Steadview Capital Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Steadview Capital Management LLC reported 6 stock positions worth $324.6 million. Its top holding was Carvana (CVNA) at 32.8% of the portfolio, followed by DoorDash Class A (DASH, 23.3%) and AppLovin Class A (APP, 15.6%). Compared with Q2 2024, it sold out of 1, added to 3 and reduced 3. The biggest buy was AppLovin Class A (APP, shares +19%) and the biggest sale Carvana (CVNA, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $324.6M (Q3 2024)
- SEC Filing
- 0000945621-24-000932 ↗ filed Nov 13, 2024
Holdings Value
Holdings 6 stocks · $324.6M
| CVNA Carvana Co. | 32.84% | 612,405 | $106.6M | Reduce -26.6% |
| DASH DoorDash Inc. Class A | 23.26% | 529,040 | $75.5M | Reduce -15.1% |
| APP AppLovin Corp. Class A | 15.56% | 387,000 | $50.5M | Add +18.7% |
| SHOP Shopify Inc. Class A | 13.38% | 541,854 | $43.4M | Add +6.2% |
| DDOG Datadog Inc. Class A | 11.27% | 317,920 | $36.6M | Add +9.2% |
| XYZ Block Inc. | 3.69% | 178,526 | $12.0M | Reduce -38.3% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 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 |