Steadview Capital Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001844008 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value: $698M (100.0% shares, 0.0% debt)

Holdings (12)

HOOD ROBINHOOD MKTS INC 32.2%

Value $224M Shares 1,567,220 Share Price $143.18 Est. Cost/Share $36.77 Unrealized @ Report Date +289.4%

APP APPLOVIN CORP 17.0%

Value $119M Shares 165,275 Share Price $718.54 Est. Cost/Share $60.48 Unrealized @ Report Date +1088.1%

CVNA CARVANA CO 16.7%

Value $117M Shares 309,560 Share Price $377.24 Est. Cost/Share $77.81 Unrealized @ Report Date +384.8%

DASH DOORDASH INC 9.7%

Value $67.85M Shares 249,440 Share Price $271.99 Est. Cost/Share $111.20 Unrealized @ Report Date +144.6%

SHOP SHOPIFY INC 6.8%

Value $47.51M Shares 319,664 Share Price $148.61 Est. Cost/Share $49.74 Unrealized @ Report Date +198.8%

HIMS HIMS & HERS HEALTH INC 5.7%

Value $39.81M Shares 701,845 Share Price $56.72 Est. Cost/Share $47.88 Unrealized @ Report Date +18.5%

SPOT SPOTIFY TECHNOLOGY S A 4.4%

Value $30.59M Shares 43,820 Share Price $698.00 Est. Cost/Share $460.31 Unrealized @ Report Date +51.6%

DUOL DUOLINGO INC 3.8%

Value $26.44M Shares 82,155 Share Price $321.84 Est. Cost/Share $327.89 Unrealized @ Report Date -1.8%

MMYT MAKEMYTRIP LIMITED MAURITIUS 2.6%

Value $18.16M Shares 193,995 Share Price $93.60 Est. Cost/Share $103.77 Unrealized @ Report Date -9.8%

PTRN PATTERN GROUP INC 0.8%

Value $5.48M Shares 400,000 Share Price $13.70 Est. Cost/Share $13.94 Unrealized @ Report Date -1.7%

HUT HUT 8 CORP 0.1%

Value $985K Shares 28,300 Share Price $34.81 Est. Cost/Share $25.41 Unrealized @ Report Date +37.0%

AFRM AFFIRM HLDGS INC 0.1%

Value $972K Shares 13,300 Share Price $73.08 Est. Cost/Share $76.10 Unrealized @ Report Date -4.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	1,567,220	$224M	32.2%	$143.18	$36.77	+289.4%	COM CL A	770700102
APP	APPLOVIN CORP	165,275	$119M	17.0%	$718.54	$60.48	+1088.1%	COM CL A	03831W108
CVNA	CARVANA CO	309,560	$117M	16.7%	$377.24	$77.81	+384.8%	CL A	146869102
DASH	DOORDASH INC	249,440	$67.85M	9.7%	$271.99	$111.20	+144.6%	CL A	25809K105
SHOP	SHOPIFY INC	319,664	$47.51M	6.8%	$148.61	$49.74	+198.8%	CL A SUB VTG SHS	82509L107
HIMS	HIMS & HERS HEALTH INC	701,845	$39.81M	5.7%	$56.72	$47.88	+18.5%	COM CL A	433000106
SPOT	SPOTIFY TECHNOLOGY S A	43,820	$30.59M	4.4%	$698.00	$460.31	+51.6%	SHS	L8681T102
DUOL	DUOLINGO INC	82,155	$26.44M	3.8%	$321.84	$327.89	-1.8%	CL A COM	26603R106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	193,995	$18.16M	2.6%	$93.60	$103.77	-9.8%	SHS	V5633W109
PTRN	PATTERN GROUP INC	400,000	$5.48M	0.8%	$13.70	$13.94	-1.7%	COM SER A	70339W104
HUT	HUT 8 CORP	28,300	$985K	0.1%	$34.81	$25.41	+37.0%	COM	44812J104
AFRM	AFFIRM HLDGS INC	13,300	$972K	0.1%	$73.08	$76.10	-4.0%	COM CL A	00827B106