Steadview Capital Management LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$332,518
Net value change ($000)
+105,898 (46.7%)
New positions
5
Sold out positions
3
Turnover %
31.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 27,986 NEW
HUT 24,538 120.9%
ASML 21,560 NEW
NBIS 14,005 NEW
HOOD 10,322 22.9%
BE 8,311 NEW
SPACE EXPLORATION TECHN CORP 8,144 NEW
TSM 6,371 67.4%
CVNA 3,628 7.9%
APP 3,191 9.0%
Top Reduces (Value $000, Stocks/ETFs)
SHOP -15,250 -100.0%
RBLX -4,791 -100.0%
PLTR -3,036 -36.5%
MMYT -3,027 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type