Steadview Capital Management LLC

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$290,802
Net value change ($000)
-41,716 (-12.5%)
New positions
0
Sold out positions
5
Turnover %
32.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORP 62,427 766.5%
HOOD 14,009 25.3%
PLTR 3,189 60.3%
ASML 1,117 5.2%
Top Reduces (Value $000, Stocks/ETFs)
APP -38,792 -100.0%
MU -27,986 -100.0%
HUT -19,001 -42.4%
GOOGL -11,342 -100.0%
BE -8,311 -100.0%
AFRM -8,051 -100.0%
NBIS -5,724 -40.9%
DASH -1,780 -7.6%
CVNA -764 -1.5%
TSM -709 -4.5%
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