Meritech Capital Associates V L.L.C.
•CIK: 1613048•Filing: Q4 2025
**Meritech Capital Associates V L.L.C.** manages $180M across a concentrated portfolio of two key positions. The fund exhibits significant conviction in high-growth technology names, notably holding DDOG at $92.4M and RBLX at $87.3M. This allocation suggests a focused, high-beta strategy targeting market leaders in software and digital asset ecosystems. The current structure indicates substantial exposure to secular growth narratives within the technology sector.
Total AUM
$179.7M
QoQ Performance
-36.5%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DDOG
RBLX
DDOG51.4%
RBLX48.6%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
DDOG
Datadog, Inc
-27.6%
51.4% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023