Steadview Capital Management LLC
Steadview Capital Management LLC reported 14 US-listed holdings worth $332.5 million in its 13F for the quarter ended 30 June 2026, filed 4 August 2026. Its largest: Robinhood Markets, Inc. (16.6%), Carvana Co. (15.0%) and Hut 8 Corp. (13.5%). Against the quarter before, it opened 5 positions, added to 2, trimmed 6 and sold out of 3.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +121.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Micron Technology Inc. MU$28.0 million
- ASML Holding N.V. ASML$21.6 million
- Yandex N V NBIS$14.0 million
- Bloom Energy Corp. BE$8.3 million
- Space Exploration Techn Corp. Class A Com STK SPCX$8.1 million
Added to 2
- Taiwan Semiconductor Manufacturing Company Limited TSM+5,160 shares · +18%
- Carvana Co. CVNA+22,316 shares · +3%
Trimmed 6
- Robinhood Markets, Inc. HOOD-97,600 shares · -15%
- AppLovin Corp. APP-14,160 shares · -16%
- Hut 8 Corp. HUT-44,190 shares · -10%
- DoorDash, Inc. DASH-26,315 shares · -17%
- Affirm Hldgs Inc. AFRM-46,085 shares · -32%
- Palantir Technologies Inc. PLTR-11,585 shares · -20%
Sold out of 3
- Shopify Inc. SHOP$15.2 million last quarter
- Roblox Corp. RBLX$4.8 million last quarter
- Makemytrip Limited Mauritius MMYT$3.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Robinhood Markets, Inc. HOOD | 551.5K | $55.3 million | 16.63% | -97.6K |
| Carvana Co. CVNA | 755.6K | $49.7 million | 14.96% | +22.3K |
| Hut 8 Corp. HUT | 388.3K | $44.8 million | 13.48% | -44.2K |
| AppLovin Corp. APP | 75.3K | $38.8 million | 11.67% | -14.2K |
| Micron Technology Inc. MU | 24.2K | $28.0 million | 8.42% | new |
| DoorDash, Inc. DASH | 126.5K | $23.3 million | 7.02% | -26.3K |
| ASML Holding N.V. ASML | 10.8K | $21.6 million | 6.48% | new |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 33.1K | $15.8 million | 4.76% | +5.2K |
| Yandex N V NBIS | 50.7K | $14.0 million | 4.21% | new |
| Alphabet Inc. GOOG | 32.1K | $11.3 million | 3.41% | no change |
| Bloom Energy Corp. BE | 27.5K | $8.3 million | 2.50% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 47.7K | $8.1 million | 2.45% | new |
| Affirm Hldgs Inc. AFRM | 98.7K | $8.1 million | 2.42% | -46.1K |
| Palantir Technologies Inc. PLTR | 45.3K | $5.3 million | 1.59% | -11.6K |