SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Washington Harbour Partners LP

CIK 0001825404 · 1201 WILSON BLVD., 22ND FLOOR, ARLINGTON, VA, 22209 · 202-891-6202

Reported Value
$43M
Q3 2023
Positions
24
Filings on Record
19
2021–present window
Filed
Nov 14, 2023
original filing

Summary

Washington Harbour Partners LP reported $43M in U.S.-listed holdings across 24 positions for Q3 2023.

Its largest position, TENB, represents 10.3% of the portfolio.

Compared with Q2 2023, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+5.0%
vs prior filed quarter
Top-10 Concentration
+67.0%
share of reported value
Largest Position
+10.3%
Tenable

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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: $544MQ4 ’20Q1 ’21: $597MQ2 ’21: $635MQ3 ’21: $845MQ3 ’21Q4 ’21: $404MQ1 ’22: $274MQ2 ’22: $148MQ2 ’22Q3 ’22: $102MQ4 ’22: $59MQ1 ’23: $52MQ1 ’23Q2 ’23: $50MQ3 ’23: $43MQ4 ’23: $52MQ4 ’23Q1 ’24: $62MQ2 ’24: $57MQ3 ’24: $56MQ3 ’24Q4 ’24: $54MQ1 ’25: $35MQ2 ’25: $34MQ2 ’25filingsflow.com

Portfolio Composition

By security type
Common Stock: 92.5%Other: 4.4%ADR: 3.1%
  • Common Stock · 92.5% · $40M
  • Other · 4.4% · $2M
  • ADR · 3.1% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPLUNK INCSOLD OUT28.1K0$3M$0
OSPNONESPAN INCTRIMMED148.5K192.2K$3M$2M
RPDRAPID7 INCTRIMMED15.4K77.7K$658,462$4M
ESTCELASTIC N VHELD+048.3K+$826,879$4M
ZUORA INCHELD+0233.4K$637,300$2M
ALTERYX INCHELD+048.9K$377,258$2M
OKTAOKTA INCHELD+028.2K+$343,082$2M
NTNXNUTANIX INCHELD+048.7K+$332,635$2M

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

Holdings — Q3 2023

24 positions
#IssuerClass% PortfolioValueShares
1TENBTENABLE HLDGS INChistory →COM10.31%$4M99.0K
2ESTCELASTIC N Vhistory →ORD SHS9.12%$4M48.3K
3RPDRAPID7 INChistory →COM8.27%$4M77.7K
4FROGJFROG LTDhistory →ORD SHS7.71%$3M130.9K
5SSENTINELONE INChistory →CL A7.32%$3M186.7K
6OKTAOKTA INChistory →CL A5.35%$2M28.2K
7SMARTSHEET INCCOM CL A5.27%$2M56.0K
8OSPNONESPAN INChistory →COM4.80%$2M192.2K
9ZUORA INCCOM CL A4.47%$2M233.4K
10CYBERARK SOFTWARE LTDSHS4.40%$2M11.6K
11ALTERYX INCCOM CL A4.29%$2M48.9K
12NTNXNUTANIX INChistory →CL A3.95%$2M48.7K
13NCNONCINO INChistory →COM3.52%$2M47.6K
14NICENICE LTDhistory →SPONSORED ADR3.06%$1M7.7K
15TOSTTOAST INChistory →CL A2.75%$1M63.2K
16CXMSPRINKLR INChistory →CL A2.56%$1M79.7K
17VEEVVEEVA SYS INChistory →CL A COM2.25%$966,3884.8K
18CMRCBIGCOMMERCE HLDGS INChistory →COM SER 12.16%$930,74194.3K
19FIVNFIVE9 INChistory →COM2.06%$886,11813.8K
20EVERBRIDGE INCCOM1.66%$715,37731.9K
21DOMODOMO INChistory →COM CL B1.55%$666,09967.9K
22BASECOUCHBASE INChistory →COM1.20%$514,80030.0K
23GTMZOOMINFO TECHNOLOGIES INChistory →COMMON STOCK1.04%$449,36027.4K
24BLBLACKLINE INCCOM0.93%$399,4397.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$34M24Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$35M24May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$54M23Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$56M24Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$57M21Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$62M24May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$52M23Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$43M24Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$50M25Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$52M18May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$59M22Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$102M20Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$148M21Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$274M21May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$404M24Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$845M30Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$635M25Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$597M35May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$544M40Feb 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 ↗.