Washington Harbour Partners LP

CIK

1825404

Location

Arlington, VA

Portfolio Value

Micro $30,263,907

Diversification

Diversified

Filing Date

Global Rank

#6,979 / 7,998 ▼ 120 · as of Jun 2025

Top Industry

Software - Application 36.8%

3Y Alpha vs SPY

-2.3%

Period ended 1 year ago

Filed Aug 14, 2025 · 11mo

19 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.3%

SPY

+76.5%

Annualised alpha

-1.4%

Max drawdown

−35.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

12.5%

+3.1 pts

Top 5

45.1%

+7.9 pts

Top 10

70.0%

+5.1 pts

HHI

648

Diversified+83

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	73.1%	$22,109,353	18
Industrials	20.1%	$6,075,078	2
Communication Services	6.9%	$2,079,476	2

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
GTM	ZoomInfo Technologies Inc.	−44,487	105,913	$1,071,839
PATH	UiPath, Inc.	−41,707	99,293	$1,270,950
KTOS	Kratos Defense & Security Solutions, Inc.	−28,000	66,663	$3,096,496
RELY	Remitly Global, Inc.	−26,326	62,674	$1,176,390
TENB	Tenable Holdings, Inc.	−24,674	58,741	$1,984,270
FROG	JFrog Ltd	−17,274	41,126	$1,804,608
DV	DoubleVerify Holdings, Inc.	−14,612	34,788	$520,776
KVYO	Klaviyo, Inc.	−12,867	30,633	$1,028,656
ESTC	Elastic N.V.	−7,070	16,830	$1,419,273
DAVE	Dave Inc./DE	−5,916	14,084	$3,780,286
GTLB	Gitlab Inc.	−5,561	13,239	$597,211
AVAV	AeroVironment Inc	−4,391	10,453	$2,978,582
RDDT	Reddit, Inc.	−4,348	10,352	$1,558,700
SNOW	Snowflake Inc.	−3,165	7,535	$1,686,106
MDB	MongoDB, Inc.	−3,135	7,465	$1,567,575
EPAM	EPAM Systems, Inc.	−3,106	7,394	$1,307,407
PLTR	Palantir Technologies Inc.	−2,337	5,563	$758,348
CRWD	CrowdStrike Holdings, Inc.	−2,307	5,493	$699,409
PSN	Parsons Corp	−2,041	4,859	$348,730
LDOS	Leidos Holdings, Inc.	−1,627	3,873	$611,004
DDOG	Datadog, Inc.	−1,124	2,676	$359,467
CACI	Caci International Inc /De/	−562	1,338	$637,824
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $30,263,907 total · as of Jun 30, 2025

All sectors Communication Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DAVE	Dave Inc./DE Technology	Reduced	14,084	-5,916	$3,780,286	+128.7%	12.49%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	66,663	-28,000	$3,096,496	+10.2%	10.23%
AVAV	AeroVironment Inc Industrials	Reduced	10,453	-4,391	$2,978,582	+68.4%	9.84%
TENB	Tenable Holdings, Inc. Technology	Reduced	58,741	-24,674	$1,984,270	−32.0%	6.56%
FROG	JFrog Ltd Technology	Reduced	41,126	-17,274	$1,804,608	−3.4%	5.96%
SNOW	Snowflake Inc. Technology	Reduced	7,535	-3,165	$1,686,106	+7.8%	5.57%
MDB	MongoDB, Inc. Technology	Reduced	7,465	-3,135	$1,567,575	−15.7%	5.18%
RDDT	Reddit, Inc. Communication Services	Reduced	10,352	-4,348	$1,558,700	+1.1%	5.15%
ESTC	Elastic N.V. Technology	Reduced	16,830	-7,070	$1,419,273	−33.4%	4.69%
EPAM	EPAM Systems, Inc. Technology	Reduced	7,394	-3,106	$1,307,407	−26.3%	4.32%
PATH	UiPath, Inc. Technology	Reduced	99,293	-41,707	$1,270,950	−12.5%	4.20%
RELY	Remitly Global, Inc. Technology	Reduced	62,674	-26,326	$1,176,390	−36.5%	3.89%
GTM	ZoomInfo Technologies Inc. Technology	Reduced	105,913	-44,487	$1,071,839	−28.7%	3.54%
KVYO	Klaviyo, Inc. Technology	Reduced	30,633	-12,867	$1,028,656	−21.9%	3.40%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,563	-2,337	$758,348	+13.7%	2.51%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,493	-2,307	$699,409	+1.7%	2.31%
CACI	Caci International Inc /De/ Technology	Reduced	1,338	-562	$637,824	−8.5%	2.11%
LDOS	Leidos Holdings, Inc. Technology	Reduced	3,873	-1,627	$611,004	−17.7%	2.02%
GTLB	Gitlab Inc. Technology	Reduced	13,239	-5,561	$597,211	−32.4%	1.97%
DV	DoubleVerify Holdings, Inc. Communication Services	Reduced	34,788	-14,612	$520,776	−21.2%	1.72%
DDOG	Datadog, Inc. Technology	Reduced	2,676	-1,124	$359,467	−4.7%	1.19%
PSN	Parsons Corp Technology	Reduced	4,859	-2,041	$348,730	−14.6%	1.15%