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Steadview Capital Management LLC Top Holdings and 13F Report (2023)

About Steadview Capital Management LLC

Investment Activity

  • Steadview Capital Management LLC has $338.42 million in total holdings as of December 31, 2022.
  • Steadview Capital Management LLC owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 9.51% of the portfolio was purchased this quarter.
  • About 6.85% of the portfolio was sold this quarter.
  • This quarter, Steadview Capital Management LLC has purchased 7 new stocks and bought additional shares in 1 stock.
  • Steadview Capital Management LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

DOORDASH INC
$90,115,705
Carvana
$77,088,719
Shopify
$41,355,712
Freshworks
$38,871,193
Datadog
$37,774,632

Largest New Holdings this Quarter

APPLOVIN CORP
$20,939,050 Holding

Largest Purchases this Quarter

APPLOVIN CORP
302,500 shares (about $20.94M)
DOORDASH INC
81,600 shares (about $11.24M)

Largest Sales this Quarter

Freshworks
920,000 shares (about $16.75M)
Block
44,200 shares (about $3.74M)
Braze
60,500 shares (about $2.68M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSteadview Capital Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
DOORDASH INC
$90,115,705$11,237,952 14.2%654,34026.6%CL A
Carvana Co. stock logo
CVNA
Carvana
$77,088,7190.0%876,90522.8%Retail/Wholesale
Shopify Inc. stock logo
SHOP
Shopify
$41,355,7120.0%535,90412.2%Computer and Technology
Freshworks Inc. stock logo
FRSH
Freshworks
$38,871,193$16,753,200 -30.1%2,134,60711.5%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$37,774,6320.0%305,62011.2%Computer and Technology
Block, Inc. stock logo
SQ
Block
$25,714,519$3,738,436 -12.7%304,0267.6%Business Services
APPLOVIN CORP
$20,939,050$20,939,050 New Holding302,5006.2%COM CL A
Braze, Inc. stock logo
BRZE
Braze
$6,557,463$2,680,150 -29.0%148,0241.9%Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: