Steadview Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Steadview Capital Management LLC disclosed 10 US equity positions worth $692.5m in its Q2 2025 13F filing. The largest position was HOOD at 28.2% of the reported book, followed by CVNA and DASH. Against the Q1 2025 filing, it opened 1 new position, added to 1 and reduced 5 among the top 10 holdings.
What did Steadview Capital Management LLC own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HOOD ROBINHOOD MKTS INC | Financial Services | 28.2% | $195.5m | 2,087,650 | 0% | held |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 21.6% | $149.5m | 443,535 | -14% | reduced |
| 3 | DASH DOORDASH INC | Consumer Cyclical | 11.8% | $81.4m | 330,115 | 0% | held |
| 4 | APP APPLOVIN CORP | Communication Services | 11.1% | $76.9m | 219,680 | -3% | reduced |
| 5 | SHOP SHOPIFY INC | Technology | 7.0% | $48.5m | 420,859 | 0% | held |
| 6 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.5% | $44.9m | 58,550 | -6% | reduced |
| 7 | DUOL DUOLINGO INC | Technology | 6.5% | $44.7m | 109,070 | -15% | reduced |
| 8 | MAKEMYTRIP LIMITED MAURITIUS | 2.8% | $19.5m | 198,600 | 25% | added | |
| 9 | HIMS HIMS & HERS HEALTH INC | Healthcare | 2.8% | $19.4m | 390,000 | – | new |
| 10 | DDOG DATADOG INC | Technology | 1.8% | $12.2m | 90,600 | -20% | reduced |
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.