Steadview Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Steadview Capital Management LLC reported 10 stock positions worth $460.2 million. Its top holding was Carvana (CVNA) at 23.4% of the portfolio, followed by Robinhood Markets Class A (HOOD, 18.9%) and DoorDash Class A (DASH, 13.1%). Compared with Q4 2024, it opened 1 new position, added to 4 and reduced 5. The biggest buy was Robinhood Markets Class A (HOOD, shares +42%) and the biggest sale AppLovin Class A (APP, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $460.2M (Q1 2025)
- SEC Filing
- 0000945621-25-000399 ↗ filed Apr 30, 2025
Holdings Value
Holdings 10 stocks · $460.2M
| CVNA Carvana Co. | 23.41% | 515,255 | $107.7M | Reduce -15.9% |
| HOOD Robinhood Markets Inc. Class A | 18.88% | 2,087,650 | $86.9M | Add +41.5% |
| DASH DoorDash Inc. Class A | 13.11% | 330,115 | $60.3M | Reduce -29.9% |
| APP AppLovin Corp. Class A | 13.05% | 226,680 | $60.1M | Reduce -20.1% |
| SHOP Shopify Inc. Class A | 8.73% | 420,859 | $40.2M | Reduce -6.9% |
| DUOL Duolingo | 8.63% | 127,850 | $39.7M | Add +68.2% |
| SPOT Spotify Technology SA | 7.42% | 62,100 | $34.2M | Add +32.5% |
| MMYT Makemytrip Ltd. | 3.39% | 159,000 | $15.6M | Add +205.8% |
| DDOG Datadog Inc. Class A | 2.43% | 112,730 | $11.2M | Reduce -52.0% |
| RDDT Reddit Inc. Class A | 0.95% | 41,750 | $4.4M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |