StockDriftsStockDriftsTop 12 Steadview Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 20.35% | 146.7K | $46.1M | -48.82%(-139.91K) | $80.43(-13.10%) | 2026-03-31 | |
| HOOD | ROBINHOOD MKTS INC | 19.85% | 649.1K | $45.0M | -42.98%(-489.24K) | $33.01(+132.50%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 15.71% | 89.5K | $35.6M | -39.09%(-57.41K) | $64.10(+607.59%) | 2026-03-31 | |
| DASH | DOORDASH INC | 10.13% | 152.8K | $22.9M | -39.43%(-99.52K) | $106.29(+40.25%) | 2026-03-31 | |
| HUT | HUT 8 CORP | 8.95% | 432.5K | $20.3M | +0.19%(+825) | $39.49(+174.28%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 6.73% | 128.6K | $15.2M | -49.10%(-124.00K) | $99.66(-4.28%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.17% | 28.0K | $9.5M | new | $320.92(+24.58%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.06% | 32.1K | $9.2M | new | $300.33(+32.87%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.67% | 56.9K | $8.3M | new | $162.01(-19.73%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 2.93% | 144.8K | $6.6M | -36.40%(-82.89K) | $73.60(-13.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +53.81% | +263.88% |
| Top 20 Holdings Unweighted | +52.84% | +257.07% |
Sign up free to track Steadview Capital Management LLC, compare funds side by side, and get alerts the moment positions change.