Steadview Capital Management LLC
Top Portfolio Positions
11 positions ·
$217,411,453 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
146,660 | $46,106,970 | 21.21% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
649,095 | $44,982,283 | 20.69% | |
| APP |
AppLovin Corp
Communication Services
|
89,450 | $35,601,100 | 16.37% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
152,840 | $22,948,926 | 10.56% | |
| HUT |
Hut 8 Corp.
Financial Services
|
432,480 | $20,287,636 | 9.33% | |
| SHOP |
Shopify Inc.
Technology
|
128,559 | $15,249,668 | 7.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
27,985 | $9,457,530 | 4.35% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
56,900 | $8,323,332 | 3.83% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
144,815 | $6,635,423 | 3.05% | |
| RBLX |
Roblox Corp
Communication Services
|
84,710 | $4,791,197 | 2.20% |
Portfolio Trend
22 quarters · across all stocks
Holdings in MMYT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,027,388 | 81,185 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,104,455 | 123,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,157,932 | 193,995 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $19,466,772 | 198,600 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,580,410 | 159,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,838,560 | 52,000 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||