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13F holdings · Q3 2026

Steadview Capital Management

San Francisco, CA · files as Steadview Capital Management LLC
Holdings as of Sep 30, 2026Filed Oct 28, 2026Next filing due Feb 15, 2027CIK 1844008

Steadview Capital Management reported 9 stocks worth $291M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPCX (24.3%), HOOD (23.8%) and CVNA (16.8%). Compared with Q2 2026, the fund added to SPCX, HOOD and CVNA, trimmed HUT, DASH and NBIS and sold out of APP, MU and GOOG.

Reported value$291M−12.5% vs last quarter
Stocks held90 new · 5 sold out
Top 5 weight81.6%very concentrated
Turnover63%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPCX
Space Exploration Techn Corp Class A Com Stk
$70.6M24.3%468K+420K (+881%)2 of 8
2
HOOD
Robinhood Mkts Inc
$69.3M23.8%616K+65K (+12%)8 of 8
3
CVNA
Carvana Co
$49M16.8%783K+27K (+4%)8 of 8
4
HUT
Hut 8 Corp
$25.8M8.9%300K−88K (−23%)5 of 8
5
ASML
Asml Holding N V
$22.7M7.8%13K+1,680 (+16%)2 of 8
6
DASH
Doordash Inc
$21.6M7.4%118K−9,020 (−7%)8 of 8
7
TSM
Taiwan Semiconductor Mfg Ltd
$15.1M5.2%33KNo change3 of 8
8
PLTR
Palantir Technologies Inc
$8.5M2.9%45KNo change3 of 8
9
NBIS
Nebius Group
$8.3M2.9%35K−16K (−31%)2 of 8

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
APP
Applovin Corp
$38.8M75K
MU
Micron Technology Inc
$28M24K
GOOG
Alphabet Inc
$11.3M32K
BE
Bloom Energy Corp
$8.3M27K
AFRM
Affirm Hldgs Inc
$8.1M99K

Reported value

last 8 quarters
$483MQ4 '24
$460MQ1 '25
$692MQ2 '25
$698MQ3 '25
$531MQ4 '25
$227MQ1 '26
$333MQ2 '26
$291MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 28, 202613F-HRQ3 2026SEC filing ↗

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Steadview Capital Management 13F FAQ

What does Steadview Capital Management own?

Steadview Capital Management reported 9 stocks worth $291M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPCX (24.3%), HOOD (23.8%) and CVNA (16.8%). The table above lists every position in the filing (the top 10 without an account).

What did Steadview Capital Management buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 4 added to, 3 trimmed and 5 sold out. It sold all of APP, MU and GOOG.

When will Steadview Capital Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Steadview Capital Management's portfolio worth?

The Q3 2026 filing reports $291M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.