Steadview Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Steadview Capital Management LLC reported 12 stock positions worth $226.6 million. Its top holding was Carvana (CVNA) at 20.3% of the portfolio, followed by Robinhood Markets Class A (HOOD, 19.8%) and AppLovin Class A (APP, 15.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 1 and reduced 8. The biggest buy was Hut 8 (HUT, shares +0%) and the biggest sale Robinhood Markets Class A (HOOD, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844008
- Portfolio Value
- $226.6M (Q1 2026)
- SEC Filing
- 0000945621-26-000621 ↗ filed May 1, 2026
Holdings Value
Holdings 12 stocks · $226.6M
| CVNA Carvana Co. | 20.35% | 146,660 | $46.1M | Reduce -48.8% |
| HOOD Robinhood Markets Inc. Class A | 19.85% | 649,095 | $45.0M | Reduce -43.0% |
| APP AppLovin Corp. Class A | 15.71% | 89,450 | $35.6M | Reduce -39.1% |
| DASH DoorDash Inc. Class A | 10.13% | 152,840 | $22.9M | Reduce -39.4% |
| HUT Hut 8 Corp. | 8.95% | 432,480 | $20.3M | Add +0.2% |
| SHOP Shopify Inc. Class A | 6.73% | 128,559 | $15.2M | Reduce -49.1% |
| TSM Taiwan Semiconductor-SP ADR | 4.17% | 27,985 | $9.5M | New |
| GOOG Alphabet Inc. Class C | 4.06% | 32,100 | $9.2M | New |
| PLTR Palantir Technologies Inc. Class A | 3.67% | 56,900 | $8.3M | New |
| AFRM Affirm Holdings Inc. | 2.93% | 144,815 | $6.6M | Reduce -36.4% |
| RBLX Roblox Corp. Class A | 2.11% | 84,710 | $4.8M | Reduce -46.7% |
| MMYT Makemytrip Ltd. | 1.34% | 81,185 | $3.0M | Reduce -34.0% |
Portfolio Sells Q4 2025 → Q1 2026
| HOOD Robinhood Markets Inc. Class A | Reduce -43.0% | 19.85% | −4.39 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −3.81 |
| APP AppLovin Corp. Class A | Reduce -39.1% | 15.71% | −2.92 |
| CVNA Carvana Co. | Reduce -48.8% | 20.35% | −2.43 |
| SHOP Shopify Inc. Class A | Reduce -49.1% | 6.73% | −0.93 |
| PTRN Pattern Group Inc. Class A | Sold out | 0.00% | −0.87 |
| DASH DoorDash Inc. Class A | Reduce -39.4% | 10.13% | −0.64 |
| MMYT Makemytrip Ltd. | Reduce -34.0% | 1.34% | −0.57 |
| RBLX Roblox Corp. Class A | Reduce -46.7% | 2.11% | −0.31 |
| AFRM Affirm Holdings Inc. | Reduce -36.4% | 2.93% | −0.26 |
Portfolio Buys Q4 2025 → Q1 2026
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 |