Latest Steadview Capital Management LLC Stock Portfolio
$291Million
Equity Portfolio Value
Last Reported on: 06 Feb, 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 $291.7 Millions as of 31 Dec, 2023.
The top stock holdings of Steadview Capital Management LLC are FRSH, DASH, CVNA. The fund has invested 24.6% of it's portfolio in FRESHWORKS INC and 19.4% of portfolio in DOORDASH.
The fund managers got completely rid off SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in BRAZE INC (BRZE), FRESHWORKS INC (FRSH) and DATADOG (DDOG). The fund showed a lot of confidence in some stocks as they added substantially to DOORDASH (DASH) and CARVANA CO (CVNA).
The top stock holdings of Steadview Capital Management LLC are FRSH, DASH, CVNA. The fund has invested 24.6% of it's portfolio in FRESHWORKS INC and 19.4% of portfolio in DOORDASH.
The fund managers got completely rid off SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in BRAZE INC (BRZE), FRESHWORKS INC (FRSH) and DATADOG (DDOG). The fund showed a lot of confidence in some stocks as they added substantially to DOORDASH (DASH) and CARVANA CO (CVNA).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| DOORDASH | 38.93 |
| CARVANA CO | 15.62 |
Additions to existing portfolio by Steadview Capital Management LLC
Reductions
| Ticker | % Reduced |
|---|---|
| BRAZE INC | -53.63 |
| FRESHWORKS INC | -9.84 |
| DATADOG | -6.93 |
Steadview Capital Management LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SNOWFLAKE INC | -20,580,600 |
Steadview Capital Management LLC got rid off the above stocks
Current Stock Holdings of Steadview Capital Management LLC
Last Reported on: 06 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BRZE | BRAZE INC | 3.80 | 208,524 | 11,078,900 | REDUCED | -53.63 | |
| CVNA | CARVANA CO | 15.92 | 876,905 | 46,423,400 | ADDED | 15.62 | |
| DASH | DOORDASH | 19.42 | 572,740 | 56,638,300 | ADDED | 38.93 | |
| DDOG | DATADOG | 12.72 | 305,620 | 37,096,200 | REDUCED | -6.93 | |
| FRSH | FRESHWORKS INC | 24.60 | 3,054,610 | 71,752,700 | REDUCED | -9.84 | |
| SHOP | SHOPIFY INC | 14.31 | 535,904 | 41,746,900 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SQ | BLOCK INC | 9.23 | 348,226 | 26,935,300 | UNCHANGED | 0.00 |