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SQUARE PEG CAPITAL PTY LTD

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13F filer, CIK 1803194, SURRY HILLS, NSW, Australia

SQUARE PEG CAPITAL PTY LTD reported $75,233,017 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001803194-26-000002

Period
2026-03-31
Reported value
$75.2M
Holdings
10
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRWDnew+12,797$5M
RDDTadded+17,923$2.41M
SHOPadded+16,885$2M
NETnew+5,660$1.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PCORreduced-42,822-$2.44M
XYZreduced-40,533-$2.44M
MNDYreduced-6,177-$427K
DDOGreduced-2,174-$257K
SNOWreduced-795-$120K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001803194-26-000002, largest first. % of portfolio is the value over $75,233,017, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,008 shares; 2025Q1: 116,918 shares; 2025Q2: 117,990 shares; 2025Q3: 118,626 shares; 2025Q4: 114,920 shares; 2026Q1: 112,746 shares 112,746$13.3M17.69%-2,174Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183,433 shares; 2025Q1: 225,563 shares; 2025Q2: 203,503 shares; 2025Q3: 203,532 shares; 2025Q4: 205,189 shares; 2026Q1: 164,656 shares 164,656$9.91M13.17%-40,533Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,382 shares; 2025Q1: 73,570 shares; 2025Q2: 66,094 shares; 2025Q3: 65,190 shares; 2025Q4: 63,889 shares; 2026Q1: 63,094 shares 63,094$9.52M12.65%-795Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 72,910 shares; 2025Q2: 66,368 shares; 2025Q3: 65,218 shares; 2025Q4: 62,886 shares; 2026Q1: 79,771 shares 79,771$9.46M12.58%+16,885Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,384 shares; 2026Q1: 65,307 shares 65,307$8.79M11.69%+17,923Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,522 shares; 2025Q1: 105,100 shares; 2025Q2: 93,656 shares; 2025Q3: 123,223 shares; 2025Q4: 119,645 shares; 2026Q1: 113,468 shares 113,468$7.84M10.42%-6,177Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183,351 shares; 2025Q1: 176,817 shares; 2025Q2: 158,444 shares; 2025Q3: 156,895 shares; 2025Q4: 151,015 shares; 2026Q1: 108,193 shares 108,193$6.17M8.2%-42,822Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,797 shares 12,797$5M6.64%newTimeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,560 shares; 2025Q1: 38,586 shares; 2025Q2: 26,526 shares; 2025Q3: 35,577 shares; 2025Q4: 41,924 shares; 2026Q1: 41,288 shares 41,288$4.07M5.41%-636Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,008 shares; 2025Q1: 46,617 shares; 2025Q2: 42,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,660 shares 5,660$1.17M1.55%newTimeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001803194-26-000002 base2026-05-15acceptance time not in the bulk data set