Steadview Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Steadview Capital Management LLC disclosed 14 US equity positions worth $332.5m in its Q2 2026 13F filing. The largest position was HOOD at 16.6% of the reported book, followed by CVNA and HUT. Against the Q1 2026 filing, it opened 5 new positions, added to 2 and reduced 6 among the top 14 holdings.
What did Steadview Capital Management LLC own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HOOD ROBINHOOD MKTS INC | Financial Services | 16.6% | $55.3m | 551,495 | -15% | reduced |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 15.0% | $49.7m | 755,616 | 415% | added |
| 3 | HUT HUT 8 CORP | Financial Services | 13.5% | $44.8m | 388,290 | -10% | reduced |
| 4 | APP APPLOVIN CORP | Communication Services | 11.7% | $38.8m | 75,290 | -16% | reduced |
| 5 | MU MICRON TECHNOLOGY INC | Technology | 8.4% | $28.0m | 24,245 | – | new |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 7.0% | $23.3m | 126,525 | -17% | reduced |
| 7 | ASML ASML HLDG NV | Technology | 6.5% | $21.6m | 10,837 | – | new |
| 8 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.8% | $15.8m | 33,145 | 18% | added |
| 9 | NBIS NEBIUS GROUP N.V. | Communication Services | 4.2% | $14.0m | 50,710 | – | new |
| 10 | GOOG ALPHABET INC | Communication Services | 3.4% | $11.3m | 32,100 | 0% | held |
| 11 | BE BLOOM ENERGY CORP | Industrials | 2.5% | $8.3m | 27,455 | – | new |
| 12 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 2.4% | $8.1m | 47,665 | – | new |
| 13 | AFRM AFFIRM HLDGS INC | Financial Services | 2.4% | $8.1m | 98,730 | -32% | reduced |
| 14 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 1.6% | $5.3m | 45,315 | -20% | reduced |
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.