Arkolith/Funds/Meritech Capital Associates V L.L.C.

Meritech Capital Associates V L.L.C.

CIK 1613048
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Meritech Capital Associates V L.L.C. holds a concentrated book of 2 stocks worth $141.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Datadog Inc - Class A at 57% of the equity book.

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Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Funds with the most overlap

Other tracked managers holding the same core names as Meritech Capital Associates V L.L.C.

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC2 / 2$10.8B
BlackRock, Inc.2 / 2$6.4B
FMR LLC2 / 2$4.2B
VANGUARD CAPITAL MANAGEMENT LLC2 / 2$4.1B
VANGUARD PORTFOLIO MANAGEMENT LLC2 / 2$3.8B
STATE STREET CORP2 / 2$2.5B
PRICE T ROWE ASSOCIATES INC /MD/2 / 2$2.3B
MORGAN STANLEY2 / 2$1.9B

Ranked by how many of Meritech Capital Associates V L.L.C.'s top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Datadog, Inc
Class A Common
$80.2M679.6K
56.8%
Held
2Roblox Corporation
Class A Common
$61.0M1.08M
43.2%
Held
Showing all 2 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20262$141.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20262$179.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20252$282.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20252$239.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.