StockDriftsStockDriftsTop 10 Square Peg Capital Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | 17.69% | 112.7K | $13.3M | -1.89%(-2.17K) | $126.52(+64.38%) | 2026-03-31 | |
| XYZ | BLOCK INC | 13.17% | 164.7K | $9.9M | -19.75%(-40.53K) | $74.81(-5.95%) | 2026-03-31 | |
| SNOW | SNOWFLAKE INC | 12.65% | 63.1K | $9.5M | -1.24%(-795) | $134.64(+16.96%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 12.58% | 79.8K | $9.5M | +26.85%(+16.89K) | $109.14(-8.12%) | 2026-03-31 | |
| RDDT | REDDIT INC | 11.69% | 65.3K | $8.8M | +37.83%(+17.92K) | $216.85(-27.06%) | 2026-03-31 | |
| MNDY | MONDAY.COM LTD | 10.42% | 113.5K | $7.8M | -5.16%(-6.18K) | $255.55(-71.84%) | 2026-03-31 | |
| PCOR | PROCORE TECHNOLOGIES INC | 8.2% | 108.2K | $6.2M | -28.36%(-42.82K) | $68.33(-32.19%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE INC | 6.64% | 12.8K | $5.0M | new | $348.39(+70.52%) | 2026-03-31 | |
| DUOL | DUOLINGO INC | 5.41% | 41.3K | $4.1M | -1.52%(-636) | $308.91(-63.72%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 1.55% | 5.7K | $1.2M | new | $94.28(+109.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -24.68% | -57.28% |
| Top 20 Holdings Unweighted | -18.87% | -46.59% |
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