Steadview Capital Management LLC Top Holdings and 13F Report (2023) About Steadview Capital Management LLCInvestment ActivitySteadview Capital Management LLC has $332.52 million in total holdings as of December 31, 2022.Steadview Capital Management LLC owns shares of 14 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 36.86% of the portfolio was purchased this quarter.About 16.61% of the portfolio was sold this quarter.This quarter, Steadview Capital Management LLC has purchased 12 new stocks and bought additional shares in 2 stocks.Steadview Capital Management LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Robinhood Markets $55,303,919Carvana $49,734,645HUT 8 CORP $44,826,139APPLOVIN CORP $38,791,667Micron Technology $27,985,761 Largest New Holdings this Quarter 595112103 - Micron Technology $27,985,761 HoldingN07059210 - ASML $21,559,561 HoldingN97284108 - Yandex $14,004,581 Holding093712107 - Bloom Energy $8,310,629 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $8,144,042 Holding Largest Purchases this Quarter Carvana 608,956 shares (about $40.08M)Micron Technology 24,245 shares (about $27.99M)ASML 10,837 shares (about $21.56M)Yandex 50,710 shares (about $14.00M)Bloom Energy 27,455 shares (about $8.31M) Largest Sales this Quarter Robinhood Markets 97,600 shares (about $9.79M)APPLOVIN CORP 14,160 shares (about $7.30M)HUT 8 CORP 44,190 shares (about $5.10M)DOORDASH INC 26,315 shares (about $4.86M)Affirm 46,085 shares (about $3.76M) 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 PortfolioSectorHOODRobinhood Markets$55,303,919$9,787,328 â–¼-15.0%551,49516.6%FinanceCVNACarvana$49,734,645$40,081,484 â–²415.2%755,61615.0%Consumer DiscretionaryHUT 8 CORP$44,826,139$5,101,515 â–¼-10.2%388,29013.5%COMAPPLOVIN CORP$38,791,667$7,295,657 â–¼-15.8%75,29011.7%COM CL AMUMicron Technology$27,985,761$27,985,761 â–²New Holding24,2458.4%TechnologyDOORDASH INC$23,347,658$4,855,907 â–¼-17.2%126,5257.0%CL AASMLASML$21,559,561$21,559,561 â–²New Holding10,8376.5%TechnologyTSMTaiwan Semiconductor Manufacturing$15,829,058$2,464,261 â–²18.4%33,1454.8%TechnologyYNDXYandex$14,004,581$14,004,581 â–²New Holding50,7104.2%TechnologyGOOGAlphabet$11,341,8930.0%32,1003.4%Communication ServicesBEBloom Energy$8,310,629$8,310,629 â–²New Holding27,4552.5%IndustrialsSPACE EXPLORATION TECHN CORP$8,144,042$8,144,042 â–²New Holding47,6652.4%CLASS A COM STKAFRMAffirm$8,051,432$3,758,232 â–¼-31.8%98,7302.4%FinancePALANTIR TECHNOLOGIES INC$5,286,901$1,351,622 â–¼-20.4%45,3151.6%CL ASHOPIFY INC$0$15,249,669 â–¼-100.0%00.0%CL A SUB VTG SHSRBLXRoblox$0$4,791,198 â–¼-100.0%00.0%Communication ServicesMMYTMakeMyTrip$0$3,027,389 â–¼-100.0%00.0%Consumer DiscretionaryShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
