Steadview Capital Management LLC - Q3 2023 holdings

$248 Million is the total value of Steadview Capital Management LLC's 8 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.1% .

 Value Shares↓ Weighting
SellFRESHWORKS INC$67,491,091
-32.2%
3,388,107
-40.2%
27.19%
+10.7%
DASH  DOORDASHcl a$32,760,713
+4.0%
412,2400.0%13.20%
+69.9%
CVNA SellCARVANA COcl a$31,837,842
+19.4%
758,405
-26.3%
12.82%
+95.2%
DDOG SellDATADOG$29,911,223
-36.8%
328,370
-31.7%
12.05%
+3.3%
SHOP SellSHOPIFY INCcl a$29,244,281
-58.0%
535,904
-50.3%
11.78%
-31.4%
SellBRAZE INC$21,013,967
-39.4%
449,689
-43.2%
8.46%
-1.0%
SNOW SellSNOWFLAKE INCcl a$20,580,563
-55.5%
134,716
-48.7%
8.29%
-27.2%
SQ SellBLOCK INCcl a$15,412,483
-59.6%
348,226
-39.3%
6.21%
-34.0%
W ExitWAYFAIR INCcl a$0-183,020
-100.0%
-2.93%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SHOPIFY INC12Q3 202317.5%
SQUARE INC12Q3 202313.7%
CARVANA CO12Q3 202312.8%
SNOWFLAKE INC11Q3 202313.0%
WAYFAIR INC10Q2 202310.5%
FRESHWORKS INC9Q3 202327.7%
SEA LTD9Q4 202213.0%
DOORDASH INC9Q3 202313.2%
TWILIO INC8Q3 202214.7%
DATADOG8Q3 202312.0%

View Steadview Capital Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
SC 13G/A2024-02-06
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-15
13F-HR2023-02-09
13F-HR2022-11-14
13F-HR2022-08-10
13F-HR2022-05-13
SC 13G2022-02-14

View Steadview Capital Management LLC's complete filings history.

Compare quarters

Export Steadview Capital Management LLC's holdings