Washington Harbour Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Washington Harbour Partners LP reported 21 stock positions worth $57.3 million. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 9.6% of the portfolio, followed by Jfrog (FROG, 7.4%) and Elastic (ESTC, 7.4%). Compared with Q1 2024, it opened 7 new positions, sold out of 10, added to 7 and reduced 7. The biggest buy was Sentinelone Class A (S, shares +374%) and the biggest sale an exit from Pagerduty (PD).
- Most Recent 13F
- Q2 2025
- Location
- ARLINGTON, VA
- CIK
- 0001825404
- Portfolio Value
- $57.3M (Q2 2024)
- SEC Filing
- 0001214659-24-014698 ↗ filed Aug 14, 2024
Holdings Value
Holdings 21 stocks · $57.3M
| CYBR Cyberark Software Ltd./Israel | 9.58% | 20,065 | $5.5M | Add +109.8% |
| FROG Jfrog Ltd. | 7.43% | 113,367 | $4.3M | Add +11.9% |
| ESTC Elastic NV | 7.42% | 37,300 | $4.2M | Add +159.0% |
| S Sentinelone Inc. Class A | 7.10% | 193,300 | $4.1M | Add +373.8% |
| GTM Zoominfo Technologies Inc. | 7.00% | 313,800 | $4.0M | Add +22.9% |
| TENB Tenable Holdings Inc. | 6.69% | 87,915 | $3.8M | Reduce -31.3% |
| SMAR Smartsheet Inc. Class A | 6.62% | 86,034 | $3.8M | Reduce -7.5% |
| CFLT Confluent Inc. Class A | 5.14% | 99,700 | $2.9M | New |
| RBLX Roblox Corp. Class A | 5.11% | 78,600 | $2.9M | New |
| OKTA Okta Inc. | 4.90% | 29,960 | $2.8M | Reduce -30.1% |
| DT Dynatrace Inc. | 4.26% | 54,600 | $2.4M | New |
| VRNS Varonis Systems Inc. | 4.00% | 47,750 | $2.3M | Reduce -16.0% |
| AVAV Aerovironment Inc. | 3.94% | 12,400 | $2.3M | New |
| CXM Sprinklr Inc. Class A | 3.70% | 220,500 | $2.1M | Add +120.5% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 3.30% | 114,500 | $1.9M | Reduce -20.0% |
| INFA Informatica Inc. Class A | 3.29% | 61,100 | $1.9M | Add +60.8% |
| NABL N-Able Inc. | 2.60% | 97,800 | $1.5M | New |
| NCNO Ncino Inc. | 2.17% | 39,504 | $1.2M | Reduce -42.4% |
| BASE Couchbase Inc. | 2.13% | 66,900 | $1.2M | Reduce -18.4% |
| FLYW Flywire Corp.-Voting | 1.92% | 67,200 | $1.1M | New |
| MDB Mongodb Inc. | 1.70% | 3,900 | $975K | New |
Portfolio Sells Q1 2024 → Q2 2024
| PD Pagerduty Inc. | Sold out | 0.00% | −6.81 |
| SYM Symbotic Inc. | Sold out | 0.00% | −6.22 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −6.15 |
| TENB Tenable Holdings Inc. | Reduce -31.3% | 6.69% | −3.56 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −3.43 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −3.32 |
| OKTA Okta Inc. | Reduce -30.1% | 4.90% | −2.37 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −2.27 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −2.17 |
| NCNO Ncino Inc. | Reduce -42.4% | 2.17% | −1.99 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −1.86 |
| BASE Couchbase Inc. | Reduce -18.4% | 2.13% | −1.36 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −1.10 |
| LZ Legalzoomcom Inc. | Sold out | 0.00% | −1.07 |
| JAMF Jamf Holding Corp. | Reduce -20.0% | 3.30% | −0.96 |
| VRNS Varonis Systems Inc. | Reduce -16.0% | 4.00% | −0.35 |
| SMAR Smartsheet Inc. Class A | Reduce -7.5% | 6.62% | +0.82 |
Portfolio Buys Q1 2024 → Q2 2024
| S Sentinelone Inc. Class A | Add +373.8% | 7.10% | +5.56 |
| CYBR Cyberark Software Ltd./Israel | Add +109.8% | 9.58% | +5.46 |
| CFLT Confluent Inc. Class A | New | 5.14% | +5.14 |
| RBLX Roblox Corp. Class A | New | 5.11% | +5.11 |
| ESTC Elastic NV | Add +159.0% | 7.42% | +5.08 |
| DT Dynatrace Inc. | New | 4.26% | +4.26 |
| AVAV Aerovironment Inc. | New | 3.94% | +3.94 |
| NABL N-Able Inc. | New | 2.60% | +2.60 |
| FLYW Flywire Corp.-Voting | New | 1.92% | +1.92 |
| CXM Sprinklr Inc. Class A | Add +120.5% | 3.70% | +1.71 |
| MDB Mongodb Inc. | New | 1.70% | +1.70 |
| INFA Informatica Inc. Class A | Add +60.8% | 3.29% | +1.14 |
| GTM Zoominfo Technologies Inc. | Add +22.9% | 7.00% | +0.36 |
| FROG Jfrog Ltd. | Add +11.9% | 7.43% | +0.18 |
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 |