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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 $460.20 million in total holdings as of December 31, 2022.
  • Steadview Capital Management LLC owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 14.09% of the portfolio was purchased this quarter.
  • About 16.56% of the portfolio was sold this quarter.
  • This quarter, Steadview Capital Management LLC has purchased 9 new stocks and bought additional shares in 4 stocks.
  • Steadview Capital Management LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Carvana
$107,729,515
Robinhood Markets
$86,887,993
DOORDASH INC
$60,335,119
APPLOVIN CORP
$60,063,400
Shopify
$40,183,617

Largest New Holdings this Quarter

75734B100 - REDDIT INC
$4,379,575 Holding

Largest Purchases this Quarter

Robinhood Markets
612,550 shares (about $25.49M)
DUOLINGO INC
51,850 shares (about $16.10M)
MakeMyTrip
107,000 shares (about $10.48M)
Spotify Technology
15,250 shares (about $8.39M)
REDDIT INC
41,750 shares (about $4.38M)

Largest Sales this Quarter

DOORDASH INC
140,925 shares (about $25.76M)
Carvana
97,150 shares (about $20.31M)
APPLOVIN CORP
56,870 shares (about $15.07M)
Datadog
122,190 shares (about $12.12M)
Shopify
30,995 shares (about $2.96M)

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
Carvana Co. stock logo
CVNA
Carvana
$107,729,515$20,312,122 -15.9%515,25523.4%Retail/Wholesale
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$86,887,993$25,494,331 41.5%2,087,65018.9%Finance
DOORDASH INC
$60,335,119$25,756,862 -29.9%330,11513.1%CL A
APPLOVIN CORP
$60,063,400$15,068,844 -20.1%226,68013.1%COM CL A
Shopify Inc. stock logo
SHOP
Shopify
$40,183,617$2,959,403 -6.9%420,8598.7%Computer and Technology
DUOLINGO INC
$39,702,539$16,101,499 68.2%127,8508.6%CL A COM
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$34,156,863$8,387,958 32.6%62,1007.4%Business Services
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$15,580,410$10,484,930 205.8%159,0003.4%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$11,183,943$12,122,470 -52.0%112,7302.4%Computer and Technology
REDDIT INC
$4,379,575$4,379,575 New Holding41,7501.0%CL A

Showing largest 100 holdings. View all holdings.
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