Latest Steadview Capital Management LLC Stock Portfolio
$338Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Steadview Capital Management LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Steadview Capital Management LLC reported an equity portfolio of $338.4 Millions as of 31 Mar, 2024.
The top stock holdings of Steadview Capital Management LLC are DASH, CVNA, SHOP. The fund has invested 26.6% of it's portfolio in DOORDASH INC and 22.8% of portfolio in CARVANA CO.
They significantly reduced their stock positions in FRESHWORKS INC (FRSH), BRAZE INC (BRZE) and BLOCK INC (SQ). Steadview Capital Management LLC opened new stock positions in APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to DOORDASH INC (DASH).
The top stock holdings of Steadview Capital Management LLC are DASH, CVNA, SHOP. The fund has invested 26.6% of it's portfolio in DOORDASH INC and 22.8% of portfolio in CARVANA CO.
They significantly reduced their stock positions in FRESHWORKS INC (FRSH), BRAZE INC (BRZE) and BLOCK INC (SQ). Steadview Capital Management LLC opened new stock positions in APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to DOORDASH INC (DASH).
New Buys
| Ticker | $ Bought |
|---|---|
| APPLOVIN CORP | 20,939,000 |
New stocks bought by Steadview Capital Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| DOORDASH INC | 14.25 |
Additions to existing portfolio by Steadview Capital Management LLC
Reductions
| Ticker | % Reduced |
|---|---|
| FRESHWORKS INC | -30.12 |
| BRAZE INC | -29.01 |
| BLOCK INC | -12.69 |
Steadview Capital Management LLC reduced stake in above stock
Sold off
Current Stock Holdings of Steadview Capital Management LLC
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 6.19 | 302,500 | 20,939,000 | NEW | ||
| BRZE | BRAZE INC | 1.94 | 148,024 | 6,557,460 | REDUCED | -29.01 | |
| CVNA | CARVANA CO | 22.78 | 876,905 | 77,088,700 | UNCHANGED | 0.00 | |
| DASH | DOORDASH INC | 26.63 | 654,340 | 90,115,700 | ADDED | 14.25 | |
| DDOG | DATADOG INC | 11.16 | 305,620 | 37,774,600 | UNCHANGED | 0.00 | |
| FRSH | FRESHWORKS INC | 11.49 | 2,134,610 | 38,871,200 | REDUCED | -30.12 | |
| SHOP | SHOPIFY INC | 12.22 | 535,904 | 41,355,700 | UNCHANGED | 0.00 | |
| SQ | BLOCK INC | 7.60 | 304,026 | 25,714,500 | REDUCED | -12.69 |