Steadview Capital Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 10Value: $460.2MLatest: 2025Q1

Steadview Capital Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "APP",
  "MMYT",
  "DUOL",
  "DASH",
  "SHOP",
  "RDDT",
  "SPOT",
  "CVNA",
  "DDOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 10
Total Value: 460202974
Accession Number: 0000945621-25-000399
Form Type: 13F-HR
CIK: steadview-capital-management
Manager Name: Steadview-Capital-Management

Data Enrichment

100% identified

10 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $460.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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CARVANA CO.

CVNA|146869102

Shares:515.3K

Value:$107.7M

% of Portfolio:23.4% ($107.7M/$460.2M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:2.1M

Value:$86.9M

% of Portfolio:18.9% ($86.9M/$460.2M)

DoorDash, Inc.

DASH|25809K105

Shares:330.1K

Value:$60.3M

% of Portfolio:13.1% ($60.3M/$460.2M)

AppLovin Corp

APP|03831W108

Shares:226.7K

Value:$60.1M

% of Portfolio:13.1% ($60.1M/$460.2M)

SHOPIFY INC.

SHOP|82509L107

Shares:420.9K

Value:$40.2M

% of Portfolio:8.7% ($40.2M/$460.2M)

Duolingo, Inc.

DUOL|26603R106

Shares:127.8K

Value:$39.7M

% of Portfolio:8.6% ($39.7M/$460.2M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:62.1K

Value:$34.2M

% of Portfolio:7.4% ($34.2M/$460.2M)

MakeMyTrip Ltd

MMYT|V5633W109

Shares:159.0K

Value:$15.6M

% of Portfolio:3.4% ($15.6M/$460.2M)

Datadog, Inc.

DDOG|23804L103

Shares:112.7K

Value:$11.2M

% of Portfolio:2.4% ($11.2M/$460.2M)

Reddit, Inc.

RDDT|75734B100

Shares:41.8K

Value:$4.4M

% of Portfolio:1.0% ($4.4M/$460.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARVANA CO.(CVNAcusip146869102)	515.3K	QoQ -15.86% (-97.2K) YoY -41.24% (-361.6K)	All Managers (Combined)	$107.7M	23.4% ($107.7M/$460.2M)	QoQ -13.49% (-$16.8M) YoY +39.74% (-$30.6M)
Robinhood Markets, Inc.(HOODcusip770700102)	2.1M	QoQ +41.52% (+612.5K) YoY NEW(+2.1M)	All Managers (Combined)	$86.9M	18.9% ($86.9M/$460.2M)	QoQ +58.08% (+$31.9M) YoY NEW(+$86.9M)
DoorDash, Inc.(DASHcusip25809K105)	330.1K	QoQ -29.91% (-140.9K) YoY -49.54% (-324.2K)	All Managers (Combined)	$60.3M	13.1% ($60.3M/$460.2M)	QoQ -23.64% (-$18.7M) YoY -33.04% (-$29.8M)
AppLovin Corp(APPcusip03831W108)	226.7K	QoQ -20.05% (-56.9K) YoY -25.06% (-75.8K)	All Managers (Combined)	$60.1M	13.1% ($60.1M/$460.2M)	QoQ -34.58% (-$31.8M) YoY +186.84% (-$39.1M)
SHOPIFY INC.(SHOPcusip82509L107)	420.9K	QoQ -6.85% (-31.0K) YoY -21.46% (-115.0K)	All Managers (Combined)	$40.2M	8.7% ($40.2M/$460.2M)	QoQ -16.36% (-$7.9M) YoY -2.83% (-$1.2M)
Duolingo, Inc.(DUOLcusip26603R106)	127.8K	QoQ +68.22% (+51.9K) YoY NEW(+127.8K)	All Managers (Combined)	$39.7M	8.6% ($39.7M/$460.2M)	QoQ +61.12% (+$15.1M) YoY NEW(+$39.7M)
Spotify Technology S.A.(SPOTcusipL8681T102)	62.1K	QoQ +32.55% (+15.3K) YoY NEW(+62.1K)	All Managers (Combined)	$34.2M	7.4% ($34.2M/$460.2M)	QoQ +62.96% (+$13.2M) YoY NEW(+$34.2M)
MakeMyTrip Ltd(MMYTcusipV5633W109)	159.0K	QoQ +205.76% (+107.0K) YoY NEW(+159.0K)	All Managers (Combined)	$15.6M	3.4% ($15.6M/$460.2M)	QoQ +166.85% (+$9.7M) YoY NEW(+$15.6M)
Datadog, Inc.(DDOGcusip23804L103)	112.7K	QoQ -52.01% (-122.2K) YoY -63.11% (-192.9K)	All Managers (Combined)	$11.2M	2.4% ($11.2M/$460.2M)	QoQ -66.68% (-$22.4M) YoY -70.39% (-$26.6M)
Reddit, Inc.(RDDTcusip75734B100)	41.8K	QoQ NEW(+41.8K) YoY NEW(+41.8K)	All Managers (Combined)	$4.4M	1.0% ($4.4M/$460.2M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)