Steadview Capital Management Llc Portfolio Stock Holdings
Steadview Capital Management Llc disclosed 14 stock positions valued at approximately $332.5 million in its latest SEC 13F filing. The largest holdings include ROBINHOOD MKTS INC, CARVANA CO, and HUT 8 CORP. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $332.5M
Holdings by Sector
Steadview Capital Management Llc Portfolio Holdings in Q2 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROBINHOOD MKTS INC | HOOD | Financial Services | 16.63% | 551,495 | -97,600 | -15.04% | $55,303,919 |
| CARVANA CO | CVNA | Consumer Cyclical | 14.96% | 755,616 | +608,956 | +415.22% | $49,734,645 |
| HUT 8 CORP | HUT | Financial Services | 13.48% | 388,290 | -44,190 | -10.22% | $44,826,139 |
| APPLOVIN CORP | APP | Technology | 11.67% | 75,290 | -14,160 | -15.83% | $38,791,667 |
| MICRON TECHNOLOGY INC | MU | Technology | 8.42% | 24,245 | +24,245 | +100.00% | $27,985,761 |
| DOORDASH INC | DASH | Communication Services | 7.02% | 126,525 | -26,315 | -17.22% | $23,347,658 |
| ASML HLDG NV | ASML | Other | 6.48% | 10,837 | +10,837 | +100.00% | $21,559,561 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.76% | 33,145 | +5,160 | +18.44% | $15,829,058 |
| NEBIUS GROUP N.V. | NBIS | Other | 4.21% | 50,710 | +50,710 | +100.00% | $14,004,581 |
| ALPHABET INC | GOOG | Communication Services | 3.41% | 32,100 | - | - | $11,341,893 |
| BLOOM ENERGY CORP | BE | Industrials | 2.50% | 27,455 | +27,455 | +100.00% | $8,310,629 |
| AFFIRM HLDGS INC | AFRM | Technology | 2.42% | 98,730 | -46,085 | -31.82% | $8,051,432 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.59% | 45,315 | -11,585 | -20.36% | $5,286,901 |