SCM

Steadview Capital Management Portfolio holdings

AUM $692M
1-Year Est. Return 219.48%
This Quarter Est. Return
1 Year Est. Return
+219.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692M
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$3.88M

Top Sells

1
+$24.2M
2
+$7.7M
3
+$4.38M
4
DDOG icon
Datadog
DDOG
+$2.97M
5
SPOT icon
Spotify
SPOT
+$2.72M

Sector Composition

1 Consumer Discretionary 36.15%
2 Financials 28.23%
3 Communication Services 17.59%
4 Technology 15.23%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
1
Robinhood
HOOD
$115B
$195M 28.23%
2,087,650
CVNA icon
2
Carvana
CVNA
$46.1B
$149M 21.58%
443,535
-71,720
DASH icon
3
DoorDash
DASH
$112B
$81.4M 11.75%
330,115
APP icon
4
Applovin
APP
$203B
$76.9M 11.11%
219,680
-7,000
SHOP icon
5
Shopify
SHOP
$205B
$48.5M 7.01%
420,859
SPOT icon
6
Spotify
SPOT
$138B
$44.9M 6.49%
58,550
-3,550
DUOL icon
7
Duolingo
DUOL
$14.8B
$44.7M 6.46%
109,070
-18,780
MMYT icon
8
MakeMyTrip
MMYT
$8.47B
$19.5M 2.81%
198,600
+39,600
HIMS icon
9
Hims & Hers Health
HIMS
$11.3B
$19.4M 2.81%
+390,000
DDOG icon
10
Datadog
DDOG
$53.3B
$12.2M 1.76%
90,600
-22,130
RDDT icon
11
Reddit
RDDT
$36.5B
– –
-41,750