Steadview Capital Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Steadview Capital Management LLC reported 8 stock positions worth $338.4 million. Its top holding was DoorDash Class A (DASH) at 26.6% of the portfolio, followed by Carvana (CVNA, 22.8%) and Shopify Class A (SHOP, 12.2%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 3. The biggest buy was DoorDash Class A (DASH, shares +14%) and the biggest sale Freshworks Class A (FRSH, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $338.4M (Q1 2024)
- SEC Filing
- 0000945621-24-000427 ↗ filed May 14, 2024
Holdings Value
Holdings 8 stocks · $338.4M
| DASH DoorDash Inc. Class A | 26.63% | 654,340 | $90.1M | Add +14.3% |
| CVNA Carvana Co. | 22.78% | 876,905 | $77.1M | No change |
| SHOP Shopify Inc. Class A | 12.22% | 535,904 | $41.4M | No change |
| FRSH Freshworks Inc. Class A | 11.49% | 2,134,607 | $38.9M | Reduce -30.1% |
| DDOG Datadog Inc. Class A | 11.16% | 305,620 | $37.8M | No change |
| XYZ Block Inc. | 7.60% | 304,026 | $25.7M | Reduce -12.7% |
| APP AppLovin Corp. Class A | 6.19% | 302,500 | $20.9M | New |
| BRZE Braze Inc. Class A | 1.94% | 148,024 | $6.6M | Reduce -29.0% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $332.5M | HOOD, CVNA, HUT, APP, MU |
| Q1 2026 | 12 | $226.6M | CVNA, HOOD, APP, DASH, HUT |
| Q4 2025 | 11 | $531.1M | HOOD, CVNA, APP, DASH, SHOP |
| Q3 2025 | 12 | $697.7M | HOOD, APP, CVNA, DASH, SHOP |
| Q2 2025 | 10 | $692.5M | HOOD, CVNA, DASH, APP, SHOP |
| Q1 2025 | 10 | $460.2M | CVNA, HOOD, DASH, APP, SHOP |
| Q4 2024 | 9 | $483.4M | CVNA, APP, DASH, HOOD, SHOP |
| Q3 2024 | 6 | $324.6M | CVNA, DASH, APP, SHOP, DDOG |
| Q2 2024 | 7 | $298.0M | CVNA, DASH, DDOG, SHOP, APP |
| Q1 2024 | 8 | $338.4M | DASH, CVNA, SHOP, FRSH, DDOG |