Steadview Capital Management LLC — 13F Holdings & Portfolio
CIK 1844008 · latest 13F-HR filed 2026-05-01
Steadview Capital Management LLC manages $226.6M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVNA (20.35%), HOOD (19.85%), APP (15.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 0, and trimmed 8.
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.
$226.6M
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-05-01
+3 / −2 / ↑0 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ROBINHOOD MKTS INC-$83.8M -65.1%
- CARVANA CO-$74.8M -61.9%
- APPLOVIN CORP-$63.4M -64.0%
- DOORDASH INC-$34.2M -59.8%
- SHOPIFY INC-$25.4M -62.5%
New Positions
- TAIWAN SEMICONDUCTOR MANUFAC$9.5M
- ALPHABET INC$9.2M
- PALANTIR TECHNOLOGIES INC$8.3M
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 | CARVANA CO | CVNA | 146869102 | $46.1M | 20.35% | 146,660 | SH |
| 2 | ROBINHOOD MKTS INC | HOOD | 770700102 | $45.0M | 19.85% | 649,095 | SH |
| 3 | APPLOVIN CORP | APP | 03831W108 | $35.6M | 15.71% | 89,450 | SH |
| 4 | DOORDASH INC | DASH | 25809K105 | $22.9M | 10.13% | 152,840 | SH |
| 5 | HUT 8 CORP | HUT | 44812J104 | $20.3M | 8.95% | 432,480 | SH |
| 6 | SHOPIFY INC | SHOP | 82509L107 | $15.2M | 6.73% | 128,559 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $9.5M | 4.17% | 27,985 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $9.2M | 4.06% | 32,100 | SH |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $8.3M | 3.67% | 56,900 | SH |
| 10 | AFFIRM HLDGS INC | AFRM | 00827B106 | $6.6M | 2.93% | 144,815 | SH |
| 11 | ROBLOX CORP | RBLX | 771049103 | $4.8M | 2.11% | 84,710 | SH |
| 12 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $3.0M | 1.34% | 81,185 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $226.6M | 12 | 0000945621-26-000621 |
| 2025-12-31 | 2026-02-06 | $531.1M | 11 | 0000945621-26-000223 |