AI Portfolio Summary
In 2025 Q4, Meritech Capital Associates V L.L.C. maintained a portfolio of 2 distinct positions. The fund also reduced its exposure to Datadog, Inc by 27.6%.
Total Positions
2
Quarter
2025 Q4
Top Holding
DDOG (51.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DDOG
Datadog, Inc
|
Technology | 51.42% | 47.24% |
#1
1
Prev: #2
|
6.0 | -258,843 | -27.6% |
P
S
|
679,594 | $92,417,988 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RBLX
Roblox Corporat...
|
Communication Services | 48.58% | 52.76% |
#2
1
Prev: #1
|
6.5 | no change | no change |
P
S
|
1,077,627 | $87,320,116 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-2 of 2 holdings