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 | HOOD | ROBINHOOD MKTS INC | Financial Services | 551,495.0 | $55.3M | 16.63% | -98K | -15.0% | $100.28 | +4.5% |
| 2 | — | HUT 8 CORP | — | 388,290.0 | $44.8M | 13.48% | -44K | -10.2% | $115.44 | — |
| 3 | APP | APPLOVIN CORP | Technology | 75,290.0 | $38.8M | 11.67% | -14K | -15.8% | $515.23 | -39.4% |
| 4 | DASH | DOORDASH INC | Communication Services | 126,525.0 | $23.3M | 7.02% | -26K | -17.2% | $184.53 | +25.6% |
| 5 | AFRM | AFFIRM HLDGS INC | Technology | 98,730.0 | $8.1M | 2.42% | -46K | -31.8% | $81.55 | -8.7% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 45,315.0 | $5.3M | 1.59% | -12K | -20.4% | $116.67 | +59.7% |
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
46.2%
Financial Services
21.8%
Consumer Cyclical
19.6%
Communication Services
9.2%
Industrials
3.3%