Q2 2026 13F · SEC CIK 1803194
Square Peg Capital Pty Ltd
Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $76.2M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.4 yrs
Square Peg Capital Pty Ltd is an asset manager that reported 8 positions worth $76.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Datadog Inc (DDOG, 20.3%), Snowflake Inc (SNOW, 17.1%), Block Inc (SQ, 13.5%).
Square Peg Capital Pty Ltd holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DDOGDatadog Inc | 20.3% | -47.4% | $15.5M |
| SNOWSnowflake Inc | 17.1% | -18.7% | $13.1M |
| SQBlock Inc | 13.5% | -18.1% | $10.3M |
| RDDTReddit Inc | 13.3% | -10.6% | $10.1M |
| SHOPShopify Inc | 12.0% | +0.7% | $9.2M |
| NETCloudflare Inc | 10.4% | +468.9% | $7.9M |
| MNDYMonday Com Ltd | 8.7% | -19.1% | $6.6M |
| PCORProcore Technologies Inc | 4.7% | -18.0% | $3.6M |
What Square Peg Capital Pty Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- NET Cloudflare Inc+468.9% shares
Reduced
- DDOG Datadog Inc-47.4% shares
- MNDY Monday Com Ltd-19.1% shares
- SNOW Snowflake Inc-18.7% shares
- SQ Block Inc-18.1% shares
- PCOR Procore Technologies Inc-18.0% shares
- RDDT Reddit Inc-10.6% shares
Sold out
- CRWD Crowdstrike Hldgs Incwas 6.6%
- DUOL Duolingo Incwas 5.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.6% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $76.2M | 8 |
| Q1 2026 | $75.2M | 10 |
| Q4 2025 | $100.0M | 8 |
| Q3 2025 | $110.6M | 8 |
| Q2 2025 | $124.0M | 9 |
| Q1 2025 | $112.2M | 10 |
| Q4 2024 | $109.0M | 8 |
Questions about Square Peg Capital Pty Ltd's portfolio
What stocks does Square Peg Capital Pty Ltd own?
Square Peg Capital Pty Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 8 positions worth $76.2M. The largest are Datadog Inc (DDOG) at 20.3%, Snowflake Inc (SNOW) at 17.1%, Block Inc (SQ) at 13.5%, Reddit Inc (RDDT) at 13.3% and Shopify Inc (SHOP) at 12.0%.
What did Square Peg Capital Pty Ltd buy last quarter?
In Q2 2026, Square Peg Capital Pty Ltd added Cloudflare Inc (NET) (+468.9% shares), compared with its Q1 2026 filing.
What did Square Peg Capital Pty Ltd sell last quarter?
In Q2 2026, Square Peg Capital Pty Ltd sold all of Crowdstrike Hldgs Inc (CRWD), sold all of Duolingo Inc (DUOL), Datadog Inc (DDOG) (-47.4% shares), Monday Com Ltd (MNDY) (-19.1% shares) and Snowflake Inc (SNOW) (-18.7% shares), compared with its Q1 2026 filing.
When is Square Peg Capital Pty Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Square Peg Capital Pty Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.