Steadview Capital Management LLC
Net buyer this quarter
$333M
14
+$28.2M
91.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HOOD | $55.3M | 16.63% | 0.24% | -15.0% | Q4 2024 |
 CVNA | $49.7M | 14.96% | Not reported | +3.0% | Q4 2020 |
 HUT | $44.8M | 13.48% | 0.32% | -10.2% | Q3 2025 |
 APP | $38.8M | 11.67% | 0.02% | -15.8% | Q1 2024 |
 MU | $28M | 8.42% | 0.00% | New | Q2 2026 |
 DASH | $23.3M | 7.02% | Not reported | -17.2% | Q4 2020 |
 ASML | $21.6M | 6.48% | 0.00% | New | Q2 2026 |
 TSM | $15.8M | 4.76% | 0.00% | +18.4% | Q1 2026 |
 NBIS | $14M | 4.21% | 0.02% | New | Q2 2026 |
 GOOG | $11.3M | 3.41% | Not reported | Not reported | Q1 2026 |
 BE | $8.31M | 2.50% | 0.01% | New | Q2 2026 |
 SPCX | $8.14M | 2.45% | Not reported | New | Q2 2026 |
 AFRM | $8.05M | 2.42% | 0.17% | -31.8% | Q3 2025 |
 PLTR | $5.29M | 1.59% | 0.00% | -20.4% | Q1 2026 |
| Q1 2026 | |||||
| CVNA | $46.1M | 20.35% | Not reported | -48.8% | Q4 2020 |
| HOOD | $45M | 19.85% | 0.28% | -43.0% | Q4 2024 |
| APP | $35.6M | 15.71% | 0.03% | -39.1% | Q1 2024 |
| DASH | $22.9M | 10.13% | Not reported | -39.4% | Q4 2020 |
| HUT | $20.3M | 8.95% | 0.38% | +0.2% | Q3 2025 |
 SHOP | $15.2M | 6.73% | 0.03% | -49.1% | Q4 2020 |
| TSM | $9.46M | 4.17% | 0.00% | New | Q1 2026 |
| GOOG | $9.21M | 4.06% | Not reported | New | Q1 2026 |
| PLTR | $8.32M | 3.67% | 0.00% | New | Q1 2026 |
| AFRM | $6.64M | 2.93% | 0.24% | -36.4% | Q3 2025 |
 RBLX | $4.79M | 2.11% | 0.01% | -46.7% | Q4 2025 |
 MMYT | $3.03M | 1.34% | Not reported | -34.0% | Q4 2024 |
| Q4 2025 | |||||
| HOOD | $129M | 24.24% | 0.49% | -27.4% | Q4 2024 |
| CVNA | $121M | 22.77% | Not reported | -7.4% | Q4 2020 |
| APP | $99M | 18.63% | 0.04% | -11.1% | Q1 2024 |
| DASH | $57.2M | 10.76% | Not reported | +1.2% | Q4 2020 |
| SHOP | $40.7M | 7.65% | 0.06% | -21.0% | Q4 2020 |
 HIMS | $20.3M | 3.81% | Not reported | -11.1% | Q2 2025 |
| HUT | $19.8M | 3.73% | 0.39% | +1425.3% | Q3 2025 |
| AFRM | $16.9M | 3.19% | 0.38% | +1612.1% | Q3 2025 |
| RBLX | $12.9M | 2.43% | 0.02% | New | Q4 2025 |
| MMYT | $10.1M | 1.90% | Not reported | -36.6% | Q4 2024 |
 PTRN | $4.62M | 0.87% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| HOOD | $224M | 32.16% | 0.67% | -24.9% | Q4 2024 |
| APP | $119M | 17.02% | 0.05% | -24.8% | Q1 2024 |
| CVNA | $117M | 16.74% | Not reported | -30.2% | Q4 2020 |
| DASH | $67.8M | 9.72% | Not reported | -24.4% | Q4 2020 |
| SHOP | $47.5M | 6.81% | 0.08% | -24.0% | Q4 2020 |
| HIMS | $39.8M | 5.71% | Not reported | +80.0% | Q2 2025 |
 SPOT | $30.6M | 4.38% | 0.02% | -25.2% | Q4 2024 |
 DUOL | $26.4M | 3.79% | 0.49% | -24.7% | Q4 2024 |
| MMYT | $18.2M | 2.60% | Not reported | -2.3% | Q4 2024 |
| PTRN | $5.48M | 0.79% | Not reported | New | Q3 2025 |
| HUT | $985K | 0.14% | 0.03% | New | Q3 2025 |
| AFRM | $972K | 0.14% | 0.02% | New | Q3 2025 |