2026 Q3 Portfolio Activity
In 2026 Q3, Steadview Capital Management LLC maintained a portfolio of 14 distinct positions. They heavily accumulated shares in SPACE EXPLORATION TECHN CORP, increasing the position by 881.4%. Conversely, Steadview Capital Management LLC completely exited their position in APPLOVIN CORP.
Position History
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Total Positions
14
Quarter
2026 Q3
Top Holding
SPCX (24.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Steadview Capital Management LLC Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPCX
SPACE EXPLORATI...
|
ETF | 24.27% | 2.45% |
#1
11
Prev: #12
|
9.0 |
—
|
420,125 | 881.4% |
P
S
|
467,790 | $70,570,799 |
$152.90
-5.0%
|
2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | ||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 23.84% | 16.63% |
#2
1
Prev: #1
|
7.5 |
—
|
64,620 | 11.7% |
P
S
|
616,115 | $69,312,938 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 16.84% | 14.96% |
#3
1
Prev: #2
|
5.5 |
—
|
27,415 | 3.6% |
P
S
|
783,031 | $48,970,759 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HUT
HUT 8 CORP
|
Financial Services | 8.88% | 13.48% |
#4
1
Prev: #3
|
4.1 |
—
|
-88,345 | -22.8% |
P
S
|
299,945 | $25,825,265 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
ASML
ASML HLDG NV
|
Technology | 7.80% | 6.48% |
#5
2
Prev: #7
|
5.6 |
—
|
1,680 | 15.5% |
P
S
|
12,517 | $22,676,673 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 7.42% | 7.02% |
#6
Prev: #6
|
3.5 |
—
|
-9,020 | -7.1% |
P
S
|
117,505 | $21,568,043 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 5.20% | 4.76% |
#7
1
Prev: #8
|
3.1 |
—
|
no change | no change |
P
S
|
33,145 | $15,120,418 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 2.91% | 1.59% |
#8
6
Prev: #14
|
2.2 |
—
|
no change | no change |
P
S
|
45,315 | $8,476,171 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 2.85% | 4.21% |
#9
Prev: #9
|
1.1 |
—
|
-15,605 | -30.8% |
P
S
|
35,105 | $8,280,567 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 0.00% | 2.42% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-98,730 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 0.00% | 2.50% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-27,455 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.00% | 3.41% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-32,100 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.00% | 8.42% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-24,245 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.00% | 11.67% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-75,290 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 |
Showing 1-14 of 14 holdings