Steadview Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Steadview Capital Management LLC reported 7 stock positions worth $298.0 million. Its top holding was Carvana (CVNA) at 36.1% of the portfolio, followed by DoorDash Class A (DASH, 22.7%) and Datadog Class A (DDOG, 12.7%). Compared with Q1 2024, it sold out of 1, added to 1 and reduced 6. The biggest buy was AppLovin Class A (APP, shares +8%) and the biggest sale an exit from Freshworks Class A (FRSH).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $298.0M (Q2 2024)
- SEC Filing
- 0000945621-24-000661 ↗ filed Aug 13, 2024
Holdings Value
Holdings 7 stocks · $298.0M
| CVNA Carvana Co. | 36.07% | 834,905 | $107.5M | Reduce -4.8% |
| DASH DoorDash Inc. Class A | 22.75% | 623,040 | $67.8M | Reduce -4.8% |
| DDOG Datadog Inc. Class A | 12.67% | 291,020 | $37.7M | Reduce -4.8% |
| SHOP Shopify Inc. Class A | 11.31% | 510,254 | $33.7M | Reduce -4.8% |
| APP AppLovin Corp. Class A | 9.11% | 326,100 | $27.1M | Add +7.8% |
| XYZ Block Inc. | 6.27% | 289,526 | $18.7M | Reduce -4.8% |
| BRZE Braze Inc. Class A | 1.84% | 141,024 | $5.5M | Reduce -4.7% |
Portfolio Sells Q1 2024 → Q2 2024
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −11.49 |
| DASH DoorDash Inc. Class A | Reduce -4.8% | 22.75% | −3.88 |
| XYZ Block Inc. | Reduce -4.8% | 6.27% | −1.33 |
| SHOP Shopify Inc. Class A | Reduce -4.8% | 11.31% | −0.91 |
| BRZE Braze Inc. Class A | Reduce -4.7% | 1.84% | −0.10 |
| DDOG Datadog Inc. Class A | Reduce -4.8% | 12.67% | +1.50 |
| CVNA Carvana Co. | Reduce -4.8% | 36.07% | +13.29 |
Portfolio Buys Q1 2024 → Q2 2024
| APP AppLovin Corp. Class A | Add +7.8% | 9.11% | +2.92 |
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 |