Steadview Capital Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001844008 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value: $692M (100.0% shares, 0.0% debt)

Holdings (10)

HOOD ROBINHOOD MKTS INC 28.2%

Value $195M Shares 2,087,650 Share Price $93.63 Est. Cost/Share $36.77 Unrealized @ Report Date +154.7%

CVNA CARVANA CO 21.6%

Value $149M Shares 443,535 Share Price $336.96 Est. Cost/Share $77.81 Unrealized @ Report Date +333.1%

DASH DOORDASH INC 11.8%

Value $81.38M Shares 330,115 Share Price $246.51 Est. Cost/Share $111.20 Unrealized @ Report Date +121.7%

APP APPLOVIN CORP 11.1%

Value $76.91M Shares 219,680 Share Price $350.08 Est. Cost/Share $60.48 Unrealized @ Report Date +478.9%

SHOP SHOPIFY INC 7.0%

Value $48.55M Shares 420,859 Share Price $115.35 Est. Cost/Share $49.74 Unrealized @ Report Date +131.9%

SPOT SPOTIFY TECHNOLOGY S A 6.5%

Value $44.93M Shares 58,550 Share Price $767.34 Est. Cost/Share $460.31 Unrealized @ Report Date +66.7%

DUOL DUOLINGO INC 6.5%

Value $44.72M Shares 109,070 Share Price $410.02 Est. Cost/Share $327.89 Unrealized @ Report Date +25.0%

MMYT MAKEMYTRIP LIMITED MAURITIUS 2.8%

Value $19.47M Shares 198,600 Share Price $98.02 Est. Cost/Share $103.77 Unrealized @ Report Date -5.5%

HIMS HIMS & HERS HEALTH INC 2.8%

Value $19.44M Shares 390,000 Share Price $49.85 Est. Cost/Share $45.20 Unrealized @ Report Date +10.3%

DDOG DATADOG INC 1.8%

Value $12.17M Shares 90,600 Share Price $134.33 Est. Cost/Share $139.42 Unrealized @ Report Date -3.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	2,087,650	$195M	28.2%	$93.63	$36.77	+154.7%	COM CL A	770700102
CVNA	CARVANA CO	443,535	$149M	21.6%	$336.96	$77.81	+333.1%	CL A	146869102
DASH	DOORDASH INC	330,115	$81.38M	11.8%	$246.51	$111.20	+121.7%	CL A	25809K105
APP	APPLOVIN CORP	219,680	$76.91M	11.1%	$350.08	$60.48	+478.9%	COM CL A	03831W108
SHOP	SHOPIFY INC	420,859	$48.55M	7.0%	$115.35	$49.74	+131.9%	CL A SUB VTG SHS	82509L107
SPOT	SPOTIFY TECHNOLOGY S A	58,550	$44.93M	6.5%	$767.34	$460.31	+66.7%	SHS	L8681T102
DUOL	DUOLINGO INC	109,070	$44.72M	6.5%	$410.02	$327.89	+25.0%	CL A COM	26603R106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	198,600	$19.47M	2.8%	$98.02	$103.77	-5.5%	SHS	V5633W109
HIMS	HIMS & HERS HEALTH INC	390,000	$19.44M	2.8%	$49.85	$45.20	+10.3%	COM CL A	433000106
DDOG	DATADOG INC	90,600	$12.17M	1.8%	$134.33	$139.42	-3.6%	CL A COM	23804L103