Steadview Capital Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Steadview Capital Management LLC reported 9 stock positions worth $483.4 million. Its top holding was Carvana (CVNA) at 25.8% of the portfolio, followed by AppLovin Class A (APP, 19.0%) and DoorDash Class A (DASH, 16.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 1 and reduced 4. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale DoorDash Class A (DASH, shares −11%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001844008
Portfolio Value
$483.4M (Q4 2024)
SEC Filing
0000945621-25-000181 ↗ filed Feb 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $338.4M Q1 2024 Q2 2024: $298.0M Q2 2024 Q3 2024: $324.6M Q3 2024 Q4 2024: $483.4M $483.4M Q4 2024 Q1 2025: $460.2M Q1 2025 Q2 2025: $692.5M Q2 2025 Q3 2025: $697.7M Q3 2025 Q4 2025: $531.1M Q4 2025 Q1 2026: $226.6M Q1 2026 Q2 2026: $332.5M Q2 2026

Holdings 9 stocks · $483.4M
CVNA Carvana Co. 25.76% 612,405 $124.5M No change
APP AppLovin Corp. Class A 19.00% 283,550 $91.8M Reduce -26.7%
DASH DoorDash Inc. Class A 16.35% 471,040 $79.0M Reduce -11.0%
HOOD Robinhood Markets Inc. Class A 11.37% 1,475,100 $55.0M New
SHOP Shopify Inc. Class A 9.94% 451,854 $48.0M Reduce -16.6%
DDOG Datadog Inc. Class A 6.94% 234,920 $33.6M Reduce -26.1%
DUOL Duolingo 5.10% 76,000 $24.6M New
SPOT Spotify Technology SA 4.34% 46,850 $21.0M New
MMYT Makemytrip Ltd. 1.21% 52,000 $5.8M New

Portfolio Sells Q3 2024 → Q4 2024
DASH DoorDash Inc. Class A Reduce -11.0% 16.35% −6.91
DDOG Datadog Inc. Class A Reduce -26.1% 6.94% −4.32
XYZ Block Inc. Sold out 0.00% −3.69
SHOP Shopify Inc. Class A Reduce -16.6% 9.94% −3.44
APP AppLovin Corp. Class A Reduce -26.7% 19.00% +3.43

Portfolio Buys Q3 2024 → Q4 2024
HOOD Robinhood Markets Inc. Class A New 11.37% +11.37
DUOL Duolingo New 5.10% +5.10
SPOT Spotify Technology SA New 4.34% +4.34
MMYT Makemytrip Ltd. New 1.21% +1.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$332.5MHOOD, CVNA, HUT, APP, MU
Q1 2026 12$226.6MCVNA, HOOD, APP, DASH, HUT
Q4 2025 11$531.1MHOOD, CVNA, APP, DASH, SHOP
Q3 2025 12$697.7MHOOD, APP, CVNA, DASH, SHOP
Q2 2025 10$692.5MHOOD, CVNA, DASH, APP, SHOP
Q1 2025 10$460.2MCVNA, HOOD, DASH, APP, SHOP
Q4 2024 9$483.4MCVNA, APP, DASH, HOOD, SHOP
Q3 2024 6$324.6MCVNA, DASH, APP, SHOP, DDOG
Q2 2024 7$298.0MCVNA, DASH, DDOG, SHOP, APP
Q1 2024 8$338.4MDASH, CVNA, SHOP, FRSH, DDOG