SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Meritech Capital Associates V L.L.C.

CIK 0001613048 · 245 LYTTON AVE, SUITE 125, PALO ALTO, CA, 94301 · 650-475-2200

Reported Value
$1.1B
Q1 2022
Positions
6
Filings on Record
22
2019–present window
Filed
May 16, 2022
original filing

Summary

Meritech Capital Associates V L.L.C. reported $1.1B in U.S.-listed holdings across 6 positions for Q1 2022.

The portfolio is heavily concentrated: RBLX alone accounts for 54.1% of reported value.

Compared with Q4 2021, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+8.2%
vs prior filed quarter
Largest Position
+54.1%
Roblox Corporation

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $1.2BQ4 ’20Q1 ’21: $4.1BQ2 ’21: $4.7BQ3 ’21: $3.3BQ3 ’21Q4 ’21: $3.1BQ1 ’22: $1.1BQ2 ’22: $646MQ2 ’22Q3 ’22: $586MQ4 ’22: $410MQ1 ’23: $476MQ1 ’23Q2 ’23: $418MQ3 ’23: $314MQ4 ’23: $411MQ4 ’23Q1 ’24: $299MQ2 ’24: $292MQ3 ’24: $299MQ3 ’24Q4 ’24: $259MQ1 ’25: $156MQ2 ’25: $239MQ2 ’25Q3 ’25: $283MQ4 ’25: $180MQ1 ’26: $141MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $1.1B

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRZEBraze, Inc.NEW+4.12M4.12M+$171M$171M
DDOGDatadog, IncTRIMMED−3.24M938.4K−$601M$142M
OKTAOkta, Inc.TRIMMED−441.7K263.3K−$118M$40M
RBLXRoblox CorporationTRIMMED−5.93M12.39M−$1.3B$573M
TXG10x Genomics, Inc.TRIMMED−274.6K1.34M−$138M$102M
AMPLAmplitude IncHELD+01.74M−$60M$32M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

6 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1RBLXRoblox Corporationhistory →Class A Common54.09%$573M12.39M
2BRZEBraze, Inc.history →Class A Common16.13%$171M4.12M
3DDOGDatadog, Inchistory →Class A Common13.42%$142M938.4K
4TXG10x Genomics, Inc.history →Class A Common9.59%$102M1.34M
5OKTAOkta, Inc.history →Class A Common3.75%$40M263.3K
6AMPLAmplitude Inchistory →Class A Common3.02%$32M1.74M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$141M2May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$180M2Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$283M2Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$239M2Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$156M2May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$259M2Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$299M2Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$292M3Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$299M3May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$411M6Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$314M6Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$418M6Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$476M7May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$410M7Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$586M7Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$646M7Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.1B6May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.1B5Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.3B5Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.7B4Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.1B3May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B2Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.