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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 $290.80 million in total holdings as of December 31, 2022.
  • Steadview Capital Management LLC owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 25.93% of the portfolio was purchased this quarter.
  • About 36.94% of the portfolio was sold this quarter.
  • This quarter, Steadview Capital Management LLC has purchased 14 new stocks and bought additional shares in 4 stocks.
  • Steadview Capital Management LLC sold shares of 3 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

SPACE EXPLORATION TECHN CORP
$70,570,799
Robinhood Markets
$69,312,938
Carvana
$48,970,759
HUT 8 CORP
$25,825,265
ASML
$22,676,673

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORP
420,125 shares (about $63.38M)
Robinhood Markets
64,620 shares (about $7.27M)
ASML
1,680 shares (about $3.04M)
Carvana
27,415 shares (about $1.71M)

Largest Sales this Quarter

HUT 8 CORP
88,345 shares (about $7.61M)
Yandex
15,605 shares (about $3.68M)
DOORDASH INC
9,020 shares (about $1.66M)

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
SPACE EXPLORATION TECHN CORP
$70,570,799$63,380,057 ▲881.4%467,79024.3%CLASS A COM STK
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$69,312,938$7,269,750 ▲11.7%616,11523.8%Finance
Carvana Co. stock logo
CVNA
Carvana
$48,970,759$1,714,534 ▲3.6%783,03116.8%Consumer Discretionary
HUT 8 CORP
$25,825,265$7,606,505 ▼-22.8%299,9458.9%COM
ASML Holding N.V. stock logo
ASML
ASML
$22,676,673$3,043,606 ▲15.5%12,5177.8%Technology
DOORDASH INC
$21,568,043$1,655,621 ▼-7.1%117,5057.4%CL A
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$15,120,4180.0%33,1455.2%Technology
PALANTIR TECHNOLOGIES INC
$8,476,1710.0%45,3152.9%CL A
Yandex stock logo
YNDX
Yandex
$8,280,567$3,680,907 ▼-30.8%35,1052.8%Technology
APPLOVIN CORP
$0$38,791,667 ▼-100.0%00.0%COM CL A
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$27,985,761 ▼-100.0%00.0%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$0$11,341,893 ▼-100.0%00.0%Communication Services
Bloom Energy Corporation stock logo
BE
Bloom Energy
$0$8,310,629 ▼-100.0%00.0%Industrials
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$0$8,051,432 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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