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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 $692.48 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 3.37% of the portfolio was purchased this quarter.
  • About 6.41% of the portfolio was sold this quarter.
  • This quarter, Steadview Capital Management LLC has purchased 10 new stocks and bought additional shares in 1 stock.
  • Steadview Capital Management LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Robinhood Markets
$195,466,670
Carvana
$149,453,554
DOORDASH INC
$81,376,649
APPLOVIN CORP
$76,905,574
Shopify
$48,546,086

Largest New Holdings this Quarter

433000106 - Hims & Hers Health
$19,441,500 Holding

Largest Purchases this Quarter

Hims & Hers Health
390,000 shares (about $19.44M)
MakeMyTrip
39,600 shares (about $3.88M)

Largest Sales this Quarter

Carvana
71,720 shares (about $24.17M)
DUOLINGO INC
18,780 shares (about $7.70M)
Datadog
22,130 shares (about $2.97M)
Spotify Technology
3,550 shares (about $2.72M)
APPLOVIN CORP
7,000 shares (about $2.45M)

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
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$195,466,6700.0%2,087,65028.2%Finance
Carvana Co. stock logo
CVNA
Carvana
$149,453,554$24,166,771 -13.9%443,53521.6%Retail/Wholesale
DOORDASH INC
$81,376,6490.0%330,11511.8%CL A
APPLOVIN CORP
$76,905,574$2,450,560 -3.1%219,68011.1%COM CL A
Shopify Inc. stock logo
SHOP
Shopify
$48,546,0860.0%420,8597.0%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$44,927,757$2,724,057 -5.7%58,5506.5%Computer and Technology
DUOLINGO INC
$44,720,881$7,700,176 -14.7%109,0706.5%CL A COM
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$19,466,772$3,881,592 24.9%198,6002.8%Computer and Technology
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$19,441,500$19,441,500 New Holding390,0002.8%Medical
Datadog, Inc. stock logo
DDOG
Datadog
$12,170,298$2,972,723 -19.6%90,6001.8%Computer and Technology
REDDIT INC
$0$4,379,575 -100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
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