Steadview Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Steadview Capital Management LLC reported 11 stock positions worth $531.1 million. Its top holding was Robinhood Markets Class A (HOOD) at 24.2% of the portfolio, followed by Carvana (CVNA, 22.8%) and AppLovin Class A (APP, 18.6%). Compared with Q3 2025, it opened 1 new position, sold out of 2, added to 3 and reduced 6. The biggest buy was Hut 8 (HUT, shares +1425%) and the biggest sale Robinhood Markets Class A (HOOD, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $531.1M (Q4 2025)
- SEC Filing
- 0000945621-26-000223 ↗ filed Feb 6, 2026
Holdings Value
Holdings 11 stocks · $531.1M
| HOOD Robinhood Markets Inc. Class A | 24.24% | 1,138,330 | $128.7M | Reduce -27.4% |
| CVNA Carvana Co. | 22.77% | 286,575 | $120.9M | Reduce -7.4% |
| APP AppLovin Corp. Class A | 18.63% | 146,865 | $99.0M | Reduce -11.1% |
| DASH DoorDash Inc. Class A | 10.76% | 252,355 | $57.2M | Add +1.2% |
| SHOP Shopify Inc. Class A | 7.65% | 252,554 | $40.7M | Reduce -21.0% |
| HIMS Hims & Hers Health Inc. | 3.81% | 623,660 | $20.3M | Reduce -11.1% |
| HUT Hut 8 Corp. | 3.73% | 431,655 | $19.8M | Add +1425.3% |
| AFRM Affirm Holdings Inc. | 3.19% | 227,705 | $16.9M | Add +1612.1% |
| RBLX Roblox Corp. Class A | 2.43% | 159,000 | $12.9M | New |
| MMYT Makemytrip Ltd. | 1.90% | 123,045 | $10.1M | Reduce -36.6% |
| PTRN Pattern Group Inc. Class A | 0.87% | 400,000 | $4.6M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| HOOD Robinhood Markets Inc. Class A | Reduce -27.4% | 24.24% | −7.92 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −4.38 |
| DUOL Duolingo | Sold out | 0.00% | −3.79 |
| HIMS Hims & Hers Health Inc. | Reduce -11.1% | 3.81% | −1.89 |
| MMYT Makemytrip Ltd. | Reduce -36.6% | 1.90% | −0.70 |
| SHOP Shopify Inc. Class A | Reduce -21.0% | 7.65% | +0.85 |
| APP AppLovin Corp. Class A | Reduce -11.1% | 18.63% | +1.61 |
| CVNA Carvana Co. | Reduce -7.4% | 22.77% | +6.03 |
Portfolio Buys Q3 2025 → Q4 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 |