SCM
Steadview Capital Management Portfolio holdings
AUM
$692M
This Quarter Return
+22.08%
1 Year Return
+219.48%
3 Year Return
+850%
5 Year Return
–
10 Year Return
–
AUM
$728M
AUM Growth
–
Cap. Flow
+$728M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.3%
Holding
12
New
12
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Twilio
TWLO
|
$107M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$99.9M |
| 3 |
Peloton Interactive
PTON
|
$96.5M |
| 4 |
Zoom
ZM
|
$76M |
| 5 |
ServiceNow
NOW
|
$74.6M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Twilio
TWLO
$16.2B
| $107M | 14.66% |
+315,456
| New | +$107M |
|
|
XYZ
2
Block, Inc.
XYZ
$48.5B
| $99.9M | 13.71% |
+459,055
| New | +$99.9M |
|
|
3
Peloton Interactive
PTON
$3.1B
| $96.5M | 13.24% |
+635,938
| New | +$96.5M |
|
|
4
Zoom
ZM
$24.4B
| $76M | 10.44% |
+225,388
| New | +$76M |
|
|
5
ServiceNow
NOW
$190B
| $74.6M | 10.23% |
+135,448
| New | +$74.6M |
|
6
Shopify
SHOP
$184B
| $69.5M | 9.54% |
+61,413
| New | +$69.5M |
|
7
Sea Limited
SE
$110B
| $55.6M | 7.63% |
+279,238
| New | +$55.6M |
|
|
COUP
8
DELISTED
Coupa Software Incorporated
COUP
| $54M | 7.41% |
+159,340
| New | +$54M |
|
9
Carvana
CVNA
$51.4B
| $36.7M | 5.04% |
+153,369
| New | +$36.7M |
|
10
Atlassian
TEAM
$46.6B
| $32M | 4.39% |
+136,658
| New | +$32M |
|
11
Snowflake
SNOW
$79.6B
| $16.2M | 2.22% |
+57,429
| New | +$16.2M |
|
12
DoorDash
DASH
$105B
| $10.8M | 1.48% |
+75,500
| New | +$10.8M |
|