Meritech Capital Associates III L.L.C.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (26 quarters reported)

$692M —

Q2 13 Q4 14 Q2 16 Q4 17 Q2 19 Q3 19

$422M in Q2 2013 → — now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2019. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
C Cloudera, Inc.	NaN%	Unchanged	0	—

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2019 · filed November 14, 2019

No position changes this quarter.

quarter ended June 30, 2019 · filed August 14, 2019

No position changes this quarter.

quarter ended March 31, 2019 · filed May 15, 2019

No position changes this quarter.

quarter ended December 31, 2018 · filed February 14, 2019

Company	Action	Shares changed	Value of change	% of portfolio
T Telaria, Inc.	Exited	−2,332,018	−$8.84M	—
C Cloudera, Inc.	Trimmed	−2,094,474	—	—

quarter ended September 30, 2018 · filed November 14, 2018

Company	Action	Shares changed	Value of change	% of portfolio
C Cloudera, Inc.	Trimmed	−1,476,837	−$26.1M	80.7%
Glaukos Corporation	Exited	−516,835	−$21M	—
T Telaria, Inc.	Trimmed	−399,459	−$1.51M	19.3%

quarter ended June 30, 2018 · filed August 14, 2018

Company	Action	Shares changed	Value of change	% of portfolio
Glaukos Corporation	Trimmed	−305,472	−$12.4M	26.0%
T Telaria, Inc.	Trimmed	−371,652	−$1.5M	13.7%

quarter ended March 31, 2018 · filed May 15, 2018

Company	Action	Shares changed	Value of change	% of portfolio
C Cloudera, Inc.	Trimmed	−501,684	−$10.8M	67.6%

quarter ended December 31, 2017 · filed February 14, 2018

Company	Action	Shares changed	Value of change	% of portfolio
Glaukos Corporation	Trimmed	−407,290	−$10.4M	20.9%
C Cloudera, Inc.	Trimmed	−288,316	−$4.76M	66.7%

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