Meritech Capital Associates V L.L.C.
PALO ALTO, CA
$151m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.4% of the portfolio this quarter.
Value
$151m
Stocks
2
Top 10 share
100.0%
Turnover
4.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- DatadogDDOG61.3% of the fund-48%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| DatadogDDOG | 61.3% | $93m | 356,040 | -48% |
| RobloxRBLX | 38.7% | $59m | 1,077,627 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 36.8% since 30 June 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.