13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001844008
Total reported value
$332.5M
$332.5M
9 檔
119.8%
As reported in its official Q4 2024 Form 13F filing, Steadview Capital Management LLC's tracked investment portfolio stood at $332.5M with 9 total positions.
Steadview Capital Management LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 25.76% | -5.39% | — | |
| 2 | APP | Applovin Corp-class A | Stock-Tech | 19.00% | -4.04% | -26.73% | |
| 3 | DASH | Doordash Inc - A | Stock-Consumer Disc | 16.35% | -3.11% | -10.96% | |
| 4 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 11.37% | -3.22% | — | |
| 5 | SHOP | Shopify Inc - Class A | Stock-Tech | 9.94% | -6.73% | EXIT | |
| 6 | DDOG | Datadog Inc - Class A | Stock-Tech | 6.94% | — | -26.11% | |
| 7 | DUOL | Duolingo | Stock-Tech | 5.10% | — | — | |
| 8 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 4.34% | — | — | |
| 9 | MMYT | MakeMyTrip Limited | Stock-Other | 1.21% | -1.34% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +11.4% | NEW | New buy |
| 2 | DUOL | Duolingo | +5.1% | NEW | New buy |
| 3 | SPOT | Spotify Technology S.A. | +4.3% | NEW | New buy |
| 4 | APP | Applovin Corp-class A | +3.4% | -26.73% | Trim |
| 5 | MMYT | MakeMyTrip Limited | +1.2% | NEW | New buy |
| 6 | SHOP | Shopify Inc - Class A | -3.4% | -16.61% | Trim |
| 7 | XYZ | Block Inc | -3.7% | EXIT | Sold out |
| 8 | DDOG | Datadog Inc - Class A | -4.3% | -26.11% | Trim |
| 9 | DASH | Doordash Inc - A | -6.9% | -10.96% | Trim |
| 10 | CVNA | Carvana Co | -7.1% | — | Unchanged |
According to official SEC Form 13F filings, Steadview Capital Management LLC reported a total U.S. public equity portfolio value of $332.5M across 9 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CVNA, APP, DASH) accounted for 119.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
HOOD
市值: $55.0M
Top Position Liquidated / Trimmed
XYZ
前期市值: $12.0M
During Q4 2024, Steadview Capital Management LLC's top holdings by market value included CVNA (25.8%)、APP (19.0%)、DASH (16.4%). The largest single position, CVNA, represented 25.8% of total portfolio value.
In Q4 2024, Steadview Capital Management LLC made 9 total portfolio adjustments, initiating 4 new buys, adding to 0 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.