§ 13F · FUND PROFILE
Steadview Capital Management LLC.
AUM · $333M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$80M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MKTS INC | 551K | $55M | 16.6% | −15% |
| 2 | CVNA | CARVANA CO | 756K | $50M | 15.0% | +415% |
| 3 | HUT | HUT 8 CORP | 388K | $45M | 13.5% | −10% |
| 4 | APP | APPLOVIN CORP | 75K | $39M | 11.7% | −16% |
| 5 | MU | MICRON TECHNOLOGY INC | 24K | $28M | 8.4% | NEW |
| 6 | DASH | DOORDASH INC | 127K | $23M | 7.0% | −17% |
| 7 | ASML | ASML HLDG NV | 11K | $22M | 6.5% | NEW |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 33K | $16M | 4.8% | +18% |
| 9 | NBIS | NEBIUS GROUP N.V. | 51K | $14M | 4.2% | NEW |
| 10 | GOOG | ALPHABET INC | 32K | $11M | 3.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEADVIEW SIGNAL
AC read
Steadview Capital Management LLC is a Other fund managing $333 million in assets. The fund runs a focused portfolio of just 14 positions.
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