Steadview Capital Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Steadview Capital Management LLC disclosed 10 US equity positions worth $460.2m in its Q1 2025 13F filing. The largest position was CVNA at 23.4% of the reported book, followed by HOOD and DASH. Against the Q4 2024 filing, it opened 1 new position, added to 4 and reduced 5 among the top 10 holdings.
What did Steadview Capital Management LLC own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 23.4% | $107.7m | 515,255 | -16% | reduced |
| 2 | HOOD ROBINHOOD MKTS INC | Financial Services | 18.9% | $86.9m | 2,087,650 | 42% | added |
| 3 | DASH DOORDASH INC | Consumer Cyclical | 13.1% | $60.3m | 330,115 | -30% | reduced |
| 4 | APP APPLOVIN CORP | Communication Services | 13.1% | $60.1m | 226,680 | -20% | reduced |
| 5 | SHOP SHOPIFY INC | Technology | 8.7% | $40.2m | 420,859 | -7% | reduced |
| 6 | DUOL DUOLINGO INC | Technology | 8.6% | $39.7m | 127,850 | 68% | added |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 7.4% | $34.2m | 62,100 | 33% | added |
| 8 | MAKEMYTRIP LIMITED MAURITIUS | 3.4% | $15.6m | 159,000 | 206% | added | |
| 9 | DDOG DATADOG INC | Technology | 2.4% | $11.2m | 112,730 | -52% | reduced |
| 10 | RDDT REDDIT INC | Communication Services | 1.0% | $4.4m | 41,750 | – | 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.