Steadview Capital Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Steadview Capital Management LLC disclosed 12 US equity positions worth $697.7m in its Q3 2025 13F filing. The largest position was HOOD at 32.2% of the reported book, followed by APP and CVNA. Against the Q2 2025 filing, it opened 3 new positions, added to 1 and reduced 8 among the top 12 holdings.
What did Steadview Capital Management LLC own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HOOD ROBINHOOD MKTS INC | Financial Services | 32.2% | $224.4m | 1,567,220 | -25% | reduced |
| 2 | APP APPLOVIN CORP | Communication Services | 17.0% | $118.8m | 165,275 | -25% | reduced |
| 3 | CVNA CARVANA CO | Consumer Cyclical | 16.7% | $116.8m | 309,560 | -30% | reduced |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 9.7% | $67.8m | 249,440 | -24% | reduced |
| 5 | SHOP SHOPIFY INC | Technology | 6.8% | $47.5m | 319,664 | -24% | reduced |
| 6 | HIMS HIMS & HERS HEALTH INC | Healthcare | 5.7% | $39.8m | 701,845 | 80% | added |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 4.4% | $30.6m | 43,820 | -25% | reduced |
| 8 | DUOL DUOLINGO INC | Technology | 3.8% | $26.4m | 82,155 | -25% | reduced |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | 2.6% | $18.2m | 193,995 | -2% | reduced | |
| 10 | PTRN PATTERN GROUP INC | 0.8% | $5.5m | 400,000 | – | new | |
| 11 | HUT HUT 8 CORP | Financial Services | 0.1% | $985.1k | 28,300 | – | new |
| 12 | AFRM AFFIRM HLDGS INC | Financial Services | 0.1% | $972.0k | 13,300 | – | 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.