Steadview Capital Management LLC
CIK 1844008 · Holdings on Jun 30, 2026 · First reported Aug 4, 2026
Top ten holdings
Q2 2026- HOOD16.63%
- CVNA14.96%
- HUT13.48%
- APP11.67%
- MU8.42%
- DASH7.02%
- ASML6.48%
- TSM4.76%
- NBIS4.21%
- GOOG3.41%
Share classes counted separately91.04%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVNAWeight decreased · -5.39 pp20.35% → 14.96%Shares +608.96K (+415.22%)
- HUTWeight increased · +4.53 pp8.95% → 13.48%Shares -44.19K (-10.22%)
- APPWeight decreased · -4.04 pp15.71% → 11.67%Shares -14.16K (-15.83%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $55.30M | 16.63% | 551.50K shares | 19.85% → 16.63%-3.22 pp -97.60K (-15.04%) | Reduced | ↗▾ |
| 02 | CVNACARVANA COCL A View history and evidence | $49.73M | 14.96% | 755.62K shares | 20.35% → 14.96%-5.39 pp +608.96K (+415.22%) | Added | ↗▾ |
| 03 | HUTHUT 8 CORP View history and evidence | $44.83M | 13.48% | 388.29K shares | 8.95% → 13.48%+4.53 pp -44.19K (-10.22%) | Reduced | ↗▾ |
| 04 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $38.79M | 11.67% | 75.29K shares | 15.71% → 11.67%-4.04 pp -14.16K (-15.83%) | Reduced | ↗▾ |
| 05 | MUMICRON TECHNOLOGY INC View history and evidence | $27.99M | 8.42% | 24.25K shares | Prior unavailable +24.25K | New | ↗▾ |
| 06 | DASHDOORDASH INC - ACL A View history and evidence | $23.35M | 7.02% | 126.53K shares | 10.13% → 7.02%-3.11 pp -26.32K (-17.22%) | Reduced | ↗▾ |
| 07 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $21.56M | 6.48% | 10.84K shares | Prior unavailable +10.84K | New | ↗▾ |
| 08 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $15.83M | 4.76% | 33.15K shares | 4.17% → 4.76%+0.59 pp +5.16K (+18.44%) | Added | ↗▾ |
| 09 | NBISNEBIUS GROUP NVSHS CLASS A View history and evidence | $14.00M | 4.21% | 50.71K shares | Prior unavailable +50.71K | New | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $11.34M | 3.41% | 32.10K shares | 4.06% → 3.41%-0.65 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHOP SHOPIFY INC - CLASS A | Non-derivative | -128,559 | -$15.25M | SEC filing ↗ | SEC filing ↗ |
| RBLX ROBLOX CORP -CLASS A | Non-derivative | -84,710 | -$4.79M | SEC filing ↗ | SEC filing ↗ |
| MMYT MAKEMYTRIP LTD | Non-derivative | -81,185 | -$3.03M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844008 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 332517886
}Take these holdings further.
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