13F HOLDINGS REPORT
SQN Investors LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003469
Total Value
$136.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 43,566 | $11.9M | 8.75% |
| 2 | INFORMATICA INC | 45674M101 | 353,305 | $10.9M | 8.02% |
| 3 | GODADDY INC | GDDY | 75,241 | $10.5M | 7.72% |
| 4 | NUTANIX INC | NTNX | 182,283 | $10.4M | 7.62% |
| 5 | MONGODB INC | MDB | 40,847 | $10.2M | 7.50% |
| 6 | WIX COM LTD | WIX | 59,943 | $9.5M | 7.01% |
| 7 | OKTA INC | OKTA | 97,876 | $9.2M | 6.73% |
| 8 | WORKDAY INC | WDAY | 33,294 | $7.4M | 5.47% |
| 9 | KLAVIYO INC | KVYO | 282,482 | $7.0M | 5.17% |
| 10 | BILL HOLDINGS INC | BILL | 119,791 | $6.3M | 4.63% |
| 11 | GITLAB INC | GTLB | 119,295 | $5.9M | 4.36% |
| 12 | HUBSPOT INC | HUBS | 9,358 | $5.5M | 4.06% |
| 13 | INTAPP INC | INTA | 145,194 | $5.3M | 3.91% |
| 14 | VARONIS SYS INC | VRNS | 105,700 | $5.1M | 3.73% |
| 15 | FIVE9 INC | FIVN | 113,533 | $5.0M | 3.68% |
| 16 | DOCEBO INC | DCBO | 114,647 | $4.4M | 3.25% |
| 17 | BLACKLINE INC | BL | 75,535 | $3.7M | 2.69% |
| 18 | DIGITALOCEAN HLDGS INC | DOCN | 100,000 | $3.5M | 2.55% |
| 19 | ZSCALER INC | ZS | 16,600 | $3.2M | 2.34% |
| 20 | GOODRX HLDGS INC | GDRX | 140,500 | $1.1M | 0.81% |