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Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Portfolio Manager • Square Peg
Value
$0M
Stocks
8 Stocks
Turnover
0.0%
Top Holdings
DDOG(20.28%) SNOW(17.13%) XYZ(13.45%) RDDT(13.30%) SHOP(12.03%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| DDOG | None | Datadog Inc. | Information Technology | $15.5M | 0 | 20.3% | 0 | No Change |
| SNOW | None | Snowflake Inc. | Information Technology | $13.1M | 0 | 17.1% | 0 | No Change |
| XYZ | None | Block, Inc. | General | $10.3M | 0 | 13.4% | 0 | No Change |
| RDDT | None | Reddit, Inc. | Communication Services | $10.1M | 0 | 13.3% | 0 | No Change |
| SHOP | None | Shopify Inc. | Information Technology | $9.2M | 0 | 12.0% | 0 | No Change |
| NET | None | Cloudflare Inc | Information Technology | $7.9M | 0 | 10.4% | 0 | No Change |
| MNDY | None | Monday.com | Information Technology | $6.6M | 0 | 8.7% | 0 | No Change |
| PCOR | None | Procore | Information Technology | $3.6M | 0 | 4.7% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 6 | $55.8M | 73.3% |
| General | 1 | $10.3M | 13.4% |
| Communication Services | 1 | $10.1M | 13.3% |