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
$460M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$16.1M
3
+$10.5M
4
SPOT icon
Spotify
SPOT
+$8.39M
5
RDDT icon
Reddit
RDDT
+$4.38M

Top Sells

1
+$25.8M
2
+$20.3M
3
+$15.1M
4
DDOG icon
Datadog
DDOG
+$12.1M
5
SHOP icon
Shopify
SHOP
+$2.96M

Sector Composition

1 Consumer Discretionary 39.91%
2 Communication Services 21.43%
3 Technology 19.79%
4 Financials 18.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
1
Carvana
CVNA
$46.1B
$108M 23.41%
515,255
-97,150
HOOD icon
2
Robinhood
HOOD
$115B
$86.9M 18.88%
2,087,650
+612,550
DASH icon
3
DoorDash
DASH
$112B
$60.3M 13.11%
330,115
-140,925
APP icon
4
Applovin
APP
$203B
$60.1M 13.05%
226,680
-56,870
SHOP icon
5
Shopify
SHOP
$205B
$40.2M 8.73%
420,859
-30,995
DUOL icon
6
Duolingo
DUOL
$14.8B
$39.7M 8.63%
127,850
+51,850
SPOT icon
7
Spotify
SPOT
$138B
$34.2M 7.42%
62,100
+15,250
MMYT icon
8
MakeMyTrip
MMYT
$8.47B
$15.6M 3.39%
159,000
+107,000
DDOG icon
9
Datadog
DDOG
$53.3B
$11.2M 2.43%
112,730
-122,190
RDDT icon
10
Reddit
RDDT
$36.5B
$4.38M 0.95%
+41,750