Steadview Capital Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Steadview Capital Management LLC disclosed 9 US equity positions worth $483.4m in its Q4 2024 13F filing. The largest position was CVNA at 25.8% of the reported book, followed by APP and DASH. Against the Q3 2024 filing, it opened 4 new positions, added to 0 and reduced 4 among the top 9 holdings.
What did Steadview Capital Management LLC own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 25.8% | $124.5m | 612,405 | 0% | held |
| 2 | APP APPLOVIN CORP | Communication Services | 19.0% | $91.8m | 283,550 | -27% | reduced |
| 3 | DASH DOORDASH INC | Consumer Cyclical | 16.3% | $79.0m | 471,040 | -11% | reduced |
| 4 | HOOD ROBINHOOD MKTS INC | Financial Services | 11.4% | $55.0m | 1,475,100 | – | new |
| 5 | SHOP SHOPIFY INC | Technology | 9.9% | $48.0m | 451,854 | -17% | reduced |
| 6 | DDOG DATADOG INC | Technology | 6.9% | $33.6m | 234,920 | -26% | reduced |
| 7 | DUOL DUOLINGO INC | Technology | 5.1% | $24.6m | 76,000 | – | new |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 4.3% | $21.0m | 46,850 | – | new |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | 1.2% | $5.8m | 52,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.