Institutional Manager · CIK 0001613048
Meritech Capital Associates V L.L.C.
Palo Alto, CA · File #028-20980
Latest AUM
$179.7M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Datadog, Inc | DDOG | -258,843 | -$35.2M | -$6.0M |
| REDUCE | Roblox Corporation | RBLX | 0 | $0 | -$62.0M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $179.7M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $282.9M
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $239.4M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $155.9M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $258.8M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $298.8M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $291.7M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $299.1M
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $314.4M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Datadog, Inc | DDOG | 679,594 | $92.4M | 51.42% |
| 2 | Roblox Corporation | RBLX | 1,077,627 | $87.3M | 48.58% |