Steadview Capital Management LLC — 13F Holdings & Portfolio
CIK 1844008 · latest 13F-HR filed 2026-08-04
Steadview Capital Management LLC manages $332.5M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HOOD (16.63%), CVNA (14.96%), HUT (13.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 3, added to 7, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
BUILDING D, SUITE DM-500
SAN FRANCISCO, CA 94129
$332.5M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-08-04
+5 / −3 / ↑7 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HUT 8 CORP$24.5M +121.0%
- ROBINHOOD MKTS INC$10.3M +22.9%
- TAIWAN SEMICONDUCTOR MANUFAC$6.4M +67.4%
- CARVANA CO$3.6M +7.9%
- APPLOVIN CORP$3.2M +9.0%
New Positions
- MICRON TECHNOLOGY INC$28.0M
- ASML HLDG NV$21.6M
- NEBIUS GROUP N.V.$14.0M
- BLOOM ENERGY CORP$8.3M
- SPACE EXPLORATION TECHN CORP$8.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ROBINHOOD MKTS INC | HOOD | 770700102 | $55.3M | 16.63% | 551,495 | SH |
| 2 | CARVANA CO | CVNA | 146869102 | $49.7M | 14.96% | 755,616 | SH |
| 3 | HUT 8 CORP | HUT | 44812J104 | $44.8M | 13.48% | 388,290 | SH |
| 4 | APPLOVIN CORP | APP | 03831W108 | $38.8M | 11.67% | 75,290 | SH |
| 5 | MICRON TECHNOLOGY INC | MU | 595112103 | $28.0M | 8.42% | 24,245 | SH |
| 6 | DOORDASH INC | DASH | 25809K105 | $23.3M | 7.02% | 126,525 | SH |
| 7 | ASML HLDG NV | ASML | N07059210 | $21.6M | 6.48% | 10,837 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $15.8M | 4.76% | 33,145 | SH |
| 9 | NEBIUS GROUP N.V. | NBIS | N97284108 | $14.0M | 4.21% | 50,710 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $11.3M | 3.41% | 32,100 | SH |
| 11 | BLOOM ENERGY CORP | BE | 093712107 | $8.3M | 2.50% | 27,455 | SH |
| 12 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $8.1M | 2.45% | 47,665 | SH |
| 13 | AFFIRM HLDGS INC | AFRM | 00827B106 | $8.1M | 2.42% | 98,730 | SH |
| 14 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $5.3M | 1.59% | 45,315 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-04 | $332.5M | 14 | 0000945621-26-000962 |
| 2026-03-31 | 2026-05-01 | $226.6M | 12 | 0000945621-26-000621 |
| 2025-12-31 | 2026-02-06 | $531.1M | 11 | 0000945621-26-000223 |