Steadview Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Steadview Capital Management LLC reported 10 stock positions worth $692.5 million. Its top holding was Robinhood Markets Class A (HOOD) at 28.2% of the portfolio, followed by Carvana (CVNA, 21.6%) and DoorDash Class A (DASH, 11.8%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 5. The biggest buy was a new position in Hims & Hers Health (HIMS) and the biggest sale Duolingo (DUOL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $692.5M (Q2 2025)
- SEC Filing
- 0000945621-25-000723 ↗ filed Aug 11, 2025
Holdings Value
Holdings 10 stocks · $692.5M
| HOOD Robinhood Markets Inc. Class A | 28.23% | 2,087,650 | $195.5M | No change |
| CVNA Carvana Co. | 21.58% | 443,535 | $149.5M | Reduce -13.9% |
| DASH DoorDash Inc. Class A | 11.75% | 330,115 | $81.4M | No change |
| APP AppLovin Corp. Class A | 11.11% | 219,680 | $76.9M | Reduce -3.1% |
| SHOP Shopify Inc. Class A | 7.01% | 420,859 | $48.5M | No change |
| SPOT Spotify Technology SA | 6.49% | 58,550 | $44.9M | Reduce -5.7% |
| DUOL Duolingo | 6.46% | 109,070 | $44.7M | Reduce -14.7% |
| MMYT Makemytrip Ltd. | 2.81% | 198,600 | $19.5M | Add +24.9% |
| HIMS Hims & Hers Health Inc. | 2.81% | 390,000 | $19.4M | New |
| DDOG Datadog Inc. Class A | 1.76% | 90,600 | $12.2M | Reduce -19.6% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |