Meritech Capital Associates V L.L.C.

CIK 1613048 · View on SEC EDGAR ↗

Portfolio value
$151.3M
#7,358 of 9,443 by 13F value · top 77.9%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: +7.2% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $84,240,519

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
1
Closed
0
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+52.7%
S&P 500 total return (same window)
+28.1%
Excess return
+24.6%

Annualized: +32.7% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
61.3%
Communication Services
38.7%

Full portfolio 2 positions

Type Streak 8Q trend
DDOG Datadog, Inc. - Class A Common Stock $92,698,574 61.27% 356,040 $12,472,502 Down ×1
RBLX Roblox Corporation Class A Common Stock $58,601,356 38.73% 1,077,627 $-2,349,228

Top movers (QoQ)

Security Action Shares Δ Value Δ
DDOG Trimmed -324K +$12.5M
RBLX Price move only +0 -$2.3M