SCM

Steadview Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 116.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+116.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$98.6M
3
+$89.5M
4
PTON icon
Peloton Interactive
PTON
+$77.5M
5
NOW icon
ServiceNow
NOW
+$70.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 72.6%
2 Consumer Discretionary 27.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 14.66%
+315,456
2
$99.9M 13.71%
+459,055
3
$96.5M 13.24%
+635,938
4
$76M 10.44%
+225,388
5
$74.6M 10.23%
+677,240
6
$69.5M 9.54%
+614,130
7
$55.6M 7.63%
+279,238
8
$54M 7.41%
+159,340
9
$36.7M 5.04%
+153,369
10
$32M 4.39%
+136,658
11
$16.2M 2.22%
+57,429
12
$10.8M 1.48%
+75,500