本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
SQUARE PEG CAPITAL PTY LTD (CIK 1803194) reported $76.2M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DDOG ($15.5M, 20.28%), SNOW ($13.1M, 17.13%), XYZ ($10.3M, 13.45%), RDDT ($10.1M, 13.30%), SHOP ($9.2M, 12.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | $15.5M | 20.28% | 59,351 | Trimmed |
| 2 | SNOW | SNOWFLAKE INC | $13.1M | 17.13% | 51,293 | Trimmed |
| 3 | XYZ | BLOCK INC | $10.3M | 13.45% | 134,884 | Trimmed |
| 4 | RDDT | REDDIT INC | $10.1M | 13.30% | 58,406 | Trimmed |
| 5 | SHOP | SHOPIFY INC | $9.2M | 12.03% | 80,300 | Added |
| 6 | NET | CLOUDFLARE INC | $7.9M | 10.36% | 32,199 | Added |
| 7 | MNDY | MONDAY.COM LTD | $6.6M | 8.72% | 91,787 | Trimmed |
| 8 | PCOR | PROCORE TECHNOLOGIES INC | $3.6M | 4.73% | 88,710 | Trimmed |
| 9 | CRWD | CROWDSTRIKE INC | $0 | 0.00% | 0 | Exited |
| 10 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30