Q3 2026 13F · SEC CIK 1844008
Steadview Capital Management LLC
Hedge fundFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $290.8M
- Reported positions
- 9
- Top holdings a year, 3 yrs
- +43.4%
- Assets under management
- $2.6B
Steadview Capital Management LLC is a hedge fund that reported 9 positions worth $290.8M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Space Exploration Techn Corp (SPCX, 24.3%), Robinhood Mkts Inc (HOOD, 23.8%), Carvana Co (CVNA, 16.8%). A portfolio copying its top holdings returned 43.4% a year over the last 3 years, against 20.4% for the S&P 500.
Steadview Capital Management LLC holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 24.3% | +881.4% | $70.6M |
| HOODRobinhood Mkts Inc | 23.8% | +11.7% | $69.3M |
| CVNACarvana Co | 16.8% | +3.6% | $49.0M |
| HUTHut 8 Corp | 8.9% | -22.8% | $25.8M |
| ASMLAsml Hldg NV | 7.8% | +15.5% | $22.7M |
| DASHDoordash Inc | 7.4% | -7.1% | $21.6M |
| TSMTaiwan Semiconductor Manufac | 5.2% | +0.0% | $15.1M |
| PLTRPalantir Technologies Inc | 2.9% | +0.0% | $8.5M |
| NBISNebius Group N.v. | 2.8% | -30.8% | $8.3M |
What Steadview Capital Management LLC bought and sold in Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
- SPCX Space Exploration Techn Corp+881.4% shares
- ASML Asml Hldg NV+15.5% shares
- HOOD Robinhood Mkts Inc+11.7% shares
Reduced
- NBIS Nebius Group N.v.-30.8% shares
- HUT Hut 8 Corp-22.8% shares
- DASH Doordash Inc-7.1% shares
Sold out
- APP Applovin Corpwas 11.7%
- MU Micron Technology Incwas 8.4%
- GOOG Alphabet Incwas 3.4%
- BE Bloom Energy Corpwas 2.5%
- AFRM Affirm Hldgs Incwas 2.4%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -16.7% /yr
- S&P 500 +20.1%
- 3 years
- +43.4% /yr
- S&P 500 +20.4%
- 5 years
- +1.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $290.8M | 9 |
| Q2 2026 | $332.5M | 14 |
| Q1 2026 | $226.6M | 12 |
| Q4 2025 | $531.1M | 11 |
| Q3 2025 | $697.7M | 12 |
| Q2 2025 | $692.5M | 10 |
| Q1 2025 | $460.2M | 10 |
| Q4 2024 | $483.4M | 9 |
| Q3 2024 | $324.6M | 6 |
| Q2 2024 | $298.0M | 7 |
| Q1 2024 | $338.4M | 8 |
| Q4 2023 | $291.7M | 7 |
Questions about Steadview Capital Management LLC's portfolio
What stocks does Steadview Capital Management LLC own?
Steadview Capital Management LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 9 positions worth $290.8M. The largest are Space Exploration Techn Corp (SPCX) at 24.3%, Robinhood Mkts Inc (HOOD) at 23.8%, Carvana Co (CVNA) at 16.8%, Hut 8 Corp (HUT) at 8.9% and Asml Hldg NV (ASML) at 7.8%.
What did Steadview Capital Management LLC buy last quarter?
In Q3 2026, Steadview Capital Management LLC added Space Exploration Techn Corp (SPCX) (+881.4% shares), Asml Hldg NV (ASML) (+15.5% shares) and Robinhood Mkts Inc (HOOD) (+11.7% shares), compared with its Q2 2026 filing.
What did Steadview Capital Management LLC sell last quarter?
In Q3 2026, Steadview Capital Management LLC sold all of Applovin Corp (APP), sold all of Micron Technology Inc (MU), sold all of Alphabet Inc (GOOG), sold all of Bloom Energy Corp (BE), sold all of Affirm Hldgs Inc (AFRM), Nebius Group N.v. (NBIS) (-30.8% shares), Hut 8 Corp (HUT) (-22.8% shares) and Doordash Inc (DASH) (-7.1% shares), compared with its Q2 2026 filing.
How has Steadview Capital Management LLC's portfolio performed?
A portfolio copying Steadview Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +43.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -16.7% against +20.1%. Over 5 years: +1.9% a year against +11.6%.
When is Steadview Capital Management LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Steadview Capital Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Steadview Capital Management LLC manage?
Steadview Capital Management LLC reported $2.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $290.8M.