Steadview Capital Management LLC Top Holdings and 13F Report (2023) About Steadview Capital Management LLCInvestment ActivitySteadview Capital Management LLC has $226.62 million in total holdings as of December 31, 2022.Steadview Capital Management LLC owns shares of 12 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 11.93% of the portfolio was purchased this quarter.About 72.73% of the portfolio was sold this quarter.This quarter, Steadview Capital Management LLC has purchased 11 new stocks and bought additional shares in 1 stock.Steadview Capital Management LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Carvana $46,106,971Robinhood Markets $44,982,284APPLOVIN CORP $35,601,100DOORDASH INC $22,948,926HUT 8 CORP $20,287,637 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $9,457,531 Holding02079K107 - Alphabet $9,208,206 Holding69608A108 - PALANTIR TECHNOLOGIES INC $8,323,332 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 27,985 shares (about $9.46M)Alphabet 32,100 shares (about $9.21M)PALANTIR TECHNOLOGIES INC 56,900 shares (about $8.32M)HUT 8 CORP 825 shares (about $38.70K) Largest Sales this Quarter Carvana 139,915 shares (about $43.99M)Robinhood Markets 489,235 shares (about $33.90M)APPLOVIN CORP 57,415 shares (about $22.85M)DOORDASH INC 99,515 shares (about $14.94M)SHOPIFY INC 123,995 shares (about $14.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteadview Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$46,106,971$43,986,478 â–¼-48.8%146,66020.3%Retail/WholesaleHOODRobinhood Markets$44,982,284$33,903,986 â–¼-43.0%649,09519.8%FinanceAPPLOVIN CORP$35,601,100$22,851,170 â–¼-39.1%89,45015.7%COM CL ADOORDASH INC$22,948,926$14,942,177 â–¼-39.4%152,84010.1%CL AHUT 8 CORP$20,287,637$38,701 â–²0.2%432,4809.0%COMSHOPIFY INC$15,249,669$14,708,287 â–¼-49.1%128,5596.7%CL A SUB VTG SHSTSMTaiwan Semiconductor Manufacturing$9,457,531$9,457,531 â–²New Holding27,9854.2%Computer and TechnologyGOOGAlphabet$9,208,206$9,208,206 â–²New Holding32,1004.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$8,323,332$8,323,332 â–²New Holding56,9003.7%CL AAFRMAffirm$6,635,423$3,798,020 â–¼-36.4%144,8152.9%Computer and TechnologyRBLXRoblox$4,791,198$4,201,843 â–¼-46.7%84,7102.1%Consumer DiscretionaryMMYTMakeMyTrip$3,027,389$1,560,960 â–¼-34.0%81,1851.3%Computer and TechnologyHIMSHims & Hers Health$0$20,250,240 â–¼-100.0%00.0%MedicalPATTERN GROUP INC$0$4,616,000 â–¼-100.0%00.0%COM SER AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
