Filed: 10/30/2025ACC: 0000945621-25-000998
📋 What this filing means
STEADVIEW CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $697.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$697.71M
Total AUM (reported)
4.07M
Total Shares
Allocation by class
COM CL A$383.93M55.0%
CL A$184.62M26.5%
SHS$48.74M7.0%
CL A SUB VTG SHS$47.51M6.8%
CL A COM$26.44M3.8%
COM SER A$5.48M0.8%
COM$985.1K0.1%
Portfolio Concentration
Top 3$459.93M65.9%
4–10$235.82M33.8%
11–25$1.96M0.3%
Top 3 weight
65.9%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 4.07M
Sole
Full voting authority
4.07M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
ROBINHOOD MKTS INC
SOLEShares1.57M
TypeSH
Market value$224.39M
32.16%
Sole
1.57M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares165.28K
TypeSH
Market value$118.76M
17.02%
Sole
165.28K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares309.56K
TypeSH
Market value$116.78M
16.74%
Sole
309.56K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares249.44K
TypeSH
Market value$67.85M
9.72%
Sole
249.44K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares319.66K
TypeSH
Market value$47.51M
6.81%
Sole
319.66K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares701.85K
TypeSH
Market value$39.81M
5.71%
Sole
701.85K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares43.82K
TypeSH
Market value$30.59M
4.38%
Sole
43.82K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares82.16K
TypeSH
Market value$26.44M
3.79%
Sole
82.16K
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares194K
TypeSH
Market value$18.16M
2.60%
Sole
194K
Shared
0.00
None
0.00
PATTERN GROUP INC
SOLEShares400K
TypeSH
Market value$5.48M
0.79%
Sole
400K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares28.30K
TypeSH
Market value$985.1K
0.14%
Sole
28.30K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares13.30K
TypeSH
Market value$972.0K
0.14%
Sole
13.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBINHOOD MKTS INCSOLE | COM CL A | 1.57M | SH | $224.39M 32.16% | 1.57M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 165.28K | SH | $118.76M 17.02% | 165.28K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 309.56K | SH | $116.78M 16.74% | 309.56K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 249.44K | SH | $67.85M 9.72% | 249.44K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 319.66K | SH | $47.51M 6.81% | 319.66K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 701.85K | SH | $39.81M 5.71% | 701.85K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 43.82K | SH | $30.59M 4.38% | 43.82K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 82.16K | SH | $26.44M 3.79% | 82.16K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 194K | SH | $18.16M 2.60% | 194K | 0.00 | 0.00 |
PATTERN GROUP INCSOLE | COM SER A | 400K | SH | $5.48M 0.79% | 400K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 28.30K | SH | $985.1K 0.14% | 28.30K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 13.30K | SH | $972.0K 0.14% | 13.30K | 0.00 | 0.00 |