SCM

Steadview Capital Management Portfolio holdings

AUM $698M
1-Year Est. Return 244.36%
This Quarter Est. Return
1 Year Est. Return
+244.36%
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
1
$108M 23.41%
515,255
-97,150
2
$86.9M 18.88%
2,087,650
+612,550
3
$60.3M 13.11%
330,115
-140,925
4
$60.1M 13.05%
226,680
-56,870
5
$40.2M 8.73%
420,859
-30,995
6
$39.7M 8.63%
127,850
+51,850
7
$34.2M 7.42%
62,100
+15,250
8
$15.6M 3.39%
159,000
+107,000
9
$11.2M 2.43%
112,730
-122,190
10
$4.38M 0.95%
+41,750