Data as of Q4 2025 (Dec 31, 2025)

Steadview Capital Management LLC

•CIK: 1844008•Filing: Q4 2025

**Steadview Capital Management LLC** is a focused investment manager overseeing $531M in assets. The firm maintains a concentrated portfolio of 11 positions, with significant allocations to fintech and digital asset names. Top holdings include HOOD at $128.7M and CVNA at $120.9M, representing substantial exposure to high-growth, sector-specific opportunities. This concentrated approach suggests a conviction-driven strategy targeting market leaders within technology and financial services.

Total AUM
$531.1M
QoQ Performance
-23.9%
Positions
11
Top 10 Concentration
99.1%
Latest Filing
Q4 2025

Top Holdings Allocation

HOOD
CVNA
APP
DASH
SHOP
HOOD24.2%
CVNA22.8%
APP18.6%
DASH10.8%
SHOP7.7%
HIMS3.8%
HUT3.7%
AFRM3.2%

📈 Biggest Buys

HUT
HUT 8 CORP
+1425.3%
3.7% of portfolio
AFRM
AFFIRM HLDGS INC
+1612.1%
3.2% of portfolio
RBLX
ROBLOX CORP
NEW
2.4% of portfolio
DASH
DOORDASH INC
+1.2%
10.8% of portfolio

📉 Biggest Sells

HOOD
ROBINHOOD MKTS INC
-27.4%
24.2% of portfolio
APP
APPLOVIN CORP
-11.1%
18.6% of portfolio
SHOP
SHOPIFY INC
-21.0%
7.7% of portfolio
CVNA
CARVANA CO
-7.4%
22.8% of portfolio
MMYT
MAKEMYTRIP LIMITED MAURITIUS
-36.6%
1.9% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$30.6M
DUOL
DUOLINGO INC
SOLD
$26.4M

Changes from Q3 2025

NEW1 new position
↑3 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

HOOD24.2%
ROBINHOOD MKTS INC
$128.7M
CVNA22.8%
CARVANA CO
$120.9M
APP18.6%
APPLOVIN CORP
$99.0M
DASH10.8%
DOORDASH INC
$57.2M
SHOP7.7%
SHOPIFY INC
$40.7M

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