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MCAV

Meritech Capital Associates V Portfolio holdings

AUM $141M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
-20.53%
1 Year Est. Return
+15.44%
3 Year Est. Return
+37.35%
5 Year Est. Return
+8.8%
10 Year Est. Return
–
AUM
$141M
AUM Growth
-$38.6M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 56.83%
2 Communication Services 43.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
1
Datadog
DDOG
$83.1B
$80.2M 56.83%
679,594
– –
RBLX icon
2
Roblox
RBLX
$26.1B
$61M 43.17%
1,077,627
– –

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Meritech Capital Associates V's Q1 2026 Portfolio in Review

As of Q1 2026, Meritech Capital Associates V held 2 positions worth $141M, down 21% from $180M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Meritech Capital Associates V opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 57% of assets, up from 51% a quarter earlier, followed by Communication Services.

  • Meritech Capital Associates V's ten largest holdings make up 100% of its $141M portfolio in Q1 2026.
  • Meritech Capital Associates V opened 0 new positions and closed 0 in Q1 2026.
  • Meritech Capital Associates V's portfolio value fell 21% quarter-over-quarter to $141M.

Based on Meritech Capital Associates V's 13F filing for Q1 2026, filed 15 May 2026.