§ 13F · FUND PROFILE
SQUARE PEG CAPITAL PTY LTD.
AUM · $76M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | 59K | $15M | 20.3% | −47% |
| 2 | SNOW | SNOWFLAKE INC | 51K | $13M | 17.1% | −19% |
| 3 | XYZ | BLOCK INC | 135K | $10M | 13.5% | −18% |
| 4 | RDDT | REDDIT INC | 58K | $10M | 13.3% | −11% |
| 5 | SHOP | SHOPIFY INC | 80K | $9M | 12.0% | +1% |
| 6 | NET | CLOUDFLARE INC | 32K | $8M | 10.4% | +469% |
| 7 | MNDY | MONDAY.COM LTD | 92K | $7M | 8.7% | −19% |
| 8 | PCOR | PROCORE TECHNOLOGIES INC | 89K | $4M | 4.7% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SQUARE SIGNAL
AC read
SQUARE PEG CAPITAL PTY LTD is a Other fund managing $76 million in assets. The fund runs a focused portfolio of just 8 positions.
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