Steadview Capital Management LLC

CIK: 0001844008SEC EDGAR →

Portfolio Value

$531.1B

Holdings

11

As of

Q4 2025

New Positions

11

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ROBINHOOD MKTS INC

1,138,330$128.7B
24.24%
2

CARVANA CO

286,575$120.9B
22.77%
3

APPLOVIN CORP

146,865$99.0B
18.63%
4

DOORDASH INC

252,355$57.2B
10.76%
5

SHOPIFY INC

252,554$40.7B
7.65%
6

HIMS & HERS HEALTH INC

623,660$20.3B
3.81%
7

HUT 8 CORP

431,655$19.8B
3.73%
8

AFFIRM HLDGS INC

227,705$16.9B
3.19%
9

ROBLOX CORP

159,000$12.9B
2.43%
10

MAKEMYTRIP LIMITED MAURITIUS

123,045$10.1B
1.90%

Quarterly Changes

Top Buys

HOODNEW
$128.7B
CVNANEW
$120.9B
APPNEW
$99.0B
DASHNEW
$57.2B
SHOPNEW
$40.7B

Top Sells

No sells this quarter

New Positions (11)

$128.7B · 1.1M shares
$120.9B · 287K shares
$99.0B · 147K shares
$57.2B · 252K shares
$40.7B · 253K shares
$20.3B · 624K shares
$19.8B · 432K shares
$16.9B · 228K shares
$12.9B · 159K shares
$10.1B · 123K shares
$4.6B · 400K shares

Sector Breakdown

Sector# HoldingsValue%
Technology5$174.1B32.8%
Financial Services2$148.6B28.0%
Consumer Cyclical2$131.0B24.7%
Communication Services1$57.2B10.8%
Healthcare1$20.3B3.8%