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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
-22.48%
1 Year Est. Return
+15.44%
3 Year Est. Return
+37.35%
5 Year Est. Return
+8.8%
10 Year Est. Return
–
AUM
$180M
AUM Growth
-$103M
Cap. Flow
-$40.9M
Cap. Flow %
-22.76%
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
+$40.9M

Sector Composition

Rank Sector Weight
1 Technology 51.42%
2 Communication Services 48.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
1
Datadog
DDOG
$94B
$92.4M 51.42%
679,594
-258,843
-28% -$40.9M
RBLX icon
2
Roblox
RBLX
$35.9B
$87.3M 48.58%
1,077,627
– –

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Meritech Capital Associates V's Q4 2025 Portfolio in Review

As of Q4 2025, Meritech Capital Associates V held 2 positions worth $180M, down 36% from $283M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Meritech Capital Associates V withdrew a net $40.9M in Q4 2025, reducing 1 holding. Its largest reduction was Datadog, cutting an estimated $40.9M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 47% a quarter earlier, followed by Communication Services.

  • Meritech Capital Associates V's biggest Q4 2025 reduction was Datadog, cutting an estimated $40.9M.
  • Meritech Capital Associates V's ten largest holdings make up 100% of its $180M portfolio in Q4 2025.
  • Meritech Capital Associates V opened 0 new positions and closed 0 in Q4 2025.
  • Meritech Capital Associates V's portfolio value fell 36% quarter-over-quarter to $180M.

Based on Meritech Capital Associates V's 13F filing for Q4 2025, filed 17 Feb 2026.