We are live on ! Find out more
PXPO

Peak XV Partners Operations Portfolio holdings

AUM $110M
1-Year Est. Return 43.09%
This Fund
S&P 500
This Quarter Est. Return
+18%
1 Year Est. Return
-43.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$348M
AUM Growth
–
Cap. Flow
+$290M
Cap. Flow %
83.28%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$290M
2
ZCARW
Zoomcar Holdings, Inc. Warrants
ZCARW
+$49.7K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 98.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.28B
$344M 98.85%
+14,630,692
New +$290M
ZCARW
2
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
$4M 1.15%
+1,083,409
New +$49.7K

Similar funds

OWA
OakTrust Wealth Advisors Wilton, Connecticut $110M AUM
MCM
Masterton Capital Management New York $110M AUM 3.55% 1-Year Est. Return
NA
NWM Advisors San Luis Obispo, California $110M AUM
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
BCM
Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return

Peak XV Partners Operations's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Peak XV Partners Operations, which disclosed 2 positions worth $348M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Freshworks: 14,630,692 shares worth $344M.

By sector, the portfolio is most concentrated in Technology at 99% of assets.

  • Peak XV Partners Operations's largest Q4 2023 buy was Freshworks: 14,630,692 shares worth $344M.
  • Peak XV Partners Operations's ten largest holdings make up 100% of its $348M portfolio in Q4 2023.
  • Peak XV Partners Operations disclosed 2 positions in Q4 2023, its first 13F filing on record.

Based on Peak XV Partners Operations's 13F filing for Q4 2023, filed 14 Feb 2024.