Steadview Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Steadview Capital Management LLC reported 14 stock positions worth $332.5 million. Its top holding was Robinhood Markets Class A (HOOD) at 16.6% of the portfolio, followed by Carvana (CVNA, 15.0%) and Hut 8 (HUT, 13.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 3, added to 2 and reduced 6. The biggest buy was a new position in Micron Technology (MU) and the biggest sale an exit from Shopify Class A (SHOP).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $332.5M (Q2 2026)
- SEC Filing
- 0000945621-26-000962 ↗ filed Aug 4, 2026
Holdings Value
Holdings 14 stocks · $332.5M
| HOOD Robinhood Markets Inc. Class A | 16.63% | 551,495 | $55.3M | Reduce -15.0% |
| CVNA Carvana Co. | 14.96% | 755,616 | $49.7M | Add +3.0% |
| HUT Hut 8 Corp. | 13.48% | 388,290 | $44.8M | Reduce -10.2% |
| APP AppLovin Corp. Class A | 11.67% | 75,290 | $38.8M | Reduce -15.8% |
| MU Micron Technology Inc. | 8.42% | 24,245 | $28.0M | New |
| DASH DoorDash Inc. Class A | 7.02% | 126,525 | $23.3M | Reduce -17.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 6.48% | 10,837 | $21.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 4.76% | 33,145 | $15.8M | Add +18.4% |
| NBIS Nebius Group NV | 4.21% | 50,710 | $14.0M | New |
| GOOG Alphabet Inc. Class C | 3.41% | 32,100 | $11.3M | No change |
| BE Bloom Energy Corp. Class A | 2.50% | 27,455 | $8.3M | New |
| SPCX Space Exploration Techn Class A | 2.45% | 47,665 | $8.1M | New |
| AFRM Affirm Holdings Inc. | 2.42% | 98,730 | $8.1M | Reduce -31.8% |
| PLTR Palantir Technologies Inc. Class A | 1.59% | 45,315 | $5.3M | Reduce -20.4% |
Portfolio Sells Q1 2026 → Q2 2026
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −6.73 |
| APP AppLovin Corp. Class A | Reduce -15.8% | 11.67% | −4.04 |
| HOOD Robinhood Markets Inc. Class A | Reduce -15.0% | 16.63% | −3.22 |
| DASH DoorDash Inc. Class A | Reduce -17.2% | 7.02% | −3.11 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −2.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -20.4% | 1.59% | −2.08 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −1.34 |
| AFRM Affirm Holdings Inc. | Reduce -31.8% | 2.42% | −0.51 |
| HUT Hut 8 Corp. | Reduce -10.2% | 13.48% | +4.53 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | New | 8.42% | +8.42 |
| ASML ASML Holding NV-NY Reg SHS | New | 6.48% | +6.48 |
| NBIS Nebius Group NV | New | 4.21% | +4.21 |
| BE Bloom Energy Corp. Class A | New | 2.50% | +2.50 |
| SPCX Space Exploration Techn Class A | New | 2.45% | +2.45 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.4% | 4.76% | +0.59 |
| CVNA Carvana Co. | Add +3.0% | 14.96% | −5.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $332.5M | HOOD, CVNA, HUT, APP, MU |
| Q1 2026 | 12 | $226.6M | CVNA, HOOD, APP, DASH, HUT |
| Q4 2025 | 11 | $531.1M | HOOD, CVNA, APP, DASH, SHOP |
| Q3 2025 | 12 | $697.7M | HOOD, APP, CVNA, DASH, SHOP |
| Q2 2025 | 10 | $692.5M | HOOD, CVNA, DASH, APP, SHOP |
| Q1 2025 | 10 | $460.2M | CVNA, HOOD, DASH, APP, SHOP |
| Q4 2024 | 9 | $483.4M | CVNA, APP, DASH, HOOD, SHOP |
| Q3 2024 | 6 | $324.6M | CVNA, DASH, APP, SHOP, DDOG |
| Q2 2024 | 7 | $298.0M | CVNA, DASH, DDOG, SHOP, APP |
| Q1 2024 | 8 | $338.4M | DASH, CVNA, SHOP, FRSH, DDOG |