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
$1.07B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$30.6M
3
+$27M
4
TWLO icon
Twilio
TWLO
+$14.9M
5
SNOW icon
Snowflake
SNOW
+$9.1M

Top Sells

1
+$22.8M
2
+$2.37M
3
+$1.9M
4
XYZ
Block Inc
XYZ
+$1.31M
5
W icon
Wayfair
W
+$1.2M

Sector Composition

1 Technology 65.61%
2 Consumer Discretionary 27.86%
3 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 14.89%
6,063,870
2
$144M 13.51%
1,048,320
-17,210
3
$112M 10.49%
501,495
-8,490
4
$102M 9.56%
387,907
+56,558
5
$78M 7.29%
482,867
-8,129
6
$69M 6.45%
363,120
-6,342
7
$66.8M 6.25%
288,355
+5,406
8
$66M 6.17%
194,771
+26,871
9
$49.9M 4.67%
197,707
+32,457
10
$47M 4.39%
+263,682
11
$38.9M 3.64%
211,719
-3,649
12
$35.2M 3.29%
92,336
-1,595
13
$30.6M 2.86%
+149,500
14
$27M 2.52%
+181,250
15
$22.9M 2.14%
640,081
-11,097
16
$19.8M 1.86%
2,000,000
17
– –
-104,200