StockDriftsStockDriftsTop 2 Meritech Capital Associates V L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DDOG | Datadog, Inc | 61.27% | 356.0K | $92.7M | -47.61%(-323.55K) | $100.30(+154.70%) | 2026-06-30 | |
| RBLX | Roblox Corporation | 38.73% | 1.08M | $58.6M | +0.00%(+0) | $64.83(-41.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.05% | +105.08% | +2.98% | +15.79% |
| Top 20 Holdings Unweighted | +22.32% | +83.02% | -2.15% | -10.32% |
Meritech Capital Associates V L L C reports $151.30M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are DDOG (61.3%) and RBLX (38.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +105.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meritech Capital Associates V L L C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1613048). View Meritech Capital Associates V L L C’s 13F filings on SEC