Washington Harbour Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Washington Harbour Partners LP reported 24 stock positions worth $35.1 million. Its top holding was Tenable (TENB) at 8.3% of the portfolio, followed by Kratos Defense & Security (KTOS, 8.0%) and CrowdStrike Class A (CRWD, 7.8%). Compared with Q4 2024, it opened 8 new positions, sold out of 7, added to 1 and reduced 11. The biggest buy was a new position in Mongodb (MDB) and the biggest sale an exit from Rubrik Class A (RBRK).
- Most Recent 13F
- Q2 2025
- Location
- ARLINGTON, VA
- CIK
- 0001825404
- Portfolio Value
- $35.1M (Q1 2025)
- SEC Filing
- 0001214659-25-007846 ↗ filed May 15, 2025
Holdings Value
Holdings 24 stocks · $35.1M
| TENB Tenable Holdings Inc. | 8.32% | 83,415 | $2.9M | Reduce -14.9% |
| KTOS Kratos Defense & Security | 8.01% | 94,663 | $2.8M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 7.84% | 7,800 | $2.8M | No change |
| ESTC Elastic NV | 6.07% | 23,900 | $2.1M | Add +26.5% |
| FROG Jfrog Ltd. | 5.33% | 58,400 | $1.9M | Reduce -50.0% |
| MDB Mongodb Inc. | 5.30% | 10,600 | $1.9M | New |
| RELY Remitly Global Inc. | 5.28% | 89,000 | $1.9M | No change |
| EPAM Epam Systems Inc. | 5.05% | 10,500 | $1.8M | Reduce -19.2% |
| AVAV Aerovironment Inc. | 5.04% | 14,844 | $1.8M | Reduce -32.7% |
| DAVE Dave Inc. | 4.71% | 20,000 | $1.7M | Reduce -49.7% |
| SNOW Snowflake Inc. | 4.46% | 10,700 | $1.6M | New |
| RDDT Reddit Inc. Class A | 4.39% | 14,700 | $1.5M | New |
| GTM Zoominfo Technologies Inc. | 4.29% | 150,400 | $1.5M | Reduce -57.7% |
| PATH Uipath Inc. Class A | 4.14% | 141,000 | $1.5M | Reduce -50.0% |
| KVYO Klaviyo Inc. Class A | 3.75% | 43,500 | $1.3M | No change |
| CFLT Confluent Inc. Class A | 3.15% | 47,200 | $1.1M | Reduce -50.0% |
| GTLB Gitlab Inc. Class A | 2.52% | 18,800 | $884K | New |
| IAS Integral Ad Science Holding | 2.24% | 97,300 | $784K | New |
| LDOS Leidos Holdings Inc. | 2.12% | 5,500 | $742K | Reduce -49.8% |
| CACI Caci International Inc. Class A | 1.99% | 1,900 | $697K | Reduce -48.9% |
| PLTR Palantir Technologies Inc. Class A | 1.90% | 7,900 | $667K | New |
| DV Doubleverify Holdings Inc. | 1.88% | 49,400 | $660K | New |
| PSN Parsons Corp. | 1.16% | 6,900 | $409K | Reduce -50.4% |
| DDOG Datadog Inc. Class A | 1.07% | 3,800 | $377K | New |
Portfolio Sells Q4 2024 → Q1 2025
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −7.86 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −3.74 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −3.70 |
| GTM Zoominfo Technologies Inc. | Reduce -57.7% | 4.29% | −2.64 |
| PATH Uipath Inc. Class A | Reduce -50.0% | 4.14% | −2.52 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −2.48 |
| BLND Blend Labs Inc. Class A | Sold out | 0.00% | −2.09 |
| CFLT Confluent Inc. Class A | Reduce -50.0% | 3.15% | −1.75 |
| DAVE Dave Inc. | Reduce -49.7% | 4.71% | −1.70 |
| AVAV Aerovironment Inc. | Reduce -32.7% | 5.04% | −1.25 |
| PSN Parsons Corp. | Reduce -50.4% | 1.16% | −1.22 |
| FROG Jfrog Ltd. | Reduce -50.0% | 5.33% | −1.05 |
| LDOS Leidos Holdings Inc. | Reduce -49.8% | 2.12% | −0.81 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.81 |
| CACI Caci International Inc. Class A | Reduce -48.9% | 1.99% | −0.80 |
| SEZL Sezzle Inc. | Sold out | 0.00% | −0.74 |
| EPAM Epam Systems Inc. | Reduce -19.2% | 5.05% | −0.59 |
| TENB Tenable Holdings Inc. | Reduce -14.9% | 8.32% | +1.15 |
Portfolio Buys Q4 2024 → Q1 2025
| MDB Mongodb Inc. | New | 5.30% | +5.30 |
| SNOW Snowflake Inc. | New | 4.46% | +4.46 |
| RDDT Reddit Inc. Class A | New | 4.39% | +4.39 |
| ESTC Elastic NV | Add +26.5% | 6.07% | +2.59 |
| GTLB Gitlab Inc. Class A | New | 2.52% | +2.52 |
| IAS Integral Ad Science Holding | New | 2.24% | +2.24 |
| PLTR Palantir Technologies Inc. Class A | New | 1.90% | +1.90 |
| DV Doubleverify Holdings Inc. | New | 1.88% | +1.88 |
| DDOG Datadog Inc. Class A | New | 1.07% | +1.07 |
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 |