Steadview Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Steadview Capital Management LLC disclosed 12 US equity positions worth $226.6m in its Q1 2026 13F filing. The largest position was CVNA at 20.3% of the reported book, followed by HOOD and APP.
What did Steadview Capital Management LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 20.3% | $46.1m | 146,660 | – | |
| 2 | HOOD ROBINHOOD MKTS INC | Financial Services | 19.8% | $45.0m | 649,095 | – | |
| 3 | APP APPLOVIN CORP | Communication Services | 15.7% | $35.6m | 89,450 | – | |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 10.1% | $22.9m | 152,840 | – | |
| 5 | HUT HUT 8 CORP | Financial Services | 9.0% | $20.3m | 432,480 | – | |
| 6 | SHOP SHOPIFY INC | Technology | 6.7% | $15.2m | 128,559 | – | |
| 7 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.2% | $9.5m | 27,985 | – | |
| 8 | GOOG ALPHABET INC | Communication Services | 4.1% | $9.2m | 32,100 | – | |
| 9 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 3.7% | $8.3m | 56,900 | – | |
| 10 | AFRM AFFIRM HLDGS INC | Financial Services | 2.9% | $6.6m | 144,815 | – | |
| 11 | RBLX ROBLOX CORP | Communication Services | 2.1% | $4.8m | 84,710 | – | |
| 12 | MAKEMYTRIP LIMITED MAURITIUS | 1.3% | $3.0m | 81,185 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.