StockDriftsStockDriftsTop 13 Steadview Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | 16.63% | 551.5K | $55.3M | -15.04%(-97.60K) | $33.01(+182.79%) | 2026-06-30 | |
| CVNA | CARVANA CO | 14.96% | 755.6K | $49.7M | +3.04%(+22.32K) | $17.44(+333.37%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 13.48% | 388.3K | $44.8M | -10.22%(-44.19K) | $39.49(+116.35%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 11.67% | 75.3K | $38.8M | -15.83%(-14.16K) | $64.10(+387.20%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 8.42% | 24.2K | $28.0M | new | $738.05(+37.50%) | 2026-06-30 | |
| DASH | DOORDASH INC | 7.02% | 126.5K | $23.3M | -17.22%(-26.32K) | $106.29(+104.19%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 6.48% | 10.8K | $21.6M | new | $1621.70(+15.17%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.76% | 33.1K | $15.8M | +18.44%(+5.16K) | $332.77(+28.28%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 4.21% | 50.7K | $14.0M | new | $184.22(+49.76%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.41% | 32.1K | $11.3M | +0.00%(+0) | $300.33(+14.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +52.13% | +252.07% | +3.45% | +18.47% |
| Top 20 Holdings Unweighted | +48.00% | +224.17% | +9.78% | +59.46% |
Steadview Capital Management LLC reports $332.52M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are HOOD (16.6%), CVNA (15.0%) and HUT (13.5%). The top 20 holdings account for 97.55% of reported assets. Its disclosed equity book has returned +252.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steadview Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844008). View Steadview Capital Management LLC’s 13F filings on SEC