DOSSIER · 13F-HR · Q2 2026

Steadview Capital Management LLC

$333M in tracked AUM across 14 positions as of Q2 2026.

SC
CIK 0001844008 · last filed Jun 30, 2026
Total AUM
$333M
as of Q2 2026
Holdings
14
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Steadview Capital Management LLC’s 13F filing for the period ending September 30, 2025, reveals a period of substantial capital contraction and strategic realignment. The firm reduced its total portfolio value by 54.3%, declining from $692.48 million to $316.73 million. This reduction was driven not only by market movements but by significant capital distributions or withdrawals, as evidenced by the reduction in nearly every existing position and the exit from several maj...

Key Holdings

The portfolio is anchored by a trio of high-growth technology companies, all of which retain significant weightings despite recent reductions.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HOOD
ROBINHOOD MKTS INC
$55M551K16.6%
02
CVNA
CARVANA CO
$50M756K15.0%
03
HUT
HUT 8 CORP
$45M388K13.5%
04
APP
APPLOVIN CORP
$39M75K11.7%
05
MU
MICRON TECHNOLOGY INC
$28M24K8.4%
06
DASH
DOORDASH INC
$23M127K7.0%
07
N07059210
ASML HLDG NV
$22M11K6.5%
08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$16M33K4.8%
09
N97284108
NEBIUS GROUP N.V.
$14M51K4.2%
10
GOOG
ALPHABET INC
$11M32K3.4%

Filing history

2026Q2Jun 30
$333M 46.7%
14 positionsView →
2026Q1Mar 31
$227M 57.3%
12 positionsView →
2025Q4Dec 31
$531M 67.7%
11 positionsView →
2025Q3Sep 30
$317M 54.3%
9 positionsView →
2025Q2Jun 30
$692M 160.7%
10 positionsLocked
2025Q1Mar 31
$266M 45.1%
8 positionsLocked
2024Q4Dec 31
$483M 48.9%
9 positionsLocked
2024Q3Sep 30
$325M 9.0%
6 positionsLocked
2024Q2Jun 30
$298M 12.0%
7 positionsLocked
2024Q1Mar 31
$338M 16.0%
8 positionsLocked
2023Q4Dec 31
$292M 17.5%
7 positionsLocked
2023Q3Sep 30
$248M 38.8%
8 positionsLocked
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