SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Washington Harbour Partners LP

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

Reported Value
$54M
Q4 2024
Positions
23
Filings on Record
19
2021–present window
Filed
Feb 14, 2025
original filing

Summary

Washington Harbour Partners LP reported $54M in U.S.-listed holdings across 23 positions for Q4 2024.

Its largest position, RBRK, represents 7.9% of the portfolio.

Compared with Q3 2024, the fund opened 14 new positions and exited 15.

Portfolio Metrics

Turnover
+54.3%
vs prior filed quarter
Top-10 Concentration
+63.2%
share of reported value
Largest Position
+7.9%
Rubrik
New / Exited
14 / 15
positions this quarter

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: 100.0%
  • Common Stock · 100.0% · $54M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RBRKRUBRIK INC.NEW+64.8K64.8K+$4M$4M
DAVEDAVE INCNEW+39.8K39.8K+$3M$3M
CRWDCROWDSTRIKE HLDGS INCNEW+7.8K7.8K+$3M$3M
KTOSKRATOS DEFENSE & SEC SOLUTIONEW+94.7K94.7K+$2M$2M
NOWSERVICENOW INCNEW+1.9K1.9K+$2M$2M
RELYREMITLY GLOBAL INCNEW+89.0K89.0K+$2M$2M
TEAMATLASSIAN CORPORATIONNEW+8.2K8.2K+$2M$2M
KVYOKLAVIYO INCNEW+43.5K43.5K+$2M$2M

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

Holdings — Q4 2024

23 positions
#IssuerClass% PortfolioValueShares
1RBRKRUBRIK INC.history →CL A7.86%$4M64.8K
2TENBTENABLE HLDGS INChistory →COM7.16%$4M98.0K
3GTMZOOMINFO TECHNOLOGIES INChistory →COMMON STOCK6.93%$4M355.2K
4PATHUIPATH INChistory →CL A6.65%$4M282.1K
5DAVEDAVE INChistory →CLASS A COM NEW6.41%$3M39.8K
6FROGJFROG LTDhistory →ORD SHS6.37%$3M116.8K
7AVAVAEROVIRONMENT INChistory →COM6.30%$3M22.0K
8EPAMEPAM SYS INChistory →COM5.64%$3M13.0K
9CRWDCROWDSTRIKE HLDGS INChistory →CL A4.95%$3M7.8K
10CONFLUENT INCCLASS A COM4.90%$3M94.4K
11KTOSKRATOS DEFENSE & SEC SOLUTIOhistory →COM NEW4.63%$2M94.7K
12NOWSERVICENOW INChistory →COM3.74%$2M1.9K
13RELYREMITLY GLOBAL INChistory →COM3.73%$2M89.0K
14TEAMATLASSIAN CORPORATIONhistory →CL A3.70%$2M8.2K
15ESTCELASTIC N Vhistory →ORD SHS3.48%$2M18.9K
16KVYOKLAVIYO INChistory →COM SER A3.33%$2M43.5K
17LDOSLEIDOS HOLDINGS INChistory →COM2.93%$2M10.9K
18CACICACI INTL INChistory →CL A2.79%$2M3.7K
19RBLXROBLOX CORPhistory →CL A2.48%$1M23.1K
20PSNPARSONS CORP DELhistory →COM2.38%$1M13.9K
21BLNDBLEND LABS INChistory →CL A2.09%$1M267.5K
22BAHBOOZ ALLEN HAMILTON HLDG CORCL A0.81%$437,5803.4K
23SEZLSEZZLE INCCOM0.74%$396,4901.6K

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 ↗.