Washington Harbour Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Washington Harbour Partners LP reported 23 stock positions worth $53.9 million. Its top holding was Rubrik Class A (RBRK) at 7.9% of the portfolio, followed by Tenable (TENB, 7.2%) and Zoominfo Technologies (GTM, 6.9%). Compared with Q3 2024, it opened 14 new positions, sold out of 15, added to 2 and reduced 6. The biggest buy was a new position in Rubrik Class A (RBRK) and the biggest sale an exit from Unity Software (U).
- Most Recent 13F
- Q2 2025
- Location
- ARLINGTON, VA
- CIK
- 0001825404
- Portfolio Value
- $53.9M (Q4 2024)
- SEC Filing
- 0001214659-25-002856 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $53.9M
| RBRK Rubrik Inc. Class A | 7.86% | 64,800 | $4.2M | New |
| TENB Tenable Holdings Inc. | 7.16% | 98,015 | $3.9M | Reduce -6.2% |
| GTM Zoominfo Technologies Inc. | 6.93% | 355,200 | $3.7M | Reduce -3.7% |
| PATH Uipath Inc. Class A | 6.65% | 282,100 | $3.6M | Reduce -36.5% |
| DAVE Dave Inc. | 6.41% | 39,750 | $3.5M | New |
| FROG Jfrog Ltd. | 6.37% | 116,767 | $3.4M | Reduce -20.6% |
| AVAV Aerovironment Inc. | 6.30% | 22,044 | $3.4M | Add +4.0% |
| EPAM Epam Systems Inc. | 5.64% | 13,000 | $3.0M | Add +176.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.95% | 7,800 | $2.7M | New |
| CFLT Confluent Inc. Class A | 4.90% | 94,400 | $2.6M | No change |
| KTOS Kratos Defense & Security | 4.63% | 94,663 | $2.5M | New |
| NOW ServiceNow Inc. | 3.74% | 1,900 | $2.0M | New |
| RELY Remitly Global Inc. | 3.73% | 89,000 | $2.0M | New |
| TEAM Atlassian Corp. Class A | 3.70% | 8,200 | $2.0M | New |
| ESTC Elastic NV | 3.48% | 18,900 | $1.9M | Reduce -35.0% |
| KVYO Klaviyo Inc. Class A | 3.33% | 43,500 | $1.8M | New |
| LDOS Leidos Holdings Inc. | 2.93% | 10,950 | $1.6M | New |
| CACI Caci International Inc. Class A | 2.79% | 3,717 | $1.5M | New |
| RBLX Roblox Corp. Class A | 2.48% | 23,100 | $1.3M | Reduce -33.2% |
| PSN Parsons Corp. | 2.38% | 13,900 | $1.3M | New |
| BLND Blend Labs Inc. Class A | 2.09% | 267,500 | $1.1M | New |
| BAH Booz Allen Hamilton Holdings | 0.81% | 3,400 | $438K | New |
| SEZL Sezzle Inc. | 0.74% | 1,550 | $396K | New |
Portfolio Sells Q3 2024 → Q4 2024
| U Unity Software Inc. | Sold out | 0.00% | −6.35 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −6.24 |
| OKTA Okta Inc. | Sold out | 0.00% | −4.75 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −3.91 |
| DT Dynatrace Inc. | Sold out | 0.00% | −3.78 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −3.74 |
| ZS Zscaler Inc. | Sold out | 0.00% | −3.51 |
| JAMF Jamf Holding Corp. | Sold out | 0.00% | −3.51 |
| PATH Uipath Inc. Class A | Reduce -36.5% | 6.65% | −3.51 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −3.17 |
| IAS Integral Ad Science Holding | Sold out | 0.00% | −3.12 |
| BASE Couchbase Inc. | Sold out | 0.00% | −2.69 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.69 |
| FROG Jfrog Ltd. | Reduce -20.6% | 6.37% | −1.26 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.95 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −0.65 |
| ESTC Elastic NV | Reduce -35.0% | 3.48% | −0.52 |
| TENB Tenable Holdings Inc. | Reduce -6.2% | 7.16% | −0.41 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.33 |
| RBLX Roblox Corp. Class A | Reduce -33.2% | 2.48% | −0.26 |
| GTM Zoominfo Technologies Inc. | Reduce -3.7% | 6.93% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| RBRK Rubrik Inc. Class A | New | 7.86% | +7.86 |
| DAVE Dave Inc. | New | 6.41% | +6.41 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 4.95% | +4.95 |
| KTOS Kratos Defense & Security | New | 4.63% | +4.63 |
| EPAM Epam Systems Inc. | Add +176.6% | 5.64% | +3.97 |
| NOW ServiceNow Inc. | New | 3.74% | +3.74 |
| RELY Remitly Global Inc. | New | 3.73% | +3.73 |
| TEAM Atlassian Corp. Class A | New | 3.70% | +3.70 |
| KVYO Klaviyo Inc. Class A | New | 3.33% | +3.33 |
| LDOS Leidos Holdings Inc. | New | 2.93% | +2.93 |
| CACI Caci International Inc. Class A | New | 2.79% | +2.79 |
| PSN Parsons Corp. | New | 2.38% | +2.38 |
| BLND Blend Labs Inc. Class A | New | 2.09% | +2.09 |
| BAH Booz Allen Hamilton Holdings | New | 0.81% | +0.81 |
| SEZL Sezzle Inc. | New | 0.74% | +0.74 |
| AVAV Aerovironment Inc. | Add +4.0% | 6.30% | −1.30 |
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 |