StepStone Group
StepStone Group reported 23 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPCX (86.6%), STUB (4.5%) and CBRS (3.5%). Compared with Q1 2026, the fund opened new positions in SPCX, CBRS and TMS, trimmed KRMN and NAVN and sold out of PATH, DKNG and MDB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $1.9B | 86.6% | 10.9M | New position | 1 of 8 | |
| 2 |  STUB Stubhub Hldgs Inc | $97.3M | 4.5% | 7.6M | No change | 4 of 8 | |
| 3 |  CBRS Cerebras Systems Inc Com CL A | $75.2M | 3.5% | 340K | New position | 1 of 8 | |
| 4 |  XNDU Xanadu Quantum Technolo Ltd | $41.4M | 1.9% | 3.4M | No change | 2 of 8 | |
| 5 |  TMS Teamshares Inc | $16.4M | 0.8% | 2M | New position | 1 of 8 | |
| 6 |  OKUR Onkure Therapeutics Inc | $12.1M | 0.6% | 2.7M | No change | 7 of 8 | |
| 7 |  KRMN Karman Hldgs Inc | $12M | 0.6% | 241K | −636K (−72%) | 4 of 8 | |
| 8 |  KDK Kodiak AI Inc. | $7.2M | 0.3% | 1.4M | No change | 4 of 8 | |
| 9 |  TRDA Entrada Therapeutics Inc | $5.6M | 0.3% | 761K | No change | 8 of 8 | |
| 10 |  EIKN Eikon Therapeutics Inc | $5.2M | 0.2% | 395K | No change | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →StepStone Group 13F FAQ
What does StepStone Group own?
StepStone Group reported 23 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPCX (86.6%), STUB (4.5%) and CBRS (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did StepStone Group buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 0 added to, 2 trimmed and 4 sold out. New positions include SPCX, CBRS and TMS. It sold all of PATH, DKNG and MDB.
When will StepStone Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is StepStone Group's portfolio worth?
The Q2 2026 filing reports $2.2B 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.