Steadview Capital Management LLC
13F Reported Value
ⓘ$226.6M
Holdings
12
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Steadview Capital Management LLC disclosed 12 positions worth $226.6M in its Form 13F-HR for Q1 2026, led by $CVNA (CARVANA CO.) at 20.4% of the equity portfolio, followed by $HOOD and $APP. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $TSM and a full exit from $HIMS. The portfolio is most concentrated in Technology (36.5% of disclosed assets). All figures are sourced directly from Steadview Capital Management LLC’s Form 13F-HR filing with the SEC under CIK 1844008.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 69.2#378
Quality
$46.1M146,660 sh - 75.8#117
Quality
$45.0M649,095 sh - 86.8#6
Quality
$35.6M89,450 sh - 70.6
Quality
$22.9M152,840 sh - 31.4
Quality
$20.3M432,480 sh - —
Quality
$15.2M128,559 sh - $9.5M27,985 sh
- 80.2
Quality
$9.2M32,100 sh - 85.8
Quality
$8.3M56,900 sh - 71.7
Quality
$6.6M144,815 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 69.2#378 | $46.1M | 146,660 |
 Robinhood Markets, Inc.$HOOD | 75.8#117 | $45.0M | 649,095 |
 AppLovin Corp$APP | 86.8#6 | $35.6M | 89,450 |
 DoorDash, Inc.$DASH | 70.6 | $22.9M | 152,840 |
 Hut 8 Corp.$HUT | 31.4 | $20.3M | 432,480 |
 SHOPIFY INC.$SHOP | — | $15.2M | 128,559 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $9.5M | 27,985 |
 Alphabet Inc.$GOOGL | 80.2 | $9.2M | 32,100 |
 Palantir Technologies Inc.$PLTR | 85.8 | $8.3M | 56,900 |
 Affirm Holdings, Inc.$AFRM | 71.7 | $6.6M | 144,815 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Steadview Capital Management LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$82.6M
Financials
$71.9M
Consumer Discretionary
$49.1M
Industrials
$22.9M
Full Holdings — Steadview Capital Management LLC (Q1 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CVNA | CARVANA CO. | $46.1M | 20.4% | -49% | 69.2 |
| 2 | $HOOD | Robinhood Markets, Inc. | $45.0M | 19.9% | -43% | 75.8 |
| 3 | $APP | AppLovin Corp | $35.6M | 15.7% | -39% | 86.8 |
| 4 | $DASH | DoorDash, Inc. | $22.9M | 10.1% | -39% | 70.6 |
| 5 | $HUT | Hut 8 Corp. | $20.3M | 8.9% | +0% | 31.4 |
| 6 | $SHOP | SHOPIFY INC. | $15.2M | 6.7% | -49% | — |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9.5M | 4.2% | NEW | — |
| 8 | $GOOGL | Alphabet Inc. | $9.2M | 4.1% | NEW | 80.2 |
| 9 | $PLTR | Palantir Technologies Inc. | $8.3M | 3.7% | NEW | 85.8 |
| 10 | $AFRM | Affirm Holdings, Inc. | $6.6M | 2.9% | -36% | 71.7 |
| 11 |  $RBLX | Roblox Corp | $4.8M | 2.1% | -47% | 53.7 |
| 12 |  $MMYT | MakeMyTrip Ltd | $3.0M | 1.3% | -34% | — |
New Positions (3)
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