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
-14.87%
1 Year Est. Return
-43.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
-$23.5M
Cap. Flow
-$32M
Cap. Flow %
-15.53%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$32M

Sector Composition

Rank Sector Weight
1 Technology 97.37%
2 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
1
Freshworks
FRSH
$3.28B
$193M 93.59%
11,704,553
-1,912,153
-14% -$32M
S icon
2
SentinelOne
S
$7.08B
$7.79M 3.78%
428,522
– –
ZCAR
3
DELISTED
Zoomcar
ZCAR
$5.43M 2.63%
542
– –

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 Q1 2025 Portfolio in Review

As of Q1 2025, Peak XV Partners Operations held 3 positions worth $206M, down 10% from $230M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Peak XV Partners Operations withdrew a net $32M in Q1 2025, reducing 1 holding. Its largest reduction was Freshworks, cutting an estimated $32M.

By sector, the portfolio is most concentrated in Technology at 97% of assets, down from 100% a quarter earlier, followed by Industrials.

  • Peak XV Partners Operations's biggest Q1 2025 reduction was Freshworks, cutting an estimated $32M.
  • Peak XV Partners Operations's ten largest holdings make up 100% of its $206M portfolio in Q1 2025.
  • Peak XV Partners Operations opened 0 new positions and closed 0 in Q1 2025.
  • Peak XV Partners Operations's portfolio value fell 10% quarter-over-quarter to $206M.

Based on Peak XV Partners Operations's 13F filing for Q1 2025, filed 14 May 2025.