Sponsored
The Analysis of Steadview Capital Management LLC's Holdings & P&L
Currently, Steadview Capital Management LLC holds 14 types of securities in its portfolio with a total value $332.5M. In the most recent quarter, they have increased their positions in CVNA (+609.0K shares, valued at $40.1M), MU (+24.2K shares, valued at $28.0M), ASML (+10.8K shares, valued at $21.6M); decreased their positions in HOOD (-97.6K shares, valued at $9.8M), N/A (-14.2K shares, valued at $7.3M), HUT (-44.2K shares, valued at $5.1M); initiated new positions in MU (+24.2K shares, valued at $28.0M), ASML (+10.8K shares, valued at $21.6M), NBIS (+50.7K shares, valued at $14.0M).
1M P&L
+29.8M+12.18%
3M P&L
+32.6M+13.44%
HY P&L
-112.8M-29.11%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Capital Markets100.1M
36.8%
2Auto & Truck Dealerships49.7M
18.3%
3Internet Content & Information48.7M
17.9%
Top Industries by Stock Count
1Internet Content & Information3 stocks
30.0%
2Capital Markets2 stocks
20.0%
3Semiconductors2 stocks
20.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP47.7K sharesnew addition2026-06-302026-08-04
HOOD
-15.04%ROBINHOOD MKTS INC
Shares551.5K
Event2026-06-30
Filed2026-08-04
CVNA
415.22%CARVANA CO
Shares755.6K
Event2026-06-30
Filed2026-08-04
HUT
-10.22%HUT 8 CORP
Shares388.3K
Event2026-06-30
Filed2026-08-04
APPLOVIN CORP
-15.83%APPLOVIN CORP
Shares75.3K
Event2026-06-30
Filed2026-08-04
MU
NewMICRON TECHNOLOGY INC
Shares24.2K
Event2026-06-30
Filed2026-08-04
DASH
-17.22%DOORDASH INC
Shares126.5K
Event2026-06-30
Filed2026-08-04
ASML
NewASML HLDG NV
Shares10.8K
Event2026-06-30
Filed2026-08-04
TSM
18.44%TAIWAN SEMICONDUCTOR MANUFAC
Shares33.1K
Event2026-06-30
Filed2026-08-04
NBIS
NewNEBIUS GROUP N.V.
Shares50.7K
Event2026-06-30
Filed2026-08-04
GOOG
0.00%ALPHABET INC
Shares32.1K
Event2026-06-30
Filed2026-08-04
BE
NewBLOOM ENERGY CORP
Shares27.5K
Event2026-06-30
Filed2026-08-04
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares47.7K
Event2026-06-30
Filed2026-08-04
AFFIRM HLDGS INC
-31.82%AFFIRM HLDGS INC
Shares98.7K
Event2026-06-30
Filed2026-08-04
PALANTIR TECHNOLOGIES INC
-20.36%PALANTIR TECHNOLOGIES INC
Shares45.3K
Event2026-06-30
Filed2026-08-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available