Crossover · Growth · Palo Alto, CA
Meritech Capital Associates V
Q1 2022 · compared with Q4 2021
Filed as Meritech Capital Associates V L.L.C.
Growth-stage software.
- Software
- $385M
- Weight of 13F
- 36.3%
- Names
- 4
- Net bought
- −$357M
Filed 16 May 2022 · SEC filing.
6 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20261 name$92.7MFlat
- Q1 20261 name$80.2MFlat
- Q4 20251 name$92.4M−$36.9M
- Q3 20251 name$134MFlat
- Q2 20251 name$126MFlat
- Q1 20251 name$93.1MFlat
- Q4 20241 name$134MFlat
- Q3 20241 name$108MFlat
- Q2 20241 name$122MFlat
- Q1 20241 name$116M−$19.0M
- Q4 20233 names$133MFlat
- Q3 20233 names$103MFlat
- Q2 20233 names$108M−$47.4M
- Q1 20234 names$134M−$9.9M
- Q4 20224 names$133MFlat
- Q3 20224 names$158M−$57.8M
- Q2 20224 names$230M−$70.5M
- Q1 20224 names$385M−$357M
- Q4 20213 names$993M−$105M
- Q3 20212 names$956M−$270M
- Q2 20212 names$1.0B+$148M
- Q1 20211 name$698MFlat
- Q4 20201 name$825M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- BrazeBRZE4,121,186 shares · 44.4% of their software · price −$147M$171MNew · +$318M
- DatadogDDOG938,437 shares · 36.9% of their software · price −$25.0M$142M−$576M
- OktaOKTA263,295 shares · 10.3% of their software · price −$19.3M$39.7M−$99.0M
- AmplitudeAMPL1,737,503 shares · 8.3% of their software · price −$60.0M$32.0MFlat