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Steadview Capital Management LLC
hedge fundUpdated 37 days agoManaged by Steadview Capital Management Llc • Latest filing Q2 2026
Portfolio value
$332.5M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
0.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $330.3M |
| Q2 2023 | $405.7M |
| Q3 2023 | $248.3M |
| Q4 2023 | $291.7M |
| Q1 2024 | $338.4M |
| Q2 2024 | $298M |
| Q3 2024 | $324.6M |
| Q4 2024 | $483.4M |
| Q1 2025 | $460.2M |
| Q2 2025 | $692.5M |
| Q3 2025 | $697.7M |
| Q4 2025 | $531.1M |
| Q1 2026 | $226.6M |
| Q2 2026 | $332.5M |
Top holdings
14 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HOOD ROBINHOOD MKTS INC | $55.3M | 551.5K | 16.63% | Trimmed(-15.0%) |
| 2 | C CVNA CARVANA CO | $49.7M | 755.6K | 14.96% | Added(+415.2%) |
| 3 | H HUT HUT 8 CORP | $44.8M | 388.3K | 13.48% | Trimmed(-10.2%) |
| 4 | A APP APPLOVIN CORP | $38.8M | 75.3K | 11.67% | Trimmed(-15.8%) |
| 5 | M MU MICRON TECHNOLOGY INC | $28M | 24.2K | 8.42% | — |
| 6 | D DASH DOORDASH INC | $23.3M | 126.5K | 7.02% | Trimmed(-17.2%) |
| 7 | A ASMLF ASML HLDG NV | $21.6M | 10.8K | 6.48% | — |
| 8 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $15.8M | 33.1K | 4.76% | Added(+18.4%) |
| 9 | N NBIS NEBIUS GROUP N.V. | $14M | 50.7K | 4.21% | — |
| 10 | G GOOGN ALPHABET INC | $11.3M | 32.1K | 3.41% | Unchanged |
| 11 | B BE BLOOM ENERGY CORP | $8.3M | 27.5K | 2.50% | — |
| 12 | S SPCX SPACE EXPLORATION TECHN CORP | $8.1M | 47.7K | 2.45% | — |
| 13 | A AFRM AFFIRM HLDGS INC | $8.1M | 98.7K | 2.42% | Trimmed(-31.8%) |
| 14 | P PLTR PALANTIR TECHNOLOGIES INC | $5.3M | 45.3K | 1.59% | Trimmed(-20.4%) |