Square Peg Capital PTY Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Square Peg Capital PTY Ltd. reported 10 stock positions worth $75.2 million. Its top holding was Datadog Class A (DDOG) at 17.7% of the portfolio, followed by Block (XYZ, 13.2%) and Snowflake (SNOW, 12.6%). Compared with Q4 2025, it opened 2 new positions, added to 2 and reduced 6. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale Monday.com (MNDY, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SURRY HILLS, NSW, C3
- CIK
- 0001803194
- Portfolio Value
- $75.2M (Q1 2026)
- SEC Filing
- 0001803194-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $75.2M
| DDOG Datadog Inc. Class A | 17.69% | 112,746 | $13.3M | Reduce -1.9% |
| XYZ Block Inc. | 13.17% | 164,656 | $9.9M | Reduce -19.8% |
| SNOW Snowflake Inc. | 12.65% | 63,094 | $9.5M | Reduce -1.2% |
| SHOP Shopify Inc. Class A | 12.58% | 79,771 | $9.5M | Add +26.9% |
| RDDT Reddit Inc. Class A | 11.69% | 65,307 | $8.8M | Add +37.8% |
| MNDY Monday.com Ltd. | 10.42% | 113,468 | $7.8M | Reduce -5.2% |
| PCOR Procore Technologies Inc. | 8.20% | 108,193 | $6.2M | Reduce -28.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 6.64% | 12,797 | $5.0M | New |
| DUOL Duolingo | 5.41% | 41,288 | $4.1M | Reduce -1.5% |
| NET Cloudflare Inc. Class A | 1.55% | 5,660 | $1.2M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 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 |