Meritech Capital Associates V L.L.C. holds a concentrated book of 2 reported positions worth $151.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Datadog Inc - Class A. Their largest long position is Datadog Inc - Class A at 61% of the reported non-option book.
Top-heavy: concentrated book
Excluding Datadog Inc - Class A (61% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Meritech Capital Associates V L.L.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Deepwater Asset Management, LLC | 2 / 2 | $22.1M |
| Glynn Capital Management LLC | 2 / 2 | $22.6M |
| Amova Asset Management Americas, Inc. | 2 / 2 | $199.9M |
| Cathie Wood | 2 / 2 | $406.3M |
| Ahara Advisors LLC | 2 / 2 | $3.6M |
| Keystone Investors Pte Ltd | 2 / 2 | $35.4M |
| Iq Eq Fund Management (Ireland) Ltd | 2 / 2 | $27.9M |
| Baillie Gifford & Co | 2 / 2 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Meritech Capital Associates V L.L.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Datadog, Inc Class A Common | $92.7M | 356.0K | 61.3% | ▼−48% Reduced · −324K sh | |
| 2 | Roblox Corporation Class A Common | $58.6M | 1.08M | 38.7% | —Held |
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Use Arkolith to show Meritech Capital Associates V L.L.C.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.