Steadview Capital Management LLC Long-Term Concentrated

CIK: 0001844008 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 6, 2026

Total Value ($000): $531,086 (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (1)

RBLX ROBLOX CORP 2.4%

Value ($000) $12,884 Shares 159,000 Est. Cost $106.17 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RBLX	ROBLOX CORP	159,000	$12,884	2.4%	$106.17	0.0%	CL A	771049103

Increased Positions (3)

HUT HUT 8 CORP 3.7%

Value ($000) $19,830 (+1913.0%) Shares 431,655 (+1425.3%) Est. Cost $42.86 Unrealized +2.9%

AFRM AFFIRM HLDGS INC 3.2%

Value ($000) $16,948 (+1643.7%) Shares 227,705 (+1612.1%) Est. Cost $72.21 Unrealized -0.3%

DASH DOORDASH INC 10.8%

Value ($000) $57,153 (-15.8%) Shares 252,355 (+1.2%) Est. Cost $112.62 Unrealized +108.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HUT	HUT 8 CORP	431,655 (+1425.3%)	$19,830 (+1913.0%)	3.7%	$42.86	+2.9%	COM	44812J104
AFRM	AFFIRM HLDGS INC	227,705 (+1612.1%)	$16,948 (+1643.7%)	3.2%	$72.21	-0.3%	COM CL A	00827B106
DASH	DOORDASH INC	252,355 (+1.2%)	$57,153 (-15.8%)	10.8%	$112.62	+108.3%	CL A	25809K105

Exited Positions (2)

SPOT SPOTIFY TECHNOLOGY S A 5.8%

Value ($000) $30,586 Shares 43,820 Est. Cost $460.31 Unrealized +35.8%

DUOL DUOLINGO INC 5.0%

Value ($000) $26,441 Shares 82,155 Est. Cost $327.89 Unrealized -28.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPOT	SPOTIFY TECHNOLOGY S A	43,820	$30,586	5.8%	$460.31	+35.8%	—	L8681T102
DUOL	DUOLINGO INC	82,155	$26,441	5.0%	$327.89	-28.1%	—	26603R106

Decreased Positions (6)

HOOD ROBINHOOD MKTS INC 24.2%

Value ($000) $128,745 (-42.6%) Shares 1,138,330 (-27.4%) Est. Cost $36.77 Unrealized +253.7%

APP APPLOVIN CORP 18.6%

Value ($000) $98,961 (-16.7%) Shares 146,865 (-11.1%) Est. Cost $60.48 Unrealized +941.9%

HIMS HIMS & HERS HEALTH INC 3.8%

Value ($000) $20,250 (-49.1%) Shares 623,660 (-11.1%) Est. Cost $47.88 Unrealized -10.5%

MMYT MAKEMYTRIP LIMITED MAURITIUS 1.9%

Value ($000) $10,104 (-44.4%) Shares 123,045 (-36.6%) Est. Cost $103.77 Unrealized -21.0%

SHOP SHOPIFY INC 7.7%

Value ($000) $40,654 (-14.4%) Shares 252,554 (-21.0%) Est. Cost $49.74 Unrealized +222.8%

CVNA CARVANA CO 22.8%

Value ($000) $120,940 (+3.6%) Shares 286,575 (-7.4%) Est. Cost $77.81 Unrealized +377.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	1,138,330 (-27.4%)	$128,745 (-42.6%)	24.2%	$36.77	+253.7%	COM CL A	770700102
APP	APPLOVIN CORP	146,865 (-11.1%)	$98,961 (-16.7%)	18.6%	$60.48	+941.9%	COM CL A	03831W108
HIMS	HIMS & HERS HEALTH INC	623,660 (-11.1%)	$20,250 (-49.1%)	3.8%	$47.88	-10.5%	COM CL A	433000106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	123,045 (-36.6%)	$10,104 (-44.4%)	1.9%	$103.77	-21.0%	SHS	V5633W109
SHOP	SHOPIFY INC	252,554 (-21.0%)	$40,654 (-14.4%)	7.7%	$49.74	+222.8%	CL A SUB VTG SHS	82509L107
CVNA	CARVANA CO	286,575 (-7.4%)	$120,940 (+3.6%)	22.8%	$77.81	+377.7%	CL A	146869102

Unchanged Positions (1)

PTRN PATTERN GROUP INC 0.9%

Value ($000) $4,616 Shares 400,000 Est. Cost $13.94 Unrealized +4.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PTRN	PATTERN GROUP INC	400,000	$4,616	0.9%	$13.94	+4.5%	COM SER A	70339W104