Steadview Capital Management LLC
CIK 1844008 · Holdings on Dec 31, 2025 · First reported Feb 6, 2026
Top ten holdings
Q4 2025- HOOD24.24%
- CVNA22.77%
- APP18.63%
- DASH10.76%
- SHOP7.65%
- HIMS3.81%
- HUT3.73%
- AFRM3.19%
- RBLX2.43%
- MMYT1.90%
Share classes counted separately99.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HOODWeight decreased · -7.92 pp32.16% → 24.24%Shares -428.89K (-27.37%)
- CVNAWeight increased · +6.03 pp16.74% → 22.77%Shares -22.98K (-7.43%)
- HUTWeight increased · +3.59 pp0.14% → 3.73%Shares +403.36K (+1425.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $128.75M | 24.24% | 1.14M shares | 32.16% → 24.24%-7.92 pp -428.89K (-27.37%) | Reduced | ↗▾ |
| 02 | CVNACARVANA COCL A View history and evidence | $120.94M | 22.77% | 286.57K shares | 16.74% → 22.77%+6.03 pp -22.98K (-7.43%) | Reduced | ↗▾ |
| 03 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $98.96M | 18.63% | 146.87K shares | 17.02% → 18.63%+1.61 pp -18.41K (-11.14%) | Reduced | ↗▾ |
| 04 | DASHDOORDASH INC - ACL A View history and evidence | $57.15M | 10.76% | 252.35K shares | 9.72% → 10.76%+1.04 pp +2.92K (+1.17%) | Added | ↗▾ |
| 05 | SHOPSHOPIFY INC - CLASS ACL A SUB VTG SHS View history and evidence | $40.65M | 7.65% | 252.55K shares | 6.81% → 7.65%+0.84 pp -67.11K (-20.99%) | Reduced | ↗▾ |
| 06 | HIMSHIMS & HERS HEALTH INCCOM CL A View history and evidence | $20.25M | 3.81% | 623.66K shares | 5.71% → 3.81%-1.90 pp -78.19K (-11.14%) | Reduced | ↗▾ |
| 07 | HUTHUT 8 CORP View history and evidence | $19.83M | 3.73% | 431.65K shares | 0.14% → 3.73%+3.59 pp +403.36K (+1425.28%) | Added | ↗▾ |
| 08 | AFRMAFFIRM HOLDINGS INCCOM CL A View history and evidence | $16.95M | 3.19% | 227.71K shares | 0.14% → 3.19%+3.05 pp +214.41K (+1612.07%) | Added | ↗▾ |
| 09 | RBLXROBLOX CORP -CLASS ACL A View history and evidence | $12.88M | 2.43% | 159.00K shares | Prior unavailable +159.00K | New | ↗▾ |
| 10 | MMYTMAKEMYTRIP LTDSHS View history and evidence | $10.10M | 1.90% | 123.05K shares | 2.60% → 1.90%-0.70 pp -70.95K (-36.57%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPOT SPOTIFY TECHNOLOGY SA | Non-derivative | -43,820 | -$30.59M | SEC filing ↗ | SEC filing ↗ |
| DUOL DUOLINGO | Non-derivative | -82,155 | -$26.44M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844008 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 531085835
}Take these holdings further.
This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 11 of 11 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1844008","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"1844008","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.