MC
Meritech Capital Associates VI L.L.C.
Concentrated strategySector-focusedLong-term holder
Total reported value
$45.3M
Reporting period: 2023-09-30 · Number of holdings: 2
Meritech Capital Associates VI L.L.C. disclosed 2 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $45.3M and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 4
- Sizing Uniformity
- 87.84
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNOW | Snowflake INC | Stock-Tech | 93.00% | — | — | |
| 2 | FROG | JFrog Ltd. | Stock-Tech | 7.00% | — | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2023-09-30 | 2 | $45.3M | 0 | |
| 2023-06-30 | 5 | $84.4M | 0 | |
| 2023-03-31 | 5 | $72.5M | 0 | |
| 2022-12-31 | 6 | $79.7M | 0 | |
| 2022-09-30 | 6 | $97.0M | 0 | |
| 2022-06-30 | 6 | $103.0M | 0 | |
| 2022-03-31 | 6 | $140.6M | 0 | |
| 2021-12-31 | 5 | $220.0M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is Meritech Capital Associates VI L.L.C. and what type of investor is it?
Meritech Capital Associates VI L.L.C. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $45.3M, spread across 2 disclosed positions.
What are Meritech Capital Associates VI L.L.C.'s largest equity positions?
Based on the latest 13F filing, Meritech Capital Associates VI L.L.C.'s top holdings by market value are:
1. Snowflake INC (SNOW) — $42.1M (93.0%)
2. JFrog Ltd. (FROG) — $3.2M (7.0%)
What changes did Meritech Capital Associates VI L.L.C. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Meritech Capital Associates VI L.L.C. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Meritech Capital Associates VI L.L.C. focus on?
Meritech Capital Associates VI L.L.C. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%