$728 Million is the total value of Steadview Capital Management LLC's 12 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWLO | New | TWILIO INCcl a | $106,782,000 | – | 315,456 | +100.0% | 14.66% | – |
| SQ | New | SQUARE INCcl a | $99,909,000 | – | 459,055 | +100.0% | 13.71% | – |
| PTON | New | PELOTON INTERACTIVE INCcl a | $96,485,000 | – | 635,938 | +100.0% | 13.24% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONScl a | $76,028,000 | – | 225,388 | +100.0% | 10.44% | – |
| NOW | New | SERVICENOW | $74,555,000 | – | 135,448 | +100.0% | 10.23% | – |
| SHOP | New | SHOPIFY INCcl a | $69,516,000 | – | 61,413 | +100.0% | 9.54% | – |
| SE | New | SEA LTDsponsord ads | $55,582,000 | – | 279,238 | +100.0% | 7.63% | – |
| COUP | New | COUPA SOFTWARE INC | $54,002,000 | – | 159,340 | +100.0% | 7.41% | – |
| CVNA | New | CARVANA COcl a | $36,738,000 | – | 153,369 | +100.0% | 5.04% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $31,960,000 | – | 136,658 | +100.0% | 4.39% | – |
| SNOW | New | SNOWFLAKE INCcl a | $16,161,000 | – | 57,429 | +100.0% | 2.22% | – |
| DASH | New | DOORDASH INCcl a | $10,778,000 | – | 75,500 | +100.0% | 1.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SHOPIFY INC | 12 | Q3 2023 | 17.5% |
| SQUARE INC | 12 | Q3 2023 | 13.7% |
| CARVANA CO | 12 | Q3 2023 | 12.8% |
| SNOWFLAKE INC | 11 | Q3 2023 | 13.0% |
| WAYFAIR INC | 10 | Q2 2023 | 10.5% |
| FRESHWORKS INC | 9 | Q3 2023 | 27.7% |
| SEA LTD | 9 | Q4 2022 | 13.0% |
| DOORDASH INC | 9 | Q3 2023 | 13.2% |
| TWILIO INC | 8 | Q3 2022 | 14.7% |
| DATADOG | 8 | Q3 2023 | 12.0% |
View Steadview Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| SC 13G/A | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| SC 13G | 2022-02-14 |
View Steadview Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.