2026 Q2 Portfolio Activity
In 2026 Q2, Meritech Capital Associates V L.L.C. maintained a portfolio of 2 distinct positions. The fund also reduced its exposure to Datadog, Inc by 47.6%.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
DDOG (61.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Meritech Capital Associates V L.L.C. 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 | 61.27% | 56.83% |
#1
Prev: #1
|
6.0 |
—
|
-323,554 | -47.6% |
P
S
|
356,040 | $92,698,574 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RBLX
Roblox Corporat...
|
Communication Services | 38.73% | 43.17% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,077,627 | $58,601,356 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-2 of 2 holdings