GuruTrack

Steadview Capital Management LLC

13F filer · CIK 1844008 · San Francisco, CA

Summary
Steadview Capital Management LLC reported $332.52M across 14 positions in its 13F for 2026 Q2, filed Aug 4, 2026. The largest holdings are HOOD (16.6%), CVNA (15.0%), HUT (13.5%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 2, trimmed 6 and sold out of 3.
Reported value$332.52M
Positions14
Report period2026 Q2
FiledAug 4, 2026
New positions5
Added2
Trimmed6
Sold out3

Top 14 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 16.6%Value $55.30MPrice $116.22Shares 551K -15.04%Since Jun 30 +15.90%
Weight 15.0%Value $49.73MPrice $63.62Shares 756K +415.22%Since Jun 30 -3.34%
Weight 13.5%Value $44.83MPrice $92.86Shares 388K -10.22%Since Jun 30 -19.56%
Weight 11.7%Value $38.79MPrice $305.66Shares 75K -15.83%Since Jun 30 -40.68%
Weight 8.4%Value $27.99MPrice $1065Shares 24KSince Jun 30 -7.73%
Weight 7.0%Value $23.35MPrice $187.10Shares 127K -17.22%Since Jun 30 +1.39%
Weight 6.5%Value $21.56MPrice $1834Shares 11KSince Jun 30 -7.79%
Weight 4.8%Value $15.83MPrice $456.94Shares 33K +18.44%Since Jun 30 -4.32%
Weight 4.2%Value $14.00MPrice $237.35Shares 51KSince Jun 30 -14.05%
Weight 3.4%Value $11.34MPrice $337.32Shares 32KSince Jun 30 -4.53%
Weight 2.5%Value $8.31MPrice $291.25Shares 27KSince Jun 30 -3.78%
Weight 2.4%Value $8.14MPrice $149.24Shares 48KSince Jun 30 -12.65%
Weight 2.4%Value $8.05MPrice $69.30Shares 99K -31.82%Since Jun 30 -15.02%
Weight 1.6%Value $5.29MPrice $186.97Shares 45K -20.36%Since Jun 30 +60.26%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

CVNACVNACARVANA CO≈ $40.08MAdd
ASMLASMLASML HLDG NV≈ $21.56MNew
NBISNBISNEBIUS GROUP N.V.≈ $14.00MNew
BEBEBLOOM ENERGY CORP≈ $8.31MNew

Largest sells in 2026 Q2

SHOPSHOPSHOPIFY INC≈ $15.25MSold
APPAPPAPPLOVIN CORP≈ $5.64MTrim
RBLXRBLXROBLOX CORP≈ $4.79MSold
DASHDASHDOORDASH INC≈ $3.95MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR