Latest Meritech Capital Associates V L.L.C. Stock Portfolio

$151Million | No. of Holdings #2

Meritech Capital Associates V L.L.C. Performance

2026 Q2+50.53%
YTD+18.24%
2025+16.84%

About Meritech Capital Associates V L.L.C. and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meritech Capital Associates V L.L.C. reported an equity portfolio of $151.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Meritech Capital Associates V L.L.C. are DDOG, RBLX. The fund has invested 61.3% of it's portfolio in DATADOG, INC and 38.7% of portfolio in ROBLOX CORPORATION. <br><br> They significantly reduced their stock positions in DATADOG, INC (DDOG).
Meritech Capital Associates V L.L.C. Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$151Million
  as of Aug 14, 2026

Meritech Capital Associates V L.L.C. Annual Return Estimates Vs S&P 500

Our best estimate is that Meritech Capital Associates V L.L.C. made a return of 50.53% in the last quarter. In trailing 12 months, it's portfolio return was 6.56%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Meritech Capital Associates V L.L.C.

Additions

No additions were made to existing positions by Meritech Capital Associates V L.L.C.

Reductions

Ticker% Reduced
datadog, inc-47.61

Meritech Capital Associates V L.L.C. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Meritech Capital Associates V L.L.C.

Sector Distribution

Meritech Capital Associates V L.L.C. has about 61.3% of it's holdings in Technology sector.

  • Technology
  • Communication Services
Sector%
Technology61.3
Communication Services38.7

Market Cap. Distribution

Meritech Capital Associates V L.L.C. has about 100% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
Category%
LARGE-CAP100

Stocks belong to which Index?

About 0% of the stocks held by Meritech Capital Associates V L.L.C. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
DDOG
datadog, inc
91.8 %
Top 5 Winners ($)$
DDOG
datadog, inc
73.7 M
Top 5 Losers (%)%
RBLX
roblox corporation
-3.9 %
Top 5 Losers ($)$
RBLX
roblox corporation
-2.3 M

Meritech Capital Associates V L.L.C. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meritech Capital Associates V L.L.C.

Meritech Capital Associates V L.L.C. has 2 stocks in it's portfolio. RBLX proved to be the most loss making stock for the portfolio. DDOG was the most profitable stock for Meritech Capital Associates V L.L.C. last quarter.

$151.30MTotal Value
2.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Meritech Capital Associates V L.L.C., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change