Steadview Capital Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Steadview Capital Management LLC disclosed 11 US equity positions worth $531.1m in its Q4 2025 13F filing. The largest position was HOOD at 24.2% of the reported book, followed by CVNA and APP. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 6 among the top 11 holdings.
What did Steadview Capital Management LLC own in Q4 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HOOD ROBINHOOD MKTS INC | Financial Services | 24.2% | $128.7m | 1,138,330 | -27% | reduced |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 22.8% | $120.9m | 286,575 | -7% | reduced |
| 3 | APP APPLOVIN CORP | Communication Services | 18.6% | $99.0m | 146,865 | -11% | reduced |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 10.8% | $57.2m | 252,355 | 1% | added |
| 5 | SHOP SHOPIFY INC | Technology | 7.7% | $40.7m | 252,554 | -21% | reduced |
| 6 | HIMS HIMS & HERS HEALTH INC | Healthcare | 3.8% | $20.3m | 623,660 | -11% | reduced |
| 7 | HUT HUT 8 CORP | Financial Services | 3.7% | $19.8m | 431,655 | 1425% | added |
| 8 | AFRM AFFIRM HLDGS INC | Financial Services | 3.2% | $16.9m | 227,705 | 1612% | added |
| 9 | RBLX ROBLOX CORP | Communication Services | 2.4% | $12.9m | 159,000 | – | new |
| 10 | MAKEMYTRIP LIMITED MAURITIUS | 1.9% | $10.1m | 123,045 | -37% | reduced | |
| 11 | PTRN PATTERN GROUP INC | 0.9% | $4.6m | 400,000 | 0% | held |
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.