Portfolio (Quarterly)
Guide ↗
Steadview Capital Management LLC
· CIK 0001844008| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 27,985.0 | $9.5M | 4.17% | NEW | — | $337.95 | +25.1% |
| 2 | GOOG | ALPHABET INC | Communication Services | 32,100.0 | $9.2M | 4.06% | NEW | — | $286.86 | +34.2% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 56,900.0 | $8.3M | 3.67% | NEW | — | $146.28 | -9.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.8%
Consumer Cyclical
23.8%
Financial Services
21.8%
Communication Services
15.6%