2026 Q2 Portfolio Activity
In 2026 Q2, SQUARE PEG CAPITAL PTY LTD maintained a portfolio of 10 distinct positions. They heavily accumulated shares in CLOUDFLARE INC, increasing the position by 468.9%. Conversely, SQUARE PEG CAPITAL PTY LTD completely exited their position in CROWDSTRIKE INC.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
DDOG (20.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
SQUARE PEG CAPITAL PTY LTD Full Holdings List — 2026 Q2
| 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 | 20.28% | 17.69% |
#1
Prev: #1
|
6.0 |
—
|
-53,395 | -47.4% |
P
S
|
59,351 | $15,452,626 |
$129.59
+77.4%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SNOW
SNOWFLAKE INC
|
Technology | 17.13% | 12.65% |
#2
1
Prev: #3
|
6.0 |
—
|
-11,801 | -18.7% |
P
S
|
51,293 | $13,054,069 |
$154.41
+115.3%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
XYZ
BLOCK INC
|
Technology | 13.45% | 13.17% |
#3
1
Prev: #2
|
5.5 |
—
|
-29,772 | -18.1% |
P
S
|
134,884 | $10,251,184 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RDDT
REDDIT INC
|
Communication Services | 13.30% | 11.69% |
#4
1
Prev: #5
|
5.0 |
—
|
-6,901 | -10.6% |
P
S
|
58,406 | $10,138,113 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHOP
SHOPIFY INC
|
Technology | 12.03% | 12.58% |
#5
1
Prev: #4
|
5.0 |
—
|
529 | 0.7% |
P
S
|
80,300 | $9,168,654 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NET
CLOUDFLARE INC
|
Technology | 10.36% | 1.55% |
#6
4
Prev: #10
|
7.0 |
—
|
26,539 | 468.9% |
P
S
|
32,199 | $7,897,771 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MNDY
MONDAY.COM LTD
|
Technology | 8.72% | 10.42% |
#7
1
Prev: #6
|
4.0 |
—
|
-21,681 | -19.1% |
P
S
|
91,787 | $6,644,461 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 4.73% | 8.20% |
#8
1
Prev: #7
|
2.4 |
—
|
-19,483 | -18.0% |
P
S
|
88,710 | $3,603,400 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DUOL
DUOLINGO INC
|
Technology | 0.00% | 5.41% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-41,288 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE INC
|
Technology | 0.00% | 6.64% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-12,797 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings