Washington Harbour Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Washington Harbour Partners LP reported 24 stock positions worth $33.8 million. Its top holding was Dave (DAVE) at 11.2% of the portfolio, followed by Kratos Defense & Security (KTOS, 9.2%) and Aerovironment (AVAV, 8.8%). Compared with Q1 2025, it reduced 24. The biggest sale was Tenable (TENB, shares −30%).
- Most Recent 13F
- Q2 2025
- Location
- ARLINGTON, VA
- CIK
- 0001825404
- Portfolio Value
- $33.8M (Q2 2025)
- SEC Filing
- 0001214659-25-012240 ↗ filed Aug 14, 2025
Holdings Value
Holdings 24 stocks · $33.8M
| DAVE Dave Inc. | 11.20% | 14,084 | $3.8M | Reduce -29.6% |
| KTOS Kratos Defense & Security | 9.17% | 66,663 | $3.1M | Reduce -29.6% |
| AVAV Aerovironment Inc. | 8.82% | 10,453 | $3.0M | Reduce -29.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 8.29% | 5,493 | $2.8M | Reduce -29.6% |
| TENB Tenable Holdings Inc. | 5.88% | 58,741 | $2.0M | Reduce -29.6% |
| FROG Jfrog Ltd. | 5.35% | 41,126 | $1.8M | Reduce -29.6% |
| SNOW Snowflake Inc. | 4.99% | 7,535 | $1.7M | Reduce -29.6% |
| MDB Mongodb Inc. | 4.64% | 7,465 | $1.6M | Reduce -29.6% |
| RDDT Reddit Inc. Class A | 4.62% | 10,352 | $1.6M | Reduce -29.6% |
| ESTC Elastic NV | 4.20% | 16,830 | $1.4M | Reduce -29.6% |
| EPAM Epam Systems Inc. | 3.87% | 7,394 | $1.3M | Reduce -29.6% |
| PATH Uipath Inc. Class A | 3.76% | 99,293 | $1.3M | Reduce -29.6% |
| RELY Remitly Global Inc. | 3.48% | 62,674 | $1.2M | Reduce -29.6% |
| GTM Zoominfo Technologies Inc. | 3.17% | 105,913 | $1.1M | Reduce -29.6% |
| KVYO Klaviyo Inc. Class A | 3.05% | 30,633 | $1.0M | Reduce -29.6% |
| CFLT Confluent Inc. Class A | 2.45% | 33,239 | $829K | Reduce -29.6% |
| PLTR Palantir Technologies Inc. Class A | 2.25% | 5,563 | $758K | Reduce -29.6% |
| CACI Caci International Inc. Class A | 1.89% | 1,338 | $638K | Reduce -29.6% |
| LDOS Leidos Holdings Inc. | 1.81% | 3,873 | $611K | Reduce -29.6% |
| GTLB Gitlab Inc. Class A | 1.77% | 13,239 | $597K | Reduce -29.6% |
| IAS Integral Ad Science Holding | 1.69% | 68,520 | $569K | Reduce -29.6% |
| DV Doubleverify Holdings Inc. | 1.54% | 34,788 | $521K | Reduce -29.6% |
| DDOG Datadog Inc. Class A | 1.06% | 2,676 | $359K | Reduce -29.6% |
| PSN Parsons Corp. | 1.03% | 4,859 | $349K | Reduce -29.6% |
Portfolio Sells Q1 2025 → Q2 2025
| TENB Tenable Holdings Inc. | Reduce -29.6% | 5.88% | −2.44 |
| ESTC Elastic NV | Reduce -29.6% | 4.20% | −1.87 |
| RELY Remitly Global Inc. | Reduce -29.6% | 3.48% | −1.79 |
| EPAM Epam Systems Inc. | Reduce -29.6% | 3.87% | −1.18 |
| GTM Zoominfo Technologies Inc. | Reduce -29.6% | 3.17% | −1.11 |
| GTLB Gitlab Inc. Class A | Reduce -29.6% | 1.77% | −0.75 |
| KVYO Klaviyo Inc. Class A | Reduce -29.6% | 3.05% | −0.70 |
| CFLT Confluent Inc. Class A | Reduce -29.6% | 2.45% | −0.70 |
| MDB Mongodb Inc. | Reduce -29.6% | 4.64% | −0.66 |
| IAS Integral Ad Science Holding | Reduce -29.6% | 1.69% | −0.55 |
| PATH Uipath Inc. Class A | Reduce -29.6% | 3.76% | −0.37 |
| DV Doubleverify Holdings Inc. | Reduce -29.6% | 1.54% | −0.34 |
| LDOS Leidos Holdings Inc. | Reduce -29.6% | 1.81% | −0.31 |
| PSN Parsons Corp. | Reduce -29.6% | 1.03% | −0.13 |
| CACI Caci International Inc. Class A | Reduce -29.6% | 1.89% | −0.10 |
| DDOG Datadog Inc. Class A | Reduce -29.6% | 1.06% | −0.01 |
| FROG Jfrog Ltd. | Reduce -29.6% | 5.35% | +0.02 |
| RDDT Reddit Inc. Class A | Reduce -29.6% | 4.62% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | Reduce -29.6% | 2.25% | +0.35 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -29.6% | 8.29% | +0.45 |
| SNOW Snowflake Inc. | Reduce -29.6% | 4.99% | +0.54 |
| KTOS Kratos Defense & Security | Reduce -29.6% | 9.17% | +1.16 |
| AVAV Aerovironment Inc. | Reduce -29.6% | 8.82% | +3.78 |
| DAVE Dave Inc. | Reduce -29.6% | 11.20% | +6.49 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 24 | $33.8M | DAVE, KTOS, AVAV, CRWD, TENB |
| Q1 2025 | 24 | $35.1M | TENB, KTOS, CRWD, ESTC, FROG |
| Q4 2024 | 23 | $53.9M | RBRK, TENB, GTM, PATH, DAVE |
| Q3 2024 | 24 | $55.9M | PATH, FROG, AVAV, TENB, GTM |
| Q2 2024 | 21 | $57.3M | CYBR, FROG, ESTC, S, GTM |
| Q1 2024 | 24 | $61.7M | TENB, OKTA, FROG, PD, GTM |