2026 Q2 Portfolio Activity
In 2026 Q2, Steadview Capital Management LLC maintained a portfolio of 17 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 8.42% of the total fund value. They heavily accumulated shares in TAIWAN SEMICONDUCTOR MANUFAC, increasing the position by 18.4%. Conversely, Steadview Capital Management LLC completely exited their position in SHOPIFY INC.
Position History
hover any row below to update
Loading…
Total Positions
17
Quarter
2026 Q2
Top Holding
HOOD (16.6%)
Top 10 Concentration
91.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
Steadview Capital Management LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 16.63% | 19.85% |
#1
1
Prev: #2
|
6.5 |
—
|
-97,600 | -15.0% |
P
S
|
551,495 | $55,303,919 |
$38.54
+148.0%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 14.96% | 20.35% |
#2
1
Prev: #1
|
8.5 |
—
|
608,956 | 415.2% |
P
S
|
755,616 | $49,734,645 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
HUT
HUT 8 CORP
|
Financial Services | 13.48% | 8.95% |
#3
2
Prev: #5
|
5.5 |
—
|
-44,190 | -10.2% |
P
S
|
388,290 | $44,826,139 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 11.67% | 15.71% |
#4
1
Prev: #3
|
5.0 |
—
|
-14,160 | -15.8% |
P
S
|
75,290 | $38,791,667 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 8.42% | — |
#5
Prev: #—
|
7.4 |
—
|
24,245 | — |
NEW
|
24,245 | $27,985,761 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 7.02% | 10.13% |
#6
2
Prev: #4
|
3.3 |
—
|
-26,315 | -17.2% |
P
S
|
126,525 | $23,347,658 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ASML
ASML HLDG NV
|
Technology | 6.48% | — |
#7
Prev: #—
|
6.1 |
—
|
10,837 | — |
NEW
|
10,837 | $21,559,561 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.76% | 4.17% |
#8
1
Prev: #7
|
3.9 |
—
|
5,160 | 18.4% |
P
S
|
33,145 | $15,829,058 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 4.21% | — |
#9
Prev: #—
|
5.2 |
—
|
50,710 | — |
NEW
|
50,710 | $14,004,581 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.41% | 4.06% |
#10
2
Prev: #8
|
2.4 |
—
|
no change | no change |
P
S
|
32,100 | $11,341,893 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 2.50% | — |
#11
Prev: #—
|
4.5 |
—
|
27,455 | — |
NEW
|
27,455 | $8,310,629 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 2.45% | — |
#12
Prev: #—
|
4.5 |
—
|
47,665 | — |
NEW
|
47,665 | $8,144,042 | — | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 2.42% | 2.93% |
#13
3
Prev: #10
|
1.0 |
—
|
-46,085 | -31.8% |
P
S
|
98,730 | $8,051,432 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.59% | 3.67% |
#14
5
Prev: #9
|
0.6 |
—
|
-11,585 | -20.4% |
P
S
|
45,315 | $5,286,901 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 0.00% | 1.34% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-81,185 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 0.00% | 2.11% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-84,710 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.00% | 6.73% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-128,559 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 |
Showing 1-17 of 17 holdings