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Steadview Capital Management LLC

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13F filer, CIK 1844008, SAN FRANCISCO, CA

Steadview Capital Management LLC reported $692,475,741 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000945621-25-000723

Period
2025-06-30
Reported value
$692M
Holdings
10
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HIMSnew+390,000$19.4M
MMYTadded+39,600$3.88M

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
CVNAreduced-71,720-$24.2M
DUOLreduced-18,780-$7.7M
RDDTexited-41,750-$4.38M
DDOGreduced-22,130-$2.97M
SPOTreduced-3,550-$2.72M

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, Q2 2025

Share positions as resolved from 13F-HR 0000945621-25-000723, largest first. % of portfolio is the value over $692,475,741, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475,100 shares; 2025Q1: 2,087,650 shares; 2025Q2: 2,087,650 shares 2,087,650$195M28.23%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,405 shares; 2024Q4: 612,405 shares; 2025Q1: 515,255 shares; 2025Q2: 443,535 shares 443,535$149M21.58%-71,720Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,040 shares; 2024Q4: 471,040 shares; 2025Q1: 330,115 shares; 2025Q2: 330,115 shares 330,115$81.4M11.75%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,000 shares; 2024Q4: 283,550 shares; 2025Q1: 226,680 shares; 2025Q2: 219,680 shares 219,680$76.9M11.11%-7,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,854 shares; 2024Q4: 451,854 shares; 2025Q1: 420,859 shares; 2025Q2: 420,859 shares 420,859$48.5M7.01%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,850 shares; 2025Q1: 62,100 shares; 2025Q2: 58,550 shares 58,550$44.9M6.49%-3,550Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,000 shares; 2025Q1: 127,850 shares; 2025Q2: 109,070 shares 109,070$44.7M6.46%-18,780Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,000 shares; 2025Q1: 159,000 shares; 2025Q2: 198,600 shares 198,600$19.5M2.81%+39,600Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390,000 shares 390,000$19.4M2.81%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,920 shares; 2024Q4: 234,920 shares; 2025Q1: 112,730 shares; 2025Q2: 90,600 shares 90,600$12.2M1.76%-22,130Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
RDDTREDDIT INC41,750$4.38Mshares

How Q2 2025 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 0000945621-25-000723 base2025-08-11acceptance time not in the bulk data set