Steadview Capital Management LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$226,620
Net value change ($000)
-304,466 (-57.3%)
New positions
3
Sold out positions
2
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 9,458 NEW
GOOGL 9,208 NEW
PLTR 8,323 NEW
HUT 458 2.3%
Top Reduces (Value $000, Stocks/ETFs)
HOOD -83,763 -65.1%
CVNA -74,833 -61.9%
APP -63,360 -64.0%
DASH -34,204 -59.8%
SHOP -25,404 -62.5%
HIMS -20,250 -100.0%
AFRM -10,313 -60.9%
RBLX -8,093 -62.8%
MMYT -7,077 -70.0%
PTRN -4,616 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type