Institutional Fund
Steadview Capital Management LLC
San Francisco, CACIK 18440085 filings on record
Portfolio Value
$226.62M
Q1 2026
Holdings
12
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-57.3%
from $531.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co20.3%
- Robinhood Mkts Inc19.8%
- Applovin Corp15.7%
- Doordash Inc10.1%
- Hut 8 Corp9.0%
- Shopify Inc6.7%
- Other18.3%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 146.7K | $46.11M | 20.3% | −139.9K | Reduced |
| 2 | Robinhood Mkts Inc | 649.1K | $44.98M | 19.8% | −489.2K | Reduced |
| 3 | Applovin Corp | 89.5K | $35.60M | 15.7% | −57.4K | Reduced |
| 4 | Doordash Inc | 152.8K | $22.95M | 10.1% | −99.5K | Reduced |
| 5 | Hut 8 Corp | 432.5K | $20.29M | 9.0% | +825 | Added |
| 6 | Shopify Inc | 128.6K | $15.25M | 6.7% | −124.0K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 28.0K | $9.46M | 4.2% | +28.0K | New |
| 8 | Alphabet Inc | 32.1K | $9.21M | 4.1% | +32.1K | New |
| 9 | Palantir Technologies Inc | 56.9K | $8.32M | 3.7% | +56.9K | New |
| 10 | Affirm Hldgs Inc | 144.8K | $6.64M | 2.9% | −82.9K | Reduced |
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