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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
+19.55%
1 Year Est. Return
+15.44%
3 Year Est. Return
+37.35%
5 Year Est. Return
+8.8%
10 Year Est. Return
–
AUM
$283M
AUM Growth
+$43.5M
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 Communication Services 52.76%
2 Technology 47.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
1
Roblox
RBLX
$25.7B
$149M 52.76%
1,077,627
– –
DDOG icon
2
Datadog
DDOG
$81.6B
$134M 47.24%
938,437
– –

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Meritech Capital Associates V's Q3 2025 Portfolio in Review

As of Q3 2025, Meritech Capital Associates V held 2 positions worth $283M, up 18% from $239M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: 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 Communication Services at 53% of assets, up from 47% a quarter earlier, followed by Technology.

  • Meritech Capital Associates V's ten largest holdings make up 100% of its $283M portfolio in Q3 2025.
  • Meritech Capital Associates V opened 0 new positions and closed 0 in Q3 2025.
  • Meritech Capital Associates V's portfolio value rose 18% quarter-over-quarter to $283M.

Based on Meritech Capital Associates V's 13F filing for Q3 2025, filed 14 Nov 2025.