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MCAV

Meritech Capital Associates V Portfolio holdings

AUM $151M
1-Year Est. Return 26.94%
This Fund
S&P 500
This Quarter Est. Return
+72.37%
1 Year Est. Return
+26.94%
3 Year Est. Return
+132.85%
5 Year Est. Return
+41.25%
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$10.1M
Cap. Flow
-$60.1M
Cap. Flow %
-39.75%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$60.1M

Sector Composition

Rank Sector Weight
1 Technology 61.27%
2 Communication Services 38.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
1
Datadog
DDOG
$82.6B
$92.7M 61.27%
356,040
-323,554
-48% -$60.1M
RBLX icon
2
Roblox
RBLX
$34.2B
$58.6M 38.73%
1,077,627
– –

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Meritech Capital Associates V's Q2 2026 Portfolio in Review

As of Q2 2026, Meritech Capital Associates V held 2 positions worth $151M, up 7.2% from $141M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Meritech Capital Associates V withdrew a net $60.1M in Q2 2026, reducing 1 holding. Its largest reduction was Datadog, cutting an estimated $60.1M.

By sector, the portfolio is most concentrated in Technology at 61% of assets, up from 57% a quarter earlier, followed by Communication Services.

  • Meritech Capital Associates V's biggest Q2 2026 reduction was Datadog, cutting an estimated $60.1M.
  • Meritech Capital Associates V's ten largest holdings make up 100% of its $151M portfolio in Q2 2026.
  • Meritech Capital Associates V opened 0 new positions and closed 0 in Q2 2026.
  • Meritech Capital Associates V's portfolio value rose 7.2% quarter-over-quarter to $151M.

Based on Meritech Capital Associates V's 13F filing for Q2 2026, filed 14 Aug 2026.