Square Peg Capital Pty Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$75.2M
Q ending 2026-03-31
Prior quarter
$100.0M
Q ending 2025-12-31
Change
-24.8% QoQ · -33.0% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Datadog Inc | DDOG | Shares | $13.3M | 113K |
| Block Inc | XYZ | Shares | $9.9M | 165K |
| Snowflake Inc | SNOW | Shares | $9.5M | 63K |
| Shopify Inc | SHOP | Shares | $9.5M | 80K |
| Reddit Inc | RDDT | Shares | $8.8M | 65K |
| Monday.Com Ltd | Shares | $7.8M | 113K | |
| Procore Technologies Inc | PCOR | Shares | $6.2M | 108K |
| Crowdstrike Inc | CRWD | Shares | $5.0M | 13K |
| Duolingo Inc | DUOL | Shares | $4.1M | 41K |
| Cloudflare Inc | NET | Shares | $1.2M | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.