Investor
SQUARE PEG CAPITAL PTY LTD
CIK 0001803194 · filed 2026-05-15 · SEC filing
13F book
$75.2M
Positions
10
2 new · 0 sold
Largest name
17.7%
Datadog, Inc. · DDOG
Est. mark
−$28.1M
Price effect on 8 names still held. Flow $3.33M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Datadog, Inc. | DDOG | 112.7K | $13.3M | 17.7% | −$2.02M | Cut−$2.32M |
| Block Inc | — | 164.7K | $9.91M | 13.2% | −$808.5K | Cut−$3.45M |
| Snowflake Inc. | SNOW | 63.1K | $9.52M | 12.6% | −$4.32M | Cut−$4.5M |
| Shopify Inc. | SHOP | 79.8K | $9.46M | 12.6% | −$2.66M | Added−$660.3K |
| Reddit, Inc. | RDDT | 65.3K | $8.79M | 11.7% | −$4.51M | Added−$2.1M |
| monday.com Ltd. | MNDY | 113.5K | $7.84M | 10.4% | −$8.9M | Cut−$9.81M |
| Procore Technologies, Inc. | PCOR | 108.2K | $6.17M | 8.2% | −$1.7M | Cut−$4.82M |
| Crowdstrike Hldgs Inc | — | 12.8K | $5M | 6.6% | — | New |
| Duolingo, Inc. | DUOL | 41.3K | $4.07M | 5.4% | −$3.18M | Cut−$3.29M |
| Cloudflare, Inc. | NET | 5.66K | $1.17M | 1.6% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.