Peak XV Partners Operations LLC
โขCIK: 1886840โขFiling: Q4 2025
SEQUOIA CAPITAL INDIA OPERATIONS II, LLC manages $168M, maintaining a highly concentrated portfolio structure. The fund's current holdings are dominated by a single position in FRSH, representing approximately 99.8% of its total assets. This extreme concentration suggests a high conviction, single-stock thesis on the underlying company. Investors should note the near-total allocation to FRSH within the current mandate.
Total AUM
$167.6M
QoQ Performance
+4.1%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FRSH
FRSH100.0%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
FRSH
Freshworks, Inc.
-24.5%
100.0% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
โ1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023