Steadview Capital Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Steadview Capital Management LLC reported 12 stock positions worth $697.7 million. Its top holding was Robinhood Markets Class A (HOOD) at 32.2% of the portfolio, followed by AppLovin Class A (APP, 17.0%) and Carvana (CVNA, 16.7%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 1 and reduced 8. The biggest buy was Hims & Hers Health (HIMS, shares +80%) and the biggest sale Carvana (CVNA, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $697.7M (Q3 2025)
- SEC Filing
- 0000945621-25-000998 ↗ filed Oct 30, 2025
Holdings Value
Holdings 12 stocks · $697.7M
| HOOD Robinhood Markets Inc. Class A | 32.16% | 1,567,220 | $224.4M | Reduce -24.9% |
| APP AppLovin Corp. Class A | 17.02% | 165,275 | $118.8M | Reduce -24.8% |
| CVNA Carvana Co. | 16.74% | 309,560 | $116.8M | Reduce -30.2% |
| DASH DoorDash Inc. Class A | 9.72% | 249,440 | $67.8M | Reduce -24.4% |
| SHOP Shopify Inc. Class A | 6.81% | 319,664 | $47.5M | Reduce -24.0% |
| HIMS Hims & Hers Health Inc. | 5.71% | 701,845 | $39.8M | Add +80.0% |
| SPOT Spotify Technology SA | 4.38% | 43,820 | $30.6M | Reduce -25.2% |
| DUOL Duolingo | 3.79% | 82,155 | $26.4M | Reduce -24.7% |
| MMYT Makemytrip Ltd. | 2.60% | 193,995 | $18.2M | Reduce -2.3% |
| PTRN Pattern Group Inc. Class A | 0.79% | 400,000 | $5.5M | New |
| HUT Hut 8 Corp. | 0.14% | 28,300 | $985K | New |
| AFRM Affirm Holdings Inc. | 0.14% | 13,300 | $972K | New |
Portfolio Sells Q2 2025 → Q3 2025
| CVNA Carvana Co. | Reduce -30.2% | 16.74% | −4.85 |
| DUOL Duolingo | Reduce -24.7% | 3.79% | −2.67 |
| SPOT Spotify Technology SA | Reduce -25.2% | 4.38% | −2.10 |
| DASH DoorDash Inc. Class A | Reduce -24.4% | 9.72% | −2.03 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.76 |
| MMYT Makemytrip Ltd. | Reduce -2.3% | 2.60% | −0.21 |
| SHOP Shopify Inc. Class A | Reduce -24.0% | 6.81% | −0.20 |
| HOOD Robinhood Markets Inc. Class A | Reduce -24.9% | 32.16% | +3.93 |
| APP AppLovin Corp. Class A | Reduce -24.8% | 17.02% | +5.92 |
Portfolio Buys Q2 2025 → Q3 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 |