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Steadview Capital Management LLC

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13F filer, CIK 1844008, SAN FRANCISCO, CA

Steadview Capital Management LLC reported $483,393,012 across 9 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000945621-25-000181

Period
2024-12-31
Reported value
$483M
Holdings
9
Top 10 weight
100%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HOODnew+1,475,100$55M
DUOLnew+76,000$24.6M
SPOTnew+46,850$21M
MMYTnew+52,000$5.84M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
APPreduced-103,450-$33.5M
XYZexited-178,526-$12M
DDOGreduced-83,000-$11.9M
DASHreduced-58,000-$9.73M
SHOPreduced-90,000-$9.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000945621-25-000181, largest first. % of portfolio is the value over $483,393,012, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,405 shares; 2024Q4: 612,405 shares 612,405$125M25.76%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,000 shares; 2024Q4: 283,550 shares 283,550$91.8M19%-103,450Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,040 shares; 2024Q4: 471,040 shares 471,040$79M16.35%-58,000Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475,100 shares 1,475,100$55M11.37%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,854 shares; 2024Q4: 451,854 shares 451,854$48M9.94%-90,000Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,920 shares; 2024Q4: 234,920 shares 234,920$33.6M6.94%-83,000Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,000 shares 76,000$24.6M5.1%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,850 shares 46,850$21M4.34%newTimeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,000 shares 52,000$5.84M1.21%newTimeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XYZBLOCK INC178,526$12Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000945621-25-000181 base2025-02-13acceptance time not in the bulk data set