Steadview Capital Management LLC Long-Term Concentrated

CIK: 0001844008 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $697,711 (100.0% shares, 0.0% debt)

Holdings (12)

HOOD ROBINHOOD MKTS INC 32.2%

Value ($000) $224,395 Shares 1,567,220 Est. Cost $36.77 Unrealized +196.6%

APP APPLOVIN CORP 17.0%

Value ($000) $118,757 Shares 165,275 Est. Cost $60.48 Unrealized +662.5%

CVNA CARVANA CO 16.7%

Value ($000) $116,778 Shares 309,560 Est. Cost $77.81 Unrealized +359.6%

DASH DOORDASH INC 9.7%

Value ($000) $67,845 Shares 249,440 Est. Cost $111.20 Unrealized +125.6%

SHOP SHOPIFY INC 6.8%

Value ($000) $47,505 Shares 319,664 Est. Cost $49.74 Unrealized +172.6%

HIMS HIMS & HERS HEALTH INC 5.7%

Value ($000) $39,809 Shares 701,845 Est. Cost $47.88 Unrealized +7.0%

SPOT SPOTIFY TECHNOLOGY S A 4.4%

Value ($000) $30,586 Shares 43,820 Est. Cost $460.31 Unrealized +51.9%

DUOL DUOLINGO INC 3.8%

Value ($000) $26,441 Shares 82,155 Est. Cost $327.89 Unrealized +2.0%

MMYT MAKEMYTRIP LIMITED MAURITIUS 2.6%

Value ($000) $18,158 Shares 193,995 Est. Cost $103.77 Unrealized -6.3%

PTRN PATTERN GROUP INC 0.8%

Value ($000) $5,480 Shares 400,000 Est. Cost $13.94 Unrealized 0.0%

HUT HUT 8 CORP 0.1%

Value ($000) $985 Shares 28,300 Est. Cost $25.41 Unrealized 0.0%

AFRM AFFIRM HLDGS INC 0.1%

Value ($000) $972 Shares 13,300 Est. Cost $76.10 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	1,567,220	$224,395	32.2%	$36.77	+196.6%	COM CL A	770700102
APP	APPLOVIN CORP	165,275	$118,757	17.0%	$60.48	+662.5%	COM CL A	03831W108
CVNA	CARVANA CO	309,560	$116,778	16.7%	$77.81	+359.6%	CL A	146869102
DASH	DOORDASH INC	249,440	$67,845	9.7%	$111.20	+125.6%	CL A	25809K105
SHOP	SHOPIFY INC	319,664	$47,505	6.8%	$49.74	+172.6%	CL A SUB VTG SHS	82509L107
HIMS	HIMS & HERS HEALTH INC	701,845	$39,809	5.7%	$47.88	+7.0%	COM CL A	433000106
SPOT	SPOTIFY TECHNOLOGY S A	43,820	$30,586	4.4%	$460.31	+51.9%	SHS	L8681T102
DUOL	DUOLINGO INC	82,155	$26,441	3.8%	$327.89	+2.0%	CL A COM	26603R106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	193,995	$18,158	2.6%	$103.77	-6.3%	SHS	V5633W109
PTRN	PATTERN GROUP INC	400,000	$5,480	0.8%	$13.94	0.0%	COM SER A	70339W104
HUT	HUT 8 CORP	28,300	$985	0.1%	$25.41	0.0%	COM	44812J104
AFRM	AFFIRM HLDGS INC	13,300	$972	0.1%	$76.10	0.0%	COM CL A	00827B106