Washington Harbour Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Washington Harbour Partners LP reported 24 stock positions worth $61.7 million. Its top holding was Tenable (TENB) at 10.3% of the portfolio, followed by Okta (OKTA, 7.3%) and Jfrog (FROG, 7.3%). Compared with Q4 2023, it opened 10 new positions, sold out of 9, added to 12 and reduced 1. The biggest buy was Tenable (TENB, shares +248%) and the biggest sale an exit from Blackbaud (BLKB).
- Most Recent 13F
- Q2 2025
- Location
- ARLINGTON, VA
- CIK
- 0001825404
- Portfolio Value
- $61.7M (Q1 2024)
- SEC Filing
- 0001214659-24-009323 ↗ filed May 15, 2024
Holdings Value
Holdings 24 stocks · $61.7M
| TENB Tenable Holdings Inc. | 10.25% | 128,015 | $6.3M | Add +247.9% |
| OKTA Okta Inc. | 7.27% | 42,860 | $4.5M | Add +9.4% |
| FROG Jfrog Ltd. | 7.26% | 101,267 | $4.5M | Add +3.0% |
| PD Pagerduty Inc. | 6.81% | 185,301 | $4.2M | Add +4.5% |
| GTM Zoominfo Technologies Inc. | 6.63% | 255,400 | $4.1M | Add +18.6% |
| SYM Symbotic Inc. | 6.22% | 85,300 | $3.8M | Add +45.6% |
| TOST Toast Inc. Class A | 6.15% | 152,300 | $3.8M | Add +164.4% |
| SMAR Smartsheet Inc. Class A | 5.80% | 93,034 | $3.6M | Add +1.1% |
| VRNS Varonis Systems Inc. | 4.34% | 56,850 | $2.7M | Reduce -20.9% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 4.26% | 143,200 | $2.6M | New |
| NCNO Ncino Inc. | 4.16% | 68,604 | $2.6M | Add +17.1% |
| CYBR Cyberark Software Ltd./Israel | 4.12% | 9,565 | $2.5M | No change |
| BASE Couchbase Inc. | 3.50% | 82,000 | $2.2M | Add +13.9% |
| HCP Hashicorp Inc. Class A | 3.43% | 78,500 | $2.1M | Add +72.5% |
| PCOR Procore Technologies Inc. | 3.32% | 24,900 | $2.0M | Add +63.8% |
| ESTC Elastic NV | 2.34% | 14,400 | $1.4M | New |
| MNDY Monday.com Ltd. | 2.27% | 6,200 | $1.4M | New |
| FOUR SHIFT4 Payments Inc. Class A | 2.17% | 20,308 | $1.3M | New |
| INFA Informatica Inc. Class A | 2.15% | 38,000 | $1.3M | New |
| CXM Sprinklr Inc. Class A | 1.99% | 100,000 | $1.2M | New |
| IOT Samsara Inc. Class A | 1.86% | 30,426 | $1.1M | New |
| S Sentinelone Inc. Class A | 1.54% | 40,800 | $951K | New |
| APP AppLovin Corp. Class A | 1.10% | 9,800 | $678K | New |
| LZ Legalzoomcom Inc. | 1.07% | 49,600 | $662K | New |
Portfolio Sells Q4 2023 → Q1 2024
| BLKB Blackbaud Inc. | Sold out | 0.00% | −5.73 |
| DOCN Digitalocean Holdings Inc. | Sold out | 0.00% | −5.10 |
| U Unity Software Inc. | Sold out | 0.00% | −4.81 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −3.05 |
| ETSY Etsy Inc. | Sold out | 0.00% | −2.89 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −2.75 |
| GRPN Groupon Inc. | Sold out | 0.00% | −2.15 |
| EVBG Everbridge Inc. | Sold out | 0.00% | −2.13 |
| VRNS Varonis Systems Inc. | Reduce -20.9% | 4.34% | −1.89 |
| ENFN Enfusion Inc. Class A | Sold out | 0.00% | −1.88 |
Portfolio Buys Q4 2023 → Q1 2024
| TENB Tenable Holdings Inc. | Add +247.9% | 10.25% | +7.00 |
| JAMF Jamf Holding Corp. | New | 4.26% | +4.26 |
| TOST Toast Inc. Class A | Add +164.4% | 6.15% | +4.13 |
| ESTC Elastic NV | New | 2.34% | +2.34 |
| MNDY Monday.com Ltd. | New | 2.27% | +2.27 |
| FOUR SHIFT4 Payments Inc. Class A | New | 2.17% | +2.17 |
| INFA Informatica Inc. Class A | New | 2.15% | +2.15 |
| CXM Sprinklr Inc. Class A | New | 1.99% | +1.99 |
| IOT Samsara Inc. Class A | New | 1.86% | +1.86 |
| S Sentinelone Inc. Class A | New | 1.54% | +1.54 |
| HCP Hashicorp Inc. Class A | Add +72.5% | 3.43% | +1.37 |
| PCOR Procore Technologies Inc. | Add +63.8% | 3.32% | +1.30 |
| APP AppLovin Corp. Class A | New | 1.10% | +1.10 |
| LZ Legalzoomcom Inc. | New | 1.07% | +1.07 |
| FROG Jfrog Ltd. | Add +3.0% | 7.26% | +0.73 |
| OKTA Okta Inc. | Add +9.4% | 7.27% | +0.46 |
| SYM Symbotic Inc. | Add +45.6% | 6.22% | +0.45 |
| BASE Couchbase Inc. | Add +13.9% | 3.50% | +0.39 |
| NCNO Ncino Inc. | Add +17.1% | 4.16% | +0.38 |
| GTM Zoominfo Technologies Inc. | Add +18.6% | 6.63% | −1.00 |
| PD Pagerduty Inc. | Add +4.5% | 6.81% | −1.06 |
| SMAR Smartsheet Inc. Class A | Add +1.1% | 5.80% | −2.63 |
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 |