Steadview Capital Management LLC Long-Term Concentrated

CIK: 0001844008 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 30, 2025

Total Value ($000): $460,203 (100.0% shares, 0.0% debt)

Holdings (10)

CVNA CARVANA CO 23.4%

Value ($000) $107,730 Shares 515,255 Est. Cost $77.81 Unrealized +184.3%

HOOD ROBINHOOD MKTS INC 18.9%

Value ($000) $86,888 Shares 2,087,650 Est. Cost $36.77 Unrealized +29.3%

DASH DOORDASH INC 13.1%

Value ($000) $60,335 Shares 330,115 Est. Cost $111.20 Unrealized +69.1%

APP APPLOVIN CORP 13.1%

Value ($000) $60,063 Shares 226,680 Est. Cost $60.48 Unrealized +469.8%

SHOP SHOPIFY INC 8.7%

Value ($000) $40,184 Shares 420,859 Est. Cost $49.74 Unrealized +119.1%

DUOL DUOLINGO INC 8.6%

Value ($000) $39,703 Shares 127,850 Est. Cost $327.89 Unrealized +4.3%

SPOT SPOTIFY TECHNOLOGY S A 7.4%

Value ($000) $34,157 Shares 62,100 Est. Cost $460.31 Unrealized +21.4%

MMYT MAKEMYTRIP LIMITED MAURITIUS 3.4%

Value ($000) $15,580 Shares 159,000 Est. Cost $104.49 Unrealized -1.2%

DDOG DATADOG INC 2.4%

Value ($000) $11,184 Shares 112,730 Est. Cost $139.42 Unrealized -9.5%

RDDT REDDIT INC 1.0%

Value ($000) $4,380 Shares 41,750 Est. Cost $165.28 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	515,255	$107,730	23.4%	$77.81	+184.3%	CL A	146869102
HOOD	ROBINHOOD MKTS INC	2,087,650	$86,888	18.9%	$36.77	+29.3%	COM CL A	770700102
DASH	DOORDASH INC	330,115	$60,335	13.1%	$111.20	+69.1%	CL A	25809K105
APP	APPLOVIN CORP	226,680	$60,063	13.1%	$60.48	+469.8%	COM CL A	03831W108
SHOP	SHOPIFY INC	420,859	$40,184	8.7%	$49.74	+119.1%	CL A	82509L107
DUOL	DUOLINGO INC	127,850	$39,703	8.6%	$327.89	+4.3%	CL A COM	26603R106
SPOT	SPOTIFY TECHNOLOGY S A	62,100	$34,157	7.4%	$460.31	+21.4%	SHS	L8681T102
MMYT	MAKEMYTRIP LIMITED MAURITIUS	159,000	$15,580	3.4%	$104.49	-1.2%	SHS	V5633W109
DDOG	DATADOG INC	112,730	$11,184	2.4%	$139.42	-9.5%	CL A COM	23804L103
RDDT	REDDIT INC	41,750	$4,380	1.0%	$165.28	0.0%	CL A	75734B100