Steadview Capital Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001844008 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $531M (100.0% shares, 0.0% debt)

Holdings (11)

HOOD ROBINHOOD MKTS INC 24.2%

Value $129M Shares 1,138,330 Share Price $113.10 Est. Cost/Share $36.77 Unrealized @ Report Date +207.6%

CVNA CARVANA CO 22.8%

Value $121M Shares 286,575 Share Price $422.02 Est. Cost/Share $77.81 Unrealized @ Report Date +442.4%

APP APPLOVIN CORP 18.6%

Value $98.96M Shares 146,865 Share Price $673.82 Est. Cost/Share $60.48 Unrealized @ Report Date +1014.2%

DASH DOORDASH INC 10.8%

Value $57.15M Shares 252,355 Share Price $226.48 Est. Cost/Share $112.62 Unrealized @ Report Date +101.1%

SHOP SHOPIFY INC 7.7%

Value $40.65M Shares 252,554 Share Price $160.97 Est. Cost/Share $49.74 Unrealized @ Report Date +223.7%

HIMS HIMS & HERS HEALTH INC 3.8%

Value $20.25M Shares 623,660 Share Price $32.47 Est. Cost/Share $47.88 Unrealized @ Report Date -32.2%

HUT HUT 8 CORP 3.7%

Value $19.83M Shares 431,655 Share Price $45.94 Est. Cost/Share $42.86 Unrealized @ Report Date +7.2%

AFRM AFFIRM HLDGS INC 3.2%

Value $16.95M Shares 227,705 Share Price $74.43 Est. Cost/Share $72.21 Unrealized @ Report Date +3.1%

RBLX ROBLOX CORP 2.4%

Value $12.88M Shares 159,000 Share Price $81.03 Est. Cost/Share $106.17 Unrealized @ Report Date -23.7%

MMYT MAKEMYTRIP LIMITED MAURITIUS 1.9%

Value $10.1M Shares 123,045 Share Price $82.12 Est. Cost/Share $103.77 Unrealized @ Report Date -20.9%

PTRN PATTERN GROUP INC 0.9%

Value $4.616M Shares 400,000 Share Price $11.54 Est. Cost/Share $13.94 Unrealized @ Report Date -17.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	1,138,330	$129M	24.2%	$113.10	$36.77	+207.6%	COM CL A	770700102
CVNA	CARVANA CO	286,575	$121M	22.8%	$422.02	$77.81	+442.4%	CL A	146869102
APP	APPLOVIN CORP	146,865	$98.96M	18.6%	$673.82	$60.48	+1014.2%	COM CL A	03831W108
DASH	DOORDASH INC	252,355	$57.15M	10.8%	$226.48	$112.62	+101.1%	CL A	25809K105
SHOP	SHOPIFY INC	252,554	$40.65M	7.7%	$160.97	$49.74	+223.7%	CL A SUB VTG SHS	82509L107
HIMS	HIMS & HERS HEALTH INC	623,660	$20.25M	3.8%	$32.47	$47.88	-32.2%	COM CL A	433000106
HUT	HUT 8 CORP	431,655	$19.83M	3.7%	$45.94	$42.86	+7.2%	COM	44812J104
AFRM	AFFIRM HLDGS INC	227,705	$16.95M	3.2%	$74.43	$72.21	+3.1%	COM CL A	00827B106
RBLX	ROBLOX CORP	159,000	$12.88M	2.4%	$81.03	$106.17	-23.7%	CL A	771049103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	123,045	$10.1M	1.9%	$82.12	$103.77	-20.9%	SHS	V5633W109
PTRN	PATTERN GROUP INC	400,000	$4.616M	0.9%	$11.54	$13.94	-17.2%	COM SER A	70339W104