Steadview Capital Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
Steadview Capital Management LLC
Institutional Filer 57.33%$226.6M12

Current Portfolio Holdings

Showing all 12 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CVNACarvana Co.Consumer Cyclical147K$46.1M20.35%
2HOODRobinhood Markets, Inc.Financial Services649K$45.0M19.85%
3APPAppLovin CorporationTechnology89K$35.6M15.71%
4DASHDoorDash, Inc.Communication Services153K$22.9M10.13%
5HUTHut 8 Corp.Financial Services432K$20.3M8.95%
6SHOPShopify Inc.Technology129K$15.2M6.73%
7TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology28K$9.5M4.17%
8GOOGAlphabet Inc.Technology32K$9.2M4.06%
9PLTRPalantir Technologies Inc.Technology57K$8.3M3.67%
10AFRMAffirm Holdings, Inc.Technology145K$6.6M2.93%
11RBLXRoblox CorporationTechnology85K$4.8M2.11%
12MMYTMakeMyTrip LimitedConsumer Cyclical81K$3.0M1.34%
Showing 1 to 12 of 12 holdings