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The Analysis of Steadview Capital Management LLC's Holdings & P&L

Currently, Steadview Capital Management LLC holds 12 types of securities in its portfolio with a total value $226.6M. In the most recent quarter, they have increased their positions in TSM (+28.0K shares, valued at $9.5M), N/A (+32.1K shares, valued at $9.2M), PLTR (+56.9K shares, valued at $8.3M); decreased their positions in CVNA (-139.9K shares, valued at $44.0M), HOOD (-489.2K shares, valued at $33.9M), APP (-57.4K shares, valued at $22.9M); initiated new positions in TSM (+28.0K shares, valued at $9.5M), N/A (+32.1K shares, valued at $9.2M), PLTR (+56.9K shares, valued at $8.3M).

1M P&L

-254.9M-54.27%

3M P&L

-197.3M-47.88%

HY P&L

-241.7M-52.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application50.9M

25.8%

2Auto & Truck Dealerships46.1M

23.4%

3Capital Markets45.0M

22.8%

Top Industries by Stock Count

1Software - Infrastructure2 stocks

20.0%

2Software - Application2 stocks

20.0%

3Auto & Truck Dealerships1 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CVNA CARVANA CO146.7K shares-48.82%2026-03-312026-05-01

HOOD ROBINHOOD MKTS INC649.1K shares-42.98%2026-03-312026-05-01

APP APPLOVIN CORP89.5K shares-39.09%2026-03-312026-05-01

DASH DOORDASH INC152.8K shares-39.43%2026-03-312026-05-01

HUT 8 CORP HUT 8 CORP432.5K shares0.19%2026-03-312026-05-01

SHOP SHOPIFY INC128.6K shares-49.10%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC28.0K sharesnew addition2026-03-312026-05-01

ALPHABET INC ALPHABET INC32.1K sharesnew addition2026-03-312026-05-01

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PLTR PALANTIR TECHNOLOGIES INC56.9K sharesnew addition2026-03-312026-05-01

AFRM AFFIRM HLDGS INC144.8K shares-36.40%2026-03-312026-05-01

RBLX ROBLOX CORP84.7K shares-46.72%2026-03-312026-05-01

MMYT MAKEMYTRIP LIMITED MAURITIUS81.2K shares-34.02%2026-03-312026-05-01

CARVANA CO

-48.82%

Shares146.7K

Event2026-03-31

Filed2026-05-01

ROBINHOOD MKTS INC

-42.98%

Shares649.1K

Event2026-03-31

Filed2026-05-01

APPLOVIN CORP

-39.09%

Shares89.5K

Event2026-03-31

Filed2026-05-01

DOORDASH INC

-39.43%

Shares152.8K

Event2026-03-31

Filed2026-05-01

HUT 8 CORP

0.19%

Shares432.5K

Event2026-03-31

Filed2026-05-01

SHOPIFY INC

-49.10%

Shares128.6K

Event2026-03-31

Filed2026-05-01

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares28.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

New

Shares32.1K

Event2026-03-31

Filed2026-05-01

PALANTIR TECHNOLOGIES INC

New

Shares56.9K

Event2026-03-31

Filed2026-05-01

AFFIRM HLDGS INC

-36.40%

Shares144.8K

Event2026-03-31

Filed2026-05-01

ROBLOX CORP

-46.72%

Shares84.7K

Event2026-03-31

Filed2026-05-01

MAKEMYTRIP LIMITED MAURITIUS

-34.02%

Shares81.2K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

Steadview Capital Management LLC Institutional Holdings, Portfolio & P&L — TradeFomo