 ↗ filed Nov 13, 2025
Holdings Value
Holdings 8 stocks · $110.6M
| MNDY Monday.com Ltd. | 21.58% | 123,223 | $23.9M | Add +31.6% |
| DDOG Datadog Inc. Class A | 15.28% | 118,626 | $16.9M | Add +0.5% |
| XYZ Block Inc. | 13.30% | 203,532 | $14.7M | Add +0.0% |
| SNOW Snowflake Inc. | 13.30% | 65,190 | $14.7M | Reduce -1.4% |
| DUOL Duolingo | 10.35% | 35,577 | $11.5M | Add +34.1% |
| PCOR Procore Technologies Inc. | 10.35% | 156,895 | $11.4M | Reduce -1.0% |
| SHOP Shopify Inc. Class A | 8.76% | 65,218 | $9.7M | Reduce -1.7% |
| SPOT Spotify Technology SA | 7.08% | 11,220 | $7.8M | Reduce -30.6% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
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 |