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Steadview Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 56.13%
This Fund
S&P 500
This Quarter Est. Return
+64.78%
1 Year Est. Return
+56.13%
3 Year Est. Return
+696.35%
5 Year Est. Return
+231.73%
10 Year Est. Return
–
AUM
$692M
AUM Growth
+$232M
Cap. Flow
-$17.7M
Cap. Flow %
-2.55%
Top 10 Hldgs %
100%
Holding
11
New
1
Increased
1
Reduced
5
Closed
1

Top Buys

Rank Stock Value
1
HIMS icon
Hims & Hers Health
HIMS
+$17.6M
2
MMYT icon
MakeMyTrip
MMYT
+$3.99M

Top Sells

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$19.7M
2
DUOL icon
Duolingo
DUOL
+$8.24M
3
RDDT icon
Reddit
RDDT
+$4.38M
4
DDOG icon
Datadog
DDOG
+$2.45M
5
SPOT icon
Spotify
SPOT
+$2.28M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 36.15%
2 Financials 28.23%
3 Communication Services 17.59%
4 Technology 15.23%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
1
Robinhood
HOOD
$85.2B
$195M 28.23%
2,087,650
– –
CVNA icon
2
Carvana
CVNA
$43.3B
$149M 21.58%
2,217,675
-358,600
-14% -$19.7M
DASH icon
3
DoorDash
DASH
$75.3B
$81.4M 11.75%
330,115
– –
APP icon
4
Applovin
APP
$132B
$76.9M 11.11%
219,680
-7,000
-3% -$2.27M
SHOP icon
5
Shopify
SHOP
$148B
$48.5M 7.01%
420,859
– –
SPOT icon
6
Spotify
SPOT
$99.2B
$44.9M 6.49%
58,550
-3,550
-6% -$2.28M
DUOL icon
7
Duolingo
DUOL
$5.7B
$44.7M 6.46%
109,070
-18,780
-15% -$8.24M
MMYT icon
8
MakeMyTrip
MMYT
$4.67B
$19.5M 2.81%
198,600
+39,600
+25% +$3.99M
HIMS icon
9
Hims & Hers Health
HIMS
$6.5B
$19.4M 2.81%
+390,000
New +$17.6M
DDOG icon
10
Datadog
DDOG
$87.9B
$12.2M 1.76%
90,600
-22,130
-20% -$2.45M
RDDT icon
11
Reddit
RDDT
$32.5B
– –
-41,750
Closed -$4.38M

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SIA
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WAM
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YRHAM
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Steadview Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Steadview Capital Management held 11 positions worth $692M, up 50% from $460M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Steadview Capital Management's Q2 2025 filing shows 1 new, 1 increased, 5 reduced and 1 closed positions. Its largest new stake was Hims & Hers Health: 390,000 shares worth $19.4M. The largest sale was Carvana, an estimated $19.7M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 36% of assets, down from 40% a quarter earlier, followed by Financials and Communication Services.

  • Steadview Capital Management's largest Q2 2025 buy was Hims & Hers Health: 390,000 shares worth $19.4M.
  • Steadview Capital Management added most to MakeMyTrip in Q2 2025, an estimated $3.99M increase.
  • Steadview Capital Management's biggest Q2 2025 reduction was Carvana, cutting an estimated $19.7M.
  • Steadview Capital Management fully exited Reddit in Q2 2025, selling an estimated $4.38M.
  • Steadview Capital Management's ten largest holdings make up 100% of its $692M portfolio in Q2 2025.
  • Steadview Capital Management opened 1 new position and closed 1 in Q2 2025.
  • Steadview Capital Management's portfolio value rose 50% quarter-over-quarter to $692M.

Based on Steadview Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.