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%
Stock Holdings
HOOD
ROBINHOOD MKTS INC
-15.04%
Shares551.5K
Event2026-06-30
Filed2026-08-04
CVNA
CARVANA CO
415.22%
Shares755.6K
Event2026-06-30
Filed2026-08-04
HUT
HUT 8 CORP
-10.22%
Shares388.3K
Event2026-06-30
Filed2026-08-04
APPLOVIN CORP
APPLOVIN CORP
-15.83%
Shares75.3K
Event2026-06-30
Filed2026-08-04
MU
MICRON TECHNOLOGY INC
New
Shares24.2K
Event2026-06-30
Filed2026-08-04
DASH
DOORDASH INC
-17.22%
Shares126.5K
Event2026-06-30
Filed2026-08-04
ASML
ASML HLDG NV
New
Shares10.8K
Event2026-06-30
Filed2026-08-04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
18.44%
Shares33.1K
Event2026-06-30
Filed2026-08-04
NBIS
NEBIUS GROUP N.V.
New
Shares50.7K
Event2026-06-30
Filed2026-08-04
GOOG
ALPHABET INC
0.00%
Shares32.1K
Event2026-06-30
Filed2026-08-04
BE
BLOOM ENERGY CORP
New
Shares27.5K
Event2026-06-30
Filed2026-08-04
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares47.7K
Event2026-06-30
Filed2026-08-04
AFFIRM HLDGS INC
AFFIRM HLDGS INC
-31.82%
Shares98.7K
Event2026-06-30
Filed2026-08-04
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-20.36%
Shares45.3K
Event2026-06-30
Filed2026-08-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available