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Steadview Capital Management LLC

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13F filer, CIK 1844008, SAN FRANCISCO, CA

Steadview Capital Management LLC reported $697,710,918 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 99.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000945621-25-000998

Period
2025-09-30
Reported value
$698M
Holdings
12
Top 10 weight
99.72%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HIMSadded+311,845$17.7M
PTRNnew+400,000$5.48M
HUTnew+28,300$985K
AFRMnew+13,300$972K

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
HOODreduced-520,430-$74.5M
CVNAreduced-133,975-$50.5M
APPreduced-54,405-$39.1M
DASHreduced-80,675-$21.9M
SHOPreduced-101,195-$15M

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, Q3 2025

Share positions as resolved from 13F-HR 0000945621-25-000998, largest first. % of portfolio is the value over $697,710,918, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475,100 shares; 2025Q1: 2,087,650 shares; 2025Q2: 2,087,650 shares; 2025Q3: 1,567,220 shares 1,567,220$224M32.16%-520,430Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,000 shares; 2024Q4: 283,550 shares; 2025Q1: 226,680 shares; 2025Q2: 219,680 shares; 2025Q3: 165,275 shares 165,275$119M17.02%-54,405Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,405 shares; 2024Q4: 612,405 shares; 2025Q1: 515,255 shares; 2025Q2: 443,535 shares; 2025Q3: 309,560 shares 309,560$117M16.74%-133,975Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,040 shares; 2024Q4: 471,040 shares; 2025Q1: 330,115 shares; 2025Q2: 330,115 shares; 2025Q3: 249,440 shares 249,440$67.8M9.72%-80,675Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,854 shares; 2024Q4: 451,854 shares; 2025Q1: 420,859 shares; 2025Q2: 420,859 shares; 2025Q3: 319,664 shares 319,664$47.5M6.81%-101,195Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390,000 shares; 2025Q3: 701,845 shares 701,845$39.8M5.71%+311,845Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,850 shares; 2025Q1: 62,100 shares; 2025Q2: 58,550 shares; 2025Q3: 43,820 shares 43,820$30.6M4.38%-14,730Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,000 shares; 2025Q1: 127,850 shares; 2025Q2: 109,070 shares; 2025Q3: 82,155 shares 82,155$26.4M3.79%-26,915Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,000 shares; 2025Q1: 159,000 shares; 2025Q2: 198,600 shares; 2025Q3: 193,995 shares 193,995$18.2M2.6%-4,605Timeline
PTRNPATTERN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,000 shares 400,000$5.48M0.79%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,300 shares 28,300$985K0.14%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,300 shares 13,300$972K0.14%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
DDOGDATADOG INC90,600$12.2Mshares

How Q3 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 0000945621-25-000998 base2025-10-30acceptance time not in the bulk data set