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SCM
Steadview Capital Management Portfolio holdings
AUM
$227M
1-Year Est. Return
56.13%
This Fund
S&P 500
1 Year Est. Return
+56.13%
AUM
$227M
AUM Growth
-$304M
(-57%)
Holding
14
Top Buys
| 1 | +$10.1M | |
| 2 | +$9.63M | |
| 3 | +$8.7M | |
| 4 |
HUT
Hut 8
HUT
|
+$44.6K |
Top Sells
| 1 | +$51.9M | |
| 2 | +$42.9M | |
| 3 | +$27.8M | |
| 4 |
Hims & Hers Health
HIMS
|
+$20.3M |
| 5 |
DoorDash
DASH
|
+$18.4M |
Sector Composition
| 1 | Consumer Discretionary | 31.81% |
| 2 | Financials | 31.73% |
| 3 | Communication Services | 21.89% |
| 4 | Technology | 14.58% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Carvana
CVNA
$48.2B
| $46.1M | 20.35% |
733,300
-699,575
|
|
||
2
Robinhood
HOOD
$77.8B
| $45M | 19.85% |
649,095
-489,235
|
|
||
3
Applovin
APP
$166B
| $35.6M | 15.71% |
89,450
-57,415
|
|
||
|
4
DoorDash
DASH
$65.8B
| $22.9M | 10.13% |
152,840
-99,515
|
|
||
|
HUT
5
Hut 8
HUT
$11.9B
| $20.3M | 8.95% |
432,480
+825
|
|
||
6
Shopify
SHOP
$140B
| $15.2M | 6.73% |
128,559
-123,995
|
|
||
7
TSMC
TSM
$2.12T
| $9.46M | 4.17% |
+27,985
|
|
||
8
Alphabet (Google) Class C
GOOG
$4.31T
| $9.21M | 4.06% |
+32,100
|
|
||
9
Palantir
PLTR
$312B
| $8.32M | 3.67% |
+56,900
|
|
||
10
Affirm
AFRM
$21B
| $6.64M | 2.93% |
144,815
-82,890
|
|
||
11
Roblox
RBLX
$29.7B
| $4.79M | 2.11% |
84,710
-74,290
|
|
||
12
MakeMyTrip
MMYT
$3.71B
| $3.03M | 1.34% |
81,185
-41,860
|
|
||
|
13
Hims & Hers Health
HIMS
$6.43B
| – | – |
-623,660
|
|
||
|
PTRN
14
Pattern Group Inc
PTRN
$3.64B
| – | – |
-400,000
|
|