Steadview Capital Management LLC Long-Term Concentrated

CIK: 0001844008 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $692,476 (100.0% shares, 0.0% debt)

Holdings (10)

HOOD ROBINHOOD MKTS INC 28.2%

Value ($000) $195,467 Shares 2,087,650 Est. Cost $36.77 Unrealized +61.0%

CVNA CARVANA CO 21.6%

Value ($000) $149,454 Shares 443,535 Est. Cost $77.81 Unrealized +252.4%

DASH DOORDASH INC 11.8%

Value ($000) $81,377 Shares 330,115 Est. Cost $111.20 Unrealized +80.4%

APP APPLOVIN CORP 11.1%

Value ($000) $76,906 Shares 219,680 Est. Cost $60.48 Unrealized +436.1%

SHOP SHOPIFY INC 7.0%

Value ($000) $48,546 Shares 420,859 Est. Cost $49.74 Unrealized +101.1%

SPOT SPOTIFY TECHNOLOGY S A 6.5%

Value ($000) $44,928 Shares 58,550 Est. Cost $460.31 Unrealized +39.4%

DUOL DUOLINGO INC 6.5%

Value ($000) $44,721 Shares 109,070 Est. Cost $327.89 Unrealized +33.8%

MMYT MAKEMYTRIP LIMITED MAURITIUS 2.8%

Value ($000) $19,467 Shares 198,600 Est. Cost $103.77 Unrealized -2.8%

HIMS HIMS & HERS HEALTH INC 2.8%

Value ($000) $19,442 Shares 390,000 Est. Cost $45.20 Unrealized 0.0%

DDOG DATADOG INC 1.8%

Value ($000) $12,170 Shares 90,600 Est. Cost $139.42 Unrealized -20.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	2,087,650	$195,467	28.2%	$36.77	+61.0%	COM CL A	770700102
CVNA	CARVANA CO	443,535	$149,454	21.6%	$77.81	+252.4%	CL A	146869102
DASH	DOORDASH INC	330,115	$81,377	11.8%	$111.20	+80.4%	CL A	25809K105
APP	APPLOVIN CORP	219,680	$76,906	11.1%	$60.48	+436.1%	COM CL A	03831W108
SHOP	SHOPIFY INC	420,859	$48,546	7.0%	$49.74	+101.1%	CL A SUB VTG SHS	82509L107
SPOT	SPOTIFY TECHNOLOGY S A	58,550	$44,928	6.5%	$460.31	+39.4%	SHS	L8681T102
DUOL	DUOLINGO INC	109,070	$44,721	6.5%	$327.89	+33.8%	CL A COM	26603R106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	198,600	$19,467	2.8%	$103.77	-2.8%	SHS	V5633W109
HIMS	HIMS & HERS HEALTH INC	390,000	$19,442	2.8%	$45.20	0.0%	COM CL A	433000106
DDOG	DATADOG INC	90,600	$12,170	1.8%	$139.42	-20.6%	CL A COM	23804L103